Upsales tools in Cogny
Cogny's Upsales integration exposes 22 tools (22 read) to an AI agent over MCP. The same tools are available on every plan, from your own AI client or inside the Cogny app.
- Read (22): only reads data.
- Write (0): creates or changes something.
- Destructive (0): deletes, removes or replaces something.
Over MCP your own AI client asks before it runs a write. To take a tool away from your agent, block it in Settings → Integrations. Plans, approvals and limits.
All tools
| Tool | Kind | What it does |
|---|---|---|
list_accounts | Read | List accounts (companies/customers). |
get_account | Read | Get a single account by ID. |
list_contacts | Read | List contacts (people). |
get_contact | Read | Get a single contact by ID. |
list_orders | Read | List orders (deals — both pipeline and closed). |
get_order | Read | Get a single order by ID. |
list_opportunities | Read | List opportunities (open pipeline — orders with probability < 100). |
list_activities | Read | List activities (to-dos, phone calls, tasks). |
get_activity | Read | Get a single activity by ID. |
list_appointments | Read | List appointments (meetings). |
get_appointment | Read | Get a single appointment by ID. |
list_agreements | Read | List agreements (recurring/subscription contracts). |
list_campaigns | Read | List campaigns (Upsales "projects"). |
get_campaign | Read | Get a single campaign (project) by ID. |
list_leads | Read | List marketing leads. |
list_users | Read | List Upsales users (sales reps / account managers). |
list_products | Read | List products. |
list_product_categories | Read | List product categories. |
list_segments | Read | List marketing segments. |
list_visits | Read | List website visits (Upsales web tracking). |
get_metadata | Read | Get account metadata: configured custom fields, currencies, pipeline stages, licenses and enabled features. |
query | Read | Run a GET against any Upsales v2 list resource by name (escape hatch for resources without a dedicated tool, e.g. "mailCampaigns", "forms", "files", "contactCategories", "roles", "currencies", "tickets"). |
Exact input schemas come from tools/list once Upsales is connected; the free plan is enough to check. Missing something? Your agent can ask for it with request_feature.