get_user_information
Get information about the current user
searchContacts
Search for contacts and return matching people. Use for questions about specific contacts or "who" questions (e.g. "Who did I meet most?" or "who works as an engineer?"). Returns actual contact records for queries needing specific people. Note: interaction counts represent total accumulated interactions and cannot be filtered by date ranges.
getContact
Get full details for a contact by id, including emails, social links, phone numbers, and notes.
createContact
Create a new contact record in Clay. This endpoint should only be used when you need to create a completely new contact, not for adding contacts to groups.
updateContact
Update a contact record in Clay. This endpoint should only be used when you need to update a contact, not for adding contacts to groups.
archive_contact
Archive a contact record in Clay. This endpoint should only be used when you need to archive a contact.
restore_contact
Restore a archived contact record in Clay. This endpoint should only be used when you need to restore a contact.
createNote
Create a note for a contact. Only use this when the user explicitly asks to create, add, or save a note.
getGroups
Get all groups or lists for the user.
createGroup
Create a group or list for the user. If a group with the same name already exists, it will not create a duplicate unless explicitly requested to ignore the check.
updateGroup
Update a group or list. Use this to update the group title and/or modify its members. When adding or removing contacts, provide ALL contact IDs to add/remove in a single call - do not make multiple calls for individual contacts.
getNotes
Use ONLY when the user explicitly mentions "note" or "notes" to retrieve notes between two dates (e.g. "what notes from last week?"). Returns notes by creation date only - does NOT search note content or filter by other criteria. NEVER use this tool for finding contacts or any other purpose besides retrieving notes. This tool is strictly prohibited from being used unless "note" or "notes" are explicitly mentioned in the query.
getEvents
Use this tool ONLY to fetch meetings/events in a date range (e.g. "what meetings next week?", "show calendar for tomorrow"). DO NOT use for counting meetings, analyzing patterns, or finding frequent participants.
getUpcomingEvents
Use this tool ONLY to fetch upcoming/next meetings/events when the user does not explicitly mention a range, and asks for upcoming or next meetings/events.
getEmails
Use this tool ONLY to fetch emails in a date range (e.g. "what emails did I recieve last week?", "show emails from yesterday")
getRecentEmails
Use this tool ONLY to fetch recent email interactions when the user does not explicitly mention a range, and asks for past email interactions.
getRecentReminders
Use this tool to find recent reminders that have already occured. This tool is strictly prohibited from being used unless "reminder" or "reminders" are explicitly mentioned in the query.
getUpcomingReminders
Use this tool to find recent reminders that have already occured. This tool is strictly prohibited from being used unless "reminder" or "reminders" are explicitly mentioned in the query.
find_duplicates
Find potential duplicate contacts.
merge_contacts
Merge all contact ids into one contact, this is a destructive action and can not be undone. Only run one contact group at a time and only with the users explicit permission.