Upfirst MCP Server

Start here. A compact snapshot of the whole account: the business name, every receptionist with its timezone, greeting, phone numbers, skills and knowledge, and the number of calls handled in the last 30 days.

No parameters.

Returns Business name · agents (id, name, timezone, greeting, phone numbers, skill & knowledge names) · calls in the last 30 days (settled calls only; test and archived calls are not counted).

List the organization's AI agents. Use a returned id with the agent-scoped tools below.

No parameters.

Returns agents, each with id and name.

Read one agent's full conversational settings and attached phone numbers.

Returns greeting & goodbye messages, voice tone, speech rate, hold music, language, timezone, spam & toll-free blocking, and attached phone numbers.

Change an agent's conversational settings. Partial update: send only what changes; at least one settable field is required.

Voice, timezone, and language are managed on the dashboard and can't be changed here. The blocking flags apply to this agent; the dashboard sets them for all agents at once.

Returns the updated agent, in the same shape as get_agent_by_id.

List the skills configured for an agent, including inactive ones by default.

Returns skills: id, name, kind, active flag, stored config, optional weekly schedule, and (for webhook skills) a webhook summary.

A schedule is honored on calls for transfer skills only. Other kinds store one but ignore it.

Add a texting skill: an SMS the receptionist can send to a caller during a call. sendSms texts the message as written. sendScheduleSms texts it together with the organization's scheduling link.

The message passes a content filter that rejects promotional or otherwise restricted wording.

Returns the created skill with its new id, in the same shape as a list_agent_skills entry.

Change a texting skill. Partial update: only the fields you send change, and at least one settable field is required.

Returns the fields the update wrote.

Permanently delete a texting skill. The agent stops sending that message immediately.

There is no way to restore a deleted skill. Getting it back means creating it again from scratch.

Returns { id, deleted: true }.

Add a transfer skill: the rule that hands a live call to a person. condition tells the agent when to transfer, preTransferMessage is what it says to the caller first, and destinations are the numbers it dials in order.

Every destination must be in the same country as one of the account's Upfirst numbers. Omitted options default to the same values the dashboard uses, so a skill created here behaves identically to one built in the UI.

Returns the created skill with its new id, in the same shape as a list_agent_skills entry.

Change a transfer skill. Partial update: only the fields you send change, and at least one settable field is required.

A skill's kind is fixed at creation. Passing the id of a scheduling or webhook skill reads as not found.

Returns the fields the update wrote.

There is no tool for this. Transfer skills are deleted on the Upfirst dashboard. Over MCP you can switch one off instead: set isActive: false with update_transfer_call_skill, and the agent stops offering the transfer while the skill stays configured.

Read an agent's knowledge base. Every entry is returned whole with its full content, never a preview.

Returns entries: id, name, type (text/website), active flag, full content, source url, and weekly schedule, plus totalCount.

Add a text entry to a receptionist's training. New entries go to the top of the list.

Returns the created entry.

Change an entry's name, active flag, content, or schedule. Partial update; at least one settable field is required.

Content is replaced, never appended. Read the entry with get_agent_knowledge first and send back the full text you want it to have, including whatever you are keeping. If the entry is shared across the organization, the edit changes what every agent answering from it says.

Returns the fields the update wrote.

Permanently delete a knowledge entry.

There is no way to restore a deleted entry. If the entry is shared across the organization, deleting it removes it for every agent that answers from it.

Returns { id, deleted: true }.

A schedule restricts a knowledge entry (or transfer skill) to business hours, honored in the agent's business timezone. It's a per-weekday object; each day is on or off with one or more time windows.

A scheduled entry is only in the receptionist's knowledge during its windows. Outside them, it's as if the entry doesn't exist, so the receptionist never answers from it at the wrong time.

That makes schedules a dependable way to handle time-specific facts. To make open and closed hours foolproof, add one entry restricted to your open hours that reads "We are currently open," and a second restricted to your closed hours that reads "We are currently closed." Only one is ever active, so the receptionist can't mix them up.

{
  "days": {
    "monday": { "enabled": true,  "workingPeriods": [{ "from": "09:00", "to": "17:00" }] },
    "tuesday": { "enabled": true,  "workingPeriods": [{ "from": "09:00", "to": "17:00" }] },
    /* … wednesday–sunday … */
    "sunday":  { "enabled": false, "workingPeriods": [] }
  }
}

List and filter call history, most recent first. Compact rows with no transcripts or summaries (use the tools below for those).

Returns call rows (caller, time, duration, outcome, tags, linked contact, transcript-turn count) plus totalCount.

Full details of one call, everything except the transcript text and recording.

Returns timing, outcome, caller & receptionist numbers, the AI-written summary, captured data fields, the skills the agent used (with when each fired), tags, your team's comments, and the transcript-turn count.

The conversation text of one call as ordered turns, each stamped with an [mm:ss] offset and its speaker.

Speakers are Agent (the AI receptionist), Caller (the person who dialed), and Transferee (a human the call was handed to).

Returns turns (offset, speaker, text) plus totalCount.