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, 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, slug, kind, active flag, stored config, optional weekly schedule. A customWebhook row has an empty config and a webhook block with the linked action's url, HTTP method, and timing; read its full configuration with list_custom_actions.

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 new skill's id and the fields you sent (llmTool, name, message, instruction, isActive). Read the stored skill with list_agent_skills.

Change a texting skill. Partial update: only the fields you send change. Send at least one settable field or a new set of agents.

Returns the fields the update wrote.

Permanently delete a texting skill from every agent it is linked to. Those agents stop sending that message.

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

Returns { id, note }, where note confirms the delete in plain language.

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 Upfirst numbers of the linked agents. When omitted, the skill uses the dashboard's defaults at call time: a 30 second ring, end the call on no answer, cold transfer, the Upfirst number as caller id, and recording stops at the transfer.

Returns the new skill's id and the fields you sent. Read the stored skill with list_agent_skills.

Change a transfer skill. Partial update: only the fields you send change. Send at least one settable field or a new set of agents.

Every destination must be in the same country as one of the Upfirst numbers of the linked agents.

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 the training of one or more receptionists. The new entry goes to the top of each linked agent's list.

Returns the new entry's id, name, isActive, schedule (null when always active), and contentLength in characters. Read the full entry with get_agent_knowledge.

Change an entry's name, active flag, content, schedule, or which agents see it. Partial update: send at least one settable field or a new set of agents.

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. The edit changes what every agent linked to the entry says.

Returns the fields the update wrote. New content comes back as contentLength, not as the full text.

Permanently delete a knowledge entry.

There is no way to restore a deleted entry. Deleting it removes it from every agent it is linked to.

Returns { id, note }, where note confirms the delete in plain language.

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. Every schedule you send must include all seven days; a day the entry should not apply on is enabled: false with an empty workingPeriods. Times are 24-hour HH:MM in the agent's timezone.

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": { "enabled": true,  "workingPeriods": [{ "from": "09:00", "to": "17:00" }] },
    "thursday":  { "enabled": true,  "workingPeriods": [{ "from": "09:00", "to": "17:00" }] },
    "friday":    { "enabled": true,  "workingPeriods": [{ "from": "09:00", "to": "17:00" }] },
    "saturday":  { "enabled": false, "workingPeriods": [] },
    "sunday":    { "enabled": false, "workingPeriods": [] }
  }
}

Every custom action an agent can use, each with its whole configuration. Read this before rewriting an action, so nothing is overwritten unseen.

Returns customActions, each with id, agentIds (every agent the action is linked to), autoLinkNewAgents, name, description, timing, HTTP method, url, auth type and OAuth connection id, fallback message, timeout, active flag, variables, query params, headers, allowed output fields, sample values, body template, and the after-timing condition.

A header whose name looks like a credential (token, key, secret, authorization) comes back as [redacted]; the real value is never read out. Deleted actions are omitted.

Add a custom action and link it to one or more agents.

Returns the created action with its new id.

Change a custom action. Partial update: only the fields you send change. Send at least one settable field or a new set of agents. Lists are replaced whole, not merged, so read the action with list_custom_actions first.

An action linked to several agents is edited for all of them.

Returns the fields the update wrote.

Permanently delete a custom action. Every agent linked to it stops calling that API.

There is no way to restore a deleted action. Getting it back means creating it again from scratch, and list_custom_actions returns its configuration only while it still exists.

Returns { id, note }, where note confirms the delete in plain language.

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.