Documentation Index
Fetch the complete documentation index at: https://docs.octavehq.com/llms.txt
Use this file to discover all available pages before exploring further.
The Octave MCP server exposes the following tools to connected clients. All tools require an authenticated connection to your Octave workspace.
For additional skills, agents, and slash commands, install the Octave plugin (LFGTM) for Claude Code.
Connection
| Tool | Description |
|---|
verify_connection | Verify your connection to the Octave MCP server and view workspace info |
Library
Manage your GTM knowledge base — personas, products, playbooks, segments, competitors, and more.
| Tool | Description |
|---|
list_entities | List entities in your knowledge base by type with pagination |
list_all_entities | Quick summary of all entity types without full data payloads |
get_entity | Get full details for a specific entity by oId |
search_knowledge_base | Semantic search across your entire knowledge base |
create_entity | Create a new entity via AI generation |
update_entity | Update an existing entity via AI refinement |
delete_entity | Delete an entity |
get_playbook | Get a playbook with linked personas and value propositions |
create_playbook | Create a new playbook with linked personas |
update_playbook | Update an existing playbook |
list_value_props | List value propositions for a playbook |
update_value_props | Refine existing value propositions for a playbook |
add_value_props | Generate new value propositions for a playbook via AI |
Research
Find, enrich, and qualify people and companies. Research tools are billable — 1 credit per person or company returned.
| Tool | Description |
|---|
find_person | Find a person by name, email, LinkedIn profile, or other criteria |
find_company | Find a company by name, domain, industry, or other criteria |
find_similar_people | Find people similar to a given person (lookalike matching) |
find_similar_companies | Find companies similar to a given company (lookalike matching) |
enrich_person | Generate a detailed intelligence report on a person |
enrich_company | Generate a detailed intelligence report on a company |
qualify_person | Score a person’s fit against your ICP criteria |
qualify_company | Score a company’s fit against your ICP criteria |
Content Generation
Generate personalized emails, content, and call prep materials grounded in your knowledge base.
| Tool | Description |
|---|
generate_email | Generate a personalized email sequence (1–4 emails) |
generate_content | Generate content (LinkedIn messages, intros, social posts, etc.) |
generate_call_prep | Generate call preparation materials with talking points and objection handling |
Agents
Save, manage, and run reusable AI agents for repeatable GTM workflows.
Manage Agents
| Tool | Description |
|---|
list_agents | List saved agents with optional filtering by type |
get_agent | Get full details for a specific agent |
create_agent | Create a new agent with a specific type and configuration |
update_agent | Update an existing agent’s configuration |
delete_agent | Delete an agent |
Run Agents
| Tool | Description |
|---|
run_email_agent | Run a saved email sequence agent |
run_content_agent | Run a saved content generation agent |
run_call_prep_agent | Run a saved call prep agent |
run_enrich_person_agent | Run a saved person enrichment agent |
run_enrich_company_agent | Run a saved company enrichment agent |
run_qualify_person_agent | Run a saved person qualification agent |
run_qualify_company_agent | Run a saved company qualification agent |
Pipeline
View and analyze your sales pipeline, deal health, and performance metrics.
| Tool | Description |
|---|
list_pipeline_overview | Get pipeline overview with deals grouped by stage |
list_deal_health | Analyze deal health and detect stalled deals |
get_deal_deep_dive | Get full context for a single deal including activities and timeline |
get_pipeline_metrics | Get pipeline performance metrics (win rate, cycle time, velocity) |
CRM
Search and access CRM records from connected providers (Salesforce, HubSpot).
| Tool | Description |
|---|
find_crm_records | Search CRM records (accounts, contacts, leads, opportunities) |
find_crm_activities | Find activities (notes, tasks, calls, emails) for a CRM record |
generate_crm_context | Generate synthesized CRM context for a person or company |
Insights
Access conversation intelligence — findings, events, and analytics from calls, emails, and CRM activity.
| Tool | Description |
|---|
list_findings | Search findings with natural language queries and filters |
list_events | List events (calls, emails, CRM activities) with filters |
get_event_detail | Get full event details including transcript and extracted data |
Resources
Manage workspace resources (URLs, Google Drive files, text) that ground AI-generated content.
| Tool | Description |
|---|
list_resources | List resources in your workspace with filtering by type and status |
get_resource | Get detailed information for a specific resource |
create_resource | Create a new resource (URL, Google Drive, or text) |
delete_resource | Delete one or more resources |
search_resources | Semantic search across resources |
Configuration
| Tool | Description |
|---|
list_writing_styles | List available writing styles for content generation |
