Ask Adapt tools

Every tool Ask Adapt can use, whether it only reads or prepares a change for approval.

ReferenceDeveloperChecked 2026-10-10

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Ask Adapt has 63 tools: 25 read tools and 38 prepare tools. A read tool answers from your own workspace. A prepare tool never changes anything itself: it makes an approval card with the exact change, and the change only runs when you press Approve. Tools that delete or cancel do not exist, and a tool whose name reads as deleting is refused when the server starts.

Read tools

Tool Action What it does Inputs
account_overview read The user's Home: what moved on the businesses they own (movers: news, contract wins, hires, director changes, with dates), risk signals, how many companies they hold, how good those records are, lists,... none
arrivals_recent read The latest enquiries to one inlet (name or id from inlets_list): when, whether each became a record, and any marks (possible spam, test, possible duplicate...). inlet (required), how_many
calendar_free_slots read Find free slots on the user's Google Calendar using free/busy, inside working hours (default 09:00-17:30 UK, weekdays) for a meeting of the requested length (default 30 minutes). start_date, end_date, duration_minutes, day_start, day_end
calendar_upcoming read List upcoming events on the user's connected Google Calendar. start, end, limit
campaign_drafts read Show the emails written for an email campaign (email 1 per lead): who each goes to, the subject, a short preview, and why a lead has none (held, excluded). campaign_name (required)
campaign_report read Explain one campaign's numbers (email or LinkedIn): status, recipients, sent, replies and reply rate, replies by type, pace, schedule, approval and spam check; for LinkedIn queued, sent, accepted, replied. campaign_name (required)
crm_pipeline read The user's sales pipeline: for every stage, how many deals and their total and weighted value (GBP, lifetime), plus the biggest open deals and the ones that have gone quiet. none
crm_recent_activity read The latest events across the CRM (notes, calls, stage moves, new records), newest first, each with its record's name. limit
crm_record read One CRM record in full, for a brief: its fields, linked organisation/contact/deals, latest notes, open tasks and recent timeline. record_id, name, object
crm_search read Search the user's CRM (their team workspace). object (required), text, stage, status, limit
draft_reply read Help answer a campaign reply. reply (required), body, subject
inlets_list read The ways enquiries reach the user's CRM: each form, webhook or connected tool, with where it files leads, how many have arrived, what is waiting, who gets a new one and whether a reminder is set. none
lead_brief read What the book can say about the business behind ONE CRM record (a record_id from an earlier result): how sure the match is, which source kinds agree or differ with what the record says, when each source was... record_id (required)
lead_detail read Everything the book holds on ONE business: register details, directors, what is on file, and its recent signals (news, hires, director changes). lead_id, name, company_number
morning_summary read A morning briefing: new and unread replies (and which look interested), how each running campaign is doing (sent, replies), LinkedIn campaigns, today's activity goals, exports left this month, and what moved... none
my_lists read The user's saved lists of businesses, with how many are in each. list_name
my_settings read The user's current settings: theme, density, results per page, time zone, profile, reply alerts, digest, do-not-contact count and Adapt Outreach settings. none
open_page read page, section, lead, deal, campaign, list
opportunities_for read The reasons to talk to a business now, from what the book has seen: a new signal, a mismatch between what it files and what it looks like, a contact we have just found. lead_id, name, company_number, reason, how_many
outreach_campaigns read The user's email outreach campaigns: status (draft, active, paused...), recipients, sent, replies and whether the drafts are approved. none
outreach_replies read Replies to the user's email campaigns (newest first), with who wrote, the campaign, a preview and how each was classified (interested, question, out of office...). unread_only, limit
pending_approvals read Show the approval cards waiting for this user, including a LinkedIn campaign start that an AI assistant prepared through the Adapt connector (MCP). none
search_leads read Search the UK book of businesses . sector, area, keywords, verified_email, has_director, has_phone, has_email, has_website, how_many
team_activity read What the team has been doing: the latest CRM events with who did each (notes, calls, stage moves, new records). limit
team_roster read The people in the user's CRM who can be given a lead, with their role and whether they are on the rota. none

Prepare tools (need your approval)

Tool Action What it does Inputs
add_reminder create Adding a reminder (a dated task) to the user's Tasks page and Home screen: title, date (YYYY-MM-DD, today, tomorrow or a weekday), time (HH:MM UK time) and optionally the business it is about. title (required), date, time, business
add_suppression create Adding email addresses or whole domains to the user's do-not-contact list (Settings) and to Adapt Outreach's blocklist, so campaigns never email them. values (required), reason
add_to_list update Adding businesses (lead_ids from earlier results, or a search) to one of the user's saved lists. list_name (required), lead_ids, sector, area, keywords, verified_email, has_director, has_phone, has_email, has_website, how_many
archive_list archive Archiving one of the user's saved lists (the way to tidy up; Adapt keeps the data). list_name (required)
assign_dial_pack update Handing a caller-console list (a dial pack already sent to the console) to a calling team; their manager then shares the calls out. list_name (required), team_name (required)
assign_lead update Giving a CRM record (a lead, company, person or deal) to one person in the CRM, found by name, email or account_id from team_roster. person, record_id, record_name, object
calendar_create_event create Creating one event on the user's connected Google Calendar. title (required), start (required), end, duration_minutes, description, add_meet, invitees
calendar_update_event update Rescheduling, retitling or changing invitees on an event Adapt created for this account. event_id (required), title, start, end, duration_minutes, invitees, description
campaign_settings update Changing one email campaign's sending limits (daily_min and daily_max: each day sends a steady number between them; daily_limit: a hard cap) and working hours (days e.g. campaign_name (required), daily_min, daily_max, daily_limit, days, start_time, end_time, timezone
change_settings update Changing the user's own settings: reply_alerts (on/off), digest (daily, weekly, off), density (comfortable, compact), results_per_page (25, 50, 100, 200), verified_only, timezone, name, job_title, company,... sensitive
create_list create A new saved list, empty or filled with businesses from earlier results (lead_ids) or from a search (sector, area...). name (required), lead_ids, sector, area, keywords, verified_email, has_director, has_phone, has_email, has_website, how_many
crm_add_book_note create INTERNAL, for the arrival agent only: PROPOSE a note on a new enquiry made from what the book knows about the business. record_id (required), text (required)
crm_add_note create A note on a CRM record, in the user's words. text, record_id, record_name, object
crm_archive_record archive Archiving a CRM record (the way to tidy up; Adapt keeps the data). record_id, record_name, object
crm_archive_task archive Archiving a task on a CRM record, found by its title (Adapt keeps the data; it can be brought back). task_title, record_id, record_name, object
crm_create_record create A new CRM record: object is leads, orgs, contacts or deals; values by field name (e.g. object (required), values (required), stage, link_org, link_contact
crm_create_task create A task on a CRM record (a title and an optional due date). title, due, record_id, record_name, object
crm_restore_record update Bringing back an archived CRM record. record_id, record_name, object
crm_update_deal update Changing a CRM record: move a deal to another stage (a lost stage needs lost_reason), and/or set field values (by field name, e.g. record_id, record_name, object, stage, lost_reason, values
enrich_lead update Re-checking one business now (Enrich: Adapt re-reads its website and public records for fresher details). lead_id, name
enrol_opportunity update Adding the business behind ONE reason to talk (an opportunity_id from opportunities_for) to one of the user's DRAFT or PAUSED email campaigns. campaign_name (required), opportunity_id (required)
enrol_opportunity_linkedin update Queueing the right person at the business behind ONE reason to talk (an opportunity_id from opportunities_for) onto one of the user's DRAFT or PAUSED LinkedIn campaigns. campaign_name (required), opportunity_id (required)
export_list create Exporting one saved list to a CSV file. list_name (required)
mark_reply update Labelling a campaign reply in the Unibox (status: interested, meeting_booked, question, out_of_office, wrong_person, not_interested, unknown) and/or marking it read. reply (required), status, mark_read
opportunity_outcome update Recording what came of a reason to talk the user took into a campaign: replied, meeting, won, lost or not_interested. opportunity_id (required), outcome (required)
pause_campaign pause Pausing one of the user's SENDING email campaigns: it stops sending at once, follow-ups included. campaign_name (required)
pause_linkedin_campaign pause Pausing one of the user's RUNNING LinkedIn campaigns (email campaigns use pause_campaign). campaign_name (required)
queue_campaign_leads update Adding businesses (lead_ids from earlier results, or a search) to one of the user's DRAFT or PAUSED email campaigns as recipients. campaign_name (required), lead_ids, sector, area, keywords, verified_email, has_director, has_phone, has_email, has_website, how_many
queue_linkedin_leads update Queueing people onto one of the user's DRAFT or PAUSED LinkedIn campaigns. campaign_name (required), people (required)
restore_list update Bringing back an archived list. list_name (required)
reveal_lead update Revealing one business's contact details (email, phone...). lead_id, name
set_theme update Switching the app between the light and the dark theme (dark darkens the sidebar and menus; it is the only dark mode the app has). theme, accent
start_campaign start Starting (launching a draft, or resuming a paused) email or LinkedIn campaign. campaign_name (required), channel
user_deactivate update Deactivating a member. account_id (required)
user_invite create Inviting someone to this organisation by email, as a member or an admin. email (required), role
user_reactivate update Making a deactivated member active again. account_id (required)
user_set_role update Changing a member's role to member or admin. account_id (required), role (required)
write_campaign_emails create Pressing Write emails on a DRAFT or PAUSED email campaign that writes email 1 per lead: each ready lead gets its own checked email 1. campaign_name (required)