Tool reference

Every tool below takes an organizationId parameter unless marked otherwise. If you belong to exactly one organization the agent may omit it; with more than one, the server asks the agent to call organization_list first.

Tools that change something always report back what changed, and the server requires the agent to confirm writes with you before executing them. High-impact rules (budget floors, filter policies, evidence requirements) are enforced server-side, not just suggested.

Discovery

Tool	What it does
`organization_list`	Lists the organizations you can access, with subscription state. The agent's step zero. Not organization-scoped.
`resource_read`	Returns the full text of any `lancer://` policy resource, for clients without native MCP resource support. Not organization-scoped.

Dashboard and analytics

Tool	What it does
`organization_performance_overview`	The web dashboard in one call: KPIs, day-by-day series, and breakdowns by campaign, cover letter, and bidder account. Invites match `job_invitation_list` for the same period; profile views and ad metrics are `null` on days Upwork stats were not collected.
`job_invitation_list`	Upwork job invitations received by your bidder accounts, with applied flags, the matched inbox room, and where each bid stands (`bidState`: sent, skipped, blocked, failed, not sent, the same states as campaign leads). `period` filters by the date each invitation was received.

Upwork profile grounding

Tool	What it does
`bidder_account_get`	Your actual Upwork positioning: accounts, agencies, contractors, portfolios, highlights, and campaign mappings. The agent grounds knowledge base and campaign advice in this.
`upwork_profile_scrape`	Live scrape of a public Upwork profile by URL (30 to 90 seconds), used during onboarding before an account is connected.

Campaign analysis

Tool	What it does
`campaign_performance_overview`	Per-campaign performance: contacted, opened, replied, rejected, spend, cost per reply, findings, forecast.
`campaign_filter_audit`	What each campaign targets: filters, keyword signals, region compatibility, overlap between campaigns, forecast.
`campaign_filter_simulate`	Forecasts a proposed filter change in memory before anything is saved.
`campaign_keyword_frequency`	Top job-title keywords over the last 30 days for a given search query. Works on draft queries too.
`campaign_recommendation_guardrails`	Validates proposed campaign recommendations against Lancer policy: allowed, revise, or blocked. Not organization-scoped.
`suitability_decision_explain`	Explains why the suitability AI passed or rejected specific leads on one campaign, with verbatim reasons.

Campaign writes

Tool	What it does
`campaign_create`	Creates a campaign. Activating it runs the same startability checks as the web app.
`campaign_set_status`	Pause, resume, go live, or return to draft.
`campaign_update`	Updates filters, bidding and boost config, limits, attached bidder account, template, or knowledge base profile.
`campaign_archive`	Archives a campaign and resequences priorities.
`campaign_priority_reorder`	Reads the order campaigns win contested jobs in, or sets a new order (every live campaign, highest priority first).
`campaign_attachment_create`	Downloads a public file and attaches it to proposals (max 5, 25 MB each) or to a Smart Attachments case.
`campaign_attachment_delete`	Permanently removes a proposal or Smart Attachments file.

Notifications (Slack, Discord and Telegram)

Tool	What it does
`campaign_notifications_get`	Current channel bindings, per-event toggles, and installed workspaces.
`campaign_notifications_connect`	Returns a Slack or Discord install URL, or a one-time Telegram link, for you to click. No side effects.
`campaign_notifications_update`	Binds a workspace and channel, sets per-event toggles, or disconnects the campaign.
`campaign_notifications_test`	Posts a sample notification into the configured channel. Everyone in the channel sees it.

Integrations, webhooks, and API keys

Tool	What it does
`campaign_integrations_get`	Bidding mode (Standard, External proposal, External decision & proposal), readiness with blockers, webhooks with recent deliveries, API key prefixes, recent activity.
`campaign_webhook_upsert`	Creates or updates a campaign webhook, the `job.new` delivery channel. Creation requires a paid plan.
`campaign_webhook_delete`	Deletes a webhook. May make a campaign in either external mode not startable.
`campaign_webhook_test`	Sends a real delivery with a real lead to your endpoint.
`api_key_create`	Creates a Public API key. The full key appears once, in that response only. Paid plan required.
`api_key_delete`	Revokes a Public API key immediately.

One-off proposals

Send a proposal for a single Upwork job your campaigns missed, from the conversation. Same steps and checks as the web Send Proposal page.

Tool	What it does
`job_proposal_draft`	Takes a pasted job link: finds the job, checks no campaign already sent it, rates the fit, and writes the letter and screening answers with the template you pick. Sends nothing.
`job_proposal_update`	Edits the letter, answers, boost and rate settings, profile highlights or attachments before sending.
`job_proposal_send`	Sends it now or after a delay. A sent proposal can't be taken back, so the agent shows you the final text and asks first.
`job_proposal_cancel`	Stops a scheduled send before the bidder picks it up.
`job_proposal_get`	Whether it went out, when, with what bid and boost, or why it didn't.

Cover letter templates

Tool	What it does
`cover_letter_templates_list`	Your templates and which campaigns use each one.
`cover_letter_template_create`	Creates a template (name, body, instructions).
`cover_letter_template_update`	Updates name, body, instructions, or status. Archiving is blocked while a live campaign uses the template.
`cover_letter_simulate`	Renders what the production proposal agent would actually write for sampled jobs, for the saved template or a proposed change. Each sampled job is a full AI run, so the agent offers this rather than running it automatically.

Organization AI configuration

Tool	What it does
`organization_ai_config_get`	Your per-organization AI settings: question rules, cover letter handling, question handling.
`organization_ai_config_update`	Updates those settings. Question rules are replaced as a whole array.

Knowledge base

Tool	What it does
`knowledge_base_get`	The profile the suitability AI reads, optionally scoped to specific campaigns.
`knowledge_base_draft`	Generates a first-draft knowledge base from your Upwork profile using the production draft agent.
`knowledge_base_create`	Creates a knowledge base profile. Subject to your plan's profile limit.
`knowledge_base_update`	Updates fields such as core services, tools and technologies, projects to avoid, languages, and case studies.
`knowledge_base_delete`	Deletes a profile. Blocked while a live campaign uses it or if it is your last profile.
`knowledge_base_simulate`	Runs the production suitability agent on sampled jobs against the saved or proposed profile and returns per-job decisions.
`knowledge_base_recommendation_guardrails`	Validates knowledge base changes; requires profile evidence, and lead-cohort claims need an export run. Not organization-scoped.

Lead exports

Tool	What it does
`lead_export_start`	Creates a CSV or JSONL export of leads for cohort and text analysis. Synchronous; returns an export id.
`lead_export_result`	Status, row count, schema, and an expiring signed download URL. Links expire after 24 hours.

Inbox and pipeline

Tool	What it does
`inbox_overview`	Snapshot of your pipeline: column layout, counts by status, deal value totals, unread, tasks, connected accounts.
`inbox_rooms_list`	Paginated triage view of message rooms across accounts, with search.
`inbox_room_get`	Full context for one room: counterparty, client history, CRM fields, notes, tasks, optionally messages. Long messages are shortened unless you pass `fullMessages: true`. Reading messages marks the room as read on Upwork, except when Lancer could not fetch the latest messages and answered with its stored copy (`messages.stale`).
`inbox_room_attachment_get`	Fetches the content of a chat or job post attachment. Long documents come back in 40,000 character parts (`textOffset`).
`inbox_room_update`	Updates CRM fields: pipeline status, deal value, note, archive reason.
`inbox_room_task_upsert`	Creates or updates one task on a room.
`inbox_room_task_delete`	Deletes one room task.
`inbox_rooms_refresh`	Pulls fresh rooms and messages from Upwork for one bidder account.
`inbox_tasks_list`	Organization-wide task list, overdue first.
`inbox_pipeline_columns_update`	Replaces your pipeline columns (3 to 7). Removing a column that still has rooms requires an explicit acknowledgment.
`inbox_room_send_message`	Sends a message (optionally with an attachment) in an Upwork chat room. Cannot be unsent, so the agent always shows you the exact text first.
`inbox_room_meeting_create`	Creates a meeting and posts the card into the chat: instant Zoom, scheduled, or book-a-slot.
`inbox_room_meeting_free_slots`	Free slots offered by the other side for a meeting of a given duration.
`inbox_room_meeting_add_to_calendar`	Syncs an existing meeting to the bidder account's connected calendar.
`inbox_export_start`	JSONL export of rooms with nested messages for analysis. Defaults to 100 rooms and 50 messages each.
`inbox_export_result`	Signed download URL and schema for a completed inbox export. Links expire after 24 hours.

Not available over MCP

A few operations stay in the web app by design:

Connecting or reconnecting Upwork bidder accounts (credentials never pass through an agent).
Bulk operations on rooms or leads.
Joining Zoom meetings and managing tags.

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