Tool reference All 59 MCP tools, grouped by what they operate on.
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.
Tool What it does organization_listLists the organizations you can access, with subscription state. The agent's step zero. Not organization-scoped. resource_readReturns the full text of any lancer:// policy resource, for clients without native MCP resource support. Not organization-scoped.
Tool What it does organization_performance_overviewThe web dashboard in one call: KPIs, day-by-day series, and breakdowns by campaign, cover letter, and bidder account. job_invitation_listUpwork job invitations received by your bidder accounts, with applied flags and the matched inbox room.
Tool What it does bidder_account_getYour actual Upwork positioning: accounts, agencies, contractors, portfolios, highlights, and campaign mappings. The agent grounds knowledge base and campaign advice in this. upwork_profile_scrapeLive scrape of a public Upwork profile by URL (30 to 90 seconds), used during onboarding before an account is connected.
Tool What it does campaign_performance_overviewPer-campaign performance: contacted, opened, replied, rejected, spend, cost per reply, findings, forecast. campaign_filter_auditWhat each campaign targets: filters, keyword signals, region compatibility, overlap between campaigns, forecast. campaign_filter_simulateForecasts a proposed filter change in memory before anything is saved. campaign_keyword_frequencyTop job-title keywords over the last 30 days for a given search query. Works on draft queries too. campaign_recommendation_guardrailsValidates proposed campaign recommendations against Lancer policy: allowed, revise, or blocked. Not organization-scoped. suitability_decision_explainExplains why the suitability AI passed or rejected specific leads on one campaign, with verbatim reasons.
Tool What it does campaign_createCreates a campaign. Activating it runs the same startability checks as the web app. campaign_set_statusPause, resume, go live, or return to draft. campaign_updateUpdates filters, bidding and boost config, limits, attached bidder account, template, or knowledge base profile. campaign_archiveArchives a campaign and resequences priorities. campaign_attachment_createDownloads a public file and attaches it to proposals (max 5, 25 MB each) or to a Smart Attachments case. campaign_attachment_deletePermanently removes a proposal or Smart Attachments file.
Tool What it does campaign_notifications_getCurrent channel bindings, per-event toggles, and installed workspaces. campaign_notifications_connectReturns a Slack or Discord install URL for you to click. No side effects. campaign_notifications_updateBinds a workspace and channel, sets per-event toggles, or disconnects the campaign. campaign_notifications_testPosts a sample notification into the configured channel. Everyone in the channel sees it.
Tool What it does campaign_integrations_getBidding mode, external-mode readiness with blockers, webhooks with recent deliveries, API key prefixes, recent activity. campaign_webhook_upsertCreates or updates a campaign webhook, the job.new delivery channel. Creation requires a paid plan. campaign_webhook_deleteDeletes a webhook. May make an external campaign not startable. campaign_webhook_testSends a real delivery with a real lead to your endpoint. api_key_createCreates a Public API key. The full key appears once, in that response only. Paid plan required. api_key_deleteRevokes a Public API key immediately.
Tool What it does cover_letter_templates_listYour templates and which campaigns use each one. cover_letter_template_createCreates a template (name, body, instructions). cover_letter_template_updateUpdates name, body, instructions, or status. Archiving is blocked while a live campaign uses the template. cover_letter_simulateRenders 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.
Tool What it does organization_ai_config_getYour per-organization AI settings: question rules, cover letter handling, question handling. organization_ai_config_updateUpdates those settings. Question rules are replaced as a whole array.
Tool What it does knowledge_base_getThe profile the suitability AI reads, optionally scoped to specific campaigns. knowledge_base_draftGenerates a first-draft knowledge base from your Upwork profile using the production draft agent. knowledge_base_createCreates a knowledge base profile. Subject to your plan's profile limit. knowledge_base_updateUpdates fields such as core services, tools and technologies, projects to avoid, languages, and case studies. knowledge_base_deleteDeletes a profile. Blocked while a live campaign uses it or if it is your last profile. knowledge_base_simulateRuns the production suitability agent on sampled jobs against the saved or proposed profile and returns per-job decisions. knowledge_base_recommendation_guardrailsValidates knowledge base changes; requires profile evidence, and lead-cohort claims need an export run. Not organization-scoped.
Tool What it does lead_export_startCreates a CSV or JSONL export of leads for cohort and text analysis. Synchronous; returns an export id. lead_export_resultStatus, row count, schema, and an expiring signed download URL. Links expire after 24 hours.
Tool What it does inbox_overviewSnapshot of your pipeline: column layout, counts by status, deal value totals, unread, tasks, connected accounts. inbox_rooms_listPaginated triage view of message rooms across accounts, with search. inbox_room_getFull context for one room: counterparty, client history, CRM fields, notes, tasks, optionally messages. Reading messages marks the room as read on Upwork. inbox_room_attachment_getFetches the content of a chat or job post attachment. inbox_room_updateUpdates CRM fields: pipeline status, deal value, note, archive reason. inbox_room_task_upsertCreates or updates one task on a room. inbox_room_task_deleteDeletes one room task. inbox_rooms_refreshPulls fresh rooms and messages from Upwork for one bidder account. inbox_tasks_listOrganization-wide task list, overdue first. inbox_pipeline_columns_updateReplaces your pipeline columns (3 to 7). Removing a column that still has rooms requires an explicit acknowledgment. inbox_room_send_messageSends 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_createCreates a meeting and posts the card into the chat: instant Zoom, scheduled, or book-a-slot. inbox_room_meeting_free_slotsFree slots offered by the other side for a meeting of a given duration. inbox_room_meeting_add_to_calendarSyncs an existing meeting to the bidder account's connected calendar. inbox_export_startJSONL export of rooms with nested messages for analysis. Defaults to 100 rooms and 50 messages each. inbox_export_resultSigned download URL and schema for a completed inbox export. Links expire after 24 hours.
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.