Direct answer: Finta MCP exposes organization-scoped tools for CRM records, relationship networks, deals, documents, inbox and calendar context, automations, tasks, and Aurora's action queue. Your client's live tool list is the final source of truth because permissions and releases can change the inventory.
Read and discovery tools
| Tool family | Examples verified August 21, 2026 | Use |
|---|---|---|
| CRM contacts | search_contacts, list_contacts, get_contact | Find a person and inspect the durable CRM record. |
| Companies | search_companies, get_company | Resolve the firm attached to a relationship. |
| Networks | search_network_contacts | Find people in connected email or imported LinkedIn networks who may be relevant to a warm path. |
| Deals | search_deals, get_deal, list_deal_documents | Inspect an active raise and its related materials. |
| Documents | list_documents, search_documents, get_library_document | Retrieve supported organization knowledge from the Document Library. |
| Inbox | search_inbox, get_recent_emails, get_email_thread | Recover recent communication and open commitments. |
| Calendar | search_calendar, get_todays_schedule | Check meetings, timing, and upcoming relationship work. |
| Automations | search_automations, get_automation_details | Inspect sequences before changing them. |
| Tasks and queue | search_tasks, get_action_queue | Find assigned work and Aurora recommendations. |
Create and update tools
| Action | Example tool | Control boundary |
|---|---|---|
| Add or update a CRM record | add_contact, update_contact | Search first, inspect the target ID, and review fields before execution. |
| Add or update a company | add_company, update_company | Verify the firm does not already exist. |
| Manage a deal | create_deal, update_deal | Confirm the target round and amounts. |
| Manage pipeline stages | create_stage, update_stage, reorder_stages | Check contact impact before changing the shared pipeline. |
| Prepare an email | propose_send_email | First call returns a draft and confirmation token. The second identical call can send. |
| Prepare a calendar event | propose_calendar_event | First call returns event and attendee details. The second identical call can create it. |
| Change automations | create_automation, update_automation, set_automation_status | Activation and other consequential changes can require confirmation. |
| Enroll contacts | enroll_contacts_in_sequence | Requires confirmation before contacts enter a sequence. |
A safe tool-use sequence
- Search for the target record.
- Load the exact record by ID.
- State the intended change in plain language.
- Check recipients, record IDs, stages, dates, and amounts.
- Run the proposed action.
- If a confirmation token is returned, read the summary and blast radius.
- Confirm only when the arguments match the approved action.
- Re-read the record after execution.
How Finta helps
The tools connect AI clients to the same CRM, network, deal, inbox, calendar, document, and workflow context used inside Finta. This turns a general chat into a relationship-aware workspace while preserving organization scope and explicit action boundaries.
Limitations
- The tool list can differ by client, authorization, organization configuration, credits, and release.
- Search results can be incomplete when the source record is incomplete or stale.
- Tools do not make financial, legal, compliance, or investment decisions for the user.
- A confirmation token is short lived and tied to the same arguments. Changing the action requires a new proposal.
Related guides
- Finta MCP security and permissions
- Troubleshoot Finta MCP
- Use Finta MCP with your investor CRM
- Use Finta MCP for fundraising
Last verified: August 21, 2026.