Growth suite

Every Growth suite tool, with the scope it needs, its arguments and the API operation it calls.

43 tools

List growth approval instances

Read only

atlas_growth_approval_instances_list

List Growth Suite approval instances (cross-module approval workflows), one page at a time. Returns a nextCursor; pass it back as cursor for the next page.

Scope: growth:read
Calls: GET /growth-suite/approvals/instances
Example prompt: Show me pending Growth Suite approvals.

Arguments

Field	Type	Required	Description
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt"`	No	The field to sort on: updatedAt, createdAt. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc (newest first) by default.

List growth contracts work items

Read only

atlas_growth_contracts_work_items_list

List contract work items (legal review, signer reminders, renewal follow-ups), one page at a time. Returns a nextCursor; pass it back as cursor for the next page.

Scope: growth:read
Calls: GET /growth-suite/contracts/work-items
Example prompt: What contract work items are pending?

Arguments

Field	Type	Required	Description
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "title"`	No	The field to sort on: updatedAt, createdAt, title. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc (newest first) by default.

Get growth contracts workspace

Read only

atlas_growth_contracts_workspace_get

Fetch the Growth Suite contract workspace overview (lifecycle stages, pending work items).

Scope: growth:read
Calls: GET /growth-suite/contracts/workspace
Example prompt: Show me the contract workspace.

Arguments

This tool takes no arguments.

Archive growth CRM accounts

Changes data

atlas_growth_crm_accounts_archive

Archive a Growth Suite CRM account record without deleting tenant history.

Scope: growth:write
Calls: POST /growth-suite/crm/accounts/{id}/archive
Example prompt: Archive Growth Suite CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create growth CRM accounts

Changes data

atlas_growth_crm_accounts_create

Create a Growth Suite CRM account through the governed CRM command surface.

Scope: growth:write
Calls: POST /growth-suite/crm/accounts
Example prompt: Create a Growth Suite account for Northstar Health.

Arguments

Field	Type	Required
`name`	`string`	Yes
`domain`	`string \| null`	No
`website`	`string \| null`	No
`industry`	`string \| null`	No
`lifecycle`	`"PROSPECT" \| "CUSTOMER" \| "PARTNER" \| "CHURNED"`	No
`health`	`"UNKNOWN" \| "GOOD" \| "WATCH" \| "RISK"`	No
`annualRevenueCents`	`integer \| null`	No
`currency`	`string`	No
`notes`	`string \| null`	No
`source`	`string \| null`	No
`ownerUserId`	`string \| null`	No

Get growth CRM accounts

Read only

atlas_growth_crm_accounts_get

Fetch Growth Suite CRM account 360 detail including health, contacts, deals, activities, and relationship signals.

Scope: growth:read
Calls: GET /growth-suite/crm/accounts/{id}/detail
Example prompt: Show me the full account 360 for acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Restore growth CRM accounts

Changes data

atlas_growth_crm_accounts_restore

Restore a previously archived CRM account.

Scope: growth:write
Calls: POST /growth-suite/crm/accounts/{id}/restore
Example prompt: Restore CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Update growth CRM accounts

Changes data

atlas_growth_crm_accounts_update

Patch a Growth Suite CRM account with version-aware governed command fields.

Scope: growth:write
Calls: PATCH /growth-suite/crm/accounts/{id}
Example prompt: Mark Growth Suite account acc_xyz as at-risk at version 4.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes

Create growth CRM activities

Changes data

atlas_growth_crm_activities_create

Log a CRM activity (note, call, email, meeting, task). Must attach to at least one record.

Scope: growth:write
Calls: POST /growth-suite/crm/activities
Example prompt: Log a CRM note on CRM deal d_xyz: customer asked for discount.

Arguments

Field	Type	Required
`accountId`	`string \| null`	No
`contactId`	`string \| null`	No
`dealId`	`string \| null`	No
`type`	`"NOTE" \| "CALL" \| "EMAIL" \| "MEETING" \| "TASK" \| "PROPOSAL" \| "RENEWAL" \| "SUPPORT"`	No
`direction`	`"INBOUND" \| "OUTBOUND" \| "INTERNAL"`	No
`subject`	`string`	Yes
`body`	`string \| null`	No
`outcome`	`string \| null`	No
`occurredAt`	`string (date-time) \| null`	No
`dueAt`	`string (date-time) \| null`	No
`ownerUserId`	`string \| null`	No
`taskId`	`string \| null`	No
`projectId`	`string \| null`	No
`meetingId`	`string \| null`	No

Apply growth CRM at risk account actions

Changes data

atlas_growth_crm_at_risk_account_actions_apply

Apply the Growth Suite next-best recovery action for an at-risk CRM account with bounded operator evidence.

Scope: growth:write
Calls: POST /growth-suite/actions/at-risk-accounts/{id}/recover
Example prompt: Recover at-risk CRM account acc_xyz with an executive sponsor task.

Arguments

Field	Type	Required
`id`	`string`	Yes
`note`	`string \| null`	No
`dueAt`	`string (date-time) \| null`	No
`ownerUserId`	`string \| null`	No

Archive growth CRM contacts

Changes data

atlas_growth_crm_contacts_archive

Archive a Growth Suite CRM contact record without deleting tenant history.

Scope: growth:write
Calls: POST /growth-suite/crm/contacts/{id}/archive
Example prompt: Archive Growth Suite CRM contact con_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create growth CRM contacts

Changes data

atlas_growth_crm_contacts_create

Create a Growth Suite CRM contact through the governed CRM command surface.

Scope: growth:write
Calls: POST /growth-suite/crm/contacts
Example prompt: Create Ada as a buyer contact on account acc_xyz.

Arguments

Field	Type	Required
`accountId`	`string \| null`	No
`name`	`string`	Yes
`email`	`string (email) \| null`	No
`phone`	`string \| null`	No
`title`	`string \| null`	No
`notes`	`string \| null`	No
`ownerUserId`	`string \| null`	No

Restore growth CRM contacts

Changes data

atlas_growth_crm_contacts_restore

Restore a previously archived Growth Suite CRM contact.

Scope: growth:write
Calls: POST /growth-suite/crm/contacts/{id}/restore
Example prompt: Restore Growth Suite CRM contact con_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Update growth CRM contacts

Changes data

atlas_growth_crm_contacts_update

Patch a Growth Suite CRM contact with version-aware governed command fields.

Scope: growth:write
Calls: PATCH /growth-suite/crm/contacts/{id}
Example prompt: Update CRM contact contact_xyz title to CIO at version 2.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes

Archive growth CRM deals

Changes data

atlas_growth_crm_deals_archive

Archive a Growth Suite CRM deal record while preserving audit and recovery history.

Scope: growth:write
Calls: POST /growth-suite/crm/deals/{id}/archive
Example prompt: Archive Growth Suite CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create growth CRM deals

Changes data

atlas_growth_crm_deals_create

Create a Growth Suite CRM deal using integer cents and after-now close-date guardrails.

Scope: growth:write
Calls: POST /growth-suite/crm/deals
Example prompt: Create a 95000000-cent proposal deal closing next quarter.

Arguments

Field	Type	Required
`accountId`	`string`	Yes
`primaryContactId`	`string \| null`	No
`name`	`string`	Yes
`stage`	`"LEAD" \| "QUALIFIED" \| "DISCOVERY" \| "PROPOSAL" \| "NEGOTIATION" \| "CLOSED_WON" \| "CLOSED_LOST"`	No
`amountCents`	`integer`	Yes
`currency`	`string`	No
`probability`	`integer`	No
`expectedCloseAt`	`string (date-time)`	Yes
`nextStep`	`string \| null`	No
`notes`	`string \| null`	No
`ownerUserId`	`string \| null`	No

Get growth CRM deals

Read only

atlas_growth_crm_deals_get

Fetch Growth Suite CRM deal detail including account intelligence, timeline, stage rail, and related evidence.

Scope: growth:read
Calls: GET /growth-suite/crm/deals/{id}/detail
Example prompt: Open the full Growth Suite detail for CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Record growth CRM deals loss reviews

Changes data

atlas_growth_crm_deals_loss_reviews_record

Record closed-lost review learning for a Growth Suite CRM deal with objection, prompt responses, and optional transcript evidence.

Scope: growth:write
Calls: POST /growth-suite/crm/deals/{id}/loss-review
Example prompt: Record that deal d_xyz was lost on price and capture the internal lesson.

Arguments

Field	Type	Required
`id`	`string`	Yes
`objectionKey`	`string`	Yes
`promptResponses`	`object`	No
`customerSignal`	`string \| null`	No
`internalLesson`	`string \| null`	No
`nextExperiment`	`string \| null`	No
`callTranscript`	`object \| null`	No
`occurredAt`	`string (date-time) \| null`	No
`ownerUserId`	`string \| null`	No

Download growth CRM deals packets

Read only

atlas_growth_crm_deals_packets_download

Download the Growth Suite CRM deal packet for explicit downstream review, preserving server-side access checks.

Scope: growth:read
Calls: GET /growth-suite/crm/deals/{id}/packet
Example prompt: Download the deal packet for Growth Suite CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Restore growth CRM deals

Changes data

atlas_growth_crm_deals_restore

Restore a previously archived Growth Suite CRM deal.

Scope: growth:write
Calls: POST /growth-suite/crm/deals/{id}/restore
Example prompt: Restore Growth Suite CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Update growth CRM deals

Changes data

atlas_growth_crm_deals_update

Patch a Growth Suite CRM deal with governed amount, stage, probability, and close-date fields.

Scope: growth:write
Calls: PATCH /growth-suite/crm/deals/{id}
Example prompt: Move deal d_xyz to negotiation with probability 80 at version 6.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes

Preview growth CRM duplicate merges in bulk

Changes data

atlas_growth_crm_duplicate_merges_bulk_preview

Preview a governed bulk duplicate-merge package before applying Growth Suite CRM record changes.

Scope: growth:read
Calls: POST /growth-suite/crm/duplicates/bulk-merge-preview
Example prompt: Preview this bulk CRM duplicate merge package.

Arguments

Field	Type	Required	Description
`items`	`array of object`	Yes

Preview growth CRM duplicate merges

Changes data

atlas_growth_crm_duplicate_merges_preview

Preview survivor fields and relationship movement before merging two Growth Suite CRM duplicates.

Scope: growth:read
Calls: POST /growth-suite/crm/duplicates/merge-preview
Example prompt: Preview merging duplicate CRM accounts acc_a and acc_b.

Arguments

Field	Type	Required
`source`	`"account" \| "contact" \| "deal"`	Yes
`survivorId`	`string`	Yes
`duplicateId`	`string`	Yes

List growth CRM duplicate suggestions

Read only

atlas_growth_crm_duplicate_suggestions_list

List Growth Suite CRM duplicate suggestions using source, confidence, rule profile, enabled rules, score, and limit filters.

Scope: growth:read
Calls: GET /growth-suite/crm/duplicates/suggestions
Example prompt: Find high-confidence duplicate account suggestions.

Arguments

Field	Type	Required
`source`	`"all" \| "account" \| "contact" \| "deal"`	No
`confidence`	`"HIGH" \| "MEDIUM" \| "LOW"`	No
`ruleProfile`	`"strict" \| "balanced" \| "broad" \| "custom"`	No
`enabledRuleIds`	`array of "account_domain" \| "account_website" \| "account_name" \| "contact_email" \| "contact_phone" \| "contact_account_name" \| "deal_account_name" \| "deal_account_stage_amount"`	No
`minScore`	`integer`	No
`limit`	`integer`	No

Merge growth CRM duplicates in bulk

Changes data

atlas_growth_crm_duplicates_bulk_merge

Apply a governed Growth Suite CRM bulk duplicate-merge package with optional package hash evidence.

Scope: growth:write
Calls: POST /growth-suite/crm/duplicates/bulk-merge
Example prompt: Apply the approved CRM duplicate bulk merge package.

Arguments

Field	Type	Required
`items`	`array of object`	Yes
`expectedPackageHash`	`string`	No
`note`	`string \| null`	No

Merge growth CRM duplicates

Changes data

atlas_growth_crm_duplicates_merge

Apply a governed Growth Suite CRM duplicate merge after preview and version checks.

Scope: growth:write
Calls: POST /growth-suite/crm/duplicates/merge
Example prompt: Merge duplicate CRM contact con_b into survivor con_a.

Arguments

Field	Type	Required
`source`	`"account" \| "contact" \| "deal"`	Yes
`survivorId`	`string`	Yes
`duplicateId`	`string`	Yes
`expectedSurvivorVersion`	`integer`	No
`expectedDuplicateVersion`	`integer`	No
`note`	`string \| null`	No

Create growth CRM forecast snapshots

Changes data

atlas_growth_crm_forecast_snapshots_create

Capture a Growth Suite CRM forecast snapshot with optional period bounds and manager override evidence.

Scope: growth:write
Calls: POST /growth-suite/crm/forecast-snapshots
Example prompt: Capture the Q2 CRM forecast snapshot with today's manager override.

Arguments

Field	Type	Required
`periodKey`	`string`	No
`periodStartAt`	`string (date-time)`	No
`periodEndAt`	`string (date-time)`	No
`managerOverride`	`object \| null`	No

Resolve growth CRM import review items

Changes data

atlas_growth_crm_import_review_items_resolve

Resolve a Growth Suite CRM import review item with row-level field and relationship decisions.

Scope: growth:write
Calls: POST /growth-suite/crm/imports/review-items/{id}/decision
Example prompt: Update existing contact for CRM import review item rev_xyz.

Arguments

Field	Type	Required
`id`	`string`	Yes
`decision`	`"CREATE_NEW" \| "UPDATE_EXISTING" \| "SKIP" \| "ARCHIVE_EXISTING"`	Yes
`fieldChoices`	`array of object`	No
`relationshipPolicy`	`"keep_existing" \| "move_to_existing" \| "create_new"`	No
`note`	`string \| null`	No

Apply growth CRM import rollbacks

Changes data

atlas_growth_crm_import_rollbacks_apply

Roll back a committed Growth Suite CRM import batch after explicit operator approval.

Scope: growth:write
Calls: POST /growth-suite/crm/imports/{id}/rollback
Example prompt: Roll back CRM import batch batch_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Preview growth CRM import rollbacks

Changes data

atlas_growth_crm_import_rollbacks_preview

Preview the records and conflicts that would be affected by rolling back a CRM import batch.

Scope: growth:read
Calls: POST /growth-suite/crm/imports/{id}/rollback-preview
Example prompt: Preview rollback impact for CRM import batch batch_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Apply growth CRM imports

Changes data

atlas_growth_crm_imports_apply

Commit a governed Growth Suite CRM import package for accounts, contacts, and deals.

Scope: growth:write
Calls: POST /growth-suite/crm/imports/commit
Example prompt: Commit the validated CRM import package in upsert-safe mode.

Arguments

Field	Type	Required
`mode`	`"create_only" \| "upsert_safe"`	Yes
`fingerprint`	`string \| null`	No
`accounts`	`array of object`	No
`contacts`	`array of object`	No
`deals`	`array of object`	No

Validate growth CRM imports

Changes data

atlas_growth_crm_imports_validate

Validate Growth Suite CRM account, contact, and deal import rows without writing records.

Scope: growth:read
Calls: POST /growth-suite/crm/imports/dry-run
Example prompt: Dry-run these CRM import rows before I commit them.

Arguments

Field	Type	Required
`accounts`	`array of object`	No
`contacts`	`array of object`	No
`deals`	`array of object`	No

Get growth CRM pipeline analytics

Read only

atlas_growth_crm_pipeline_analytics_get

Read Growth Suite CRM pipeline analytics: weighted pipeline, stage coverage, stale deals, and forecast totals.

Scope: growth:read
Calls: GET /growth-suite/crm/pipeline-analytics
Example prompt: Summarize pipeline analytics for the CRM command center.

Arguments

This tool takes no arguments.

List growth CRM queued deals

Read only

atlas_growth_crm_queued_deals_list

List the Growth Suite CRM deal queue with stage, owner, account, status, archived, and preset filters.

Scope: growth:read
Calls: GET /growth-suite/crm/deals/queue
Example prompt: Show me closing CRM deals in proposal stage.

Arguments

Field	Type	Required
`preset`	`"all" \| "closing" \| "needs-owner" \| "stale"`	No
`sort`	`"expectedCloseAt" \| "updatedAt" \| "amountCents" \| "createdAt"`	No
`direction`	`"asc" \| "desc"`	No
`cursor`	`string`	No
`limit`	`integer`	No
`includeArchived`	`boolean`	No
`accountId`	`string`	No
`ownerUserId`	`string`	No
`status`	`"OPEN" \| "WON" \| "LOST" \| "PAUSED"`	No
`stage`	`"LEAD" \| "QUALIFIED" \| "DISCOVERY" \| "PROPOSAL" \| "NEGOTIATION" \| "CLOSED_WON" \| "CLOSED_LOST"`	No

Get growth CRM sales playbook profile

Read only

atlas_growth_crm_sales_playbook_profile_get

Fetch the active Growth Suite CRM sales playbook profile and configured sequence templates.

Scope: growth:read
Calls: GET /growth-suite/crm/sales-playbooks/profile
Example prompt: Show the active CRM sales playbook profile.

Arguments

This tool takes no arguments.

Update growth CRM sales playbook profile

Changes data

atlas_growth_crm_sales_playbook_profile_update

Update the Growth Suite CRM sales playbook profile, enabled playbooks, sequence steps, and bounded automation hints.

Scope: growth:write
Calls: PATCH /growth-suite/crm/sales-playbooks/profile
Example prompt: Enable the proposal follow-up sales playbook with a two-step sequence.

Arguments

Field	Type	Required
`enabled`	`boolean`	No
`name`	`string`	No
`description`	`string \| null`	No
`playbooks`	`array of object`	No

Apply growth CRM sales playbooks

Changes data

atlas_growth_crm_sales_playbooks_apply

Preview or apply a Growth Suite CRM sales playbook recommendation with bounded task or sequence creation.

Scope: growth:write
Calls: POST /growth-suite/crm/sales-playbooks/execute
Example prompt: Dry-run the close-date rescue playbook for these stale deals.

Arguments

Field	Type	Required
`recommendationId`	`"owner-assignment" \| "discovery-next-step" \| "proposal-follow-up" \| "close-date-rescue" \| "closed-lost-review"`	Yes
`mode`	`"DRY_RUN" \| "APPLY"`	No
`sequenceMode`	`"SINGLE_TASK" \| "NATIVE_SEQUENCE"`	No
`dealIds`	`array of string`	No
`dueAt`	`string (date-time) \| null`	No
`ownerUserId`	`string \| null`	No
`note`	`string \| null`	No

Resolve growth CRM sales sequence activities

Changes data

atlas_growth_crm_sales_sequence_activities_resolve

Complete, skip, or snooze a Growth Suite CRM sales sequence activity with manager-review evidence.

Scope: growth:write
Calls: PATCH /growth-suite/crm/sales-playbooks/sequence-activities/{id}/decision
Example prompt: Snooze CRM sales sequence activity act_xyz until Monday.

Arguments

Field	Type	Required
`id`	`string`	Yes
`decision`	`"COMPLETE" \| "SKIP" \| "SNOOZE"`	Yes
`dueAt`	`string (date-time) \| null`	No
`occurredAt`	`string (date-time) \| null`	No
`ownerUserId`	`string \| null`	No
`note`	`string \| null`	No

Apply growth CRM stale deal actions

Changes data

atlas_growth_crm_stale_deal_actions_apply

Apply the Growth Suite next-best rescue action for a stale CRM deal with bounded note, owner, and due-date evidence.

Scope: growth:write
Calls: POST /growth-suite/actions/stale-deals/{id}/rescue
Example prompt: Rescue stale CRM deal d_xyz with a follow-up due next week.

Arguments

Field	Type	Required
`id`	`string`	Yes
`note`	`string \| null`	No
`dueAt`	`string (date-time) \| null`	No
`ownerUserId`	`string \| null`	No

Get growth NPS eligibility

Read only

atlas_growth_nps_eligibility_get

Return whether the caller is currently eligible for an NPS survey, with the last-submitted and next-eligible timestamps. Requires the growth:read scope.

Scope: growth:read
Calls: GET /v1/growth-status/nps-eligibility
Example prompt: Am I due an NPS survey?

Arguments

This tool takes no arguments.

Search growth objects

Read only

atlas_growth_objects_search

Search across CRM accounts, CRM deals, agreement envelopes, PDF documents, and visibility groups.

Scope: growth:read
Calls: GET /growth-suite/objects/search
Example prompt: Search Growth Suite for anything mentioning Acme.

Arguments

Field	Type	Required
`q`	`string`	No
`scopeType`	`"CRM_ACCOUNT" \| "CRM_DEAL" \| "AGREEMENT_ENVELOPE" \| "PDF_DOCUMENT" \| "VISIBILITY_GROUP"`	No
`includeArchived`	`boolean`	No
`limit`	`integer`	No

Get growth referral summary

Read only

atlas_growth_referral_summary_get

Return the caller's referral summary: referral code, click count, signup count, and accrued credit. Requires the growth:read scope.

Scope: growth:read
Calls: GET /v1/growth-status/referral
Example prompt: What is my referral code, and how much credit have I earned?

Arguments

This tool takes no arguments.

Get growth summary

Read only

atlas_growth_summary_get

Return a high-level Growth Suite summary (CRM, agreements, contracts, PDF document counts).

Scope: growth:read
Calls: GET /growth-suite/summary
Example prompt: Give me the Growth Suite overview.

Arguments

This tool takes no arguments.

Tools reference

Growth suite

Every Growth suite tool, with the scope it needs, its arguments and the API operation it calls.

43 tools

List growth approval instances

Read only

atlas_growth_approval_instances_list

List Growth Suite approval instances (cross-module approval workflows), one page at a time. Returns a nextCursor; pass it back as cursor for the next page.

Scope: growth:read
Calls: GET /growth-suite/approvals/instances
Example prompt: Show me pending Growth Suite approvals.

Arguments

Field	Type	Required	Description
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt"`	No	The field to sort on: updatedAt, createdAt. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc (newest first) by default.

List growth contracts work items

Read only

atlas_growth_contracts_work_items_list

List contract work items (legal review, signer reminders, renewal follow-ups), one page at a time. Returns a nextCursor; pass it back as cursor for the next page.

Scope: growth:read
Calls: GET /growth-suite/contracts/work-items
Example prompt: What contract work items are pending?

Arguments

Field	Type	Required	Description
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "title"`	No	The field to sort on: updatedAt, createdAt, title. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc (newest first) by default.

Get growth contracts workspace

Read only

atlas_growth_contracts_workspace_get

Fetch the Growth Suite contract workspace overview (lifecycle stages, pending work items).

Scope: growth:read
Calls: GET /growth-suite/contracts/workspace
Example prompt: Show me the contract workspace.

Arguments

This tool takes no arguments.

Archive growth CRM accounts

Changes data

atlas_growth_crm_accounts_archive

Archive a Growth Suite CRM account record without deleting tenant history.

Scope: growth:write
Calls: POST /growth-suite/crm/accounts/{id}/archive
Example prompt: Archive Growth Suite CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create growth CRM accounts

Changes data

atlas_growth_crm_accounts_create

Create a Growth Suite CRM account through the governed CRM command surface.

Scope: growth:write
Calls: POST /growth-suite/crm/accounts
Example prompt: Create a Growth Suite account for Northstar Health.

Arguments

Field	Type	Required
`name`	`string`	Yes
`domain`	`string \| null`	No
`website`	`string \| null`	No
`industry`	`string \| null`	No
`lifecycle`	`"PROSPECT" \| "CUSTOMER" \| "PARTNER" \| "CHURNED"`	No
`health`	`"UNKNOWN" \| "GOOD" \| "WATCH" \| "RISK"`	No
`annualRevenueCents`	`integer \| null`	No
`currency`	`string`	No
`notes`	`string \| null`	No
`source`	`string \| null`	No
`ownerUserId`	`string \| null`	No

Get growth CRM accounts

Read only

atlas_growth_crm_accounts_get

Fetch Growth Suite CRM account 360 detail including health, contacts, deals, activities, and relationship signals.

Scope: growth:read
Calls: GET /growth-suite/crm/accounts/{id}/detail
Example prompt: Show me the full account 360 for acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Restore growth CRM accounts

Changes data

atlas_growth_crm_accounts_restore

Restore a previously archived CRM account.

Scope: growth:write
Calls: POST /growth-suite/crm/accounts/{id}/restore
Example prompt: Restore CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Update growth CRM accounts

Changes data

atlas_growth_crm_accounts_update

Patch a Growth Suite CRM account with version-aware governed command fields.

Scope: growth:write
Calls: PATCH /growth-suite/crm/accounts/{id}
Example prompt: Mark Growth Suite account acc_xyz as at-risk at version 4.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes

Create growth CRM activities

Changes data

atlas_growth_crm_activities_create

Log a CRM activity (note, call, email, meeting, task). Must attach to at least one record.

Scope: growth:write
Calls: POST /growth-suite/crm/activities
Example prompt: Log a CRM note on CRM deal d_xyz: customer asked for discount.

Arguments

Field	Type	Required
`accountId`	`string \| null`	No
`contactId`	`string \| null`	No
`dealId`	`string \| null`	No
`type`	`"NOTE" \| "CALL" \| "EMAIL" \| "MEETING" \| "TASK" \| "PROPOSAL" \| "RENEWAL" \| "SUPPORT"`	No
`direction`	`"INBOUND" \| "OUTBOUND" \| "INTERNAL"`	No
`subject`	`string`	Yes
`body`	`string \| null`	No
`outcome`	`string \| null`	No
`occurredAt`	`string (date-time) \| null`	No
`dueAt`	`string (date-time) \| null`	No
`ownerUserId`	`string \| null`	No
`taskId`	`string \| null`	No
`projectId`	`string \| null`	No
`meetingId`	`string \| null`	No

Apply growth CRM at risk account actions

Changes data

atlas_growth_crm_at_risk_account_actions_apply

Apply the Growth Suite next-best recovery action for an at-risk CRM account with bounded operator evidence.

Scope: growth:write
Calls: POST /growth-suite/actions/at-risk-accounts/{id}/recover
Example prompt: Recover at-risk CRM account acc_xyz with an executive sponsor task.

Arguments

Field	Type	Required
`id`	`string`	Yes
`note`	`string \| null`	No
`dueAt`	`string (date-time) \| null`	No
`ownerUserId`	`string \| null`	No

Archive growth CRM contacts

Changes data

atlas_growth_crm_contacts_archive

Archive a Growth Suite CRM contact record without deleting tenant history.

Scope: growth:write
Calls: POST /growth-suite/crm/contacts/{id}/archive
Example prompt: Archive Growth Suite CRM contact con_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create growth CRM contacts

Changes data

atlas_growth_crm_contacts_create

Create a Growth Suite CRM contact through the governed CRM command surface.

Scope: growth:write
Calls: POST /growth-suite/crm/contacts
Example prompt: Create Ada as a buyer contact on account acc_xyz.

Arguments

Field	Type	Required
`accountId`	`string \| null`	No
`name`	`string`	Yes
`email`	`string (email) \| null`	No
`phone`	`string \| null`	No
`title`	`string \| null`	No
`notes`	`string \| null`	No
`ownerUserId`	`string \| null`	No

Restore growth CRM contacts

Changes data

atlas_growth_crm_contacts_restore

Restore a previously archived Growth Suite CRM contact.

Scope: growth:write
Calls: POST /growth-suite/crm/contacts/{id}/restore
Example prompt: Restore Growth Suite CRM contact con_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Update growth CRM contacts

Changes data

atlas_growth_crm_contacts_update

Patch a Growth Suite CRM contact with version-aware governed command fields.

Scope: growth:write
Calls: PATCH /growth-suite/crm/contacts/{id}
Example prompt: Update CRM contact contact_xyz title to CIO at version 2.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes

Archive growth CRM deals

Changes data

atlas_growth_crm_deals_archive

Archive a Growth Suite CRM deal record while preserving audit and recovery history.

Scope: growth:write
Calls: POST /growth-suite/crm/deals/{id}/archive
Example prompt: Archive Growth Suite CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create growth CRM deals

Changes data

atlas_growth_crm_deals_create

Create a Growth Suite CRM deal using integer cents and after-now close-date guardrails.

Scope: growth:write
Calls: POST /growth-suite/crm/deals
Example prompt: Create a 95000000-cent proposal deal closing next quarter.

Arguments

Field	Type	Required
`accountId`	`string`	Yes
`primaryContactId`	`string \| null`	No
`name`	`string`	Yes
`stage`	`"LEAD" \| "QUALIFIED" \| "DISCOVERY" \| "PROPOSAL" \| "NEGOTIATION" \| "CLOSED_WON" \| "CLOSED_LOST"`	No
`amountCents`	`integer`	Yes
`currency`	`string`	No
`probability`	`integer`	No
`expectedCloseAt`	`string (date-time)`	Yes
`nextStep`	`string \| null`	No
`notes`	`string \| null`	No
`ownerUserId`	`string \| null`	No

Get growth CRM deals

Read only

atlas_growth_crm_deals_get

Fetch Growth Suite CRM deal detail including account intelligence, timeline, stage rail, and related evidence.

Scope: growth:read
Calls: GET /growth-suite/crm/deals/{id}/detail
Example prompt: Open the full Growth Suite detail for CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Record growth CRM deals loss reviews

Changes data

atlas_growth_crm_deals_loss_reviews_record

Record closed-lost review learning for a Growth Suite CRM deal with objection, prompt responses, and optional transcript evidence.

Scope: growth:write
Calls: POST /growth-suite/crm/deals/{id}/loss-review
Example prompt: Record that deal d_xyz was lost on price and capture the internal lesson.

Arguments

Field	Type	Required
`id`	`string`	Yes
`objectionKey`	`string`	Yes
`promptResponses`	`object`	No
`customerSignal`	`string \| null`	No
`internalLesson`	`string \| null`	No
`nextExperiment`	`string \| null`	No
`callTranscript`	`object \| null`	No
`occurredAt`	`string (date-time) \| null`	No
`ownerUserId`	`string \| null`	No

Download growth CRM deals packets

Read only

atlas_growth_crm_deals_packets_download

Download the Growth Suite CRM deal packet for explicit downstream review, preserving server-side access checks.

Scope: growth:read
Calls: GET /growth-suite/crm/deals/{id}/packet
Example prompt: Download the deal packet for Growth Suite CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Restore growth CRM deals

Changes data

atlas_growth_crm_deals_restore

Restore a previously archived Growth Suite CRM deal.

Scope: growth:write
Calls: POST /growth-suite/crm/deals/{id}/restore
Example prompt: Restore Growth Suite CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Update growth CRM deals

Changes data

atlas_growth_crm_deals_update

Patch a Growth Suite CRM deal with governed amount, stage, probability, and close-date fields.

Scope: growth:write
Calls: PATCH /growth-suite/crm/deals/{id}
Example prompt: Move deal d_xyz to negotiation with probability 80 at version 6.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes

Preview growth CRM duplicate merges in bulk

Changes data

atlas_growth_crm_duplicate_merges_bulk_preview

Preview a governed bulk duplicate-merge package before applying Growth Suite CRM record changes.

Scope: growth:read
Calls: POST /growth-suite/crm/duplicates/bulk-merge-preview
Example prompt: Preview this bulk CRM duplicate merge package.

Arguments

Field	Type	Required	Description
`items`	`array of object`	Yes

Preview growth CRM duplicate merges

Changes data

atlas_growth_crm_duplicate_merges_preview

Preview survivor fields and relationship movement before merging two Growth Suite CRM duplicates.

Scope: growth:read
Calls: POST /growth-suite/crm/duplicates/merge-preview
Example prompt: Preview merging duplicate CRM accounts acc_a and acc_b.

Arguments

Field	Type	Required
`source`	`"account" \| "contact" \| "deal"`	Yes
`survivorId`	`string`	Yes
`duplicateId`	`string`	Yes

List growth CRM duplicate suggestions

Read only

atlas_growth_crm_duplicate_suggestions_list

List Growth Suite CRM duplicate suggestions using source, confidence, rule profile, enabled rules, score, and limit filters.

Scope: growth:read
Calls: GET /growth-suite/crm/duplicates/suggestions
Example prompt: Find high-confidence duplicate account suggestions.

Arguments

Field	Type	Required
`source`	`"all" \| "account" \| "contact" \| "deal"`	No
`confidence`	`"HIGH" \| "MEDIUM" \| "LOW"`	No
`ruleProfile`	`"strict" \| "balanced" \| "broad" \| "custom"`	No
`enabledRuleIds`	`array of "account_domain" \| "account_website" \| "account_name" \| "contact_email" \| "contact_phone" \| "contact_account_name" \| "deal_account_name" \| "deal_account_stage_amount"`	No
`minScore`	`integer`	No
`limit`	`integer`	No

Merge growth CRM duplicates in bulk

Changes data

atlas_growth_crm_duplicates_bulk_merge

Apply a governed Growth Suite CRM bulk duplicate-merge package with optional package hash evidence.

Scope: growth:write
Calls: POST /growth-suite/crm/duplicates/bulk-merge
Example prompt: Apply the approved CRM duplicate bulk merge package.

Arguments

Field	Type	Required
`items`	`array of object`	Yes
`expectedPackageHash`	`string`	No
`note`	`string \| null`	No

Merge growth CRM duplicates

Changes data

atlas_growth_crm_duplicates_merge

Apply a governed Growth Suite CRM duplicate merge after preview and version checks.

Scope: growth:write
Calls: POST /growth-suite/crm/duplicates/merge
Example prompt: Merge duplicate CRM contact con_b into survivor con_a.

Arguments

Field	Type	Required
`source`	`"account" \| "contact" \| "deal"`	Yes
`survivorId`	`string`	Yes
`duplicateId`	`string`	Yes
`expectedSurvivorVersion`	`integer`	No
`expectedDuplicateVersion`	`integer`	No
`note`	`string \| null`	No

Create growth CRM forecast snapshots

Changes data

atlas_growth_crm_forecast_snapshots_create

Capture a Growth Suite CRM forecast snapshot with optional period bounds and manager override evidence.

Scope: growth:write
Calls: POST /growth-suite/crm/forecast-snapshots
Example prompt: Capture the Q2 CRM forecast snapshot with today's manager override.

Arguments

Field	Type	Required
`periodKey`	`string`	No
`periodStartAt`	`string (date-time)`	No
`periodEndAt`	`string (date-time)`	No
`managerOverride`	`object \| null`	No

Resolve growth CRM import review items

Changes data

atlas_growth_crm_import_review_items_resolve

Resolve a Growth Suite CRM import review item with row-level field and relationship decisions.

Scope: growth:write
Calls: POST /growth-suite/crm/imports/review-items/{id}/decision
Example prompt: Update existing contact for CRM import review item rev_xyz.

Arguments

Field	Type	Required
`id`	`string`	Yes
`decision`	`"CREATE_NEW" \| "UPDATE_EXISTING" \| "SKIP" \| "ARCHIVE_EXISTING"`	Yes
`fieldChoices`	`array of object`	No
`relationshipPolicy`	`"keep_existing" \| "move_to_existing" \| "create_new"`	No
`note`	`string \| null`	No

Apply growth CRM import rollbacks

Changes data

atlas_growth_crm_import_rollbacks_apply

Roll back a committed Growth Suite CRM import batch after explicit operator approval.

Scope: growth:write
Calls: POST /growth-suite/crm/imports/{id}/rollback
Example prompt: Roll back CRM import batch batch_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Preview growth CRM import rollbacks

Changes data

atlas_growth_crm_import_rollbacks_preview

Preview the records and conflicts that would be affected by rolling back a CRM import batch.

Scope: growth:read
Calls: POST /growth-suite/crm/imports/{id}/rollback-preview
Example prompt: Preview rollback impact for CRM import batch batch_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Apply growth CRM imports

Changes data

atlas_growth_crm_imports_apply

Commit a governed Growth Suite CRM import package for accounts, contacts, and deals.

Scope: growth:write
Calls: POST /growth-suite/crm/imports/commit
Example prompt: Commit the validated CRM import package in upsert-safe mode.

Arguments

Field	Type	Required
`mode`	`"create_only" \| "upsert_safe"`	Yes
`fingerprint`	`string \| null`	No
`accounts`	`array of object`	No
`contacts`	`array of object`	No
`deals`	`array of object`	No

Validate growth CRM imports

Changes data

atlas_growth_crm_imports_validate

Validate Growth Suite CRM account, contact, and deal import rows without writing records.

Scope: growth:read
Calls: POST /growth-suite/crm/imports/dry-run
Example prompt: Dry-run these CRM import rows before I commit them.

Arguments

Field	Type	Required
`accounts`	`array of object`	No
`contacts`	`array of object`	No
`deals`	`array of object`	No

Get growth CRM pipeline analytics

Read only

atlas_growth_crm_pipeline_analytics_get

Read Growth Suite CRM pipeline analytics: weighted pipeline, stage coverage, stale deals, and forecast totals.

Scope: growth:read
Calls: GET /growth-suite/crm/pipeline-analytics
Example prompt: Summarize pipeline analytics for the CRM command center.

Arguments

This tool takes no arguments.

List growth CRM queued deals

Read only

atlas_growth_crm_queued_deals_list

List the Growth Suite CRM deal queue with stage, owner, account, status, archived, and preset filters.

Scope: growth:read
Calls: GET /growth-suite/crm/deals/queue
Example prompt: Show me closing CRM deals in proposal stage.

Arguments

Field	Type	Required
`preset`	`"all" \| "closing" \| "needs-owner" \| "stale"`	No
`sort`	`"expectedCloseAt" \| "updatedAt" \| "amountCents" \| "createdAt"`	No
`direction`	`"asc" \| "desc"`	No
`cursor`	`string`	No
`limit`	`integer`	No
`includeArchived`	`boolean`	No
`accountId`	`string`	No
`ownerUserId`	`string`	No
`status`	`"OPEN" \| "WON" \| "LOST" \| "PAUSED"`	No
`stage`	`"LEAD" \| "QUALIFIED" \| "DISCOVERY" \| "PROPOSAL" \| "NEGOTIATION" \| "CLOSED_WON" \| "CLOSED_LOST"`	No

Get growth CRM sales playbook profile

Read only

atlas_growth_crm_sales_playbook_profile_get

Fetch the active Growth Suite CRM sales playbook profile and configured sequence templates.

Scope: growth:read
Calls: GET /growth-suite/crm/sales-playbooks/profile
Example prompt: Show the active CRM sales playbook profile.

Arguments

This tool takes no arguments.

Update growth CRM sales playbook profile

Changes data

atlas_growth_crm_sales_playbook_profile_update

Update the Growth Suite CRM sales playbook profile, enabled playbooks, sequence steps, and bounded automation hints.

Scope: growth:write
Calls: PATCH /growth-suite/crm/sales-playbooks/profile
Example prompt: Enable the proposal follow-up sales playbook with a two-step sequence.

Arguments

Field	Type	Required
`enabled`	`boolean`	No
`name`	`string`	No
`description`	`string \| null`	No
`playbooks`	`array of object`	No

Apply growth CRM sales playbooks

Changes data

atlas_growth_crm_sales_playbooks_apply

Preview or apply a Growth Suite CRM sales playbook recommendation with bounded task or sequence creation.

Scope: growth:write
Calls: POST /growth-suite/crm/sales-playbooks/execute
Example prompt: Dry-run the close-date rescue playbook for these stale deals.

Arguments

Field	Type	Required
`recommendationId`	`"owner-assignment" \| "discovery-next-step" \| "proposal-follow-up" \| "close-date-rescue" \| "closed-lost-review"`	Yes
`mode`	`"DRY_RUN" \| "APPLY"`	No
`sequenceMode`	`"SINGLE_TASK" \| "NATIVE_SEQUENCE"`	No
`dealIds`	`array of string`	No
`dueAt`	`string (date-time) \| null`	No
`ownerUserId`	`string \| null`	No
`note`	`string \| null`	No

Resolve growth CRM sales sequence activities

Changes data

atlas_growth_crm_sales_sequence_activities_resolve

Complete, skip, or snooze a Growth Suite CRM sales sequence activity with manager-review evidence.

Scope: growth:write
Calls: PATCH /growth-suite/crm/sales-playbooks/sequence-activities/{id}/decision
Example prompt: Snooze CRM sales sequence activity act_xyz until Monday.

Arguments

Field	Type	Required
`id`	`string`	Yes
`decision`	`"COMPLETE" \| "SKIP" \| "SNOOZE"`	Yes
`dueAt`	`string (date-time) \| null`	No
`occurredAt`	`string (date-time) \| null`	No
`ownerUserId`	`string \| null`	No
`note`	`string \| null`	No

Apply growth CRM stale deal actions

Changes data

atlas_growth_crm_stale_deal_actions_apply

Apply the Growth Suite next-best rescue action for a stale CRM deal with bounded note, owner, and due-date evidence.

Scope: growth:write
Calls: POST /growth-suite/actions/stale-deals/{id}/rescue
Example prompt: Rescue stale CRM deal d_xyz with a follow-up due next week.

Arguments

Field	Type	Required
`id`	`string`	Yes
`note`	`string \| null`	No
`dueAt`	`string (date-time) \| null`	No
`ownerUserId`	`string \| null`	No

Get growth NPS eligibility

Read only

atlas_growth_nps_eligibility_get

Return whether the caller is currently eligible for an NPS survey, with the last-submitted and next-eligible timestamps. Requires the growth:read scope.

Scope: growth:read
Calls: GET /v1/growth-status/nps-eligibility
Example prompt: Am I due an NPS survey?

Arguments

This tool takes no arguments.

Search growth objects

Read only

atlas_growth_objects_search

Search across CRM accounts, CRM deals, agreement envelopes, PDF documents, and visibility groups.

Scope: growth:read
Calls: GET /growth-suite/objects/search
Example prompt: Search Growth Suite for anything mentioning Acme.

Arguments

Field	Type	Required
`q`	`string`	No
`scopeType`	`"CRM_ACCOUNT" \| "CRM_DEAL" \| "AGREEMENT_ENVELOPE" \| "PDF_DOCUMENT" \| "VISIBILITY_GROUP"`	No
`includeArchived`	`boolean`	No
`limit`	`integer`	No

Get growth referral summary

Read only

atlas_growth_referral_summary_get

Return the caller's referral summary: referral code, click count, signup count, and accrued credit. Requires the growth:read scope.

Scope: growth:read
Calls: GET /v1/growth-status/referral
Example prompt: What is my referral code, and how much credit have I earned?

Arguments

This tool takes no arguments.

Get growth summary

Read only

atlas_growth_summary_get

Return a high-level Growth Suite summary (CRM, agreements, contracts, PDF document counts).

Scope: growth:read
Calls: GET /growth-suite/summary
Example prompt: Give me the Growth Suite overview.

Arguments

This tool takes no arguments.

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Growth suite

List growth approval instances

Arguments

List growth contracts work items

Arguments

Get growth contracts workspace

Arguments

Archive growth CRM accounts

Arguments

Create growth CRM accounts

Arguments

Get growth CRM accounts

Arguments

Restore growth CRM accounts

Arguments

Update growth CRM accounts

Arguments

Create growth CRM activities

Arguments

Apply growth CRM at risk account actions

Arguments

Archive growth CRM contacts

Arguments

Create growth CRM contacts

Arguments

Restore growth CRM contacts

Arguments

Update growth CRM contacts

Arguments

Archive growth CRM deals

Arguments

Create growth CRM deals

Arguments

Get growth CRM deals

Arguments

Record growth CRM deals loss reviews

Arguments

Download growth CRM deals packets

Arguments

Restore growth CRM deals

Arguments

Update growth CRM deals

Arguments

Preview growth CRM duplicate merges in bulk

Arguments

Preview growth CRM duplicate merges

Arguments

List growth CRM duplicate suggestions

Arguments

Merge growth CRM duplicates in bulk

Arguments

Merge growth CRM duplicates

Arguments

Create growth CRM forecast snapshots

Arguments

Resolve growth CRM import review items

Arguments

Apply growth CRM import rollbacks

Arguments

Preview growth CRM import rollbacks

Arguments

Apply growth CRM imports

Arguments

Validate growth CRM imports

Arguments

Get growth CRM pipeline analytics

Arguments

List growth CRM queued deals

Arguments

Get growth CRM sales playbook profile

Arguments

Update growth CRM sales playbook profile

Arguments

Apply growth CRM sales playbooks

Arguments

Resolve growth CRM sales sequence activities

Arguments

Apply growth CRM stale deal actions

Arguments