Available Tools

Important

Beta Feature — MCP Server (AI Access) is currently in beta and is being rolled out to databases over the coming weeks. It may not be available in your database yet, and the details on this page may still change during the beta. See MCP Server (AI Access).

A tool is a single operation the AI agent can perform in TouchPoint. You never call these directly — you ask the agent for what you want in plain language and it decides which tools to use. The list below is here so you know what is possible, and so an administrator can see exactly what surface area is exposed.

Every tool runs as you. If your TouchPoint roles do not let you see an organization or edit a person, the tool cannot either, and results are still filtered by McpViewContact and McpViewDemographics. Tools marked write additionally require the Allow Write Actions setting to be on for your church.

People

find_person — search for people by name, email, phone, or address
get_person_profile — full profile for one person
get_people_profiles — profiles for several people at once
get_family — family members and their relationships
list_orgs_for_person — the involvements a person belongs to
create_person — write — add a new person record
update_person — write — change fields on a person
update_person_phone — write — change a phone number
update_family — write — change family-level fields such as the address

Involvements and Organizations

find_organization — search involvements by name
get_organization — settings and details for one involvement
list_org_members — members of an involvement
list_org_leaders — leaders of an involvement
list_orgs_by_division — involvements within a division
find_program / find_division — locate programs and divisions
list_member_types — the member types available
add_org_member — write — add someone to an involvement
drop_org_member — write — drop someone from an involvement
change_org_member_type — write — change a member’s type

Attendance

list_meetings_for_org — meetings for an involvement
get_meeting — details for one meeting
get_meeting_counts — headcounts for a meeting
list_meeting_attendees — who attended a meeting
get_attendance_for_person — a person’s attendance history

Events and Registrations

list_calendar — public calendar events
list_event_registrations — registrations for an event
get_event_registration_for_person — one person’s registration
list_reservations_for_meeting — reservations tied to a meeting

Giving

Giving tools return contribution data, so they are available only to users who already have the appropriate finance roles in TouchPoint.

get_giving_for_person — individual contributions
get_giving_summary_for_person — totals by year or fund
get_pledge_summary_for_person — pledges and progress
list_funds — contribution funds
get_lapsed_givers — givers who have stopped

Search Builder

list_saved_queries / find_saved_query / describe_saved_query — browse saved searches
run_saved_query — run a saved search and return the people it finds
list_query_fields / describe_query_field — discover what can be searched on
list_lookup_codes / list_extra_value_fields — valid values for coded and extra-value fields
preview_query_count — count the results of a search before running it
run_built_query — run a search the agent has assembled from your description
save_built_query — write — save that search back into TouchPoint

Process Builder

list_processes / get_process — the processes defined for your church
list_processes_for_person — processes a person is enrolled in
enroll_person_in_process — write — start someone on a process
complete_step_for_person — write — mark a step complete
complete_process_for_person — write — finish a process
abandon_process_for_person — write — abandon a process
move_person_to_process — write — move someone to a different process

Tasks, Notes, and Contact Logging

add_task_note — write — add a note to a task
complete_task — write — complete a task
log_call / log_message / log_email — write — record a contact attempt

Special Content

list_special_content / get_special_content — browse HTML, text, and Python content
create_special_content / update_special_content — write — add or edit that content

User Administration

These tools are restricted to administrators.

list_roles / list_user_roles / list_users_in_role — role membership
find_user / list_users_for_person — locate user accounts
create_user_for_person — write — create a user account
add_role_to_user / remove_role_from_user — write — change a user’s roles
unlock_user — write — unlock a locked-out account
set_must_change_password — write — force a password change at next login
reset_password — write — send a password reset

Session

who_am_i — reports the user the connection is running as, along with the roles and permissions in effect. Use it to confirm a new connection works.

Result Limits

Tools that return lists are capped by the Max Results Per Tool Call setting, so a broad request comes back as one page at a time and the agent asks for more if it needs them. Raising that setting increases the amount of data a single call can send to the AI provider.