Tool reference

Every tool and prompt the DealTraq MCP server exposes, what each one reads or writes, and how writes, rate limits, and pagination work.

The DealTraq MCP server (dealtraq) exposes 42 tools and one prompt. Your AI assistant picks tools based on what you ask; you rarely need to name a tool yourself. This page lists every tool. Each group page explains inputs, limits, and example prompts.

All tools

Access shows whether a tool only reads data or changes it:

Read: never changes DealTraq data.
Writes immediately: the change is saved when the tool runs. There is no approval step.
Destructive: writes immediately and can delete, merge, or remove data.
Proposal only: creates a proposal that someone approves inside DealTraq. No company data changes during the tool call.

Cost is what the call counts against your rate limit.

Tool	Group	Access	Cost	Purpose
`get_dealtraq_identity`	Identity and pipeline	Read	1	Show the organization and member you are connected as.
`get_organization_thesis`	Identity and pipeline	Read	2	Read your fund's active investment thesis.
`get_pipeline_structure`	Identity and pipeline	Read	2	Explain your pipelines and their ordered stages.
`list_companies_in_pipeline_stage`	Identity and pipeline	Read	4	List every company currently in a stage.
`query_pipeline_metrics`	Identity and pipeline	Read	2	Count active pipeline companies, with the definition used.
`query_audit_history`	Identity and pipeline	Read	3	See who changed what, and when.
`search_companies`	Companies	Read	2	Find companies by name, website, description, source, or founder.
`get_company`	Companies	Read	5	Read a company's current DealTraq record.
`get_company_research_context`	Companies	Read	7	Gather everything needed to research one company.
`list_company_research_submissions`	Companies	Read	3	List research reports saved with earlier votes.
`read_company_research_submission`	Companies	Read	5	Read one saved research report in full.
`list_company_artifacts`	Files and meetings	Read	4	List a company's files and meeting records.
`read_meeting_transcript`	Files and meetings	Read	5	Read a meeting transcript, page by page.
`read_company_file`	Files and meetings	Read	10	Read the text of a deck or document.
`read_company_file_page`	Files and meetings	Read	10	View one PDF page as an image.
`read_company_file_raw`	Files and meetings	Read	15	Get the original file, when your assistant supports it.
`list_company_action_capabilities`	Company actions	Read	1	List every company action and whether it is destructive.
`create_company`	Company actions	Writes immediately	10	Add a company to DealTraq.
`add_company_file`	Company actions	Writes immediately	20	Attach a file (up to 5 MiB) to a company.
`execute_non_destructive_company_action`	Company actions	Writes immediately	10	Run a non-destructive company action, such as adding a note.
`execute_typed_company_action`	Company actions	Destructive	10	Run any company action, including delete, archive, and merge.
`execute_company_action`	Company actions	Destructive	10	Older form of `execute_typed_company_action`, kept for existing clients.
`get_my_inbox_vote`	Company actions	Read	2	Check your personal Inbox vote on a company.
`set_my_inbox_vote`	Company actions	Writes immediately	10	Cast or clear your personal Inbox vote.
`propose_company_changes`	Company actions	Proposal only	8	Propose a profile or stage change for review in DealTraq.
`get_company_change_proposal`	Company actions	Read	2	Check whether a proposal is pending, approved, or executed.
`list_inbox_review_queue`	Inbox triage	Read	4	List Inbox companies ordered by how much research they need.
`get_company_triage_brief`	Inbox triage	Read	5	Read a company's triage status, open questions, and evidence.
`submit_company_research_claims`	Inbox triage	Writes immediately	8	Save cited research findings against triage questions.
`list_document_templates`	Document templates	Read	2	List your house-style document templates.
`get_document_generation_kit`	Document templates	Read	3	Get the instructions and layout for drafting with a template.
`read_document_template_example`	Document templates	Read	15	Open an original example document for a template.
`update_document_template_learning`	Document templates	Writes immediately	10	Save confirmed feedback as a new template revision.
`list_discovery_programs`	Research Scout	Read	4	List your Research Scout Discovery programs.
`get_discovery_view`	Research Scout	Read	8	Read a program's Research or Market view.
`read_discovery_collection`	Research Scout	Read	8	Page through a program's sources, findings, and other records.
`get_discovery_contribution`	Research Scout	Read	4	Read one submitted provisional contribution.
`read_discovery_history`	Research Scout	Read	6	Page through a program's retained history.
`read_discovery_payload`	Research Scout	Read	8	Read a large historical field in chunks.
`get_discovery_usage`	Research Scout	Read	6	See a program's usage and estimated cost.
`read_discovery_stage_records`	Research Scout	Read	6	Page discovery, verification, and evaluation stage records.
`submit_discovery_research`	Research Scout	Writes immediately	10	Save cited research to a program as a provisional contribution.

The server also provides one prompt, review_inbox, which walks your assistant through a full thesis-based Inbox review.

How writes work

Immediate writes and proposals

Most write tools change DealTraq as soon as they run. There is no approval step for create_company, add_company_file, set_my_inbox_vote, submit_company_research_claims, update_document_template_learning, submit_discovery_research, or any of the execute_*_company_action tools. Ask for a write only when you want it to happen.

propose_company_changes is the only proposal tool. It records a profile or stage change as a proposal, returns an approval link, and changes no company data. The change runs only after it is approved inside DealTraq. Use get_company_change_proposal to check its status.

Destructive actions run without confirmation

execute_typed_company_action and execute_company_action can delete notes, founders, and contacts, soft-delete a company, or merge two companies. DealTraq does not ask for confirmation. Your AI client may show its own approval prompt for these tools because they are marked destructive.

Idempotency keys

Every write tool takes an idempotencyKey, a stable value your assistant generates for one intended change (a UUID for update_document_template_learning, a string for the others):

Retrying with the same key and the same input returns the original result (replayed: true) instead of writing twice.
Reusing a key with different input is rejected.

If a write does not finish within 30 seconds, DealTraq returns a timeout error. The write may still have completed, so retry only with the same key.

During OAuth you choose a DealTraq organization. Every tool uses that organization and your membership. No tool accepts an organization ID, and writes are attributed to you and the AI client you connected. Your access is checked again on every call, so a removed membership or revoked grant fails on the next request.

Rate limits

Each tool call costs between 1 and 20 units (see the Cost column above). In production you can spend 120 units per one-minute window, counted separately for each combination of DealTraq member and connected AI client. The window resets at the start of each minute.

When you exceed the limit, the tool returns a RATE_LIMITED error with retryAfterSeconds and a retryRequest holding the exact call to repeat.

Separately, every tool call times out after 30 seconds.

Pagination and continuation

Large results come back in pages. Instead of asking your assistant to guess the next page, DealTraq returns the exact follow-up call:

nextRequest: the next tool call to make, as { tool, arguments }. It is null when there is nothing more to read.
coverage.complete: true once every item has been returned. A result is not complete until this is true. Audit history uses pageCoverage.complete instead.
Fingerprints: list results include a fingerprint of the set being paged. If the set changes between pages (a company moves stage, a file is added), the result is marked STALE and nextRequest restarts from the beginning so pages never mix old and new data.
Read requests: research tools also return ready-made calls for related reads, such as evidenceReadRequests (every readable file and transcript), visualReviewRequest (PDF page images), and rawReadRequest (the original file).

When you ask for a complete answer, such as every company in a stage, your assistant should follow every nextRequest before summarizing.