Read-onlyEngagements (vendor pipeline)MCP tool
engagements_list
Search for vendor engagements by title, status, vendor type, or engagement type.
Search for vendor engagements by title, status, vendor type, or engagement type. Returns pagination info (total_count, has_more, offset, limit). Results include: id, display_id, title, vendor_type, engagement_type, status, scheduled_date, scheduled_time, duration_minutes, location, contact info, created_at. Filter by status (proposed/scheduled/in_progress/follow_up/completed/cancelled), vendor_type, or engagement_type. For a specific engagement by ID, use engagements_get instead. For aggregate stats, use engagements_stats.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
query | string | No | Search term - matches against title, notes (case-insensitive partial match) |
status | enum | No | Filter by status. proposed=suggested, scheduled=confirmed, in_progress=happening now, follow_up=needs follow-up, completed=done, cancelled=not happening (default: all) · One of: all, proposed, scheduled, in_progress, follow_up, completed, cancelled |
vendor_type | string | No | Filter by vendor type (e.g. lender, inspector, escrow_officer, title_rep, appraiser, contractor, photographer) |
engagement_type | string | No | Filter by engagement type (e.g. coffee_meeting, lunch, phone_call, office_visit, networking_event, training, co_marketing) |
date_from | string | No | Show engagements scheduled on or after this date (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD) |
date_to | string | No | Show engagements scheduled on or before this date (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD) |
archived | boolean | No | Include archived engagements (default: false) |
limit | number | No | Maximum results (default: 50, max: 500) · Max: 500 · Min: 1 |
offset | number | No | Skip N results for pagination (default: 0) · Min: 0 |
Example prompts#
- "What meetings do I have scheduled with lenders this month?"
- "List every coffee meeting still sitting in proposed status that needs confirming."
Safety#
Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.