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MCP tools
Read-onlyVerticals & rolesMCP tool

vertical_schema_get

Get the metadata schema for a specific vertical and entity type (deal, lead, client, appointment).

Get the metadata schema for a specific vertical and entity type (deal, lead, client, appointment). Returns field definitions with types, labels, validation rules, and select options. Use this to understand what structured metadata fields are available for a vertical before creating or updating deals. Example: get lending deal schema to see loan_type, interest_rate, ltv_ratio fields.

Parameters#

ParameterTypeRequiredDescription
vertical_keystringYesVertical key (e.g., lending, inspection, home_services)
entity_typeenumYesEntity type to get schema for · One of: deal, lead, client, appointment

Example prompts#

  • "What metadata fields are available on lending deals, like loan type and rate?"
  • "Show me the structured fields for inspection appointments before I create one."

Safety#

Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.