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Proactive watches your calls, emails and CRM and suggests the next best action for each rep: a follow-up email to send, a meeting to book, a deal risk to address. Each action carries why it was suggested and, where it applies, a drafted message ready to send. The same actions appear on the Actions page in Attention. These tools only return actions when Proactive is enabled for the user or the organization. Otherwise they say Proactive is not enabled.

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Tools

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list_proactive_actions

Scope: mcp:read. Works with OAuth tokens, user-level API keys and org-level API keys.
List Proactive actions, newest first. Each action includes its title, type, status, severity, the account and deal it is about (by name, from your CRM), why it was suggested (the rationale, a key quote and the supporting evidence), any drafted email (subject, body and recipients), proposed meeting times, and when it was generated and expires. Once an action has been drafted or sent, it also links to the result: the Gmail draft, document, deck or Slack message. Who sees what follows the Team tab of the Actions page: When a signed-in manager or admin reads another rep’s action, only its header comes back: title, type, status, owner, account, deal and dates. The draft, recipients, proposed times, key quote and evidence stay with the rep who owns the action. Unlike the Team tab, which never lists expired actions, status: ["expired"] also returns other reps’ expired actions, reduced to the same header.
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array
Lifecycle statuses to include: pending, drafted, sent, completed, dismissed, expired. Defaults to pending.
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string
Restrict to one rep’s actions. Use a user ID from list_reps. An admin or an org-level API key can name anyone in the organization; a manager can name a rep on their teams. Ignored for a rep, who only sees their own.
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string
Only actions about this account. Pass an account or deal name, or part of one (case-insensitive), or a CRM account or opportunity ID. For Salesforce, an account also matches the actions on its opportunities.
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string
The cursor returned by a previous call, to fetch the next page.
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integer
Page size. Defaults to 50, maximum 200.
Returns: A Markdown list with one entry per action. When more actions are available, the result ends with the cursor to pass for the next page. When nothing matches, it returns an empty-state message. When Proactive is not enabled for the user or organization, it says so instead. Example prompts:
  • “What Proactive actions do I have pending this week?”
  • “I have a call with Acme in an hour. What’s open on that account?”
  • “Show me the drafted follow-up for Acme and who it’s going to.”
  • “Which reps on my team have the most pending actions?”