Tool Reference

Every tool the Halyard MCP server exposes, grouped by job. Parameters list required/optional and default/enum. Enum-valued parameters link to Enums & filters. All calls run as the authorized user, scoped to their organization — see MCP server.

Identity

Tool	Purpose	Parameters	Returns
whoami	Identify the current user, org, and connections.	(none)	user (id, email, name, accessRole, roles, isAdmin), organization (id, name, slug, billingPlan, memberCount), connections (channels, integrations, linked_accounts), authenticated_via
find_organizations	Find organizations / companies by name.	query (opt)	matching organizations
get_user_profile	Read a teammate’s profile and recent activity.	user_id (opt — defaults to caller), since (opt — since)	profile entry, recent activity
update_user_profile	Update the caller’s profile entry.	content (req), sections (opt)	updated profile

whoami takes no arguments — it reads identity from the bearer token. Call it first when an agent needs to orient before filtering by me or saving work.

Experts & conversations

Tool	Purpose	Parameters	Returns
ask_expert	Ask a human expert; auto-answers from the knowledge base first, routes to a human on a miss.	prompt (req), role (opt — role), skill (opt — skill), force_human (opt), options (opt — {label, value} response choices), conversation_id (opt)	discriminated union: resolved-from-KB answer, or human conversation (conversation_id, status)
list_team	List experts with roles, skills, and availability.	role (opt — role), skill (opt — skill), available_only (opt)	members (id, name, roles, skills, availability), match_type
check_response	Check whether an expert replied; can block briefly.	conversation_id (req), wait (opt — blocks ≤55s)	reply if any, status
reply_to_expert	Send a follow-up in an open conversation.	conversation_id (req), message (req)	updated conversation
get_conversation	Read the full conversation history.	conversation_id (req)	messages, status, participants
close_conversation	Close a conversation without saving knowledge.	conversation_id (req)	closed conversation
summarize_conversation	Save a useful expert answer as a knowledge entry.	conversation_id (req), question (req), answer (req), source_url (opt), source_provider (opt)	created knowledge entry (enters INBOX)

Slack is the only live notification channel

ask_expert reaches humans over Slack. There is no email/other delivery path today. If no expert is reachable, you get a KB-only or pending result — see Troubleshooting.

Search the knowledge base before calling ask_expert. Both ask_expert (wait) and check_response (wait) block at most 55s — see MCP server limits.

Knowledge

Tool	Purpose	Parameters	Returns
search_knowledge	Semantic/keyword search over written knowledge.	query (req), type (opt — entry type), author (opt — author), since (opt — since), limit (opt, default 5), threshold (opt, default 0.55), mode (opt — search mode, default hybrid), target_type (opt), target_value (opt)	entries (id, entry_type, title, content, tags, author, similarity, relation_count, is_superseded), caller_profile
list_knowledge	Browse a chronological mix of knowledge entries and work events.	type (opt — entry type), eventType (opt — work-event type), repo (opt), kind (opt), author (opt — author), since (opt — since), until (opt), limit (opt, default 10), offset (opt), include_content (opt, default false)	items (mixed kind:"knowledge" / kind:"event"), totals
explore_knowledge	Traverse the relation graph around one entry.	entry_id (req), depth (opt, default 1), types (opt — relation type), format (opt, default list), include_content (opt)	related entries, relations
summarize_work	Save completed work, a decision, or a process learning as knowledge.	title (req), summary (req), entry_type (opt — entry type, default WORK_OUTPUT), tags (opt), session_id (opt), source_url (opt), source_provider (opt), source_knowledge_entry_id (opt), knowledge_entry_id (opt), supersedes_entry_id (opt)	created entry (enters INBOX)
attach_artifact	Attach a rendered artifact to a knowledge entry.	knowledge_entry_id (req), format (req — HTML | CSV), content (req)	updated entry

Use search_knowledge for “what do we know?” and list_knowledge for “what changed recently?”. Work events are not semantically searchable — see Knowledge vs work events.

Triage

All triage tools key on triage_id. AI-generated entries land in the inbox with a 24h review window — see The inbox.

Tool	Purpose	Parameters	Returns
list_triage	List captured candidate knowledge awaiting review.	filter (opt — all | mine | overdue), limit (opt, default 20), offset (opt), include_content (opt)	entries (id, entry_type, title, tags, author, source_provider, review_due_at), total
get_triage_item	Inspect one triage item.	triage_id (req)	full triage item
suggest_triage_edits	Ask Halyard to propose cleanup edits.	triage_id (req), instruction (req)	suggested edits (each with message_id)
apply_triage_suggestion	Apply a proposed edit.	triage_id (req), message_id (req)	updated item
accept_triage	Accept a triage item into knowledge.	triage_id (req), reason (opt), title (opt), content (opt), entry_type (opt — entry type), tags (opt)	filed knowledge entry
dismiss_triage	Dismiss an item, preserving audit history.	triage_id (req), reason (opt)	dismissed item
delete_triage_item	Delete junk that should not remain.	triage_id (req)	deletion result

Non-admins see only their own triage; admins see the org queue.

Activity

Tool	Purpose	Parameters	Returns
list_events	Browse raw work events (PRs, reviews, tasks, tickets, meetings).	eventType (opt — work-event type), author (opt — author), repo (opt), since (opt — since), until (opt), limit (opt, default 20), offset (opt)	events (id, event_type, subject_key, source_url, source_provider, actor, occurred_at, metadata), total
get_delivery_metrics	Read PR delivery dashboard metrics. Admin-only.	month (opt)	delivery metrics

get_delivery_metrics is admin-only

Only callers whose accessRole is ADMIN may call get_delivery_metrics. Other callers receive an authorization error.

Use events for activity questions. Do not expect semantic search results from raw event history.

People

Tool	Purpose	Parameters	Returns
search_people	Search known people and contacts.	query (req), limit (opt, default 10)	matching people
upsert_person	Create or update a person record.	email (req), displayName (opt), firstName (opt), lastName (opt), title (opt), companyName (opt), tags (opt), linkedinUrl (opt), phone (opt), timezone (opt)	person (CONTACT entry)
find_person_by_email	Look up a person by email.	email (req)	matched person or none

Companies

Tool	Purpose	Parameters	Returns
upsert_company	Create or update a company record.	name (req), domain (opt), logoUrl (opt), notes (opt)	company (COMPANY entry)

Next

• Enums & filters — every enum value and shared filter.
• MCP server — transport, OAuth, and blocking limits.