Tool reference

Who this is for: Brand users and reps evaluating what Claude, Cursor, or ChatGPT can ask Keystone. MCP is a Pro / Enterprise feature (Basic keeps Gus in-app only).

Keystone MCP exposes the same read-only data tools as Gus, plus three identity/brand tools for multi-brand connections. Every call runs as you under Postgres RLS — reps only see their book of business. Write / browser-handoff tools (create_catalog, create_suggested_order, escalate_to_support, create_crm_sequence, update_crm_sequence_steps, and all draft_* CRM handoffs) stay Gus-only and are not available over MCP. CRM read tools (search_prospects, list_prospect_lists, search_leads, list_lead_lists, list_crm_sequences, get_sequence_status, get_lead_crm_snapshot) appear only when the brand has both Enable CRM and Enable MCP. They never send mail, enroll, or run lookalike.

Identity & brand (MCP-only)

Tool	What it does
`whoami`	Role, email, active brand, plan, whether MCP is ready, and `enable_crm`
`list_brands`	Brands you can access (multi-brand reps) and each brand’s `mcp_enabled` / `enable_crm` flags
`set_active_brand`	Switch active brand for later tool calls (same as the in-app switcher)

These three stay available even when the active brand has MCP off or is on Basic, so you can switch to an eligible brand without reconnecting.

Orders & shipments

Tool	What it does
`find_sales_orders`	Search orders by document #, PO, customer, status, or date range
`lookup_sales_order_lines`	Line items (SKUs) for one sales order
`find_shipments`	Fulfillments / tracking; optional unshipped-only filter

Invoices & AR

Tool	What it does
`find_invoices`	Search invoices by number, customer, status, or dates
`get_invoice_links`	PDF and payment URLs for one invoice or recent invoices for a customer
`list_overdue_invoices`	Past-due open invoices (sorted most overdue first)
`lookup_invoice_lines`	Line items for one invoice (or invoice tied to a sales order #)

Accounts & sales

Tool	What it does
`lookup_customer_profile`	Account identity, health metrics, recent orders/invoices
`get_account_crm_snapshot`	Contacts, recent outreach/activities, notes, follow-up status
`rank_top_accounts`	Top accounts by invoiced / on-order dollars for a period (brand/rep)
`compare_customer_sales`	Period-over-period growth or shrink by account (brand/rep)
`find_lapsed_customers`	Accounts with no order in N days (brand/rep)
`get_commission_report`	Monthly or invoice-level rep commissions (brand/rep)

Pre-sale CRM (when Enable CRM is on)

These are reads only. Lookalike, enroll, activate, Gmail send, and sequence drafts stay in Gus.

Tool	What it does
`search_prospects`	Pre-sale prospect warehouse (list, status, source, confirmed or suggested email)
`list_prospect_lists`	Active named prospect lists
`search_leads`	Open / converted / disqualified CRM leads (optional lead list)
`list_lead_lists`	Active named lead lists
`list_crm_sequences`	Sequence name, status, channel, step and enrollment counts
`get_sequence_status`	One sequence’s steps, recent enrollments, stop reasons
`get_lead_crm_snapshot`	One lead’s contacts, timeline, tasks, enrollments

Converted wholesale accounts still use get_account_crm_snapshot. “Campaign” outreach to shrinking accounts is not a CRM sequence.

Products & inventory

Tool	What it does
`search_products`	Catalog search by SKU or name — price and on-hand inventory
`lookup_restock_timeline`	Incoming PO restock ETAs from `inventory_incoming`
`find_inventory_shortages`	Open SKU shortages from Inventory Truth (brand/rep)
`get_inventory_by_location`	Warehouse facility stock + regional / ship-date ATS for a product
`rank_top_skus`	Top SKUs by invoiced or booked quantity
`find_product_coverage`	Who ordered a SKU/product (brand-wide or the rep’s territory when no account is named). Customer is optional for “who ordered X”; required for “did [customer] order X” and for not_ordered / missing locations
`get_d2c_recommendations`	Recommended assortment for an account: purchase history, wholesale affinity, and nearby D2C when Insights has data. Accounts with no usable order/invoice history get a labeled starter mix from the brand’s in-stock wholesale best sellers (`basis: brand_best_sellers_starter`) — never presented as that account’s own orders. Brand-wide D2C rankings use `scope=brand_overall`.

Help

Tool	What it does
`search_help_docs`	Search Keystone help documentation (needs OpenAI on the MCP server)

Limits & notes

Tool calls are rate-limited (~60/minute per session).
Most list tools return a small page of rows; ask for a higher limit when the tool supports it.
MCP never places orders, sends email, or changes settings (aside from your active brand switch).
Turning off Enable MCP or dropping to Basic blocks data tools immediately; revoke sessions under Settings → MCP connections.

Getting started

App Onboarding

Features

Settings

Integrations

Inventory API

MCP

Identity & brand (MCP-only)

Orders & shipments

Invoices & AR

Accounts & sales

Pre-sale CRM (when Enable CRM is on)

Products & inventory

Help

Limits & notes

​Identity & brand (MCP-only)

​Orders & shipments

​Invoices & AR

​Accounts & sales

​Pre-sale CRM (when Enable CRM is on)

​Products & inventory

​Help

​Limits & notes

​Related

Identity & brand (MCP-only)

Orders & shipments

Invoices & AR

Accounts & sales

Pre-sale CRM (when Enable CRM is on)

Products & inventory

Help

Limits & notes

Related