Gainsight

20 tools found.

• Ask scorecard

  Tool name: ask_scorecard

  Fetch comprehensive scorecard data for one or more companies and/or relationships.

• Ask staircase

  Tool name: ask_staircase

  ASK Staircase compiles insights from a customer's own communications — emails, meetings, calls, support tickets, escalations, and Slack conversations.

• Create timeline activity

  Tool name: create_timeline_activity

  Creates a new Gainsight Timeline activity.

• List fetch cta

  Tool name: fetch_cta_list

  Fetch CTAs (Calls to Action) from Gainsight's Cockpit.

• Fetch customer contacts

  Tool name: fetch_customer_contacts

  Fetch contact records (people on the customer side of a company or relationship).

• Fetch report data

  Tool name: fetch_report_data

  Fetch rows from a Gainsight report — optionally with on-the-fly modifications — without ever loading the full report config into your context.

• Fetch success plan list

  Tool name: fetch_success_plan_list

  Fetch Success Plans from Gainsight.

• Fetch timeline activity list

  Tool name: fetch_timeline_activity_list

  Fetch Timeline Activities from Gainsight using the Query API with full field control.

• Get activity types config

  Tool name: get_activity_types_config

  Creating an activity with create_timeline_activity to discover required and optional fields

• Get object metadata

  Tool name: get_object_metadata

  The schema is already in context — do NOT re-fetch.

• Get picklist values

  Tool name: get_picklist_values

  Retrieve the picklist option values (GSID + label) for a SINGLE field on a Gainsight object.

• Get portfolio filters

  Tool name: get_portfolio_filters

  Retrieve the GS Home portfolio filters that define the current user's assigned book of business at the company or relationship level.

• Get records

  Tool name: get_records

  Retrieve paginated records from a prior query result.

• Manage cockpit actions

  Tool name: manage_cockpit_actions

  Create, update, or prepare prerequisite information for CTAs and Tasks in Gainsight Cockpit.

• Manage success plan actions

  Tool name: manage_success_plan_actions

  Create, update, or prepare prerequisite information for Success Plans in Gainsight.

• Report search tool

  Tool name: report_search_tool

  Can be used to fetch relevant reports' metadata.

• Resolve customer

  Tool name: resolve_customer

  Resolve a Gainsight customer entity name to its 36-character GSID by searching companies and/or relationships.

• Resolve user

  Tool name: resolve_user

  Resolve a Gainsight User (CSM, Account Manager, etc.) name to their 36-character GSID.

• Run query

  Tool name: run_query

  Execute a query against any Gainsight MDA object using the Query Master V2 API.

• Update timeline activity

  Tool name: update_timeline_activity

  Patches an existing Gainsight Timeline activity.