Tools Reference

This page documents 129 tools of the ThriveStack MCP Server for Revenue Intelligence: 4 for setup, 29 for revenue, 33 for marketing, 35 for product analytics and 28 for accounts.

128 of the 129 tools are read-only. The only tool here that changes anything is create_account_segment, which creates a saved account segment. It does not edit or delete anything else.

None of these tools take a domain, project_id or similar tenant parameter. Your product and environment are resolved automatically from how you authenticated (OAuth session or Personal Access Token) — see Setup.

Your AI assistant calls these automatically based on your questions. The server does not ship a native MCP prompt for Revenue Intelligence; see Prompts for copy-ready ones. It does not expose any MCP resources.

Which tool answers my question?

Response format

There is no single universal response envelope — each tool returns the JSON shape natural to its own data.

• Money: amounts are in your brand’s base currency, named in the currency field of the result. Where a tool also returns an original amount, it carries its own currency.
• Windows: revenue tools with a time_period accept THIS_MONTH, LAST_MONTH, LAST_3_MONTHS, LAST_6_MONTHS, THIS_YEAR, LAST_YEAR or ALL_TIME (default LAST_6_MONTHS, complete months). Marketing and account tools take a time_range such as 7d, 30d or 90d. A few product tools take a month as YYYY-MM.
• Paging: list tools take limit and offset, or page and page_size. Large results are paged, so ask for the next page when you need more rows.
• Metric tools: the tools whose names start with get followed by a capital letter (for example getMonthlyActiveUsers) each return one metric. You choose a template for the shape: a single value, a change, or a series.
• Interactive tools: a few tools work in steps, such as a ranking you can drill into. The step parameter says which step to run, and your assistant carries the ids from one step to the next.

Setup & Connection

Check the connection and instrument ThriveStack in your product. start_thrivestack_setup returns the setup prompts to run in your coding assistant.

check_connection

Confirms the ThriveStack connection is working and your sign-in was accepted. Returns the server time.

No input parameters required.

start_thrivestack_setup

Builds the setup prompts for instrumenting ThriveStack telemetry from the chosen setup type (marketing, product, or both) and the user's ThriveStack API key, so both are needed up front. Returns setup_prompts, to be run in order inside Claude Code; the prompt text is for the agent, not for display. Makes no changes to the account.

get_setup_status

Get current ThriveStack setup status and completed steps for the tenant (product/environment).

No input parameters required.

get_marketing_setup_status

Whether marketing analytics has data to report: whether marketing-site data is integrated, and whether the marketing-site and product tracking scripts are installed. Empty marketing results usually trace back to one of these being off.

No input parameters required.

Revenue KPIs

get_revenue_kpis

Headline revenue KPIs for the brand: MRR (current, previous month, projected), ARR, ARPA (average revenue per paying account), NRR (net revenue retention, percent), marketing CAC, non-recurring revenue, total revenue, and paying and non-paying customer counts. Each KPI has its month-over-month delta, direction and a monthly trend. Money values are in the brand's base currency (the currency field). time_period sets the trend window for MRR, non-recurring revenue and CAC.

Good to know

• Money values are in your brand’s base currency (the currency field).
• time_period sets the trend window for MRR, non-recurring revenue and CAC.

get_net_revenue

Net revenue for the brand with its monthly breakdown: gross subscription revenue, non-recurring revenue, transaction fees, balance adjustments, taxes and refunds, each with a count, plus projected values for the current month. Also says whether fees and tax are included. Amounts are in the base currency (the currency field). A component's line items for one month are listed by get_revenue_component_drilldown.

Good to know

• A component’s line items for one month are listed by get_revenue_component_drilldown.

get_revenue_component_drilldown

Line items behind one net-revenue component in one calendar month: customer, linked account (group id), amount, date, currency, description and billing source. Paged with limit and offset; pagination.totalCount gives the full count.

get_recognized_revenue_trend

Monthly recognized revenue for the brand (revenue spread over the service period it pays for), with the number of payments per month, in the base currency. Payments in one month are listed by list_monthly_transactions.

Good to know

• Payments in one month are listed by list_monthly_transactions.

list_monthly_transactions

Payments received in one month: customer, linked account (group id), status, amount normalized to the base currency, original amount and currency, date, and whether the account is tracked. revenue_metric picks recognized revenue, MRR or non-recurring payments. Paged with limit and offset.

MRR Movements

get_mrr_movements

MRR movement trend for the brand: new, expansion, contraction, churn and reactivation MRR (and the matching revenue movements) per period, each with its value in the base currency and the number of customers. The customers behind a movement are listed by list_mrr_movement_customers.

Good to know

• The customers behind a movement are listed by list_mrr_movement_customers.

list_mrr_movement_customers

Customers behind one MRR movement type in a year, month or day: customer, linked account (group id), MRR change in the base currency, date, plan, item product, subscription and quantity change. Paged with limit and offset.

Good to know

• Leave out day to get the whole month, and month as well to get the whole year.

Plans

get_plan_mrr_summary

MRR by plan: for each plan its item product, billing interval, price, active customers and subscriptions, MRR and ARR, and its share of customers and MRR (percent). Amounts are in the currency field.

get_plan_mrr_trend

Monthly MRR, ARR, active customers and subscriptions per plan, with each plan's share of customers and MRR. Plan ids come from get_plan_mrr_summary.

Good to know

• Plan ids come from get_plan_mrr_summary.

Customer Value & Revenue Leakage

get_customer_lifetime_value

Customer lifetime value (CLV) for the brand: current, projected and previous month, with a monthly trend of CLV, ARPA, monthly churn rate, churned and paying customers. Money values are in the base currency.

get_missed_revenue

Revenue leakage trend: per month the expected revenue, the revenue missed because subscribed accounts did not pay, affected and active account counts, and the number of accounts that paid the month before but not this month. The accounts behind one month are listed by list_missed_payment_customers.

Good to know

• The accounts behind one month are listed by list_missed_payment_customers.

list_missed_payment_customers

Customers with an expected or invoiced payment missing in one month: customer, account, MRR at risk (base currency and native currency), due date, plan, status (past_due, retrying or failed) and days overdue, plus the total MRR at risk.

Contracts & ACV

get_acv_summary

Annual contract value overview: average ACV and total contract value (TCV) with deltas and monthly trends, subscription, customer, new-booking and expansion-booking counts, and ACV by plan (deal count, total, average, min and max ACV, TCV, new, expansion and renewal counts). Amounts are in the currency field.

get_acv_month_drilldown

ACV for one month, optionally one plan: subscription and customer counts, average and total ACV, new and expansion bookings, top plans, top customers and the subscriptions behind it.

Good to know

• Plan ids come from get_acv_summary.

list_acv_contracts

Contracts behind ACV: customer, plan, TCV, one-time fees, recurring value, term, calculated ACV, MRR, booking type and date, current period and subscription status, plus total ACV and TCV across the filter. Paged with limit and offset.

Revenue Goals

get_revenue_goals

Revenue goal targets the brand has set: metric (MRR, ARR, total revenue, ARPA, ACV, NRR, paying or non-paying customers), target amount, start and target dates, whether active, and who last updated it.

No input parameters required.

get_revenue_goal_progress

Progress against the goal for one metric: per month the share of the goal period used, the expected and actual value and the variance, plus the current month.

Account Billing

These tools show the billing detail of one account. They take that account’s customer_ids (its billing customer ids, such as Stripe customer ids), which you get from list_revenue_account_mappings. Your assistant does this lookup for you when you name the account.

get_account_revenue

Revenue profile of one account from its billing customer ids: MRR, ARR, non-recurring revenue, gross revenue, payment and subscription status, next due date, payment method, billing term, last transaction date and revenue sources. Customer ids for an account come from list_revenue_account_mappings.

get_account_payment_calendar

Month-by-month payment record of one account for a year: amount after deductions, tax and fee, currency, status (paid, missing, failed, pending and so on) and notes on billing periods. Shows missed or late months at a glance.

list_account_subscriptions

Subscriptions of one account's billing customers: status, MRR, ARR, currency, dates (start, next due, past due, renewal, canceled), payment method, discount and each subscription item (plan, product, quantity, unit amount, interval, period, trial, MRR). Paged with page and page_size.

list_account_invoices

Invoices of one account's billing customers: status, amount, issue, due and paid dates, source, the payments against each invoice and its line items (description, type, amount, subscription, period, plan, price). Paged with page and page_size.

list_account_transactions

Payment transactions of one account's billing customers: date, currency, amount, tax, fee, status, payment method, type, billing period, invoice id, description and source. Paged with page and page_size.

Revenue Data Health & Mapping

Use these when a revenue number looks wrong or missing. They show whether your billing data is syncing and whether billing customers are linked to the product accounts they belong to.

get_revenue_sync_status

Recent sync runs of the brand's billing data sources (Stripe, API, QuickBooks by default): status, sync type, start and last-update time, duration and rows synced. Explains stale or missing revenue numbers.

list_revenue_account_mappings

Product accounts (group id, name, domain) and the billing customer each is linked to, with totals of mapped and unmapped accounts. Filter by mapping state or search. Paged with limit and offset.

list_revenue_customer_mappings

Billing customers and the product account (group id) each is linked to, with totals of mapped and unmapped customers. Filter by mapping state or search by name or email. Unmapped customers' revenue is not attributed to any account. Paged with limit and offset.

Good to know

• Revenue from unmapped customers is not attributed to any account.

Headline MRR Metrics

Single-metric tools that return one MRR figure at a time. For most questions get_revenue_kpis and get_mrr_movements give a fuller answer with a selectable window.

getTotalCompanyMrr

Returns the total company MRR metric.

Good to know

• template sets the output shape: value (a single figure), monthly (a monthly series).

getNetNewMrr

Returns the net new MRR metric.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), monthly (a monthly series).

getGrossMrrAdded

Returns the gross MRR added metric.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), monthly (a monthly series).

getNewPayers

Returns the new payers metric.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), monthly (a monthly series).

Website Traffic & Visitors

get_website_traffic

Website traffic KPIs for a rolling window: unique visitors and page views (each with a daily series and the percent change against the previous window of the same length), plus UTM coverage: total visitors, visitors who arrived with UTM tags, the tagged share in percent and its daily trend. A low tagged share means campaign attribution is missing for much of the traffic.

get_traffic_by_utm

Daily website visits broken down by the values of one UTM parameter (for example each utm_source), over a rolling window. Each day lists the total count and a count per parameter value. Answers which sources, mediums, campaigns or terms drive traffic and how that changes day to day.

get_visitor_geo

Website visitors by country, split three ways: campaign traffic (visitors per country with the UTM sources that brought them), organic traffic (visitors per country with their referrers) and direct traffic (visitors per country). Each row carries a performance label. Answers where visitors come from and which regions each acquisition type reaches.

get_top_pages

The 200 most viewed marketing-site page paths across all recorded history, each with page views and unique visitors (distinct devices). Not limited to a time window; time-bounded page metrics are covered by get_content_breakdown.

No input parameters required.

list_page_visits

Individual marketing-site page visits, newest first, over a rolling window: timestamp, anonymous device and session ids, page URL, path and title, country, UTM source and session duration. count is the total number of visits. Paged with page_number and page_size (sizes 5, 10, 15, 25 or 50; default 25).

get_new_signup_counts

New signed-up users and new accounts in the last day, last 7 days and last 30 days, each with the percent change against the period before and whether that change is positive, plus all-time totals.

No input parameters required.

list_new_signups

The users or accounts created between two dates, newest first: id, name or email, creation time, and whether the entity was first seen only through marketing identification (untracked by the product). Not paged; keep the date range short for large brands.

Channels, Campaigns & Sources

How marketing channels, campaigns and sources perform, and the revenue they bring. The revenue ranking tools are interactive: the first step lists the channels, campaigns or sources, and the second step drills into one.

get_channel_performance

Per-channel marketing performance for a calendar window: visitors, sessions, identified users and accounts per channel (channel = utm_medium, plus Direct and Organic, credited by first touch); net-new revenue per channel (monthly recurring revenue at first payment of accounts whose first payment falls in the window) with the paying-customer count; and configured marketing spend per channel with a month-by-month split, in the brand's preferred currency. Together these give cost, traffic and revenue per channel. Set include_customers to also list the paying customers behind each channel's revenue.

get_campaign_performance

Per-campaign (utm_campaign) performance within each channel for a calendar window: visitors, sessions, identified users and accounts per campaign alongside its channel totals, and net-new revenue per campaign (monthly recurring revenue at first payment of accounts first paying in the window, credited by first touch) with the paying-customer count. Set include_customers to also list the paying customers behind each campaign.

get_source_performance

Per-source (utm_source) performance within each channel for a calendar window: visitors, sessions, identified users and accounts per source alongside its channel totals, and net-new revenue per source (monthly recurring revenue at first payment of accounts first paying in the window, credited by first touch) with the paying-customer count. Set include_customers to also list the paying customers behind each source.

get_campaign_timeline

Visit counts per UTM value per period over the last 12 months (granularity month) or the last 12 Monday-to-Sunday weeks (granularity week). Each row is one UTM value with its periods; a period is the ISO start date of the month or week. Shows which campaigns are growing, fading or seasonal.

get_multi_touch_attribution

Revenue attribution per channel under three models side by side: first touch, last touch and linear (credit split evenly across every touch). For each channel: the share of won revenue in percent and the attributed revenue under each model, visitors, and won accounts. Won accounts are those whose first payment falls in the window; revenue is their first-payment monthly recurring revenue. Set include_campaigns for the same numbers per campaign within each channel.

get_channel_revenue_attribution

Interactive 2-step channel revenue attribution explorer. Step 1 (step=channels): Returns channels ranked by revenue, including simple LTV proxy (= total_revenue / customer_count). Step 2 (step=breakdown): Pass channel_name. Returns campaigns + sources + customer breakdown for that channel.

get_campaign_revenue_ranking

Interactive 2-step campaign revenue explorer. Step 1 (step=campaigns): Returns campaigns ranked by revenue. Step 2 (step=customers): Pass channel_name and campaign_name to get customer breakdown.

get_source_revenue_ranking

Interactive 2-step source revenue explorer. Step 1 (step=sources): Returns sources ranked by revenue per channel. Step 2 (step=customers): Pass channel_name and source_name to get customer breakdown.

Paid Ads

get_ads_performance

Paid ads delivery per connected ad platform (Google Ads, LinkedIn Ads) and in total: impressions, clicks, spend, click-through rate and cost per click. Spend is in the ad account's currency. Covers a rolling window back from today.

get_ads_traffic

What paid ad clicks turned into: per platform and per ad campaign, the visitors who arrived from ads, the users who signed up, the accounts created and the accounts that became paying, plus platform and overall totals. Campaign rows are paged with campaign_limit and campaign_offset (default 25, max 100); totals always cover every campaign. Campaign ids from this result drill into list_ads_traffic_entities.

list_ads_traffic_entities

The individual visitors, users or accounts behind an ads traffic number, for one ad campaign or all campaigns: name, id, domain, date, Google click id, offline-conversion upload window status, account creation date, conversion status and source. entity_type picks the column: visitors, users, accounts, paidAccounts or otherAccounts (accounts not tied to a campaign). Paged with limit and offset (default 25, max 100); total gives the full count.

Site Content

get_content_performance

Marketing-site engagement KPIs for a rolling window, each with its percent change against the previous window: unique visitors, sessions, page views, views per session, bounce rate (percent) and average session duration (seconds). Also page views per country (ISO country code).

get_content_trend

Time series of one marketing-site engagement metric over a rolling window. Each point has the value and, where the metric allows it, the new-visitor and repeat-visitor counts. metric: unique_visitors, session_count, page_views, views_per_session, bounce_rate or avg_session_duration.

get_content_breakdown

Marketing-site engagement broken down by one dimension over a rolling window: per page URL, page path, page title, UTM source, medium or campaign, country or operating system, the page views, bounce rate and average session duration, each with its change against the previous window. count is the number of distinct values. Paged with page_number and page_size (sizes 5, 10, 15, 25 or 50; default 25).

get_content_device_breakdown

Marketing-site engagement per browser, operating system or device type over a rolling window: page views, bounce rate and average session duration, each with its change against the previous window.

Goals & Leads

list_goals

The marketing goals set up for the brand, with each goal's name, assignee, metric, target, conversion rate, progress, status, completion date, visitor and event counts and the page or event filters that define a completion. Also the unique and repeat visitor totals across goals. Goal ids feed get_goal_trend.

No input parameters required.

get_goal_trend

Unique visitors and goal completions per period for one goal. Periods are days for windows up to 90d, weeks for 4w to 24w and months for 1m to 12m.

get_lead_quality

Quality mix of scored signups: all-time totals of corporate, personal-email and abusive or fake leads, and the same split (counts and percentages) per period over a window (four weekly periods for 1m, monthly periods for 3m, 6m and 12m). B2B scores accounts, B2C scores users. Also the brand's lead-quality performance goal, when set.

list_leads_by_quality

Leads of one quality type created in a date range, newest first: id, email (B2C) or domain (B2B). lead_type is Corporate, Personal or Abuse/Fake. Useful to drill into a period from get_lead_quality. Paged with page and page_size (default 25, max 100); totalCount is the full count.

list_scored_leads

Scored leads, newest first: id, email, lead type, quality, region, industry, job title, lead source, owner, the reason it qualified, first source and creation time. B2B lists accounts, B2C lists users. Paged with page and page_size (default 25, max 100); totalCount is the full count.

get_plg_leads

Get PLG-qualified leads ready for sales outreach.

Signup Journeys

get_acquisition_timing

How long and how many marketing touches it takes a visitor to sign up, over a rolling window: average touchpoints and average days from first visit to signup, each with its change against the previous window; a daily series of the same averages with the number and ids of users who signed up that day; and the brand's performance goals for both metrics (target and excellent, good and needs-work thresholds), when set.

get_conversion_analytics

Returns aggregate conversion metrics and daily breakdown (touchpoints/time-to-signup). No inputs required.

No input parameters required.

get_signup_journey_summaries

Pre-signup journey summary per signed-up user: email, signup time, marketing touchpoints, days from first visit to signup, active days, page visits, sessions and whether any marketing activity was seen. Look users up by user_ids (for example from get_acquisition_timing's daily ids) or by an email search; give exactly one.

get_user_journey_timeline

One signed-up user's journey before signup, session by session: session type, device, the touchpoint and UTM tags that started it, number of visits, and each visit's time, page title and URL, location and UTM tags. Sessions are paged with session_offset and session_limit (default 3, max 10); pagination says whether more remain.

get_account_pre_signup_journey

Interactive 3-step pre-signup journey explorer. Step 1 (step=dates): Returns all acquisition dates with signup counts — user picks a date. Step 2 (step=users): Pass selected_date + user_ids_json. Returns per-user summary for that date — user picks a user. Step 3 (step=timeline): Pass selected_user_id. Returns full session timeline for that user. Always start with step=dates. product/environment come from tenant context automatically.

Product Usage

get_mau_mtu_count

Get Monthly Active Users (MAU) and Monthly Tracked Users (MTU) counts.

get_event_count

Get total event count for the product/environment.

getDailyActiveUsers

Returns the daily active users metric.

Good to know

• template sets the output shape: value (a single figure), monthly (a monthly series). Date-range parameters are accepted but ignored; the tool reports its own period.

getWeeklyActiveUsers

Returns the weekly active users metric.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), daily (a daily series), monthly (a monthly series).

getMonthlyActiveUsers

Returns the monthly active users metric.

Good to know

• template sets the output shape: value (a single figure), monthly (a monthly series). Date-range parameters are accepted but ignored; the tool reports its own period.

getMonthlyActiveAccounts

Returns the monthly active accounts metric.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), daily (a daily series), monthly (a monthly series).

getPageViews

Returns the page views count for ANY time period.

Good to know

• Only the monthly series is available.

getUniqueVisitors

Returns the unique visitor count for ANY time period.

Good to know

• Only the monthly series is available.

getVisitor

Returns the visitor count for ANY time period.

Good to know

• Only the monthly series is available.

getSignup

Returns the signup count.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), monthly (a monthly series). Date-range parameters are accepted but ignored; the tool reports its own period.

getAbuseDetection

Returns the abuse detection count.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), daily (a daily series), monthly (a monthly series).

Activation

get_activation_summary

Get activation module summary including milestone completion rates.

get_activation_trend

Get activation trend data over time.

get_feature_conversion_drivers

Interactive 2-step activation milestone explorer. Step 1 (step=modules): Returns activation modules and their milestones. Step 2 (step=milestone): Pass module_id and milestone_id to get converted vs dropped accounts for that milestone.

getActivationRate

Returns the activation rate metric.

Good to know

• Only the monthly series is available.

getTotalAccountsActivated

Returns the total accounts activated metric.

Good to know

• Only the monthly series is available.

getUsersActivatedThisMonth

Returns the users activated this month metric.

Good to know

• template sets the output shape: value (a single figure), monthly (a monthly series).

getAvgTimeToFirstValue

Returns the avg time to first value metric.

Good to know

• template sets the output shape: value (a single figure), monthly (a monthly series).

getAvgTimeFromActToConv

Returns the avg time from activation to conversion metric.

Good to know

• template sets the output shape: value (a single figure), monthly (a monthly series).

getAvgTimeFromAcqToConv

Returns the avg time from acquisition to conversion metric.

Good to know

• template sets the output shape: value (a single figure), monthly (a monthly series).

Retention & Stickiness

get_retention_data

Get retention cohort data showing how users return over time.

get_churn_expansion_signals

Returns portfolio-level engagement segmentation (high, medium and low stickiness counts) and an inactive-account trend series. It does not list individual at-risk accounts; those come from list_accounts.

No input parameters required.

getHighStickiness

Returns the high stickiness metric.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), daily (a daily series), monthly (a monthly series).

getMediumStickiness

Returns the medium stickiness metric.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), daily (a daily series), monthly (a monthly series).

getLowStickiness

Returns the low stickiness metric.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), daily (a daily series), monthly (a monthly series).

getAdoptionRate

Returns the adoption rate metric.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), daily (a daily series), monthly (a monthly series).

Feature Adoption

get_feature_adoption

Get feature adoption timeline showing when users first used each feature.

get_feature_usage_trend

Get feature usage trend data over time.

Funnel & Scorecard

get_monthly_metrics_table

Returns a month-by-month scorecard covering the full PLG funnel: new visitors, repeat visitors, signups, TTA (days to signup), TPTA (touchpoints before signup), new paying accounts, and new MRR. Each cell is color-coded (green/yellow/red) relative to all months in that column — makes it easy to spot which months were strong or weak across each metric at a glance. Covers the last 12 months. No inputs required. Use this tool when the user asks to: - diagnose conversion, acquisition, or revenue health - understand why MRR or signups dropped - see a conversion scorecard or funnel overview - identify which month had the worst performance

No input parameters required.

getAcqConversion

Returns the acquisition conversion metric.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), daily (a daily series), monthly (a monthly series).

getAcquisitionAccounts

Returns the acquisition accounts count.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), daily (a daily series), monthly (a monthly series).

getTotalAcquisitionAccounts

Returns the total acquisition accounts count.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), daily (a daily series), monthly (a monthly series).

getTimeToAcquisition

Returns the time to acquisition metric.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), daily (a daily series), monthly (a monthly series).

getTouchpointsToAcquisition

Returns the touchpoints to acquisition metric.

Good to know

• template sets the output shape: value (a single figure), delta (the change against the previous period), daily (a daily series), monthly (a monthly series).

getTotalAccounts

Returns the total accounts metric.

Good to know

• template sets the output shape: value (a single figure), monthly (a monthly series).

Account Lists & Segments

list_accounts

List CRM accounts with optional filtering and pagination. Returns account names, IDs, domains, scores, and subscription details.

list_crm_accounts

Lists the brand's accounts from the Account Intelligence list, one page at a time, with the total number of matching accounts in count. Each account row carries identity (id, name, domain, source, createdAt, owner, userCount, softDeleted, mergedAccountId = ids of accounts merged into it), revenue (status, MRR/ARR/NRR in revenue_currency, renewal and last transaction dates, delayed invoice count), expansion/contraction MRR movement this month, atRiskSegment (engagement and/or monetization), CSM and sales rep, acquisition UTMs and abuse status, engagement (active flag, last activity, status, DAU/WAU/MAU, stickiness ratios, activity count and its trend %), activation (status, date, time to value, completion %, current step, champion user) and firmographics. Filter with filters and sort with sort_by/sort_order to answer questions like 'which enterprise accounts are inactive' or 'top accounts by MRR'. Filter keys, operators and quick filters come from get_account_list_fields. Soft-deleted accounts are left out unless filters mention softDeleted or use 'or'.

get_account_list_fields

Describes every account-list field: key, category (Acquisition, Monetization, Engagement, ...), data type, display name and description, whether it is sortable, and its filter input type and allowed operators. These keys and operators are what list_crm_accounts filters and sort_by take. With key set to a select-type field (source, csm, sales_rep, atRiskSegment or a yes/no field), also returns that field's possible values in filter_values.

list_account_segments

Lists the brand's saved account segments (the views in the Account Intelligence sidebar): id, name, description, type (filtered or curated), whether it is a system or the default segment, and filters, the stored filter as JSON in the same {and|or: [{key, operator, value}]} shape list_crm_accounts takes. To see a filtered segment's accounts, pass its filters to list_crm_accounts; a curated segment's accounts match the filter curatedSegment equals the segment id.

No input parameters required.

compare_segments

Compare 2+ segments by identifier (segment id or system name) using account counts.

create_account_segment

Create an account segment using monetization criteria described in natural language (paid/trial/free, MRR/ARR thresholds, plan).

list_at_risk_accounts

The At-Risk Accounts view: accounts at risk on engagement (activity trend of -5% or worse) or monetization (delayed invoice payments), one page at a time. Returns at_risk (count plus the page of accounts; each row's atRiskSegment says which axis), and the size of each bucket in all_at_risk, engagement_at_risk and monetization_at_risk (count = accounts now; currCount/prevCount = created this month and last month; delta = month-over-month change in %). One axis alone is covered by list_crm_accounts with an atRiskSegment equals engagement (or monetization) filter. Each account row carries identity (id, name, domain, source, createdAt, owner, userCount, softDeleted, mergedAccountId = ids of accounts merged into it), revenue (status, MRR/ARR/NRR in revenue_currency, renewal and last transaction dates, delayed invoice count), expansion/contraction MRR movement this month, atRiskSegment (engagement and/or monetization), CSM and sales rep, acquisition UTMs and abuse status, engagement (active flag, last activity, status, DAU/WAU/MAU, stickiness ratios, activity count and its trend %), activation (status, date, time to value, completion %, current step, champion user) and firmographics.

list_account_exports

Lists recent CSV exports of the account or user list made from the app: status (running, success, failed), row count, error message, and when each was started and completed. Download links are only available in the app.

get_merged_accounts

Returns the member accounts of a merged account group, each with its own metrics rather than the rolled-up figures shown on the list. Pass the parent id followed by the ids in its mergedAccountId field from list_crm_accounts. Each account row carries identity (id, name, domain, source, createdAt, owner, userCount, softDeleted, mergedAccountId = ids of accounts merged into it), revenue (status, MRR/ARR/NRR in revenue_currency, renewal and last transaction dates, delayed invoice count), expansion/contraction MRR movement this month, atRiskSegment (engagement and/or monetization), CSM and sales rep, acquisition UTMs and abuse status, engagement (active flag, last activity, status, DAU/WAU/MAU, stickiness ratios, activity count and its trend %), activation (status, date, time to value, completion %, current step, champion user) and firmographics.

Account Detail

get_account_overview

The header of an account's detail page: display name, domain, plan, last active time, account and abuse status, firmographics (industry, annual revenue, employees, founded year, location), user counts (total, active, inactive, waitlisted), subscription (plan, start and expiry dates, payment status, MRR), buyer contact, abuse rule results, the merged member records behind the account (ThriveStack, CRM and billing customer records), which data sources it has (telemetry, HubSpot, revenue), and its assigned CSM and sales rep with when each was set.

get_account_acquisition

How an account was acquired: the first user (id and email), the initial UTM source, medium, campaign, term and content, the number of touchpoints before signup and the days from first visit to signup. The first user's session-by-session path is in get_user_journey_timeline.

get_account_activation

An account's activation progress: overall status, how it was reached, time spent versus the activation goal time and whether the goal was met; each activation journey's status, start and activation dates and time spent; and the milestone tree per journey (milestones, sub-milestones and steps, each with completed flag and completion time, key milestones marked).

get_account_activity

An account's recent product activity feed, newest first: who did what (user name), event type and name, feature used, page title and path, and when. count is the total number of events in the window.

get_account_engagement

Get engagement trend for a specific account.

get_account_engagement_trend

An account's engagement health: DAU, WAU, MAU and activity count for the last 30 days against the previous 30 (current, previous, delta, % change), weekly and monthly stickiness, and the engagement status; plus the daily trend of active users and activity over the chosen window (one series per measure, each a list of date and count).

get_account_engagement_profile

Interactive 2-step account engagement profile. Step 1 (step=profile): Pass account_id. Returns account details + acquisition metrics + an intervention recommendation. Step 2 (step=timeline): Pass champion_user_id (use acquisition user_id from profile when available) to view journey timeline.

get_account_expansion

An account's MRR expansion and contraction: this month's expansion and contraction summary (movement types such as upgrade or seat change, signal count, MRR movement, MRR and quantity before and after), and the history of expansion and contraction MRR movements (date, amount, currency, category), newest first, paged together.

get_account_feature_usage

Which product features an account uses: feature adoption (adoption rate %, features adopted vs all tracked features, with both lists), and the usage trend over the window for every feature and product page the account touched (one series per feature or page, each a list of date and count). API, CLI and agent usage is excluded here; it is covered by get_account_api_usage.

get_account_api_usage

An account's programmatic usage (features used through the API, CLI or agents rather than the UI): the interfaces and features seen, features grouped by interface, and a daily trend of usage per feature over the window (xAxis is the date, yAxis the count).

get_account_user_engagement

Per-user engagement inside one account, most recently active first: for each user, the number of tracked actions and active days in the window, last active time, whether the user is linked to the account, and a daily activity count (heatMap) for the window. Use it to find an account's champions and dormant users. totalCount is the number of users with activity.

get_account_users

Lists the users that belong to an account, newest signup first: user id, name, email, signup time and how they were acquired (source). totalCount is the number of users on the account.

get_account_data_issues

Tracking and data-setup problems that affect one account's numbers, grouped by lifecycle stage: each issue's title, description, whether it currently exists, severity and where to fix it. Use it when an account's metrics look missing or wrong.

Users

list_users

Lists end users of the brand's product who signed up within a window, one page at a time: name, id, email, company, title, role, location, country, account id and name, device, active/waitlisted/activated/invited flags, last login, signup date, sign-in count, social handles, soft-delete state and abuse status. count is the total matching users. With search, the result is under matching_users instead of users.

get_user_details

One end user's profile: name, email, avatar, title, phone, location, social handles (GitHub, LinkedIn, Twitter), status, signup date, last active time, the account they belong to (id, name, domain) and their employer (company name and domain).

get_user_activity

One user's product events between two times, newest first: event name (e.g. feature_used, page_visit), the feature name or page path, and the time. totalCount is the number of events in the range.

CRM Integrations

get_crm_integrations

Shows which external systems feed the account and user lists: connected integrations (hubspot, google_ads, linkedin_ads) with direction (crm_to_ts = imported into ThriveStack, ts_to_crm = pushed out) and connection date; the HubSpot sync status and last update time; and the merge rules that match imported records to ThriveStack accounts and users (external source, source field, target field; null when none is set).

No input parameters required.

get_hubspot_properties

For the brand's connected HubSpot portal: the portal id, its domain and whether it is a production portal, plus every property defined on one HubSpot object type (key, label, type). Use it to learn which HubSpot fields exist before reading an account's HubSpot records. Fails when no HubSpot integration is connected.

get_account_hubspot_data

Returns the HubSpot CRM records linked to one account, from the brand's HubSpot sync: the company's properties, the company record, deals, tickets, or engagements (calls, meetings, notes, tasks), one data_type per call. Each record has id, createdAt, updatedAt and a list of HubSpot properties (name, label, type, value; e.g. dealname, amount, dealstage for deals; subject, hs_ticket_priority for tickets). hubSpotCompanyId is null when the account has no linked HubSpot company. totalCount is the number of records of that type.

Changes over time

New tools are added from time to time, and we update this page when they go live. See the Changelog for every tool added or changed, with dates.