Parlay — sales-call intelligence API

The Parlay MCP server exposes 63 tools, organized into 10 domains. Tools that incur AI cost or take noticeable time are flagged.

Cost notation: $0 = read or static, ¢ = under one cent per call, $$ = a few cents. Latency notation: fast = under 1s, medium = 1–10s, slow = 10–90s, very slow = up to 5 min.

Reference data (6 tools)

Cheap reads, no AI cost. Use these to validate slugs before passing them to other tools.

Tool	Cost	Latency	Notes
`list_personas`	$0	fast	5 sales personas (challenger, hard_worker, lone_wolf, problem_solver, relationship_builder)
`list_methodologies`	$0	fast	SPIN, Sandler, Challenger, MEDDIC, etc.
`list_industries`	$0	fast	Industry slugs for `create_or_update_org`
`list_environments`	$0	fast	cold_call, video_conference, in_person, etc.
`list_sales_motions`	$0	fast	inbound_sdr, outbound_ae, field_sales, etc.
`list_recording_types`	$0	fast	discovery_call, demo, close_call, etc.

Orgs (4 tools)

Tool	Cost	Latency	Notes
`create_or_update_org`	$0	fast	Upsert by `org_id`. Always call before creating reps
`get_org`	$0	fast	Throws `org_not_found` if missing
`list_orgs`	$0	fast	Cursor-paginated, newest first
`archive_org`	$0	fast	Soft delete. Confirm with user first

Reps (5 tools)

Tool	Cost	Latency	Notes
`create_or_update_rep`	$0	fast	Upsert by (org_id, rep_id). Email must be unique within an org
`get_rep`	$0	fast
`list_reps`	$0	fast
`get_rep_stats`	$0	fast	Window-bucketed score aggregates + trend. Default 90-day window, weekly buckets
`archive_rep`	$0	fast	Soft delete. Confirm with user first

Analyses (5 tools)

Tool	Cost	Latency	Notes
`analyze_recording`	$$ real / $0 mock	slow real / fast mock	Auto-polls. Use `mock://perfect-pitch` etc. for testing. Set `wait_for_completion=false` to return job id immediately
`get_analysis`	$0	fast	Poll a queued job, or re-read a finished one
`list_analyses`	$0	fast	Filters: org_id, rep_id, status, time window, min_score
`archive_analysis`	$0	fast	Default mode `archive` (reversible). Mode `purge` is irreversible — never call without explicit user confirmation
`rescore_analysis`	$$	slow	Currently `not_implemented` — landing in a future release

Rep intelligence (8 tools)

The assign_* and generate_* calls are async with internal polling. Default timeout: 3 min for analysis_ids path, 10 min for recording_urls path.

Tool	Cost	Latency	Notes
`assign_rep_persona`	¢	slow	Meta-analyzes a batch of calls → assigns persona. Either `recording_urls` or `analysis_ids`, not both
`assign_rep_methodology`	¢	slow	Same shape as `assign_rep_persona`, returns primary + secondary methodology
`generate_rep_synthesis`	¢	slow	Coaching summary: strengths, gaps, action plan, score trends
`get_rep_persona`	$0	fast	Latest assignment (manual or AI). Throws `synthesis_not_found` if never assigned
`get_rep_methodology`	$0	fast	Returns `{ primary, secondary }`
`get_latest_rep_synthesis`	$0	fast
`set_rep_persona_manually`	$0	fast	Override AI assignment. Appends to history with `source: "manual"`
`set_rep_methodology_manually`	$0	fast	Same, for primary + optional secondary

Scout chat (3 tools)

Multi-turn coaching chat scoped to a single completed analysis. History is persisted server-side per analysis.

Tool	Cost	Latency	Notes
`ask_scout_about_call`	¢	medium	One Q&A turn. Returns `{ response, model, tokens, cost_usd_cents }`
`get_scout_welcome_questions`	¢	medium	4 first-person starter questions tailored to the rep’s weakest pillars
`clear_scout_chat`	$0	fast	Wipe persisted history for one analysis. Irreversible — confirm with user

Playbooks (5 tools)

Tool	Cost	Latency	Notes
`create_playbook`	$0	fast	Manual upload. Use `generate_playbook_draft` for AI synthesis instead
`get_playbook`	$0	fast
`list_playbooks`	$0	fast	`active_only=true` filters to currently-active
`update_playbook`	$0	fast	Content change snapshots prior version + bumps version number
`archive_playbook`	$0	fast	Soft delete + sets `is_active=false`

Playbook source materials + AI drafting (4 tools)

Tool	Cost	Latency	Notes
`upload_playbook_source`	$0	fast	Up to 500,000 chars per upload. Title + content
`list_playbook_sources`	$0	fast
`generate_playbook_draft`	¢	slow	Async. Synthesizes 1+ source materials into a markdown playbook via Gemini 2.5 Flash
`publish_playbook_draft`	$0	fast	Promotes a completed draft to an active playbook. Fires `playbook.published` webhook

Custom prompts (5 tools)

Org-level prompts injected into every analysis. Distinct from playbooks: prompts are many short focused criteria, each scored separately.

Tool	Cost	Latency	Notes
`create_custom_prompt`	$0	fast	Up to 20,000 chars per prompt. `prompt_type`: scoring_criterion / evaluation_focus / disqualifier / other
`list_custom_prompts`	$0	fast	Ordered by `order_index` ascending
`update_custom_prompt`	$0	fast
`reorder_custom_prompts`	$0	fast	Atomic bulk reorder by ordered ids array
`archive_custom_prompt`	$0	fast	Soft delete + sets `is_active=false`

Dispositions (4 tools)

Tag the outcome (sold / lost / canceled / undispositioned) of an analysis. Lets org insights correlate scoring patterns to deal outcomes.

Tool	Cost	Latency	Notes
`tag_disposition`	$0	fast	Upsert: re-tagging an analysis overwrites the prior disposition
`get_disposition`	$0	fast
`list_dispositions`	$0	fast	Org-scoped. Filters: disposition value, time window
`clear_disposition`	$0	fast	Removes the disposition. Analysis itself untouched

Org insights + leaderboard (4 tools)

Org-level rollups across every rep + every analysis. The async generate_org_insights runs a Gemini meta-analysis; get_leaderboard is pure SQL with no AI cost.

Tool	Cost	Latency	Notes
`generate_org_insights`	$$	slow	Async. Aggregates the org’s completed analyses in a window, runs a Gemini meta-analysis, persists `insights_snapshots` row. Default window 30 days. Polls up to 5 minutes
`get_latest_org_insights`	$0	fast	Most recent snapshot for an org. Throws `synthesis_not_found` if `generate_org_insights` has never run
`list_org_insights_history`	$0	fast	Paginated history of snapshots (without full AI summary — fetch by id for that)
`get_leaderboard`	$0	fast	Pure SQL. Ranks reps by `score`, `volume`, or `improvement` (first-half → second-half delta)

Webhooks (6 tools)

Tool	Cost	Latency	Notes
`register_webhook`	$0	fast	Returns `signing_secret` exactly once — store immediately. HMAC-SHA256 verification
`list_webhooks`	$0	fast	Newest first. NEVER returns the signing_secret
`update_webhook`	$0	fast	URL, events, paused, name, description. Use `rotate_webhook_secret` to change the secret
`test_webhook`	$0	fast	Fires a synthetic `webhook.test` event at the registered URL
`rotate_webhook_secret`	$0	fast	Returns new `signing_secret` exactly once. Old secret stops working immediately — update your endpoint first
`archive_webhook`	$0	fast	Soft delete. No further deliveries attempted

Connectivity diagnostic (1 tool)

Tool	Cost	Latency	Notes
`echo_ping`	$0	fast	Returns `{ pong, echo, timestamp, base_url, key_environment }`. Doesn’t call the API — purely for testing the MCP transport. Try this first if other tools feel broken

Documentation lookup (3 tools)

These let the LLM answer “how does X work” questions by pulling content directly from docs.goparlay.io. Cached in memory per session — no separate Mintlify MCP needed.

Tool	Cost	Latency	Notes
`search_parlay_docs`	$0	~500ms first call, ~5ms cached	Keyword search across all docs pages. Returns top 5 with title, URL, slug, and excerpt
`read_parlay_doc`	$0	~200ms first per page, ~5ms cached	Fetch full markdown of a specific page (`mcp/installation`, `guides/webhooks`, etc.)
`list_parlay_docs`	$0	~200ms first, ~5ms cached	Return the page index with titles, URLs, descriptions

What’s not in the catalog

Intentionally excluded — these stay REST-only:

Admin (/v1/admin/*) — creating partners, minting keys, suspending partners
Internal infra (/v1/internal/recover) — crash recovery scanner
Health / status / version endpoints
Webhook delivery log + replay (debug-focused; access via REST)
Raw chat history (the tool responses already carry state)
API key management (key creation/revocation is per-partner lifecycle, sensitive)

Tool-naming conventions

create_* — strict create (errors if duplicate)
create_or_update_* — upsert (used for orgs, reps that have stable partner-supplied ids)
get_* — fetch one by id
list_* — paginated collection
update_* — partial update (PATCH semantics)
archive_* — soft delete
assign_* — async AI classification
generate_* — async AI authoring
set_*_manually — manual override of an AI assignment
tag_* — apply a label / status
ask_* / get_*_questions / clear_* — Scout chat verbs

The LLM is good at picking the right tool from these prefixes alone. If you see it pick the wrong one, file an issue — usually the description needs a better hint.

Get started

MCP server

Guides

Tool catalog

Reference data (6 tools)

Orgs (4 tools)

Reps (5 tools)

Analyses (5 tools)

Rep intelligence (8 tools)

Scout chat (3 tools)

Playbooks (5 tools)

Playbook source materials + AI drafting (4 tools)

Custom prompts (5 tools)

Dispositions (4 tools)

Org insights + leaderboard (4 tools)

Webhooks (6 tools)

Connectivity diagnostic (1 tool)

Documentation lookup (3 tools)

What’s not in the catalog

Tool-naming conventions

​Reference data (6 tools)

​Orgs (4 tools)

​Reps (5 tools)

​Analyses (5 tools)

​Rep intelligence (8 tools)

​Scout chat (3 tools)

​Playbooks (5 tools)

​Playbook source materials + AI drafting (4 tools)

​Custom prompts (5 tools)

​Dispositions (4 tools)

​Org insights + leaderboard (4 tools)

​Webhooks (6 tools)

​Connectivity diagnostic (1 tool)

​Documentation lookup (3 tools)

​What’s not in the catalog

​Tool-naming conventions

Reference data (6 tools)

Orgs (4 tools)

Reps (5 tools)

Analyses (5 tools)

Rep intelligence (8 tools)

Scout chat (3 tools)

Playbooks (5 tools)

Playbook source materials + AI drafting (4 tools)

Custom prompts (5 tools)

Dispositions (4 tools)

Org insights + leaderboard (4 tools)

Webhooks (6 tools)

Connectivity diagnostic (1 tool)

Documentation lookup (3 tools)

What’s not in the catalog

Tool-naming conventions