> This page is for Agent Handler. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. # Nooks **Authentication:** OAuth or API key. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-credentials) to bring your own OAuth app. ## Sample use cases * Enroll a new prospect into the `Q4 Outbound` sequence * List calls from the last week with a `Meeting booked` disposition * Complete or skip the tasks due today for a rep ## Available Tools #### list_accounts List companies in the Nooks workspace, filterable by name, domain, CRM ID or last-updated time. Use this to find the... #### get_account Retrieve one company by ID, including domain, headcount, description and linked CRM ID. Set... #### list_calls List dials made through Nooks, with duration, direction, recording URL and the outcome the rep logged. Filter... #### get_call Retrieve one call by ID, including duration, from/to numbers, recording URL and references to the prospect, rep and... #### list_call_dispositions List the call outcomes this workspace has configured, e.g. Connected, Voicemail, Meeting Booked. Call this to get... #### get_call_disposition Retrieve one call disposition by ID, including its label and the normalized outcome it rolls up to. Use... #### list_emails List outreach emails with delivery and engagement data (delivered_at, opened_at, replied_at, open_count). Filter... #### get_email Retrieve one email by ID, including subject, HTML and text bodies, recipients and every engagement timestamp. Set... #### create_email Create a one-off email to a prospect, as a draft or sent immediately with send=true. Get prospect_id from... #### get_email_template Retrieve one email template by ID, including its subject and HTML body with any merge tokens. Nooks exposes no... #### sync_prospects Pull 1-100 CRM records into Nooks as prospects and return the Nooks prospect_id for each. records takes CRM external... #### list_mailboxes List the sending mailboxes users have connected to Nooks, with which one is each user's default. Call this to get... #### get_mailbox Retrieve one mailbox by ID, including its address, whether it is the user's default and a reference to its owner... #### create_prospect_note Write a note onto a prospect's record in the connected CRM and return it with the CRM's external ID. Use... #### create_account_note Write a note onto a company's record in the connected CRM and return it with the CRM's external ID. Use... #### list_prospects List the people Nooks sequences outreach to, filterable by name, title, primary email, CRM ID, account or enrolled... #### get_prospect Retrieve one prospect by ID, including title, primary email, LinkedIn URL and a reference to their account. Set... #### list_sequence_states List sequence enrollments; which prospects are in which sequence and where they are. Filter by sequence_id... #### get_sequence_state Retrieve one enrollment by ID, including its state and references to the sequence, prospect, owner and the step it... #### create_sequence_state Enroll a prospect in a sequence and return the new enrollment ID. Get prospect_id from list_prospects, sequence_id... #### delete_sequence_state Remove a prospect's enrollment from a sequence entirely, deleting its history and any pending tasks. Use... #### finish_sequence_state Mark an enrollment finished: outreach stops and pending steps are cancelled, but the enrollment and its history... #### list_sequence_steps List the steps of a sequence in order. Pass sequence_id (from list_sequences) to scope it; a sequence's own record... #### get_sequence_step Retrieve one sequence step by ID, including its action, wait interval, order and any attached email template. Set... #### create_sequence_step Add a step to a sequence and return it with its new ID. Use list_sequences for sequence_id. interval is required... #### update_sequence_step Change a sequence step's action, wait interval, name, note or email content. Pass at least one field. Nooks rejects... #### delete_sequence_step Permanently delete a sequence step. Prospects already enrolled skip the removed step. Use list_sequence_steps to... #### list_sequences List outreach sequences, filterable by name, scheduling type and last-updated time. Use this to find the sequence_id... #### get_sequence Retrieve one sequence by ID, including its owner, scheduling type, enabled flag and privacy. Set include to... #### create_sequence Create an empty outreach sequence and return it with its new ID. Call get_current_user or list_users first for... #### update_sequence Rename a sequence, or enable/archive it. Nooks accepts only name and enabled here; pass at least one. Use... #### reorder_sequence_steps Reorder a sequence's steps. step_ids must be the COMPLETE ordered list of that sequence's step IDs in the new order... #### list_tasks List rep tasks; the work queue. Filter server-side by owner_id, prospect_id, sequence_id, actions, statuses... #### get_task Retrieve one task by ID, including its action, due date, priority, status and references to the owner, prospect and... #### create_task Create a one-off task for a rep and return it with its new ID. Get owner_id from get_current_user or list_users, and... #### update_task Reschedule, reassign or reprioritize a task, or change its note. Nooks accepts only due_at, owner_id, priority and... #### delete_task Permanently delete a task. Use complete_task or skip_task to close a task out and keep the activity record; deleting... #### complete_task Mark a task done and advance its sequence enrollment to the next step. This is the normal way to close a task; use... #### skip_task Skip a task without doing it and advance its sequence enrollment past that step. Use complete_task when the work was... #### get_current_user Identify the Nooks workspace and user behind the current credential, and return that user's Firebase UID. Call this... #### list_users List users in the Nooks workspace, filterable by name, email or CRM ID. Use this to find the owner_id (a Firebase... #### get_user Retrieve one Nooks workspace user by their Firebase UID, including name, email and linked CRM ID. Use list_users to...