Data Surfer

Get Insights Report

Get, view, show, read, or open the user's previously generated industry insights — market trends, competitor activity, engagement opportunities, and company mentions — that Data Surfer compiled for their workspace. This reads existing reports only; it does not collect, crawl, or fetch any new data. Views: 'latest' (default) returns the most recent daily/weekly scan — the detailed source-level report; 'monthly' and 'quarterly' return the higher-level roll-up briefings that recap and synthesize th

List Outreach Leads

List, browse, show, view, or get the user's outreach leads — the prospects, deals, opportunities, and accounts they are working in Data Surfer. Reads the user's existing pipeline; collects no new data. Returns company name, warming score, status, and how many recommendations are waiting on each lead. Use when the user references a lead, prospect, deal, or account, or asks what's in their pipeline. Follow up with get-lead-briefing for a single lead's stats and recommendations.

Get Lead Briefing

Get, view, open, or show the full briefing for a single lead in one interactive render: the lead's stats (company, warming score, status, deal value), ALL of its engagement recommendations (the suggested next actions Data Surfer generated), and the call-prep talking points. Reads existing reports the user already generated; collects no new data. Use when the user asks what they should do for a lead, what's next, suggested actions, or wants to prep for a call/meeting on a deal. Returns the cached

Update Recommendation

Act on one of a lead's engagement recommendations. action='complete' marks it done (and auto-dismisses other recommendations for the same post); action='dismiss' hides it so it won't appear in active lists. Use when the user says they did, finished, skipped, ignored, or no longer wants a suggested action. Updates internal task state only.

Log Outreach Activity

Log, record, track, save, or note a sales/engagement touchpoint (call, email, LinkedIn comment, meeting, demo, etc.) in natural language for a lead. Use when the user says they spoke to, met, emailed, called, demoed, or commented on a prospect. AI auto-detects type and dates. Activities contribute to the warming score. Writes internal CRM state only.

Change Lead Status

Change, update, set, move, promote, or demote a lead/prospect/deal status (cold, warm, won, lost). Use when the user wants to mark a deal won/lost, move a prospect from cold to warm, or update pipeline stage. Moving to warm auto-pins key contacts and creates a transition narrative. Won/lost are terminal. Updates internal pipeline state only.

Update Lead Deal

Update, set, change, or record the deal value, amount, ARR, contract size, or currency for a lead/prospect/opportunity. Use change-lead-status to mark deals as won or lost. Updates internal pipeline state only.

List Workspaces

List all Data Surfer workspaces the current user has access to. Each entry includes id, name, domain, and description. Call this first, then pass the workspace id to subsequent tool calls via the workspace_id parameter.