Connect Claude & ChatGPT to UserEvidence Advocacy

29 tools for UserEvidence Advocacy

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_advocate_noteChanges dataAdd an internal note (`body`) to an advocate's record by `fan_user_uuid`.
• add_group_membersChanges dataAdd advocates to a group by `group_uuid` using a list of their `emails`.
• add_reference_request_noteChanges dataAdd an internal note (`body`) to a reference request by `brand_reference_request_uuid`.
• adjust_advocate_pointsChanges dataAdd or remove points for an advocate by `fan_user_uuid`: pass a positive or negative `amount` and a `reason`. Points can be redeemed for rewards.
• change_reference_request_statusChanges dataMove a reference request to a new `to_status` (requested, mission_created, times_given, meeting_created, meeting_completed, not_needed) with a `reason`. Items listed in `sends` (e.g. advocateAsk, meetingCancellation) send emails to the advocate or prospect.
• create_advocateChanges dataAdd a new advocate with `first_name`, `last_name`, `email` and `company`; optionally `job_title`, custom field `enrichments` and group IDs. Search first to avoid duplicates.
• create_missionChanges dataCreate a mission for advocates (e.g. review, testimonial, referral). Pass fields in `body` such as `missionName`, `mission` text, `missionTypeID`, `rewardType` and `rewardAmount`, dates and `groupIDs`; set `isDraft` true to save it without going live. A live mission is shown to advocates.
• create_opportunityChanges dataCreate a sales opportunity with `name`, `prospect_email`, `deadline`, `notes` and `target_reference_count` (how many references are needed).
• create_reference_requestChanges dataCreate a reference request for an opportunity by `opportunity_uuid`; optionally `reference_type`, `prospect_email`, `requester_email`, `outreach_mode` (email or link_only) and a `brand_mission_uuid`.
• get_accountGet one customer account by its company `domain`, with its advocates (paged via `advocates_page` and `advocates_page_size`).
• get_advocateGet one advocate's full profile by `fan_user_uuid`, including company, points and activity summary.
• get_current_userGet the profile of the connected admin user and their brand. Use to confirm which brand you are working in.
• get_missionGet one mission by `brand_mission_uuid`, including its type, audience, reward and dates.
• get_opportunityGet one opportunity by `deal_uuid`, including its status, deadline, prospect and linked reference requests.
• get_reference_requestGet one reference request by `brand_reference_request_uuid`, including its status, opportunity, prospect and matched advocates.
• list_advocate_notesList the internal notes on an advocate by `fan_user_uuid`, optionally filtered by `search` text.
• list_group_membersList the advocates in a group by `group_uuid`, optionally filtered by `search` text, with paging.
• list_mission_submissionsList advocates' submissions for one mission by `brand_mission_uuid`, filtered by `is_approved` (true, false or all) or `has_media`.
• list_reward_redemptionsList advocates' reward redemptions, filtered by `status` (pending_approval, requested, fulfilled, rejected), with paging.
• search_accountsSearch customer accounts (companies) by `search` text, sorted by advocate count, account score, completed activities or last activity.
• search_advocatesSearch your advocates (community members) by name, email or company with `search`, or filter with `search_fields`; supports paging and sorting. Use this to find an advocate's UUID.
• search_groupsSearch advocate groups (segments) by name with `search` or `search_fields`, with paging.
• search_missionsSearch advocacy missions by name (`search`), `status` (active, expired, scheduled, draft), `audience`, `time_range`, tag or folder, with sorting.
• search_opportunitiesSearch sales opportunities (deals that need references) by `search` text or `search_fields` such as name, status or prospect email, with paging and sorting.
• search_reference_requestsSearch customer reference requests by `search` text or `search_fields` (status, prospect email, requester, opportunity), with paging and sorting.
• search_rewardsSearch the rewards catalog advocates can redeem points for, by title with `search` or `search_fields`, with paging.
• update_advocateChanges dataUpdate an advocate's name, job title, phone number, company domain or picture by `user_uuid`. Only the fields you pass change.
• update_opportunityChanges dataUpdate an opportunity by `deal_uuid`: name, `status` (open, active, done, stalled, closed), deadline, notes, prospect email or target reference count. Only the fields you pass change.
• update_reference_requestChanges dataUpdate a reference request by `brand_reference_request_uuid`: assignee, reference type, prospect or requester email, outreach mode, notes or deadline. Only the fields you pass change.

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