{"slug":"mcp-tools","title":"MCP tools","summary":"Every tool Roiva's MCP server serves an assistant: what each one answers and the parameters it takes.","section":"Reference","url":"https://roiva-staging.com/docs/reference/mcp-tools","generated":"Generated from what Roiva ships, on every deploy.","license":"https://roiva-staging.com/terms","tables":[{"columns":["Tool","What it answers","Parameters"],"rows":[{"Tool":"get_roi_summary\nGet ROI Summary","What it answers":"Get the actual ROI rollup — value (approved entries), cost, net, ROI %, capex/opex split. Pass initiative_id for a single initiative; omit for the whole portfolio.","Parameters":"initiative_id — integer. optional. Optional — single initiative scope.\nwindow — string. optional. one of 1yr, 3yr, 5yr, all. Reporting period (default 'all', the same as the ROI dashboard). 'all' includes everything; '1yr', '3yr' and '5yr' count only entries in that trailing span."},{"Tool":"list_initiatives\nList Initiatives","What it answers":"List AI initiatives for the current account. Returns id, title, stage, and status. Optionally filter by status.","Parameters":"status — string. optional. one of not_started, active, completed, inactive. Filter to one rolled-up status. Omit to list all.\nlimit — integer. optional. Max rows to return (default 20, max 50)."},{"Tool":"get_initiative\nGet Initiative","What it answers":"Get detailed information about a single initiative: stage, category, owner, expected financials (its business case), its approved budget against spend to date, and recent costs/value entries/notes.","Parameters":"initiative_id — integer. required. The ID of the initiative to retrieve."},{"Tool":"search\nSearch Roiva","What it answers":"Search the user's Roiva account: initiatives, the app's pages, metric definitions (Roiva's library and the account's own), connections and the platforms not yet connected, vendors on cost entries, people, initiative templates, help articles, and active assessments. Use this to find IDs before calling other tools, or a page URL to send the user to.","Parameters":"query — string. required. Search text (min 2 chars).\ntypes — array. optional. Optional — restrict to certain result types."},{"Tool":"list_integrations\nList Integrations","What it answers":"List the account's integration connections, with platform, status, and last sync time.","Parameters":"None"},{"Tool":"get_help_article\nGet Help Article","What it answers":"Fetch the full text of a published Roiva help article: how the product works, where things are and who can do them. Pass its slug (from the help index, where you have one) or its ID (the number at the end of a help article's URL, as search and search_help return it).","Parameters":"slug — string. optional. The article's slug, e.g. \"inviting-your-team\".\nid — integer. optional. The article's ID."},{"Tool":"get_platform_setup_guide\nGet Platform Setup Guide","What it answers":"The guide for connecting one platform to Roiva (Zendesk, HubSpot, AWS, GitHub, QuickBooks…), as the connect form shows it: how it connects, the steps, where to find the credential, any setup script, tips, whether this account has connected it, and the page to connect it from. Use it for any \"how do I connect X\" question.","Parameters":"platform — string. required. The platform's name or key, e.g. \"Zendesk\", \"Google Cloud\" or \"google_workspace\"."}]}]}