What Zero can do

The tools Zero uses in the app, which need your confirmation, and what only a person can do.

Zero, the assistant inside ZeroReach, uses a curated subset of the MCP tools. Server code decides which tools it may use and which count as writes; the model can't change that.

Reads run at once.
Writes are shown to you as a plan and run only after you confirm it.
Destructive tools and the blocked ones below are never offered to Zero.
Each call runs as you, with a 5-minute access token, so your role, the compliance gates and the audit log apply exactly as in the app.

Human-only actions

Zero may prepare these and link you to the right button, but only a person does them. The server refuses an assistant request to these routes even if a tool tried to reach one.

Action	Why	Where
Send email or messages	A person approves and sends every email; the assistant drafts into Approvals.	`/app/inbox`
Dial or place calls	Calls are placed by a person or by a campaign a person started.	`/app/calls`
Start or resume a campaign	Starting a campaign starts sending: press Start on the campaign page.	`/app/campaigns`
Approve or send drafts	The review queue's promise is that a person decides what goes out.	`/app/inbox`
Send a contract for signature or approve a discount	Contracts are sent by a person, and a discount above a limit is approved by an admin (RO-350).	`/app/deals`
Delete the workspace or remove members	Irreversible team changes are made by an owner or admin in Settings.	`/app/settings/team`
Change roles or invite people	Access to the workspace is granted by an admin in Settings, Team.	`/app/settings/team`
Billing and plans	Plans and payment details are managed by the owner.	`/app/settings/workspace`

Never offered to Zero

activate_sequence
resume_sequence
approve_email_draft
approve_reply_draft
send_reply_draft

Tools by area

You, today and search

Tool	Runs	Scope
`whoami`	at once	any
`get_daily_briefing`	at once	any
`list_agenda`	at once	`calls:read`
`search_workspace`	at once	`leads:read`
`list_notifications`	at once	`notifications:read`
`mark_notifications_read`	after you confirm	`notifications:write`

Leads

Tool	Runs	Scope
`search_leads`	at once	`leads:read`
`get_lead`	at once	`leads:read`
`get_lead_timeline`	at once	`leads:read`
`get_memory`	at once	`leads:read`
`create_lead`	after you confirm	`leads:write`
`update_lead`	after you confirm	`leads:write`
`bulk_update_leads`	after you confirm	`leads:write`
`add_note`	after you confirm	`leads:write`
`enrich_lead`	after you confirm	`leads:write`
`get_enrichment_usage`	at once	`leads:read`

Companies

Tool	Runs	Scope
`search_companies`	at once	`leads:read`
`get_company`	at once	`leads:read`
`create_company`	after you confirm	`leads:write`
`update_company`	after you confirm	`leads:write`

Campaigns (sequences) and steps

Tool	Runs	Scope
`list_sequences`	at once	`sequences:read`
`get_sequence`	at once	`sequences:read`
`preview_sequence_step`	at once	`sequences:read`
`get_sequence_mailboxes`	at once	`sequences:read`
`create_sequence`	after you confirm	`sequences:write`
`update_sequence`	after you confirm	`sequences:write`
`add_sequence_step`	after you confirm	`sequences:write`
`update_sequence_step`	after you confirm	`sequences:write`
`reorder_sequence_steps`	after you confirm	`sequences:write`
`set_sequence_mailboxes`	after you confirm	`sequences:write`
`pause_sequence`	after you confirm	`sequences:write`

Deals and pipelines

Tool	Runs	Scope
`list_pipelines`	at once	`crm:read`
`search_deals`	at once	`crm:read`
`get_deal`	at once	`crm:read`
`get_deal_analytics`	at once	`crm:read`
`create_deal`	after you confirm	`crm:write`
`update_deal`	after you confirm	`crm:write`
`move_deal`	after you confirm	`crm:write`
`create_pipeline`	after you confirm	`crm:write`
`update_pipeline_stages`	after you confirm	`crm:write`
`get_deal_room`	at once	`crm:read`
`set_deal_quote`	after you confirm	`crm:write`
`save_deal_proposal`	after you confirm	`crm:write`
`add_deal_plan_step`	after you confirm	`crm:write`
`update_deal_plan_step`	after you confirm	`crm:write`
`get_discount_limits`	at once	`crm:read`
`get_forecast`	at once	`analytics:read`

Agents hub (the AI sales team)

Tool	Runs	Scope
`list_agents`	at once	`agents:read`
`get_agent_activity`	at once	`agents:read`
`update_agent`	after you confirm	`agents:write`

Tasks, notes and activities

Tool	Runs	Scope
`list_tasks`	at once	`crm:read`
`create_task`	after you confirm	`crm:write`
`update_task`	after you confirm	`crm:write`
`list_activities`	at once	`crm:read`
`log_activity`	after you confirm	`crm:write`
`list_activity_types`	at once	`crm:read`

Lead lists and segments

Tool	Runs	Scope
`list_lead_lists`	at once	`leads:read`
`get_lead_list`	at once	`leads:read`
`list_lead_list_members`	at once	`leads:read`
`create_lead_list`	after you confirm	`leads:write`
`update_lead_list`	after you confirm	`leads:write`
`add_leads_to_list`	after you confirm	`leads:write`
`remove_leads_from_list`	after you confirm	`leads:write`
`enroll_lead_list`	after you confirm	`sequences:write`

Enrollments

Tool	Runs	Scope
`list_enrollments`	at once	`sequences:read`
`enroll_leads`	after you confirm	`sequences:write`
`pause_enrollment`	after you confirm	`sequences:write`

Research

Tool	Runs	Scope
`get_lead_research`	at once	`leads:read`
`get_company_research`	at once	`leads:read`
`get_lead_research_job`	at once	`leads:read`
`start_lead_research`	after you confirm	`leads:write`
`list_research_batches`	at once	`leads:read`
`get_research_batch`	at once	`leads:read`
`list_research_batch_items`	at once	`leads:read`
`start_research_batch`	after you confirm	`leads:write`

Company discovery

Tool	Runs	Scope
`list_discovery_runs`	at once	`leads:read`
`get_discovery_run`	at once	`leads:read`
`list_discovery_candidates`	at once	`leads:read`
`start_discovery_run`	after you confirm	`admin`
`accept_discovery_candidate`	after you confirm	`leads:write`

Buying signals

Tool	Runs	Scope
`list_signals`	at once	`leads:read`
`list_signal_rules`	at once	`leads:read`
`request_signal_scan`	after you confirm	`leads:write`

Knowledge base

Tool	Runs	Scope
`search_knowledge_base`	at once	`kb:read`
`list_knowledge_documents`	at once	`kb:read`
`add_website_to_knowledge_base`	after you confirm	`kb:write`
`add_text_to_knowledge_base`	after you confirm	`kb:write`

Attached files and imports

Tool	Runs	Scope
`read_attachment`	at once	any
`preview_attachment_import`	at once	any
`get_import`	at once	`leads:read`
`commit_lead_import`	after you confirm	`leads:write`
`add_attachment_to_knowledge_base`	after you confirm	any

Mailboxes and deliverability

Tool	Runs	Scope
`list_mailboxes`	at once	`mailboxes:read`
`get_deliverability`	at once	`mailboxes:read`

Approvals and drafts (never approved or sent here)

Tool	Runs	Scope
`get_approval_counts`	at once	`sequences:read`
`list_email_drafts`	at once	`sequences:read`
`get_email_draft`	at once	`sequences:read`
`regenerate_email_draft`	after you confirm	`sequences:write`
`list_reply_drafts`	at once	`replies:read`
`edit_reply_draft`	after you confirm	`replies:write`
`reject_reply_draft`	after you confirm	`replies:write`
`draft_email`	after you confirm	`replies:write`

Inbox and replies

Tool	Runs	Scope
`list_replies`	at once	`replies:read`

Calls, meetings and callbacks

Tool	Runs	Scope
`list_calls`	at once	`calls:read`
`get_call`	at once	`calls:read`
`list_lead_calls`	at once	`calls:read`
`get_calling_settings`	at once	`workspace:read`
`get_voicemail_settings`	at once	`workspace:read`
`get_transfer_settings`	at once	`workspace:read`
`get_voice_capacity`	at once	`workspace:read`
`get_call_scorecards`	at once	`analytics:read`
`get_meeting_prep`	at once	`calls:read`
`prepare_meeting`	after you confirm	`calls:write`

Analytics and exports

Tool	Runs	Scope
`get_analytics_summary`	at once	`analytics:read`
`get_analytics_timeseries`	at once	`analytics:read`
`start_export`	after you confirm	`exports:write`
`get_export`	at once	`exports:read`
`list_exports`	at once	`exports:read`

Workspace, profile and team

Tool	Runs	Scope
`get_workspace`	at once	`workspace:read`
`get_workspace_profile`	at once	`workspace:read`
`draft_company_profile`	at once	`admin`
`update_workspace_profile`	after you confirm	`admin`
`list_members`	at once	`workspace:read`
`get_business_hours`	at once	`workspace:read`

Compliance

Tool	Runs	Scope
`can_contact`	at once	`leads:read`
`list_consents`	at once	`compliance:read`
`list_suppressions`	at once	`compliance:read`
`add_suppression`	after you confirm	`compliance:write`
`opt_out_lead`	after you confirm	`compliance:write`
`get_calling_policy`	at once	`compliance:read`
`get_contact_pressure`	at once	`compliance:read`

Usage and credits

Tool	Runs	Scope
`get_assistant_usage`	at once	any
`get_ai_usage`	at once	`admin`
`get_ai_credits`	at once	`leads:read`
`estimate_ai_credits`	at once	`leads:read`

Routes refused to Zero

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