Workspaces & Campaigns

Read and edit workspaces, campaigns (with their ICP and personas), members, identities and the workspace playbook.

Tools (11)

get_campaigns

Full name: campaignstack_get_campaigns

campaigns:read Read-only

Read campaigns and optional campaign planning details in one stable collection envelope. Use this when the user needs campaign identity, ICP, personas, roadmap, topics, weights, metrics, automations, job history, guidance history, ICP match scores, or the topic vocabulary (include.topicVocabulary, the ids a campaign topic can be set to). Pass include.personas.ids or include.roadmap.ids to target one specific persona or phase directly instead of scanning the capped list, and include.icpScores.icpId to read match scores for one ICP. Omit ids to list matching records, pass one id for one record, or pass several ids for several records. The response still uses the same collection envelope. Use include only for extra details the user asked for. Large, computed, historical, or external includes must use their documented caps and must report when data is truncated or paginated. This read-only tool does not change data. Instead use campaignstack_get_workspaces for workspace-level setup, and campaignstack_get_identities for sender accounts or voice. The result returns items, pagination, missingIds when requested ids are unavailable, and warnings for capped includes.

Parameters

Name	Type	Required	Default	Description
ids	string[]	No	—	Optional entity ids to fetch, capped at 50.
filters	object	No	—
filters.workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
filters.includeArchived	boolean	No	—
include	object	No	—
include.icp	object	No	—	Campaign ICP records.
include.personas	object	No	—	Campaign personas. Pass ids to target one or more specific personas directly.
include.roadmap	object	No	—	Campaign phases or roadmap. Pass ids to target one or more specific phases directly.
include.topics	object	No	—	Campaign topic weights, plus the topics the workspace’s search watches are active on.
include.topicVocabulary	object	No	—	The topic taxonomy a campaign can focus on: every topicId, exact name and category the topic operation of campaignstack_edit_campaign accepts. Returned once at the top level as topicVocabulary, even when no campaign matches. Filter with category.
include.weights	object	No	—	Campaign signal weights.
include.metrics	object	No	—	Daily campaign metric rows, newest first. Each row counts people, campaign to date, as of the end of its UTC date: totalLeads (in the campaign), leadsContacted (sent a connection request, message or email by this campaign), leadsResponded (contacted people who replied on the account the campaign wrote from), leadsConverted (contacted people who booked a meeting afterwards), leadsAdded (in the campaign and not contacted yet), leadsFailed (a workflow step failed for them), avgMatchScore (mean ICP match). The newest row holds the current totals; rows dated before 2026-10-09 may still carry older workflow-step counts.
include.automations	object	No	—	Workflow automation summary.
include.jobHistory	object	No	—	Recent campaign job history.
include.guidanceHistory	object	No	—	Campaign guidance history.
include.icpScores	object	No	—	ICP match scores for one campaign ICP, selected by icpId. Stale until an icp_rescore edit_campaign operation runs.
limit	integer	No	20	Maximum items to return, capped at 50. (min: 1, max: 50)
cursor	string	No	—	Opaque pagination cursor. (min length: 1, max length: 1000)

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get_identities

Full name: campaignstack_get_identities

accounts:read Read-only

Read sender identities and optional account or voice details in one stable collection envelope. Use this when the user needs to resolve an identity, LinkedIn account, or Google account to the human sender and voice profile. Omit ids to list matching records, pass one id for one record, or pass several ids for several records. The response still uses the same collection envelope. Use include only for extra details the user asked for. Large, computed, historical, or external includes must use their documented caps and must report when data is truncated or paginated. This read-only tool does not change data. Instead use campaignstack_get_campaigns for campaign guidance, and campaignstack_get_workspaces for team or workspace settings. The result returns items, pagination, missingIds when requested ids are unavailable, and warnings for capped includes.

Parameters

Name	Type	Required	Default	Description
ids	string[]	No	—	Optional entity ids to fetch, capped at 50.
filters	object	No	—
filters.workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
filters.linkedinAccountId	string	No	—
filters.googleAccountId	string	No	—
include	object	No	—
include.accounts	object	No	—	Workspace-visible platform accounts.
include.voice	object	No	—	Current identity voice profiles.
include.voiceHistory	object	No	—	Voice profile versions.
limit	integer	No	20	Maximum items to return, capped at 50. (min: 1, max: 50)
cursor	string	No	—	Opaque pagination cursor. (min length: 1, max length: 1000)

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get_workspaces

Full name: campaignstack_get_workspaces

workspace:read Read-only

Read workspaces and optional workspace details in one stable collection envelope. Use this when the user needs workspace identity, settings, members, billing, credits, metrics, setup, branding, compliance, playbook, playbook history, or the pending playbook proposal. Omit ids to list matching records, pass one id for one record, or pass several ids for several records. The response still uses the same collection envelope. Use include only for extra details the user asked for. Large, computed, historical, or external includes must use their documented caps and must report when data is truncated or paginated. This read-only tool does not change data. Instead use campaignstack_get_campaigns for campaign setup, and campaignstack_get_identities for account or voice ownership. The result returns items, pagination, missingIds when requested ids are unavailable, and warnings for capped includes.

Parameters

Name	Type	Required	Default	Description
ids	string[]	No	—	Optional entity ids to fetch, capped at 25.
filters	object	No	—
filters.workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
include	object	No	—
include.settings	object	No	—	Workspace setup fields and company basics.
include.branding	object	No	—	Workspace branding profile.
include.compliance	object	No	—	Workspace compliance settings.
include.metrics	object	No	—	Workspace metrics summary.
include.billing	object	No	—	Workspace billing state.
include.credits	object	No	—	Workspace credit balance and limits.
include.members	object	No	—	Workspace members.
include.invitations	object	No	—	Workspace invitations.
include.playbook	object	No	—	Current workspace playbook.
include.playbookHistory	object	No	—	Previous workspace playbook versions.
include.setup	object	No	—	Workspace setup and onboarding state.
include.playbookProposal	object	No	—	The workspace’s pending playbook proposal awaiting accept/reject, or null when none is waiting.
limit	integer	No	20	Maximum items to return, capped at 50. (min: 1, max: 50)
cursor	string	No	—	Opaque pagination cursor. (min length: 1, max length: 1000)

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propose_workspace_playbook_change

Full name: campaignstack_propose_workspace_playbook_change

workspace:write

Ask CampaignStack to draft a proposed playbook change for review instead of directly overwriting the live playbook.

Parameters

Name	Type	Required	Default	Description
workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
instruction	string	Yes	—	(min length: 1)
sectionKey	string	No	—

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refresh_identity_voice

Full name: campaignstack_refresh_identity_voice

content:write

Queue voice re-extraction for all LinkedIn accounts linked to an identity visible in the workspace.

Parameters

Name	Type	Required	Default	Description
workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
identityId	string	No	—
linkedinAccountId	string	No	—
googleAccountId	string	No	—

---

refresh_workspace_playbook

Full name: campaignstack_refresh_workspace_playbook

workspace:write

Regenerate the workspace playbook from current campaigns, ICPs, personas, and company context. User-authored passages are preserved and prior text is snapshotted.

Parameters

Name	Type	Required	Default	Description
workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.

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edit_campaign

Full name: campaignstack_edit_campaign

campaigns:write Destructive Needs confirmation

Create, update, archive, unarchive, or edit singular campaign components: ICP, persona, roadmap phase, topic (add, reweight or remove by topicId or exact taxonomy name; an unknown one fails with the valid names), a LinkedIn search watch on a topic (search_watch: start, stop or resume it, and choose which of the workspace’s LinkedIn accounts run it; it takes any taxonomy topic, even one the campaign does not carry; a workspace runs one watch per topic, so a second watch returns enabled:false with a disabledReason), signal weight, and automation state. An icp operation already schedules a rescore of already-scored leads automatically; set rescore:true (optionally with rescoreLeadIds) on it to also score every unscored campaign lead against the new criteria, since that is not automatic. This can spend credits, paid provider quota, or model-backed work. Tell the user the cost or budget meaning first when the tool reports one. Also permanently deletes a whole campaign and cascades its data (delete), or a single ICP, persona, or phase (delete_icp/delete_persona/delete_phase); each requires confirmed:true and cannot be undone, so name what will be deleted and wait for an explicit yes first. Use archive to stop work without deleting history, and restores a previous campaign guidance or offer addendum version with the top-level restoreVersionId field, using a versionId from campaignstack_get_campaigns’ guidanceHistory include. Each operation returns success or failure independently. Score impacts and topic weights are bounded; archive requires confirmed:true and does not send messages; unarchive reverses it and needs no confirmation.

Parameters

Name	Type	Required	Default	Description
workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
restoreVersionId	string	No	—	(min length: 1)
operations	operation[]	Yes	—	One or more operations, see below.

Operations (operations[].op)

create

Name	Type	Required	Default	Description
clientOperationId	string	No	—	(min length: 1)
title	string	Yes	—	(min length: 1)
description	string	No	—
goal	string	Yes	—	(min length: 1)
connectionDegreeMode	discovery | relationship	No	—
outreachIntents	object[]	No	—	An UNRANKED menu of acceptable outcomes for this outreach. Answers ‘why are we writing to these people’: a message with no stated purpose reads as a compliment plus an open question. The craft picks the outcome this reader and this thread can plausibly give and says the reason in its own words, and it switches when the lead’s own words open another door, so order carries no meaning and listing several is how a non-buyer still gets a relevant message. Resolution is workspace then campaign then workflow, and the narrowest non-empty list REPLACES the wider ones rather than merging, so setting it here overrides the level above. Pass an empty array to clear this level and fall back.
offerAddendum	string	No	—	(max length: 1500)

update

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
campaignId	string	Yes	—	(min length: 1)
title	string	No	—	(min length: 1)
description	string	No	—
connectionDegreeMode	discovery | relationship	No	—
outreachIntents	unknown	No	—	An UNRANKED menu of acceptable outcomes for this outreach. Answers ‘why are we writing to these people’: a message with no stated purpose reads as a compliment plus an open question. The craft picks the outcome this reader and this thread can plausibly give and says the reason in its own words, and it switches when the lead’s own words open another door, so order carries no meaning and listing several is how a non-buyer still gets a relevant message. Resolution is workspace then campaign then workflow, and the narrowest non-empty list REPLACES the wider ones rather than merging, so setting it here overrides the level above. Pass an empty array to clear this level and fall back.
campaignGuidance	string	No	—	(max length: 2000)
offerAddendum	string	No	—	(max length: 1500)

archive

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
campaignId	string	Yes	—	(min length: 1)
confirmed	boolean	Yes	—

unarchive

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
campaignId	string	Yes	—	(min length: 1)

delete

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
campaignId	string	Yes	—	(min length: 1)
confirmed	boolean	Yes	—

icp

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
campaignId	string	Yes	—	(min length: 1)
data	object	Yes	—
data.icpId	string	No	—
data.titles	string[]	No	—
data.industries	string[]	No	—
data.seniorities	string[]	No	—
data.companySizes	string[]	No	—
data.locations	object[]	No	—
data.keywords	string[]	No	—
data.fitStatement	string	No	—
data.requirePersonaCoverage	covered | covered_or_hiring	No	—
rescore	boolean	No	—
rescoreLeadIds	string[]	No	—

persona

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
campaignId	string	Yes	—	(min length: 1)
data	object	Yes	—
data.personaId	string	No	—
data.icpId	string	No	—
data.name	string	No	—	(min length: 1)
data.description	string	No	—
data.painPoints	string[]	No	—
data.goals	string[]	No	—
data.objections	string[]	No	—
data.objectionResponses	object[]	No	—
data.fitStatement	string	No	—

roadmap

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
campaignId	string	Yes	—	(min length: 1)
data	object	Yes	—
data.phaseId	string	No	—
data.name	string	No	—	(min length: 1)
data.description	string	No	—
data.objectives	string[]	No	—
data.phaseType	string	No	—
data.order	integer	No	—

topic

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
campaignId	string	Yes	—	(min length: 1)
data	object	Yes	—
data.topicId	string	No	—	A topicId from include.topicVocabulary of campaignstack_get_campaigns. (min length: 1)
data.name	string	No	—	Or the exact taxonomy name, instead of topicId. (min length: 1)
data.weight	number	No	—	0 to 1, default 1. Above 0.8 runs a LinkedIn search watch on the topic (at most 3 per campaign, 5 topics in all). (min: 0, max: 1)
data.remove	boolean	No	—	true takes the topic off the campaign.

search_watch

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
campaignId	string	Yes	—	(min length: 1)
data	object	Yes	—
data.topicId	string	No	—	A topicId from include.topicVocabulary of campaignstack_get_campaigns. Any taxonomy topic works, including one the campaign does not carry. (min length: 1)
data.name	string	No	—	Or the exact taxonomy name, instead of topicId. (min length: 1)
data.accountIds	string[]	No	—	LinkedIn account ids from this workspace that run the search. Omit to keep the current accounts (any available account on a new watch); pass [] to go back to any available account.
data.enabled	boolean	No	—	Default true: start the watch, or resume a stopped one. false stops it.

weight

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
campaignId	string	Yes	—	(min length: 1)
data	object	Yes	—
data.signalType	string	Yes	—	(min length: 1)
data.scoreImpact	number	Yes	—	(min: -100, max: 100)

automation

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
data	object	Yes	—
data.automationId	string	Yes	—	(min length: 1)
data.enabled	boolean	Yes	—

delete_icp

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
icpId	string	Yes	—	(min length: 1)
confirmed	boolean	Yes	—

delete_persona

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
personaId	string	Yes	—	(min length: 1)
confirmed	boolean	Yes	—

delete_phase

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
phaseId	string	Yes	—	(min length: 1)
confirmed	boolean	Yes	—

---

edit_identity

Full name: campaignstack_edit_identity

content:write

Edit or restore one identity voice profile language. Provide identityId, linkedinAccountId, or googleAccountId; full core/overlays replace the stored object. Restores are versioned.

Parameters

Name	Type	Required	Default	Description
workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
identityId	string	No	—
linkedinAccountId	string	No	—
googleAccountId	string	No	—
language	string	Yes	—	(min length: 2, max length: 3)
core	object	No	—
overlays	object	No	—
readableSummary	string	No	—	(max length: 1500)
active	boolean	No	—
restoreVoiceVersionId	string	No	—	(min length: 1)

---

edit_user

Full name: campaignstack_edit_user

notifications:write

Edit the calling user’s notification preferences only. Requires a user API key; workspace keys cannot change personal preferences.

Parameters

Name	Type	Required	Default	Description
notificationPreferences	object	Yes	—
notificationPreferences.category	account_health | billing | reviews | engagement | meetings | workflow | reports | signals	No	—
notificationPreferences.value	immediate | off	No	—
notificationPreferences.clear	boolean	No	—
notificationPreferences.workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
notificationPreferences.weeklyReport	boolean	No	—

---

edit_workspace

Full name: campaignstack_edit_workspace

workspace:write

Write workspace settings, branding, compliance, restore one playbook version, or accept/reject the pending playbook proposal. Only supplied components change. Branding affects client-facing shared artifacts only; compliance toggles the fixed lawful-basis notice; playbook restores are versioned. Read the pending proposal with campaignstack_get_workspaces’ playbookProposal include before deciding it.

Parameters

Name	Type	Required	Default	Description
workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
settings	object	No	—
settings.name	string	No	—	(min length: 1)
settings.companyName	string	No	—
settings.companyWebsiteUrl	string	No	—
settings.industry	string	No	—
settings.offerContext	string	No	—
settings.capabilities	string	No	—
settings.outreachIntents	object[]	No	—	An UNRANKED menu of acceptable outcomes for this outreach. Answers ‘why are we writing to these people’: a message with no stated purpose reads as a compliment plus an open question. The craft picks the outcome this reader and this thread can plausibly give and says the reason in its own words, and it switches when the lead’s own words open another door, so order carries no meaning and listing several is how a non-buyer still gets a relevant message. Resolution is workspace then campaign then workflow, and the narrowest non-empty list REPLACES the wider ones rather than merging, so setting it here overrides the level above. Pass an empty array to clear this level and fall back.
settings.sections	object	No	—	The workspace playbook, one field per section. Only the fields you pass are changed. Each field has a target length and a HARD character cap; a write over the cap is REJECTED, not truncated. Write to the target, not the cap: identity (aim for about 400, max 1200, sent on every message): who we are, positioning, what makes us different; voice (aim for about 400, max 1200, sent on every message): rules that survive any voice: what to answer first, one ask per message, length caps. Never adjectives about tone, which get written into the drafts; angles (aim for about 1000, max 3000, sent on messages we send first): reasons to reach out that land, and the levers that persuade; objections (aim for about 2000, max 6000, sent on replies, after they have written back): what people push back with, and the real answers; boundaries (aim for about 500, max 1500, sent on every message): topics to avoid, claims never to make. Each section is model-facing text the model reads verbatim under its own heading: explanations of how the field works belong in the interface, not in the field, and a section must stand alone rather than refer to another one. Sections are selected per message, so a long objections list costs a first message nothing. Do NOT restate the offer, the personas or the campaign goal here: all three already reach the prompt from structured data, and a second copy can only contradict the first.
settings.jevFeatures	object	No	—
branding	object	No	—
branding.brandName	string | null	No	—
branding.primaryColor	string | null	No	—
branding.hidePoweredBy	boolean | null	No	—
compliance	object	No	—
compliance.lawfulBasisNoticeEnabled	boolean | null	No	—
restorePlaybookVersionId	string	No	—	(min length: 1)
proposalDecision	object	No	—
proposalDecision.proposalId	string	Yes	—	(min length: 1)
proposalDecision.decision	accept | reject	Yes	—

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edit_workspace_members

Full name: campaignstack_edit_workspace_members

workspace:write Destructive Acts outside CampaignStack Needs confirmation

Apply bounded member and invitation operations with per-operation results. Removes, invitations, and revocations require confirmed:true because they affect another person’s access or send/cancel an email. Admin/owner grants are intentionally unavailable here.

Parameters

Name	Type	Required	Default	Description
workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
operations	operation[]	Yes	—	One or more operations, see below.

Operations (operations[].op)

set_role

Name	Type	Required	Default	Description
clientOperationId	string	No	—	(min length: 1)
memberId	string	Yes	—	(min length: 1)
role	member	Yes	—

remove

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
memberId	string	Yes	—	(min length: 1)
confirmed	boolean	Yes	—

invite

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
email	string	Yes	—
role	member	Yes	—
confirmed	boolean	Yes	—

revoke_invitation

Name	Type	Required	Default	Description
clientOperationId	unknown	No	—
invitationId	string	Yes	—	(min length: 1)
confirmed	boolean	Yes	—

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