CSM MCP Server tools reference

csm-mcp-server-tools-reference.md
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Reference for all tools available in the CSM MCP Server, organized by functional area: case management and GenAI skill tools.

Important:

Case management tools

The following tools are available for case management in the CSM MCP Server.

Tool name Description
get_case_tasks Get list of case tasks for given criteria or details of specific case tasks
get_customer_service_cases Get list of cases for given criteria or get details of specific case

GenAI skill tools

The following tools are available for GenAI skills in the CSM MCP Server.

Tool name Description
case_summarization Summarizes case activity, key actions, and current status
resolution_notes_generation Generates a draft resolution notes entry for the case
sentiment_analysis Evaluates the sentiment of a CSM case using the Sentiment Analysis GenAI skill. Returns sentiment score, trend, and reasoning. Enforces record-level read access before invoking the skill.
activity_response Generates an AI-drafted activity response for a CSM case using the Activity Response Generation skill. Supports three response modes: Respond, Follow-Up, Summarize.

The GenAI skill tools use the MCP Skill API, which allows only the sn_customerservice_agent and sn_customerservice.consumer_agent roles.

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