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Phoenix Onboarding

Coming soon

The v2 MCP API is in preview and not yet generally available. These pages document its tools and request/response shapes; live data access is limited to enrolled organizations until v2 is released.

Onboards a new user or agent to Phoenix: renders a branded, personalized getting-started widget recommending the best GTM workflows to run first, with a text fallback for clients that cannot render MCP-app widgets. Use this when the user is new to Phoenix or asks how to begin (e.g. "I'm getting started", "what can Phoenix do", "where do I start") and needs orientation on Phoenix's tools and capabilities. Do NOT use it when you already know which specific data tool to call (e.g. a company's firmographics, technographics, or intent) — call that tool directly instead. On that intent you MUST ask EXACTLY these two questions and WAIT for the answers before doing anything else. Ask the role question as a NUMBERED choice list (so the user can reply with a number), then the company question on its own line — formatted exactly: "First, what's your role? Reply with the number: 1. Sales 2. Marketing 3. Customer Success 4. Exec / Strategy 5. Other" and "And what company or product do you represent?". Ask ONLY those two — do NOT ask open-ended questions like "what are you hoping to do with Phoenix", and do NOT present role as a free-text question. Do not skip, improvise, or guess the answers. After you have BOTH answers, call this tool with role, company, and 1–3 recommended_prompts slugs. See each parameter for how to pick and when to omit.

Parameters​

NameTypeRequiredDefaultDescription
rolestring❌ No-The user's role, the answer to onboarding question 1 — ASK THE USER first (sales / marketing / cs / exec / other); do not guess. Drives which workflows are recommended and the "why we picked these" reason line.
companystring❌ No-The company or product the user represents, the answer to onboarding question 2 — ASK THE USER first; do not guess. Personalizes the widget copy and pre-fills the primary-action prompt. Optional: OMIT it to let Phoenix derive the company from the user's corporate signup email instead of stalling.
recommended_promptsarray❌ No-The 1–3 curated prompt slugs you recommend for this user, chosen from their role and the tools visible in this session (e.g. "account-research-brief", "pre-call-brief", "competitive-battlecard"). Pass these only AFTER you have both answers. Must be drawn from the curated onboarding set; anything outside the set is rejected. Omit to get a safe default recommendation.

Use Cases​

  • Orient a brand-new user who says "I'm getting started" or "what can Phoenix do"
  • Recommend the best 1–3 first workflows to run based on the user's role
  • Render a branded getting-started widget personalized to the user's company
  • Give a new agent a starting map of Phoenix's GTM workflows and capabilities
  • Kick off a fast first run by deriving the company from the user's corporate signup email

Example Usage​

Onboard a seller researching an account

{
  "tool": "phoenix_onboarding",
  "arguments": {
    "role": "sales",
    "company": "Cisco",
    "recommended_prompts": [
      "account-research-brief",
      "pre-call-brief"
    ]
  }
}

Onboard marketing before a company is known (Phoenix derives it)

{
  "tool": "phoenix_onboarding",
  "arguments": {
    "role": "marketing",
    "recommended_prompts": [
      "market-analysis-brief",
      "icp-refiner-closed-won-cohort"
    ]
  }
}

phoenix_list_agents, phoenix_invoke_agent, company_enrich, search_companies