Switchphone

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---
name: switchphone
description: Use Switchphone when the user wants to place an AI phone call, send or read SMS, review call history or recordings, find a Switchphone contact, or manage the Switchphone AI receptionist settings, profiles, schedules, numbers, and business knowledge.
---

# Switchphone

Use the Switchphone tools connected through this plugin, for the signed-in user's
account. Read each tool's input schema before choosing arguments.

## Connect

Switchphone connects through this plugin's MCP connection with OAuth sign-in. If
authentication is needed, use the host's connection flow and let the user sign in
in the browser. Keep credentials and tokens out of chat and files.
Do not ask the user to supply credentials. If the account is not ready, ask the
user to finish setup at switchphone.ai.

## Calls

1. Establish the intended recipient and call goal from the user's request. Resolve
   names with `search_contacts` or `get_contact` when needed. Ask the user to choose
   when several contacts or phone numbers match.
2. For workspace or caller selection, use `list_workspaces`, `list_numbers`, and
   `list_ai_profiles`. Use returned IDs and an owned caller number. If several
   outbound profiles are available, resolve the user's choice before starting.
3. Call `initiate_call` once the user has requested the call and the recipient and
   goal are clear. Pass the relevant language and context. Do not place calls just
   to demonstrate or check the connection.
4. Keep the returned action ID. Follow it with `get_call_status`; show the monitor
   URL when provided. Poll the existing action instead of initiating another call.
5. Report the tool's actual status. Claim completion and summarize the outcome only
   when the returned status and results support it. Use `get_call_details` for
   transcripts and summaries, and `get_call_audio_url` for a requested recording.

Offer a trial call only when the `start_trial_call` and `get_trial_call_result`
tools are connected. Follow their recipient, consent, and usage requirements, and
do not promise a trial when they are not connected.

## Live calls

Use `search_call_history` and `get_call_details` to find live inbound or outbound
calls and show their `monitorUrl` when available. If no link is returned, report
`monitorUrlReason` instead of making a link.

For every live link: sign in to switchphone.ai in the same browser to message
the agent; without that, the page is read-only.

## Messages and history

- Use `list_sms_conversations` and `get_sms_messages` to read SMS. Follow pagination
  and supported time filters when looking for a particular exchange.
- Send SMS with `send_sms` only when the user has authorized sending, with a clear
  recipient and message. Use E.164 phone numbers and an owned sender number. Ask
  for missing details; clear authorization does not need to be requested again.
- If a send or call returns an uncertain result, inspect available history or
  status before retrying to avoid a duplicate message or call.
- Use `search_call_history` to find calls, then retrieve details for relevant IDs.
  Use `create_call_summary` when a new summary is requested, and `list_ai_threads`
  for Switchphone assistant conversation history.
- Use `send_push` only for a requested notification to the user's device.

## AI receptionist settings

Read the relevant state before editing it. Use `get_ai_config` for account settings,
`list_ai_profiles` for profile settings, `get_answer_schedule` for schedules,
`list_numbers` for number bindings, `get_user_knowledge` for business knowledge,
and `list_pronunciations` for pronunciation entries.

Use the matching update tool and pass the requested changes. Respect confirmation
requirements in the tool description. For a whole-document or whole-list
replacement, show the proposed result and obtain any required confirmation before
writing. Preserve existing entries outside the requested change. Resolve workspace
and profile IDs through the 

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