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Pipeline

Move candidates between steps, shortlist or reject, decide Human Reviews and read what needs attention.

OperationWhat it doesEffect
notes.add
MCP notes_add
Add a note
Add a note to a candidate's application, or to one of their workflow steps (stageId) or Activity Runs (activityRunRef). Everyone on the Job's team can read it.
Write
pipeline.analytics
MCP pipeline_analytics
Pipeline analytics
One Job's Review Board counts and conversion, with UMatch, each named Interview activity and each Job Workflow Playground activity scored separately; plus the Command Centre's figures: email reach, the Pitch Room funnel, 14-day and week-on-week history, sources and days waiting per stage.
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pipeline.move
MCP pipeline_move
Invite an applicant to the next step
Move an Applied candidate to Invyted. Invyte emails them an invitation to continue their application, with your own message if you write one. The result says whether the email is queued, sent, failed or unconfirmed, and what to do next.
Reaches people
pipeline.setDisposition
MCP pipeline_setDisposition
Shortlist or reject a candidate
Shortlist or reject a candidate on the board. Nothing is emailed; their open steps close and their application page closes. Moves that would close work they have started need those warnings confirmed by name. When it would cancel an invitation or reminder email still waiting to go to them, it lists those emails and waits for your go-ahead.
Write
pipeline.placeAtNode
MCP pipeline_placeAtNode
Place a candidate at a workflow step
Move a candidate to a step of the Job's workflow (pipeline.placementMap lists the steps). Run pipeline.previewPlacement first. When the move opens steps for them, Invyte emails them that their next step is ready. Returns the plan it committed.
Reaches people
pipeline.decideReview
MCP pipeline_decideReview
Decide a Human Review
Choose a path for a candidate waiting at a Human Review step. When the path opens steps for them, Invyte queues an email telling them their next activities are ready. Returns where the candidate went and whether that email was queued.
Reaches people
pipeline.setReminders
MCP pipeline_setReminders
Turn reminder emails on or off
Schedule reminder emails asking a candidate to finish their steps (gentle, standard or finish today), or stop them.
Reaches people
pipeline.call
MCP pipeline_call
Log a call
Record a call with a candidate: how it went, details they shared, a note and a follow-up date. Nothing is sent to them; "Not interested" stops their reminder emails.
Write
pipeline.previewAdd
MCP pipeline_previewAdd
Preview adding people to a Job
For Talent Hub people (keys as `talent.list` gave them, an Invyte Network person's `person_v1.…` key included), which email each would get if added to this Job now. Adds no one.
Read
pipeline.contactLog
MCP pipeline_contactLog
Contact history
An Application's contact history, newest first: emails sent or held (what happened to each), calls, reminders, notes and moves, plus the next call-back and reminders.
Read
pipeline.nudge
MCP pipeline_nudge
Nudge a candidate
Email a candidate about their next step on this Job, in your words or Invyte's. Only when a Nudge is due: not while one is waiting, after they unsubscribed, or once the Job is closed.
Reaches people
pipeline.addPerson
MCP pipeline_addPerson
Add someone to a Job
Put a Talent Hub person forward for a Job, by the key `talent.list` gave (an Invyte Network person's `person_v1.…` key works too). A member who said yes to roles like this joins the pipeline and is told; anyone else is asked first by email (members to say yes, others to join Invyte). Never sends when they declined this Job, asked not to be emailed about roles, or have no address: it is refused with the reason and what to do instead.
Reaches people
pipeline.board
MCP pipeline_board
Review Board
One Job's Review Board, a page of cards at a time with the whole board's counts: each card with the candidate's place, UMatch, steps, card footer (what is next), invitation and contact state. Contact details only on request, to those who may contact the Job's candidates.
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pipeline.activity
MCP pipeline_activity
Pipeline activity
One Job's Application updates, newest first: moves, decisions, placements and status changes, with who made them. 20 a page by default; pass `next` as `cursor` for older ones.
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pipeline.progress
MCP pipeline_progress
Progress facts
One Application's progress ledger, oldest first: applied, invited, work started and finished, evidence ready, gates, reviews, decisions, placements and dispositions, as ids and codes.
Read
pipeline.health
MCP pipeline_health
Pipeline health
One Job's to-dos as the Command Centre lists them, and the candidates who stopped moving, each with why, since when and who moves them: an operation you can run, or in words when someone else must (another recruiter, or Invyte, which handles it). Candidates come a page at a time.
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pipeline.situations
MCP pipeline_situations
Pipeline situations
Each undecided candidate on a Job with the facts that decide whether to act: UMatch fit against the Job's floor, how they engaged, their Decision path and its track, momentum against the Job, whether the Job still needs people, and nudges sent. `allowed` is what an agent may do for them now, already filtered by the nudge limits; fast-track candidates come first. Without `jobId`, every open Job you can see, one Job a page.
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pipeline.reviewTasks
MCP pipeline_reviewTasks
Human Review tasks
One Job's open Human Review tasks, a page at a time, with every group's step, instructions, task count and the paths a decision can take.
Read
signals.read
MCP signals_read
Read signals
What happened since your cursor on the Jobs you can see: contact, email delivery, progress, share and sourcing events, oldest first. Poll with the returned cursor.
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pipeline.bookmarks
MCP pipeline_bookmarks
Your bookmarks on a Job
The candidates you bookmarked on one Job's board. Bookmarks are private to you.
Read
pipeline.bookmark
MCP pipeline_bookmark
Bookmark candidates
Bookmark candidates on a Job's board, or remove the bookmark, for up to 100 at once. Bookmarks are private to you; nobody is told.
Write
pipeline.extendDeadline
MCP pipeline_extendDeadline
Give candidates more time
Extend the Pitch Room deadline by 1, 3, 7 or 14 days for up to 25 candidates whose deadline passed with steps still to do. Every candidate named must be due for it; anyone who isn't is named in the refusal, to leave out. Invyte emails each their new deadline, except candidates who haven't signed in yet, whose remaining steps wait on a check or review, or who have nothing left to do: the review and the result say per candidate who is emailed, and why not.
Reaches people
pipeline.undoNudge
MCP pipeline_undoNudge
Undo a Nudge
Call back a Nudge before it goes, by the notificationId pipeline.nudge or outreach.send returned, until its undoUntil. After that it has been sent and can't be undone.
Write
pipeline.previewReminders
MCP pipeline_previewReminders
Preview reminder emails
When reminder emails at an urgency (gentle, standard, finish today) would reach a candidate, or why none would. Schedules nothing; pipeline.setReminders does.
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pipeline.previewPlacement
MCP pipeline_previewPlacement
Preview placing a candidate at a step
What moving a candidate to a workflow step would do, as the board's Move dialog shows it: where they land and what they're asked to do; any Human Review or wait they're left at, and why; the path a Decision on the way takes; steps and other reviewers' open review tasks it closes; Intake checks it skips; work kept; work they started that must be confirmed; and whether they're emailed. A Decision that needs a path names its paths. Moves no one; pipeline.placeAtNode does.
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pipeline.placementMap
MCP pipeline_placementMap
Workflow steps for a candidate
Every step of a candidate's workflow, with where they are on each and whether they can be placed there now (and why not): activities, Decisions with their paths, Human Reviews, Short List and Reject. Use it to pick pipeline.previewPlacement's targetNodeId, including to undo a rejection.
Read
notes.list
MCP notes_list
Read notes on a candidate
The team's notes on a candidate's application, newest first, with who wrote each: all of them, or those on one workflow step or Activity Run.
Read
notes.update
MCP notes_update
Edit a note
Change a note's text or rating. Only its author, or an organization admin, may.
Write
notes.delete
MCP notes_delete
Delete a note
Delete a note for good. Only its author, or an organization admin, may.
Can't be undone