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DEVELOPER DOCUMENTATION

MCP Tool Reference

Every tool exposed by the OpenTrain MCP server: purpose, parameters, scope/feature/claim requirements, and the API endpoint each one wraps.

The core tools registered by the OpenTrain MCP server, grouped by surface. The sixteen opentrain_job_instructions_* tools for canonical Instructions, twelve base Project To-do and quiz tools, 29 hosted/stdio selective-coaching tools, the stdio-only coaching image uploader, individualized LMS retraining tools, Shared Job Context tools, and job-quality tools are documented on their dedicated pages. Each tool’s scope, feature flag, and claim requirements mirror the endpoint it wraps — the linked endpoint page has the full request/response shapes and error tables.

Every tool returns a human-readable text summary plus the exact API response in structuredContent; failures return isError: true with the HTTP status and the error envelope. Scopes and feature flags are explained in Scopes and Capabilities.

GroupTools
Auth and identityregister_agent, claim_account, claim_status, auth_status, capabilities
Jobscreate_job_draft, update_job_draft_fields, publish_job, update_published_job, close_job, list_jobs, search_jobs
Proposals and candidateslist_proposals, get_proposal, get_freelancer_profile, invite_freelancer, hire_proposal
Messagesread_messages, send_message, send_managed_job_message, start_proposal_conversation
Contracts and milestoneslist_contracts, get_contract, create_milestone, request_milestone_funding, request_milestone_approval, get_approval, end_contract
Creditsget_credits, list_credit_ledger, create_credit_top_up, get_credit_top_up
Updatespoll_updates
Webhookscreate_webhook, list_webhooks, get_webhook, delete_webhook
Tokenslist_tokens, revoke_token
Teamget_team, invite_team_member
Paymentslist_pending_payments
Job InstructionsSixteen canonical content tools plus 12 hosted visual-proof tools for real employer/designated-worker PNG, ARIA, diagnostics, artifacts, and review links
Project To-dos and quizzesTwelve base tools, 29 selective-coaching tools, one stdio image-upload convenience, and 12 hosted Native Forms visual-proof tools
LMS and retrainingCourse publishing plus safe active-assignment rollout, capability discovery, exact-one retraining cases, hosted worker-shaped visual proof, observe-only review links, assignment, live review, and closeout
Shared Job ContextContext, automatic synchronization, bounded polling, priorities, claims, intents, proposals, overlays, policies, the Agent Guide and Playbook, guarded managed messages, checkpoints, and handoffs
Reviewer Feedback and Task ChecklistsTwelve employer-private feedback tools plus thirteen adaptive checklist authoring, preview, version, settings, and submission tools

All tool names below carry the opentrain_ prefix.

Register a brand-new anonymous OpenTrain agent account — no prior credentials needed. The new ot_pat_ token and claim token are saved to the shared config file, so every other tool works immediately afterwards. Refuses to overwrite existing saved credentials unless force is set. Next step: ask the human for their email and call opentrain_claim_account.

ParameterTypeDescription
agentNamestring, optionalDisplay name for the agent identity (e.g. “Claude Code”)
organizationNamestring, optionalName for the employer organization created with the account
forceboolean, optionalOverwrite existing saved credentials with a brand-new account

Requires: nothing — anonymous and tokenless. Wraps: POST /api/agent/identity

Send the human owner a claim invite for the agent-registered account — the start of the claim ceremony. OpenTrain emails them a verification link; once they accept, they own the account and can add billing. Follow up with opentrain_claim_status.

ParameterTypeDescription
emailstring, requiredThe human owner’s email address
claimTokenstring, optionalClaim token from registration; defaults to the saved one

Requires: a valid, unexpired claim token (~24h window from registration). Wraps: POST /api/agent/identity/claim

Check whether the human has completed the claim. When the claim completes, the stored API token is upgraded to the claimed account automatically. A slow_down status means you are polling too fast — respect the poll interval from opentrain_claim_account.

ParameterTypeDescription
claimTokenstring, optionalClaim token to check; defaults to the saved one

Requires: a valid claim token with an active claim attempt. Wraps: POST /api/agent/oauth/token

Confirm that the configured token can authenticate, and see the account’s user id, account type, claim state, and granted scopes. No parameters.

Requires: any valid token. Wraps: GET /auth/me

Discover the canonical root capability map for the configured token or session. The agentSurfaces block reports every operation family as disabled, rollout_gated, unauthorized, or available, plus required and granted scopes and each operation’s authorized value. Call this before a multi-step workflow, then call the family’s scoped capability tool—for LMS, opentrain_lms_capabilities. No parameters.

Requires: any valid token or authenticated session; the root discovery operation is not gated by the job-drafting feature. Wraps: GET /capabilities

Create an unpublished job draft from a full job description or supported import payload — the primary drafting workflow. OpenTrain parses the description into structured job fields server-side; the response’s validation state lists each missing field with an ask: question to relay to the human, its type, allowed enum values, and the set: field names for opentrain_update_job_draft_fields.

ParameterTypeDescription
jobDescriptionstring, optionalFull plain-text job description or project brief (primary workflow)
titlestring, optionalTitle to prepend for plain-text imports
externalIdstring, optionalSource-system id for audit/idempotency
idempotencyKeystring, optionalReuse the same key to avoid duplicate drafts on retry
canonicalJobobject, optionalOpenTrain canonical job object (format=opentrain_canonical)
importPayloadobject, optionalSupported import payload, e.g. schema.org JSON-LD

Requires: jobs:write + the public_api_job_drafting feature. Wraps: POST /job-drafts

Fill in or correct fields on an existing unpublished draft. Ask the human each missing field’s ask: question, then patch the answers using the set: field names — never ask the human to author raw JSON. This tool never publishes; use opentrain_publish_job.

ParameterTypeDescription
jobIdstring, requiredExisting unpublished draft job id
patchobject, requiredField patch keyed by OpenTrain field names, e.g. {"experienceLevel": "INTERMEDIATE", "pricePerHour": 12}

Requires: jobs:write + the public_api_job_drafting feature. Wraps: PATCH /job-drafts/{jobId}

Publish a draft live on the marketplace. Runs the same validation and moderation pipeline as the in-app publish flow and is subject to per-account daily publish limits. Returns the live job URL.

ParameterTypeDescription
jobIdstring, requiredUnpublished draft job id to publish

Requires: jobs:write + the public_api_job_publishing feature. Wraps: POST /jobs/{id}/publish

Update fields on a live published (OPEN) job. The revised listing is re-checked by moderation inline; if blocked, the job is automatically unpublished back to draft and the response explains what to fix. For unpublished drafts use opentrain_update_job_draft_fields instead.

ParameterTypeDescription
jobIdstring, requiredPublished (OPEN) job id
patchobject, requiredField patch, same shape as opentrain_update_job_draft_fields

Requires: jobs:write + the public_api_job_publishing feature. Wraps: PATCH /jobs/{id}

Close (archive) a published job so it stops accepting proposals and leaves public listings. Existing contracts are unaffected. Idempotent — closing an already-archived job reports alreadyClosed.

ParameterTypeDescription
jobIdstring, requiredPublished job id to close

Requires: jobs:write + the public_api_job_publishing feature. Wraps: POST /jobs/{id}/close

List the account’s own jobs (all statuses, newest first) with pagination.

ParameterTypeDescription
statusstring, optionalFilter: DRAFT, OPEN, ONGOING, COMPLETED, ARCHIVED, or PENDING_APPROVAL
cursorstring, optionalPagination cursor
limitnumber, optionalMax jobs to return, 1–100 (default 25)

Requires: jobs:read. Wraps: GET /jobs/mine

Search the public OpenTrain job marketplace — useful for calibrating rates and seeing how similar work is scoped before posting.

ParameterTypeDescription
qstring, optionalFree-text search query
categorystring, optionalCategory filter
languagestring, optionalLanguage filter
countrystring, optionalISO country code
payTypestring, optionalPayment type filter
limitnumber, optionalMax results, 1–50
cursorstring, optionalPagination cursor

Requires: nothing — tokenless public read (120 requests/minute per IP). Wraps: GET /jobs

List proposals/candidates for a job with statuses, bids, AI interview scores, and resume match scores — the primary tool for reviewing and ranking who to hire. Use opentrain_get_proposal for one candidate in depth.

ParameterTypeDescription
jobIdstring, requiredJob id to list proposals for
statusstring, optionalFilter such as UNREVIEWED, SHORTLISTED, HIRED, or DECLINED
cursorstring, optionalPagination cursor
limitnumber, optionalMax proposals, 1–100 (default 25)

Requires: proposals:read; the job must be yours. Wraps: GET /jobs/{id}/proposals

Read a full proposal/candidate evaluation: status, bid, masked candidate, AI-interview score and summary, location/identity verification, labeling assessment, and contract state.

ParameterTypeDescription
proposalIdstring, requiredProposal id to read
includeInterviewboolean, optionalAlso fetch the sanitized AI-interview transcript

Requires: proposals:read; the proposal must be on a job you own. Wraps: GET /proposals/{proposalId} (+ GET /proposals/{proposalId}/interview when includeInterview is true)

Read a masked AI trainer profile for candidate evaluation: title, bio, skills, stats (earned, billed hours, job success), work and labeling experience, education, reviews, and languages. Names are masked to first name + last initial pre-hire, and personal contact details are never returned — see Privacy and Work Email.

ParameterTypeDescription
idOrSlugstring, requiredAI trainer user id or public profile slug

Requires: proposals:read. Wraps: GET /freelancers/{idOrSlug}

Invite an AI trainer to a published job, creating a proposal they can respond to. Idempotent: re-inviting the same person returns the existing proposal with alreadyInvited: true.

ParameterTypeDescription
jobIdstring, requiredPublished job id
freelancerIdstring, requiredAI trainer user id to invite

Requires: proposals:write + the public_api_hiring feature + a claimed account. Wraps: POST /jobs/{id}/invites

Request a hire from a proposal. Never hires anyone or moves money — records a pending approval (type: "proposal_hire") and returns 202 with an approvalUrl a signed-in human must confirm in the OpenTrain app. On confirm, OpenTrain creates the contract and funds the first escrow milestone (the human picks card or credits). A 409 with details.reason: "payment_method_required" includes a billingUrl; not_fit_confirmation_required means retry with confirmNotFitOverride: true if intentional; already_accepted means the proposal was already hired. Re-requesting with the same terms returns the same pending approval.

ParameterTypeDescription
proposalIdstring, requiredProposal id to hire from
milestoneobject, requiredFirst escrow milestone: {name?, description?, amount (USD, required), dueDate?}
confirmNotFitOverrideboolean, optionalConfirm hiring a proposal previously marked “Not a fit”

Requires: proposals:write + the public_api_hiring feature + a claimed account + a payment method or covering credit balance. Wraps: POST /proposals/{proposalId}/hire

Read authorized conversation summaries or messages. Omit conversationId to list summaries; provide it to read messages. Never creates conversations or sends messages.

ParameterTypeDescription
conversationIdstring, optionalConversation to read; omit to list summaries
cursorstring, optionalPagination cursor
limitnumber, optionalMax records, 1–100
directionolder | newer, optionalMessage pagination direction (with conversationId)
filterall | job | proposal, optionalSummary filter (without conversationId)
unreadOnlyboolean, optionalOnly conversations with unread messages (without conversationId)

Requires: messages:read; you only see conversations you participate in. Wraps: GET /messages

Send a plain-text message into an existing conversation the token owner participates in. Runs the same membership, rate-limit, and content-policy checks as the in-app messaging flow. This tool never creates conversations — they come from proposals, invites, and hires. It is intentionally generic and unsynchronized; do not use it for claimed Shared Job Context work.

ParameterTypeDescription
conversationIdstring, requiredExisting conversation id
contentstring, requiredPlain-text message (max 10,000 chars)

Requires: messages:write + the public_api_messaging_writes feature + a claimed account. Wraps: POST /messages

Send a reviewed message as part of claimed live-job work. OpenTrain resolves the authorized Job Message or Proposal Message to its canonical job and commits the message plus shared-context advance atomically.

ParameterTypeDescription
conversationId or contractIdstring, exactly oneExisting authorized conversation, or the active contract whose Job Message conversation OpenTrain resolves server-side
contentstring, requiredPlain-text reviewed message (max 10,000 characters)
idempotencyKeystring, requiredStable 8–128-character key using letters, numbers, ., _, :, or -
jobOperationsGuardobject, requiredExact job/context/action revisions, signed claim receipt, and latest observed message ID; use null only for an observed-empty conversation

The tool fails before network access when the input is incomplete. A teammate or AI trainer reply, context change, action transition, expired claim, or wrong job binding fails stale before message or notification creation.

Requires: messages:write + messages:manage, a claimed account, and canonical job/conversation access. Wraps: POST /messaging/management/messaging_management.messages.send. See MCP: Shared Job Context.

Start (or fetch) the pre-hire direct-message thread for a proposal so you can message the candidate before hiring. Idempotent get-or-create; returns the conversationId to use with opentrain_send_message. Employer side only.

ParameterTypeDescription
proposalIdstring, requiredProposal to open the pre-hire thread for

Requires: messages:write + the public_api_messaging_writes feature + a claimed account. Wraps: POST /proposals/{proposalId}/conversation

List contracts (hired AI trainers), each with milestones, the post-hire job DM conversationId, and the masked freelancer identity (first name + last initial).

ParameterTypeDescription
jobIdstring, optionalFilter to one job
statusactive | ended, optionalStatus filter; omit for both

Requires: payments:read. Wraps: GET /contracts

Read one contract in detail: status, milestones with funding/approval state, AI trainer identity, the post-hire job DM conversationId, and the budget snapshot (funded vs consumed, state OK/LOW/DEPLETED).

ParameterTypeDescription
contractIdstring, requiredContract id to read

Requires: payments:read. Wraps: GET /contracts/{contractId}

Create a new unfunded milestone on an existing contract. No money moves at creation — use opentrain_request_milestone_funding afterwards.

ParameterTypeDescription
contractIdstring, requiredContract to add the milestone to
descriptionstring, requiredDescription of the work to be delivered
namestring, optionalShort milestone name
amountUsdnumber, optionalMilestone amount in USD
volumenumber, optionalUnit volume (e.g. label count) for per-unit milestones
dueDatestring, optionalDue date (ISO 8601)

Requires: payments:write + the public_api_payments_write feature + a claimed account. Wraps: POST /contracts/{contractId}/milestones

Create and internally fund a later milestone through OpenTrain’s restricted platform-admin workflow. For hourly and per-label contracts, supply volume or omit it so the server derives the value from amountUsd and the canonical contract rate.

ParameterTypeDescription
contractIdstring, requiredContract that will own the milestone
idempotencyKeystring, requiredStable request key; reuse it only for an identical retry
descriptionstring, requiredWork covered by the milestone
amountUsdnumber, requiredPositive milestone amount
volumenumber, optionalPositive hours or labels; may be derived for a volume-based contract
namestring, optionalShort milestone name
dueDatestring, optionalISO 8601 due date

This tool is unavailable to ordinary employers. The server independently verifies every restricted platform-admin condition; the scope alone is insufficient. Creation moves $0 and creates no Stripe charge or PaymentIntent. Releasing payment remains a separate human-authorized action.

Requires: admin_balance_hire:create, the default-off admin-balance agent surface, a claimed account, and all server-verified platform-admin gates. Wraps: POST /contracts/{contractId}/admin-balance-milestones

Apply ADMIN_BALANCE to one existing eligible NOT_FUNDED milestone without creating a duplicate.

ParameterTypeDescription
contractIdstring, requiredContract that must own the milestone
milestoneIdstring, requiredExisting NOT_FUNDED milestone
idempotencyKeystring, requiredStable request key; identical retries converge on the same result

The server verifies linkage, compensation consistency, state, sequencing, payment holds, and all restricted platform-admin conditions. Success transitions the existing milestone to ACTIVE_FUNDED, moves $0, and creates no Stripe charge or PaymentIntent. Releasing payment still requires a separate human approval.

Requires: the same restricted authorization as opentrain_create_admin_balance_milestone. Wraps: POST /contracts/{contractId}/admin-balance-milestones/{milestoneId}/fund

Request escrow funding for a milestone. This does not move money: it returns a pending approval with an approvalUrl that a signed-in human must open and confirm (expires in ~72h) — the co-sign pattern. Watch opentrain_poll_updates for approval.confirmed, or re-check with opentrain_get_approval.

ParameterTypeDescription
milestoneIdstring, requiredMilestone to fund

Requires: payments:write + the public_api_payments_write feature + a claimed account + a payment method on file. Wraps: POST /milestones/{milestoneId}/fund

Request approval (payment release) of a funded milestone. Like funding, this only creates a pending human approval with an approvalUrl (~72h expiry) — no money moves until the human confirms.

ParameterTypeDescription
milestoneIdstring, requiredFunded (ACTIVE_FUNDED) milestone to release

Requires: payments:write + the public_api_payments_write feature + a claimed account. Wraps: POST /milestones/{milestoneId}/approve

Check the status of a pending human co-sign approval (milestone funding, release, or contract end): pending, confirmed, declined, or expired, plus the execution result once confirmed.

ParameterTypeDescription
approvalIdstring, requiredApproval id from a fund/approve/end request

Requires: payments:read. Wraps: GET /approvals/{approvalId}

End a contract. With no funded milestones it ends immediately; if funded escrow is at stake, the call instead returns a pending approval with an approvalUrl a human must confirm — no funds move until then.

ParameterTypeDescription
contractIdstring, requiredContract to end

Requires: payments:write + the public_api_payments_write feature + a claimed account. Wraps: POST /contracts/{contractId}/end

Read the prepaid credit balance: available, reserved (escrow holds), and total. No parameters.

Requires: payments:read + the public_api_credits feature. Wraps: GET /credits

Page through the credit ledger — top-ups, escrow holds, hold releases, captures, refunds, and adjustments, newest first. Each entry links the related top-up, proposal, contract, or milestone ids.

ParameterTypeDescription
cursorstring, optionalnextCursor from a previous page
limitnumber, optionalPage size, 1–100 (default 50)

Requires: payments:read + the public_api_credits feature. Wraps: GET /credits/ledger

Start a credit top-up. No money moves from this call: it returns a Stripe Checkout checkoutUrl that a signed-in human must open and pay (expires in ~24h). Once paid, the balance updates automatically.

ParameterTypeDescription
amountUsdnumber, requiredTop-up amount in USD (min $10, max $10,000)

Requires: payments:write + the public_api_credits feature + a claimed account. Wraps: POST /credits/top-ups

Check a top-up’s status: pending (awaiting human payment), completed (credits added), canceled, or expired.

ParameterTypeDescription
topUpIdstring, requiredTop-up id from opentrain_create_credit_top_up

Requires: payments:read + the public_api_credits feature. Wraps: GET /credits/top-ups/{topUpId}

Poll the delta feed of account events (new proposals, proposal status changes, new messages, contracts, milestone changes, pending payments, confirmed approvals, budget state changes) in one cheap call instead of re-reading every resource. Payloads carry IDs only — fetch details with the matching read tool. Event visibility follows the token’s scopes.

ParameterTypeDescription
cursorstring, optionalnextCursor from the previous poll; omit on the first poll
limitnumber, optionalMax events, 1–200 (default 50)

Requires: at least one of proposals:read, messages:read, payments:read. Wraps: GET /updates

Subscribe an HTTPS URL to platform events (push instead of polling). Deliveries are signed with HMAC-SHA256 — see Verify Webhook Signatures. The signing secret is returned once in this response; store it immediately. The subscription only receives events created after it.

ParameterTypeDescription
urlstring, requiredHTTPS endpoint that will receive signed deliveries
eventTypesstring[], requiredEvent types to subscribe to, e.g. ["proposal.received", "message.received"]

Requires: webhooks:manage + the public_api_webhooks feature + the matching read scope for each subscribed event type. Wraps: POST /webhooks

List all webhook subscriptions with URL, event types, and status. Signing secrets are never included. No parameters.

Requires: webhooks:manage + the public_api_webhooks feature. Wraps: GET /webhooks

Read one webhook subscription: URL, event types, status (ACTIVE or DISABLED), and failure/disable details. The signing secret is never returned — if lost, delete and re-create the subscription.

ParameterTypeDescription
webhookIdstring, requiredWebhook subscription id

Requires: webhooks:manage + the public_api_webhooks feature. Wraps: GET /webhooks/{webhookId}

Delete a webhook subscription and stop its deliveries. This is also how a DISABLED subscription is resumed: delete it and create a new one (which mints a new secret).

ParameterTypeDescription
webhookIdstring, requiredWebhook subscription id to delete

Requires: webhooks:manage + the public_api_webhooks feature. Wraps: DELETE /webhooks/{webhookId}

List the account’s API tokens with masked previews, scopes, status, and last-used timestamps — secrets are never shown. No parameters.

Requires: any valid token — token management needs no specific scope or feature flag. Wraps: GET /tokens

Revoke an API token by id. Irreversible — the token stops working immediately.

ParameterTypeDescription
tokenIdstring, requiredId of the token to revoke

Requires: any valid token — token management needs no specific scope or feature flag. Wraps: DELETE /tokens/{tokenId}

Read the employer team: organization, members with roles, and pending email invites. No parameters.

Requires: team:read + the public_api_team feature. Wraps: GET /team

Invite a human to the employer team by email, giving them shared access to jobs and the team inbox once they accept. Inviting an existing member returns already_member; users with existing accounts are added directly (member_added).

ParameterTypeDescription
emailstring, requiredEmail of the human to invite

Requires: team:write + the public_api_team feature + a claimed account. Wraps: POST /team/invites

List pending payments on the account — read-only; never releases funds. No parameters.

Requires: payments:read. Wraps: GET /payments/pending