Peerbound MCP Tools

Last updated: May 12, 2026

Use Peerbound's MCP server to query customer proof — including stories, quotes, reviews, and accounts — directly from any MCP-compatible client. This reference covers all available tools, search parameters, configuration options, and resources.

For setup instructions, see the Peerbound MCP: Quick Start Guide.

There are three tool categories:

Discovery tools – Return lightweight previews for browsing.
Fetch tools – Return full details for specific items by ID.
Resources – Expose individual proof items by URI for MCP clients that support resource reading.

Search Parameters

search_customer_stories, search_moments, search_reviews, and search_accounts all support the following filters. All parameters are optional and can be combined. Some filters require the corresponding CRM field to be configured in Peerbound (for example, referenceable requires the "Logo Rights" field).

Parameter	Description
`salesforce_account_id`	Return results for a specific account by its Salesforce ID. Can be combined with `proof_content`, however, when combined with account metadata filters, such as `industry` or `location`, those fields are ignored.
`account_id`	Return results for a specific account by its Peerbound ID. Can be combined with `proof_content`, however, when combined with account metadata filters, such as `industry` or `location` , those fields are ignored.
`country`	Filter to results from accounts based in this country.
`state`	Filter to results from accounts based in this state or region.
`city`	Filter to results from accounts based in this city.
`industry`	Describe the industry you're looking for in a few words (e.g. `"SaaS companies serving mid-market HR teams"`).
`segment`	Filter by company size (e.g. `"enterprise"`, `"SMB"`). To use, must have "Customer Segments" configured in Peerbound.
`number_employees`	Filter by the number of employees a company has.
`limit`	How many results to return. Defaults to 10.

search_customer_stories, search_moments, search_reviews additionally have the following filters:

Parameter	Description
`proof_content`	Search by keyword or theme
`date_range`	Search for proof within a specific date range, this is the date of approval, the date of publishing, and the date of the call for customer stories, reviews, and moments respectively.

search_accounts additionally has the following filters:

Parameter	Description
`referenceable`	Search only for accounts with logo rights granted.

Configuration headers (Optional)

The following headers control how the server filters results:

Header	Type	Default	Description
`X-Include-Anonymous`	`"true"` or `"false"`	`"true"`	Whether to include anonymous moments (quotes not yet approved for public attribution) in results. When `"false"`, only moments approved for public attribution are returned.
`X-Attribute-Anonymous`	`"true"` or `"false"`	org default	Whether to return anonymous moments with account and contact info masked. When omitted, falls back to the default configured for your account for moments in Slack.
`X-Minimum-G2-Stars`	integer (e.g. `"4"`)	`"4"`	Minimum star rating for G2 reviews included in similar customer results.

Discovery tools

`search_customer_stories`

Searches for customer stories filtered by account attributes.

Example prompts:

Do we have any case studies from fintech companies in Europe?
Find customer stories from enterprise customers in the healthcare space.

Parameters: See shared search parameters above.

Returns: list[CustomerStory]

`search_moments`

Searches for customer moments (quotes) captured from customer calls.

Example prompts:

Do we have any quotes from retail customers?
Do I have any moments from customers in California?

Parameters: See shared search parameters above, plus:

Parameter	Description
`include_anonymous`	Set to `false` to only return moments that have been approved for public attribution (i.e. the speaker's name and company can be shared).

`search_reviews`

Searches for G2 reviews, optionally filtered by account attributes and star rating.

Example prompts:

Find top-rated G2 reviews from mid-market companies.
Do we have any 5-star reviews from customers in the logistics industry?
Pull G2 reviews from US-based enterprise customers.

Parameters: See shared search parameters above, plus:

Parameter	Description
`min_stars`	Only return reviews with at least this many stars (1–5).

`find_similar_customers`

Finds existing customer accounts with similar firmographics (industry, size, geography) to a given prospect account. Returns the top 5 matches along with a preview of their proof.

Note: The prospect account must exist in your configured CRM. If the account cannot be found, the tool will return an error.

Example prompts:

Which of our customers look most like acmecorp.com?
Find me similar customers for the prospect with Salesforce Account Id 001XX000003GHJKYA4
Who are our existing customers that resemble acme.com?

Parameters:

Parameter	Description
`salesforce_id`	The Salesforce ID of the prospect account. If both `salesforce_id` and `domain_name` are provided, this takes precedence.
`domain_name`	The website domain of the prospect (e.g. `acme.com`).

At least one of salesforce_id or domain_name must be provided.

`suggest_proof`

Returns recommended customer proof (stories, reviews, and moments) for a given prospect account, based on similar customers.

Example prompts:

What proof do we have that would resonate with the prospect acme.com?
I have a meeting with the accounts with Salesforce ID 001XX000003GHJKYA4 next week — what customer evidence should I bring?
Suggest some case studies and quotes for my deal with acme.com.

Parameters:

Parameter	Description
`salesforce_id`	The Salesforce ID of the prospect account. If both `salesforce_id` and `domain_name` are provided, this takes precedence.
`domain_name`	The website domain of the prospect (e.g. `acme.com`).
`proof_type`	Limit results to a specific type of proof: `"customer stories"`, `"reviews"`, or `"moments"`. Returns all types by default.
`limit`	How many results to return per proof type. Defaults to 3.

`resolve_account`

Looks up accounts by name or domain, returning a ranked list of possible matches. Use this to resolve ambiguous or abbreviated company names (e.g., 'EY' → 'Ernst & Young') before passing an account ID to other tools.

Parameters:

Parameter	Description
`name`	The name of the account. One of both of `name` or `domain` must be provided.
`domain`	The domain of the account. One of both of `name` or `domain` must be provided.
`is_customer`	Filters by an account's customer status.
`limit`	How many results to return. Default 10.

`get_account_details`

Get details, such as location, size, customer status or logo rights for a specific account.

Example prompts:

Is Acme a customer?

Do we have logo rights for Acme?

Parameters:

Parameter	Description
`account_id`	The Peerbound account ID to fetch details for.

Fetch tools

Use these after identifying a relevant item with a discovery tool. They return complete details by ID.

Tip: These tools mirror the Resources available on this server. If your MCP client supports resources, prefer using resources directly.

`get_customer_story`

Retrieves the full details of a customer story, including quotes, links to the PDF, slide deck, and web page.

Parameters: The id of the customer story to retrieve (returned by discovery tools).

`get_g2_review`

Retrieves the full details of a G2 review, including the reviewer's answers to each review question.

Parameters: The id of the G2 review to retrieve (returned by discovery tools).

`get_moment`

Retrieves the full details of a customer moment, including the quote and whether it is anonymous. If not anonymous, also includes the speaker's name, title, and company. For anonymous moments, speaker details are included in masked form if X-Attribute-Anonymous is enabled.

Parameters: The id of the moment to retrieve (returned by discovery tools).

Returns: Moment

Resources

Resources expose individual proof items by URI for clients that support MCP resource reading. Each resource returns the same schema as its corresponding fetch tool.

Resource	URI template	Description
Customer Story	`customer_story://{story_id}`	Approved customer story with quotes, account context, and supporting material links
G2 Review	`g2-review://{review_id}`	Public G2 review with star rating, reviewer info, and Q&A answers
Moment	`moment://{moment_id}`	Customer quote with anonymity status; speaker and account details included when not anonymous, or masked when X-Attribute-Anonymous is enabled
Account	`account://{account_id}`	Customer account metadata and company information