search_insights_criteria_fields
Discover the fields an Insights (Spotlight) account-journey segment can filter on: the exact `field` names, their type, the operators each accepts, and the picklist options.
Read analytics
Returns data. Calling it changes nothing, so it is safe in an unattended loop.
What it does
Discover the fields an Insights (Spotlight) account-journey segment can filter on: the exact `field` names, their type, the operators each accepts, and the picklist options.
USE BEFORE create_segment, and before get_insights_report when you filter it. Omit `search_keywords` to get the whole catalog in compact form; pass keywords to narrow it (matched against field names and labels: "impressions", "score", "visits", "pricing", "opportunity").
WHAT A SEGMENT FILTERS: the companies in the account's Spotlight journey, one row per company, with engagement metrics that are computed INSIDE the lookback window the audience is later created with (create_audience_from_segment.lookback_window). Needs the Insights (Spotlight) subscription on the account: without it the catalog comes back empty or the call fails, and the right move is to say so, not to guess fields.
STATIC FIELDS (always present; use the NAME in criteria):
- Marketing touchpoints: LINKEDIN_IMPRESSIONS (NUMERIC), LINKEDIN_ADS_ENGAGEMENT (NUMERIC, LinkedIn clicks), FORM_SUBMISSIONS (NUMERIC), CHANNEL (MULTIPICKLIST: LINKEDIN, FACEBOOK, GOOGLE_ADS, INSTAGRAM, EMAIL, THIRD_PARTY, DIRECT), HIGH_INTENT_PAGES (BOOLEAN)
- Website engagement: WEBSITE_VISITS, TOTAL_PAGE_VIEWS, UNIQUE_VISITORS (NUMERIC), PAGE_URL (STRING; LIKE "/pricing" is the page-visit filter), IDENTIFIED_VISITORS (BOOLEAN), IS_ABM (BOOLEAN), UTM_SOURCE / UTM_MEDIUM / UTM_CAMPAIGN / UTM_TERM / UTM_CONTENT / UTM_KEYWORD / REFERRER (ARRAY)
- Engagement score: SCORE (MULTIPICKLIST classification), CONFIDENCE_SCORE and TREND (MULTIPICKLIST)
- CRM: ACCOUNT_STATUS (opportunity status, MULTIPICKLIST), IN_CRM (BOOLEAN), ACCOUNT_OWNER (MULTIPICKLIST); HubSpot adds DEAL_TYPE and DEAL_STAGE; Salesforce adds EMAILS, CALLS, EVENTS (NUMERIC), CAMPAIGN_NAME, CAMPAIGN_TYPE, CAMPAIGN_MEMBER_STATUS, RESPONDED; any connected CRM adds DYNAMIC fields (criterion field "DYNAMIC" plus entity and property)
- Firmographic: INDUSTRIES, REVENUES, EMPLOYEES, COUNTRIES (MULTIPICKLIST), COMPANY_DOMAIN, COMPANY_NAME (STRING), ACCOUNT_LIST (MULTIPICKLIST of the account's ABM lists)
RESPONSE: {fields: [{name, label, criteria_fields: [{name, label, type, operators, options (first 10), options_total, dynamic?, entity?, status?}]}], missing_crm_fields, criteria_rules}. `criteria_rules` restates the value shape per type. A dynamic field with status PENDING is still being extracted from the CRM and cannot be used yet.Arguments
| Argument | Type | Notes | |
|---|---|---|---|
search_keywords |
array | Optional keywords matched against field names and labels, e.g. ['impressions', 'score']. Omit for the whole catalog. |
Request
Request template, not a complete runnable example. Replace placeholders, empty objects, arrays, and zero values with valid account-specific inputs. Read required fields and nested constraints in the full schema. Confirm the account, connected channels, and referenced assets before calling a write tool.
curl
curl -s -X POST https://mcp-server.metadata.io/mcp \
-H "Authorization: $METADATA_PAT" \
-H "Content-Type: application/json" \
-H "Accept: application/json, text/event-stream" \
-H "MCP-Protocol-Version: 2025-11-25" \
-d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"search_insights_criteria_fields","arguments":{}}}'
Response
No recorded response. This tool needs arguments that only exist inside an account, so no response is recorded here.
The request is an illustrative template. Fill required fields and check the current schema before calling it. No response is fabricated.
Related
Other analytics tools: