MCP server

FavCRM Official

io.favcrm/favcrm

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

Agentic CRM for service businesses — bookings, customers, WhatsApp, loyalty, invoicing.

Website Source

At a glance

Type

MCP server

Publisher

favcrm.io (verified by the MCP Registry)

Status

Working at last check

Tools

237

Token cost

About 61,917 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

claude mcp add --transport http favcrm https://api.favcrm.io/mcp

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.favcrm]
url = "https://api.favcrm.io/mcp"

Gemini CLI

{"mcpServers":{"favcrm":{"httpUrl":"https://api.favcrm.io/mcp"}}}

Cursor

{"mcpServers":{"favcrm":{"url":"https://api.favcrm.io/mcp"}}}

VS Code

{"servers":{"favcrm":{"type":"http","url":"https://api.favcrm.io/mcp"}}}

Antigravity

agy mcp add favcrm https://api.favcrm.io/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"favcrm","server_url":"https://api.favcrm.io/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"favcrm","server_url":"https://api.favcrm.io/mcp"}

Tools

• accept_team_invite_request ~145 tokens
  Step 1 of agentic team invite acceptance. Validates an invite token and sends a 6-digit verification code to the invited email. Then call accept_team_invite_verify with the code to join and receive an MCP API key.
• accept_team_invite_verify ~194 tokens
  Step 2 of agentic team invite acceptance. Verifies the emailed code, joins the invited user to the company, and returns a one-time MCP API key for that user.
• append_post_block ~2594 tokens
  Append one or more blocks to the end of a post. Each block must be a valid block object: { id, version, type, data }. Types: paragraph, heading, image, list, quote, code, divider, spacer, embed, html, youtube, file, faq, callout, gallery, cta, accordion, product.
• archive_survey ~83 tokens
  Archive a survey and remove it from active survey lists.
• assign_staff_to_service ~114 tokens
  Assign a staff member to a booking service. Pass users.id from list_staff.userId.
• attach_post_cover_from_job ~324 tokens
  Attach a previously generated ai-media job's output as the post's featuredImage. Use when generate_post_cover timed out (job kept running) or when reusing the same generation across multiple posts. Verifies the job belongs to your company and succeeded. Does NOT charge credits — credits were charged
• attach_tags ~124 tokens
  Attach one or more tags to a member/account. Useful for segmenting members after filtering.
• cancel_booking ~216 tokens
  Cancel a booking and create a durable refund receipt. Uses the merchant refund setting unless refundMethod is provided.
• cancel_subscription ~110 tokens
  Cancel a subscription. Destructive — turns off auto-renew and prevents further billing cycles. Existing paid periods stay valid until end.
• check_plan_operation ~220 tokens
  Preflight whether an intended operation is allowed by token scopes, enabled modules, subscription state, and quota. Provide toolName, quotaCode, or moduleCode.
• clone ~197 tokens
  Duplicate an existing record (product, tier, campaign, post, service package, promotion, gift offer). Creates a copy in DRAFT status with "(Copy)" appended to the name.
• commit_customer_import ~758 tokens
  Commit a previewed customer import. Pass the same rows and sessionId returned by preview_customer_import. Creates/updates accounts and applies points, stamps, and credit deltas.
• complete_booking ~91 tokens
  Mark a booking as completed. Triggers commission calculation if configured.
• confirm_booking ~76 tokens
  Confirm a pending booking.
• convert_lead ~316 tokens
  Convert an account: qualify its open lead (creating one if needed) and link exactly one pipeline deal. Also promotes lifeStage lead -> active. Safe to repeat — a second call lands on the same lead and deal. Works on accounts that are already active.
• copy_service_tier_pricing ~325 tokens
  Copy the complete pricing and booking-policy configuration from one membership tier to another on the same booking service.
• create_account Changes accounts · ~531 tokens
  Create a CRM account/customer with a primary contact. Optionally enroll the account as a member; use enrol_membership later when the account already exists.
• create_booking ~254 tokens
  Create a new booking for a member. Use get_available_slots first to find valid times, then create the booking with the service, member, date, and time.
• create_campaign ~622 tokens
  Create an email, SMS, WhatsApp, or push campaign in DRAFT. audienceExclusions can omit specific account IDs and recipients of previous campaign IDs. For email channelConfig, use subject + htmlBody + optional plainTextBody. recipientSource="list" is accepted as an alias for "individual".
• create_category ~162 tokens
  Create a CMS post category (e.g. "Equipment", "Injection — Botox"). For sub-categories, use namespaced names — the table is flat.
• create_contact ~160 tokens
  Create a contact on an existing CRM account.
• create_custom_field ~309 tokens
  Create a custom field definition for CRM entities. Use options for select or multiselect fields.
• create_deal ~331 tokens
  Create a CRM sales pipeline deal, optionally linked to a customer account and contact.
• create_inbox_reply_suggestion Sends messages · ~301 tokens
  Create a draft reply suggestion that appears inline in the FavCRM Inbox composer. Use this for message.inbound events with replyPolicy="suggest"; it does not send anything to the customer.
• create_invoice Moves money · ~284 tokens
  Create a new invoice for a customer. Optionally include line items inline. Returns the new invoiceId.
• create_note ~154 tokens
  Add a note to a member/account, booking, ticket, or invoice.
• create_plan_upgrade_link ~264 tokens
  Create a Stripe Checkout link for a new paid subscription, or a Stripe Billing Portal link for an existing Stripe subscription. Use only after the user explicitly asks to upgrade or fix billing.
• create_post ~3171 tokens
  Create a new CMS post (blog_post, page, or any custom post type). The post type must already exist — use list_post_types to discover, create_post_type to add a new one. excerpt = plain-text summary only (auto-derived from blocks if omitted). Structured custom fields go in meta, keyed by the field sc
• create_post_type ~360 tokens
  Define a new custom post type (e.g. "treatment", "service"). Required before creating posts of that type. After creating a post type, use create_post_type_field to define its structured field schema. Those fields are stored in meta on each post — do not use excerpt for structured data.
• create_post_type_field ~832 tokens
  Add a custom field to a post type schema. The field key becomes the key in meta when creating/updating posts. Use fieldType="repeater" with fields=[...] for repeatable structured rows. Use this instead of storing structured data in excerpt.
• create_promotion ~557 tokens
  Create a promotion / discount code. type=percentage or fixed_amount; value is the discount as a string ("10" = 10% or 10 currency units). Codes are uppercased server-side.
• create_resource ~195 tokens
  Create a bookable resource (room, equipment, vehicle). Used by services that have requiresResource=true.
• create_segment ~549 tokens
  Create a new customer segment. Use STATIC for manual member lists, DYNAMIC for criteria-based auto-filtering.
• create_service ~654 tokens
  Create a bookable service. Sets duration, price, capacity, and policies. Use list_service_categories first if you want to attach to an existing category.
• create_service_category ~129 tokens
  Create a service category (e.g. "Treatments", "Classes") to group bookable services.
• create_service_package ~358 tokens
  Create a service package/prepaid session bundle. Use applicableType=SELECTED with applicableItems to limit the package to specific booking services or events.
• create_service_schedule ~368 tokens
  Create a bookable schedule window for a service, including recurring weekly/daily availability.
• create_subscription ~319 tokens
  Create a manual, non-renewing subscription record for a member. Use a subscription action link for provider-backed recurring billing.
• create_survey ~386 tokens
  Create a survey with custom question blocks. Publish it later or set status to published for immediate portal access.
• create_survey_invitation ~331 tokens
  Create a token-auth survey invitation for a specific member/account or contact.
• create_tag ~104 tokens
  Create a CRM tag for customer segmentation and organization.
• create_task ~213 tokens
  Create a task. Optionally link to a CRM account or assign to a team member.
• create_team_member_invite ~398 tokens
  Invite a team member to this company and return a one-time MCP accept token. The invited user must verify an email code through accept_team_invite_request and accept_team_invite_verify before membership and API key issuance.
• create_template ~382 tokens
  Create and submit a WhatsApp message template to Meta for approval. Text templates only (header text, body with {{1}} variables, footer) — add buttons in the app. The template is NOT usable until Meta approves it (check with list_templates). Submitting consumes the store’s Meta template allowance.
• create_ticket ~299 tokens
  Create a support ticket for a member issue.
• create_whatsapp_connect_link ~198 tokens
  Create a short-lived browser link for WhatsApp Business Embedded Signup. The user must open the link because Meta requires a browser popup to authorize and choose the WABA/phone number.
• delete_account Deletes data · Changes accounts · ~106 tokens
  Soft-delete a CRM account/customer. This releases the primary phone for future reuse while keeping account history for audit.
• delete_campaign Deletes data · ~92 tokens
  Delete a campaign. Only allowed in DRAFT status; sent campaigns are kept for audit history.
• delete_category Deletes data · ~92 tokens
  Delete a CMS post category. Posts in the category are not deleted; they are simply unlinked.
• delete_contact Deletes data · ~102 tokens
  Delete a secondary contact. Primary contacts are protected; set another primary contact or delete the account instead.
• delete_custom_field Deletes data · ~88 tokens
  Delete a custom field definition and its stored values.
• delete_deal Deletes data · ~78 tokens
  Soft-delete a CRM deal from the sales pipeline.
• delete_invoice Deletes data · ~98 tokens
  Delete a DRAFT invoice. Only invoices that have never been sent can be deleted; otherwise use void_invoice.
• delete_post Deletes data · ~84 tokens
  Delete a CMS post by ID. Soft-deleted posts can be restored with restore_post.
• delete_post_type Deletes data · ~102 tokens
  Delete a custom post type. Built-in types cannot be deleted. Fails if any posts of this type still exist — delete those first.
• delete_post_type_field Deletes data · ~164 tokens
  Remove a field from a post type schema. Blocked when posts of this type still have data in the field unless force=true is passed (orphans the data).
• delete_promotion Deletes data · ~82 tokens
  Delete a promotion. Past usage records are preserved.
• delete_segment Deletes data · ~76 tokens
  Delete a customer segment.
• delete_service_package Deletes data · ~81 tokens
  Delete a service package by ID.
• delete_tag Deletes data · ~80 tokens
  Delete a CRM tag and remove it from all tagged entities.
• delete_task Deletes data · ~72 tokens
  Soft-delete a CRM task.
• detach_tags ~114 tokens
  Detach one tag from one or more member/account records.
• earn_loyalty_points ~217 tokens
  Credit loyalty points or stamps to a member. Use field="points" for points, "stamps" for stamps. Server records a transaction with the reason as audit context.
• enrol_membership ~184 tokens
  Enrol a member into a membership tier. Free tiers enrol immediately; paid tiers return PAYMENT_REQUIRED unless skipPriceCheck is set. Use list_tiers first to find the target tier.
• find_or_create_workroom_thread ~199 tokens
  Find or create a Workroom DM thread between a merchant user and an AI colleague. Use this when an inbound event deserves owner attention but no threadId was provided. This only prepares an internal Workroom channel.
• generate_image ~361 tokens
  Generate an AI image via kie.ai and return its public R2 URL. Use to mint reusable URLs for content blocks (image, gallery), product photos, or any field that takes an image URL — does NOT attach to a post by itself. Costs credits (see list_image_models). On poll timeout the job continues running; p
• generate_post_cover ~394 tokens
  Generate an AI image and attach it as a post's featuredImage. Submits a kie.ai job, polls until complete, copies the result into the canonical post-asset R2 folder, and writes the public URL onto the post. Costs credits (see list_image_models). On poll timeout, the job continues — call attach_post_c
• get_attachment_text ~171 tokens
  Read the text/Markdown content of a file attached to a Workroom thread or sent by a customer (PDF, image, or document). Extracts on first read and caches the result. Returns status "ready" with markdown, or "skipped"/"failed"/"not_found" with a reason. Use when a message references an attachment you
• get_audit_log ~90 tokens
  Fetch a single audit log entry by ID, including before/after snapshots when available.
• get_available_slots ~163 tokens
  Find available booking slots for a service on a specific date.
• get_booking_detail ~90 tokens
  Get full booking details including line items, status history, and participants.
• get_booking_settings ~80 tokens
  Get global booking settings for the customer booking flow, cancellation rules, visibility options, and confirmation requirements.
• get_booking_stats ~63 tokens
  Get booking counts: today, this week, this month, and breakdown by status.
• get_campaign ~98 tokens
  Get a campaign by ID, including its recipient source, audience exclusions, channel configuration, and delivery stats.
• get_contact ~73 tokens
  Fetch a single contact by ID.
• get_conversation_messages ~166 tokens
  Get messages from a specific conversation thread. Shows the chat history between the merchant and a contact.
• get_custom_field ~82 tokens
  Get a custom field definition by ID.
• get_custom_field_values ~132 tokens
  Get custom field values for a CRM entity such as an account, contact, deal, or booking.
• get_dashboard_stats ~89 tokens
  Get high-level business KPIs: member count, new members this week, active subscriptions, total points issued, active promotions, rewards redeemed, messages sent.
• get_deal ~73 tokens
  Get detailed CRM deal information by ID.
• get_event_campaign_exclusions ~139 tokens
  Resolve pending, confirmed, and paid event registrations into unique CRM account IDs for campaign exclusions. Pass accountIds to audienceExclusions only when ready=true; cancelled registrations are omitted and unmatched guests make the result not ready.
• get_invoice ~86 tokens
  Fetch a single invoice with line items, payment history, and customer detail.
• get_invoice_stats ~70 tokens
  Outstanding totals, overdue counts, and revenue this period. Used by the weekly-snapshot playbook.
• get_loyalty_balance ~113 tokens
  Get a member's current loyalty balance — points, stamps, credits, lifetime totals, and active membership tier. Returns null if the member is not enrolled.
• get_member_profile ~83 tokens
  Get detailed profile for a specific member/account by ID.
• get_membership_tier ~75 tokens
  Get a specific membership tier by ID.
• get_plan_status ~87 tokens
  Show the current organisation plan, subscription/payment state, enabled modules, and quota usage. Use before deciding whether an agentic operation is allowed.
• get_post ~81 tokens
  Get detailed CMS post including content blocks, categories, and tags.
• get_promotion ~81 tokens
  Get details of a specific promotion/coupon code.
• get_segment ~87 tokens
  Get customer segment details including type, criteria, and live member count.
• get_segment_members ~100 tokens
  Get the members that belong to a specific segment.
• get_service_detail ~89 tokens
  Get full service details including addons, staff, resources, and tier pricing.
• get_service_package ~94 tokens
  Get service package detail including applicability and selected booking service/event items.
• get_service_tier_pricing ~146 tokens
  Read every membership-tier pricing configuration for one booking service.
• get_subscription ~92 tokens
  Fetch a single subscription with customer, tier, billing cycle, and renewal info.
• get_survey ~90 tokens
  Get survey detail, including blocks, publishing status, visibility, settings, and response count.
• get_survey_responses ~93 tokens
  List responses for a survey.
• get_survey_stats ~84 tokens
  Get response and invitation metrics for a survey overview dashboard.
• get_task ~72 tokens
  Get detailed task information by ID.
• get_ticket_stats ~52 tokens
  Get ticket counts grouped by status.
• get_whatsapp_connection_status ~85 tokens
  Check whether WhatsApp Business is connected for this company, including WABA/phone metadata and the latest agentic connect session state.
• issue_rewards ~160 tokens
  Issue a gift/reward to multiple members. Requires a gift offer ID and member IDs.
• link_resource_to_service ~100 tokens
  Link a room/resource to a booking service.
• list_audit_logs ~357 tokens
  List recent audit log entries for this company. Filter by action, resource, resourceId, user, source, outcome, destructive flag, and created date range.
• list_bookings ~230 tokens
  List bookings with filters for date range, status, service, staff, or member.
• list_campaigns ~187 tokens
  List marketing campaigns (email, SMS, WhatsApp, or push) with delivery stats. Use the returned IDs when excluding recipients of previous campaigns.
• list_categories ~49 tokens
  List CMS post categories.
• list_contacts ~124 tokens
  List contacts (people linked to CRM accounts), optionally filtered by account or search.
• list_conversations ~321 tokens
  List messaging conversations across WhatsApp, Messenger, Instagram, Threads, SMS, email, and other enabled channels. Threads items are public conversations. Shows unread counts and last message time.
• list_custom_fields ~121 tokens
  List custom field definitions for CRM entities such as account, contact, deal, or booking.
• list_deals ~168 tokens
  List CRM deals (sales pipeline) with optional filters.
• list_event_registrations ~225 tokens
  List registrations for an event in the active company, including CRM account IDs for campaign exclusions.
• list_image_models ~85 tokens
  List AI image-generation models exposed to merchants (sanitized — provider/cost details hidden). Use to pick a `modelCode` for `generate_post_cover`.
• list_invoices ~194 tokens
  List invoices with optional filters. Use status "OVERDUE" to find unpaid invoices past due date.
• list_my_companies ~74 tokens
  List all companies/organisations the current user has access to. Use this to see available orgs before switching.
• list_notes ~140 tokens
  List notes attached to a member/account, booking, or ticket.
• list_notification_logs ~1090 tokens
  List notification delivery logs for the current company. Recipients are masked by default for incident-response safety.
• list_outlets ~82 tokens
  List shop outlets/locations for the company.
• list_plan_options ~71 tokens
  List active FavCRM plans with prices, quotas, included modules, and whether each is the current plan.
• list_post_type_fields ~114 tokens
  List the custom field schema for a post type. Use this before creating posts to know which keys to pass in meta and what types they expect.
• list_post_types ~69 tokens
  List all post types defined for this company (built-in: blog_post, page; plus any custom types).
• list_posts ~162 tokens
  List CMS posts (blog posts and/or pages) with optional filters.
• list_promotions ~123 tokens
  List promotion/coupon codes with optional status filter.
• list_resources ~74 tokens
  List booking resources (rooms, equipment, etc.).
• list_reward_schemes ~102 tokens
  List loyalty reward schemes (points/stamps programs) configured for this business.
• list_segments ~102 tokens
  List customer segments. Segments group members by criteria for targeted campaigns.
• list_service_categories ~69 tokens
  List service categories (groups for booking services like "Treatments", "Classes").
• list_service_packages ~181 tokens
  List service packages/prepaid session bundles with optional search, status, sorting, and pagination.
• list_service_schedules ~184 tokens
  List schedule windows for booking services.
• list_services ~122 tokens
  List booking services with name, price, duration, and status.
• list_staff ~70 tokens
  List staff/team members in the business.
• list_subscriptions ~125 tokens
  List member subscriptions. Filter by status to find active, cancelled, or past-due subscriptions.
• list_survey_invitations ~111 tokens
  List survey invitation history without exposing token hashes or old invitation tokens.
• list_survey_workflows ~79 tokens
  List automation workflows attached to a survey.
• list_surveys ~129 tokens
  List surveys with optional status/search filters.
• list_tags ~69 tokens
  List all available tags for the merchant.
• list_tasks ~155 tokens
  List tasks with optional status, assignee, and account filters.
• list_templates ~127 tokens
  List the company's WhatsApp message templates with their Meta approval status (PENDING / APPROVED / REJECTED). Check this to see which templates are approved before referencing one in a campaign.
• list_tickets ~215 tokens
  List support tickets with optional filters.
• list_tiers ~56 tokens
  List all membership tiers with member counts and stats.
• mark_deal_lost ~98 tokens
  Mark a CRM deal as lost. Requires a lost reason.
• mark_deal_won ~98 tokens
  Mark a CRM deal as won and set close date.
• mark_invoice_sent ~104 tokens
  Mark an invoice as sent to the customer (transitions DRAFT → OPEN). Use after delivering the invoice via email or share link. Idempotent.
• mark_no_show ~87 tokens
  Mark a booking as no-show when the customer did not attend.
• pause_subscription ~102 tokens
  Pause an active subscription (status → past_due, no further auto-renew). Use resume_subscription to reactivate.
• post_workroom_message ~255 tokens
  Post an internal message from an AI colleague into a Workroom thread. Use this to report findings, ask the owner for approval, or share source links after reading CRM/Inbox data. This does not send anything to customers.
• preview_customer_import ~765 tokens
  Preview a bulk customer import (max 2000 rows). Matches existing accounts by phone/email and shows create vs update actions plus points/stamps/credit deltas. Use commit_customer_import with the returned sessionId to apply.
• preview_segment_count ~500 tokens
  Preview how many customers would match dynamic segment criteria before creating or updating a segment.
• record_invoice_payment ~250 tokens
  Record a manual payment against an invoice (cash, bank transfer, cheque, card terminal). Updates invoice status to PARTIAL or PAID based on the running total.
• remove_post_block ~124 tokens
  Remove the block at the given index (0-based). All subsequent blocks shift up by one.
• reorder_post_blocks ~149 tokens
  Reorder blocks by passing block IDs in the desired order. The id list must contain every existing block id exactly once.
• reorder_post_type_fields ~135 tokens
  Reorder fields on a post type. Pass field IDs in the desired display order; sortOrder is updated to match.
• replace_post_block ~4793 tokens
  Replace a single block at the given index (0-based). Avoids fetching the full post and re-sending all blocks via update_post.
• request_send_approval Sends messages · ~357 tokens
  Create a merchant-owned Workroom approval request for a customer-facing send. The agent must not call send_message, send_whatsapp_message, send_test_campaign, or send_campaign directly.
• restore_campaign ~77 tokens
  Restore a previously deleted campaign.
• restore_category ~79 tokens
  Restore a previously deleted CMS post category.
• restore_invoice ~80 tokens
  Restore a previously deleted DRAFT invoice.
• restore_post ~73 tokens
  Restore a previously deleted CMS post.
• restore_post_type ~80 tokens
  Restore a previously deleted custom post type.
• restore_post_type_field ~102 tokens
  Restore a previously deleted field on a post type schema.
• restore_promotion ~78 tokens
  Restore a previously deleted promotion.
• restore_service_package ~87 tokens
  Restore a previously deleted service package by ID.
• resume_subscription ~83 tokens
  Resume a paused subscription back to active.
• revert_audit_action ~139 tokens
  Revert an audited action by restoring the captured before snapshot. Only works for allowlisted target tables with full before/after audit snapshots.
• search_audit_logs ~171 tokens
  Search audit logs by free text across action, resource, resource ID, changes JSON, and metadata JSON.
• search_crm ~100 tokens
  Search across CRM accounts and contacts by name, email, or phone.
• search_members ~604 tokens
  Search and filter members/accounts. Supports text search, date ranges, booking/activity history, membership tier, tags, and more. Use lastBookingBefore/inactiveDays to find inactive members.
• set_custom_field_values ~235 tokens
  Set or clear custom field values for a CRM entity. Values are stored as strings; pass null to clear a value.
• set_primary_contact ~100 tokens
  Set a contact as the primary contact for its CRM account and demote other contacts on that account.
• set_resource_availability ~252 tokens
  Add an availability window for a resource. Use day-of-week + recurring=true for weekly schedules, or a specific date for one-off blocks.
• set_segment_members ~140 tokens
  Replace the members of a STATIC customer segment with the given account IDs. The segment is converted to STATIC.
• set_service_tier_pricing ~703 tokens
  Set the complete pricing and booking-policy configuration for one membership tier on a booking service.
• set_staff_availability ~261 tokens
  Add an availability window for a staff member (companyMembers.id). Use day-of-week + recurring for weekly schedules, or a specific date for one-off changes.
• switch_company ~156 tokens
  Issue a new MCP access token scoped to another company/organisation. This does not mutate the current MCP connection: the client must use the returned token on later /mcp requests. Platform operators should prefer explicit-company admin tools when available.
• undo_campaign_send Sends messages · ~117 tokens
  Undo a campaign send during its one-minute safety buffer. Use immediately when the merchant says to stop or undo a submitted campaign.
• update_account ~527 tokens
  Update CRM account/customer profile fields such as name, phone, email, life stage, owner, notes, or member code.
• update_booking_settings ~786 tokens
  Update global booking settings. Pass only the fields you want to change.
• update_campaign ~471 tokens
  Update an existing campaign, including audience exclusions. Channel cannot be changed after creation. Pass only fields to change.
• update_category ~147 tokens
  Update a CMS post category.
• update_contact ~158 tokens
  Update fields on an existing contact.
• update_custom_field ~233 tokens
  Update a custom field definition label, type, options, required flag, or sort order.
• update_deal ~390 tokens
  Update a CRM deal. Pass only fields to change; use null for nullable links/fields to clear them.
• update_deal_stage ~189 tokens
  Move a deal to a different pipeline stage.
• update_post ~3049 tokens
  Update an existing CMS post (any post type). Only provided fields are changed.
• update_post_type ~289 tokens
  Update a custom post type. Built-in types (blog_post, page) cannot be modified.
• update_post_type_field ~742 tokens
  Update a field on a post type schema. Changing fieldType or flipping required=true is blocked when posts already use the field unless force=true is passed.
• update_promotion ~313 tokens
  Update an existing promotion. Pass only the fields you want to change.
• update_segment ~587 tokens
  Update an existing customer segment by id. Pass only the fields to change; criteria replaces the existing rules.
• update_service ~530 tokens
  Update an existing booking service. Pass only the fields you want to change.
• update_service_package ~370 tokens
  Update an existing service package. Pass only the fields you want to change.
• update_service_schedule ~389 tokens
  Update a service schedule window. Pass only fields to change.
• update_survey ~402 tokens
  Update a survey draft or publishing configuration. Use questionBlocks to replace the ordered form block list.
• update_tag ~118 tokens
  Rename or recolor an existing CRM tag.
• update_task ~216 tokens
  Update a task (status, priority, assignee, due date, completion).
• update_ticket_status ~121 tokens
  Update the status of an existing support ticket.
• upload_post_cover_from_url ~199 tokens
  Download an external image URL into R2 and attach it as the post's featuredImage. Replaces the manual flow of pasting external URLs (which break when the source goes down). Validates content-type starts with `image/` and rejects payloads larger than 20 MB. No AI credits charged — only standard stora
• upsert_survey_workflow ~302 tokens
  Create or update a survey automation workflow, usually triggered by survey_response_submitted.
• validate_campaign ~107 tokens
  Validate a campaign before sending. Resolves contactable recipient count and previews the final email subject/body without sending.
• validate_promotion ~214 tokens
  Check if a promotion code is valid for a given order. Returns isValid, discount amount, and an error code/message if invalid. Use before applying to a checkout.
• void_invoice ~114 tokens
  Void an invoice. Destructive — invoice can no longer be paid or edited; existing payments are preserved as history. Cannot void invoices that are already PAID or VOIDED.

Browse

• Email
• SMS and text messages
• WhatsApp
• Booking and scheduling

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  Read Appointedd bookings, customers and availability; create, change and cancel bookings.
• Waitwhile MCP by usefulapi
  Read Waitwhile visits, bookings, customers, services and analytics; add, update and cancel visits.
• AgentBookable
  Find local services, check live availability, and book real appointments with consent.
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  Local businesses in Israel: search by trade and town, read prices, services and contacts.
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