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registry/favcrm
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favcrm

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

Tools 230
GitHub stars
Installs / wk
Licence MIT
Transport streamable-http
Last checked 27h ago

Tools & capabilities

230 tools

Read from the running server on 27h ago.

accept_team_invite_request token*
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…
accept_team_invite_verify code*nametoken*
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.
add_knowledge_text name*content*
Add a free-form text document to the knowledge base. Use for pasted policies, FAQs, internal notes, brand voice references — anything the agent should be able to retrieve later. St…
append_post_block blocks*postId*
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,…
archive_survey can modify data surveyId*
Archive a survey and remove it from active survey lists.
assign_staff_to_service userId*serviceId*
Assign a staff member to a booking service. Pass users.id from list_staff.userId.
attach_post_cover_from_job jobId*postId*assetIndexpollIfRunningpollTimeoutMs
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 acros…
attach_tags tagId*accountIds*
Attach one or more tags to a member/account. Useful for segmenting members after filtering.
cancel_booking can modify data reasonbookingId*refundMethodidempotencyKey*
Cancel a booking and create a durable refund receipt. Uses the merchant refund setting unless refundMethod is provided.
cancel_subscription can modify data subscriptionId*
Cancel a subscription. Destructive — turns off auto-renew and prevents further billing cycles. Existing paid periods stay valid until end.
check_plan_operation read-only deltatoolNamequotaCodemoduleCode
Preflight whether an intended operation is allowed by token scopes, enabled modules, subscription state, and quota. Provide toolName, quotaCode, or moduleCode.
clone nameentityId*entityType*
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 rows*sessionId*
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 bookingId*
Mark a booking as completed. Triggers commission calculation if configured.
confirm_booking bookingId*
Confirm a pending booking.
convert_lead dealNameaccountId*dealStagelifeStagecreateDealdealAmount +1
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…
copy_service_tier_pricing serviceId*sourceTierId*targetTierId*
Copy the complete pricing and booking-policy configuration from one membership tier to another on the same booking service.
create_account name*typeemailnotesphonesource +7
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 notesendTime*staffIdaccountId*serviceId*startTime* +2
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_broadcast name*channeltemplateIdscheduledAtrecipientFilter
Create a DRAFT WhatsApp or SMS broadcast campaign. The broadcast is NOT sent — admin must review and send it from the Broadcasts page.
create_campaign name*statuschannel*segmentIdscheduledAtrecipientIds +3
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 su…
create_category name*slugsortOrderdescription
Create a CMS post category (e.g. "Equipment", "Injection — Botox"). For sub-categories, use namespaced names — the table is flat.
create_contact name*emailphonejobTitleaccountId*isPrimary
Create a contact on an existing CRM account.
create_custom_field optionsfieldName*fieldType*sortOrderentityType*fieldLabel* +1
Create a custom field definition for CRM entities. Use options for select or multiselect fields.
create_deal name*stageamountownerIddealTypeaccountId +4
Create a CRM sales pipeline deal, optionally linked to a customer account and contact.
create_inbox_reply_suggestion body*agentId*subjectmetadataconversationId*sourceMessageId
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 c…
create_invoice notesdueDatecurrencyaccountId*lineItems
Create a new invoice for a customer. Optionally include line items inline. Returns the new invoiceId.
create_note body*entityId*isPinnedentityType*
Add a note to a member/account, booking, ticket, or invoice.
create_offer_rule name*type*productsdescriptiontriggerType*triggerConfig
Create an upsell/cross-sell offer rule as draft. Specify trigger type, conditions, and suggested products with optional discounts.
create_outlet idname*phoneaddresslogoUrlisActive +4
Create a shop outlet/location. Optionally pass id to preserve a legacy UUID during migration.
create_plan_upgrade_link planIdconfirmplanCodereturnUrlbillingCycle
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 o…
create_post metaslugtype*title*blocksstatus +10
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 = p…
create_post_type iconslug*label*sortOrderlabelPlural*supportsBlocks +4
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 struc…
create_post_type_field keylabel*fieldsoptionshelpTextrequired +3
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 r…
create_product skuname*price*categoryIdsdescriptionmemberPrice +2
Create a new shop product as DRAFT. Merchant can review and activate from the portal.
create_product_category name*parentIdsortOrderdescriptiononlineEnabled
Create a product category. Use parentId to create subcategories under an existing category.
create_promotion code*name*typevalue*endsAtstatus +11
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 name*type*statuscapacitydescription
Create a bookable resource (room, equipment, vehicle). Used by services that have requiresResource=true.
create_segment name*criteriadescriptionsegmentType
Create a new customer segment. Use STATIC for manual member lists, DYNAMIC for criteria-based auto-filtering.
create_service name*typepricestatuscapacitycurrency +14
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 name*sortOrderdescription
Create a service category (e.g. "Treatments", "Classes") to group bookable services.
create_service_package name*price*statusvalidDays*descriptionsessionCount* +2
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 date*notesendTime*staffIdbyWeekdayserviceId* +6
Create a bookable schedule window for a service, including recurring weekly/daily availability.
create_subscription amounttierIdcurrencyaccountId*autoRenewbillingCycle +2
Create a manual, non-renewing subscription record for a member. Use a subscription action link for provider-backed recurring billing.
create_survey slugtitle*openAtstatuscloseAtsettings +3
Create a survey with custom question blocks. Publish it later or set status to published for immediate portal access.
create_survey_invitation channelmetadatasurveyId*accountIdcontactIdexpiresAt +3
Create a token-auth survey invitation for a specific member/account or contact.
create_tag name*color
Create a CRM tag for customer segmentation and organization.
create_task title*statusdueDatepriorityaccountIdassigneeId +1
Create a task. Optionally link to a CRM account or assign to a team member.
create_team_member_invite nameroleemail*modulespermissionsexpiresInHours
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_ve…
create_template name*footermessage*category*languageheaderText +1
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 N…
create_ticket sourcesubject*categorypriorityaccountIdcontactName +3
Create a support ticket for a member issue.
create_variation skunameprice*productId*memberPricestockStatus +3
Add a variation (size, color, etc.) to an existing product.
create_whatsapp_connect_link ttlMinutesonboardingMode
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 nu…
delete_account can modify data accountId*
Soft-delete a CRM account/customer. This releases the primary phone for future reuse while keeping account history for audit.
delete_campaign can modify data campaignId*
Delete a campaign. Only allowed in DRAFT status; sent campaigns are kept for audit history.
delete_category can modify data categoryId*
Delete a CMS post category. Posts in the category are not deleted; they are simply unlinked.
delete_contact can modify data contactId*
Delete a secondary contact. Primary contacts are protected; set another primary contact or delete the account instead.
delete_custom_field can modify data definitionId*
Delete a custom field definition and its stored values.
delete_deal can modify data dealId*
Soft-delete a CRM deal from the sales pipeline.
delete_invoice can modify data invoiceId*
Delete a DRAFT invoice. Only invoices that have never been sent can be deleted; otherwise use void_invoice.
delete_knowledge_document can modify data documentId*
Soft-delete a knowledge document. The agent loses access immediately, but the document can be restored with restore_knowledge_document.
delete_post can modify data postId*
Delete a CMS post by ID. Soft-deleted posts can be restored with restore_post.
delete_post_type can modify data postTypeId*
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 can modify data forcefieldId*postTypeId*
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 can modify data promotionId*
Delete a promotion. Past usage records are preserved.
delete_segment can modify data segmentId*
Delete a customer segment.
delete_service_package can modify data packageId*
Delete a service package by ID.
delete_tag can modify data tagId*
Delete a CRM tag and remove it from all tagged entities.
delete_task can modify data taskId*
Soft-delete a CRM task.
detach_tags can modify data tagId*accountIds*
Detach one tag from one or more member/account records.
earn_loyalty_points field*amount*reasonaccountId*
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 tierIdaccountId*expiresAt
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.
execute_tool can modify data toolName*arguments
Execute an available FavCRM tool by name after discovering it with search_tools. Target tool availability, input schema, module gates, and audit logging are still enforced.
find_or_create_workroom_thread titleuserIdagentId*
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 pre…
generate_image seedprompt*modelCode*aspectRatiopollTimeoutMsnegativePrompt +1
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 —…
generate_post_cover seedpostId*prompt*modelCode*aspectRatiopollTimeoutMs +2
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…
get_attachment_text read-only attachmentId*
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…
get_audit_log read-only auditLogId*
Fetch a single audit log entry by ID, including before/after snapshots when available.
get_available_slots read-only date*staffIdserviceId*resourceId
Find available booking slots for a service on a specific date.
get_booking_detail read-only bookingId*
Get full booking details including line items, status history, and participants.
get_booking_settings read-only
Get global booking settings for the customer booking flow, cancellation rules, visibility options, and confirmation requirements.
get_booking_stats read-only
Get booking counts: today, this week, this month, and breakdown by status.
get_campaign read-only campaignId*
Get a campaign by ID, including its recipient source, audience exclusions, channel configuration, and delivery stats.
get_contact read-only contactId*
Fetch a single contact by ID.
get_conversation_messages read-only limitsearchconversationId*
Get messages from a specific conversation thread. Shows the chat history between the merchant and a contact.
get_custom_field read-only definitionId*
Get a custom field definition by ID.
get_custom_field_values read-only entityId*entityType*
Get custom field values for a CRM entity such as an account, contact, deal, or booking.
get_dashboard_stats read-only
Get high-level business KPIs: member count, new members this week, active subscriptions, total points issued, active promotions, rewards redeemed, messages sent.
get_deal read-only dealId*
Get detailed CRM deal information by ID.
get_event_campaign_exclusions read-only eventId*
Resolve pending, confirmed, and paid event registrations into unique CRM account IDs for campaign exclusions. Pass accountIds to audienceExclusions only when ready=true; cancelled…
get_invoice read-only invoiceId*
Fetch a single invoice with line items, payment history, and customer detail.
get_invoice_stats read-only
Outstanding totals, overdue counts, and revenue this period. Used by the weekly-snapshot playbook.
get_knowledge_document read-only documentId*
Fetch a single knowledge document with metadata + extraction/review status. Reviewed content is served via GET /v6/merchant/ai/knowledge/{id}/content; raw/extracted variants are fo…
get_loyalty_balance read-only accountId*
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 read-only accountId*
Get detailed profile for a specific member/account by ID.
get_membership_tier read-only tierId*
Get a specific membership tier by ID.
get_offer_rule read-only ruleId*
Get offer rule detail including associated products and discounts.
get_order read-only orderId*
Get full order detail including line items.
get_plan_status read-only
Show the current organisation plan, subscription/payment state, enabled modules, and quota usage. Use before deciding whether an agentic operation is allowed.
get_post read-only postId*
Get detailed CMS post including content blocks, categories, and tags.
get_product read-only productId*
Get full product detail including images, options, and variations.
get_promotion read-only promotionId*
Get details of a specific promotion/coupon code.
get_segment read-only segmentId*
Get customer segment details including type, criteria, and live member count.
get_segment_members read-only limitsegmentId*
Get the members that belong to a specific segment.
get_service_detail read-only serviceId*
Get full service details including addons, staff, resources, and tier pricing.
get_service_package read-only packageId*
Get service package detail including applicability and selected booking service/event items.
get_service_tier_pricing read-only serviceId*
Read every membership-tier pricing configuration for one booking service.
get_subscription read-only subscriptionId*
Fetch a single subscription with customer, tier, billing cycle, and renewal info.
get_survey read-only surveyId*
Get survey detail, including blocks, publishing status, visibility, settings, and response count.
get_survey_responses read-only limitsurveyId*
List responses for a survey.
get_survey_stats read-only surveyId*
Get response and invitation metrics for a survey overview dashboard.
get_task read-only taskId*
Get detailed task information by ID.
get_ticket_stats read-only
Get ticket counts grouped by status.
get_whatsapp_connection_status read-only
Check whether WhatsApp Business is connected for this company, including WABA/phone metadata and the latest agentic connect session state.
issue_rewards expiresAtmemberIds*giftOfferId*
Issue a gift/reward to multiple members. Requires a gift offer ID and member IDs.
link_resource_to_service serviceId*resourceId*
Link a room/resource to a booking service.
list_audit_logs read-only limitactionsourceuserIdoutcomeresource +4
List recent audit log entries for this company. Filter by action, resource, resourceId, user, source, outcome, destructive flag, and created date range.
list_bookings read-only limitdateTostatusstaffIddateFromaccountId +1
List bookings with filters for date range, status, service, staff, or member.
list_campaigns read-only sortlimitordersearchchannel
List marketing campaigns (email, SMS, WhatsApp, or push) with delivery stats. Use the returned IDs when excluding recipients of previous campaigns.
list_categories read-only
List CMS post categories.
list_contacts read-only limitsearchaccountId
List contacts (people linked to CRM accounts), optionally filtered by account or search.
list_conversations read-only limitsearchstatuschannel
List messaging conversations across WhatsApp, Messenger, Instagram, Threads, SMS, email, and other enabled channels. Threads items are public conversations. Shows unread counts and…
list_custom_fields read-only entityType*
List custom field definitions for CRM entities such as account, contact, deal, or booking.
list_deals read-only pagelimitstagesearchdealTypeaccountId
List CRM deals (sales pipeline) with optional filters.
list_event_registrations read-only limitoffseteventId*statuses
List registrations for an event in the active company, including CRM account IDs for campaign exclusions.
list_image_models read-only
List AI image-generation models exposed to merchants (sanitized — provider/cost details hidden). Use to pick a `modelCode` for `generate_post_cover`.
list_invoices read-only sortlimitordersearchstatus
List invoices with optional filters. Use status "OVERDUE" to find unpaid invoices past due date.
list_knowledge_documents read-only limitupdatedAfter
List merchant knowledge base documents (uploads + scraped URLs). Use reviewStatus/syncable to see what is ready for agent retrieval. Pass `updatedAfter` for delta sync. Reviewed co…
list_my_companies read-only
List all companies/organisations the current user has access to. Use this to see available orgs before switching.
list_notes read-only limitentityId*entityType*
List notes attached to a member/account, booking, or ticket.
list_notification_logs read-only limitdateTostatuschanneldateFromentityId +2
List notification delivery logs for the current company. Recipients are masked by default for incident-response safety.
list_offer_rules read-only typelimitstatus
List upsell/cross-sell offer rules with optional filters.
list_orders read-only limitsearchstatus
List shop orders with optional status and search filters.
list_outlets read-only activeOnly
List shop outlets/locations for the company.
list_plan_options read-only
List active FavCRM plans with prices, quotas, included modules, and whether each is the current plan.
list_posts read-only typelimitsearchstatus
List CMS posts (blog posts and/or pages) with optional filters.
list_post_type_fields read-only postTypeId*
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 read-only
List all post types defined for this company (built-in: blog_post, page; plus any custom types).
list_product_categories read-only
List all product categories for the shop.
list_products read-only limitsearchstatuscategoryId
List shop products with optional filters by name, status, or category.
list_promotions read-only limitsearchstatus
List promotion/coupon codes with optional status filter.
list_resources read-only limit
List booking resources (rooms, equipment, etc.).
list_reward_schemes read-only limitsearch
List loyalty reward schemes (points/stamps programs) configured for this business.
list_segments read-only limitsearch
List customer segments. Segments group members by criteria for targeted campaigns.
list_service_categories read-only
List service categories (groups for booking services like "Treatments", "Classes").
list_service_packages read-only sortlimitordersearchstatus
List service packages/prepaid session bundles with optional search, status, sorting, and pagination.
list_services read-only limitsearchstatus
List booking services with name, price, duration, and status.
list_service_schedules read-only limitdateTostaffIddateFromserviceIdisOverride +1
List schedule windows for booking services.
list_shipping_methods read-only
List all shipping methods configured for the shop.
list_staff read-only limit
List staff/team members in the business.
list_subscriptions read-only limitstatus
List member subscriptions. Filter by status to find active, cancelled, or past-due subscriptions.
list_survey_invitations read-only limitsurveyId*
List survey invitation history without exposing token hashes or old invitation tokens.
list_surveys read-only limitsearchstatus
List surveys with optional status/search filters.
list_survey_workflows read-only surveyId*
List automation workflows attached to a survey.
list_tags read-only search
List all available tags for the merchant.
list_tasks read-only limitstatusaccountIdassigneeId
List tasks with optional status, assignee, and account filters.
list_templates read-only limit
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…
list_tickets read-only limitsearchstatuscategorypriorityaccountId
List support tickets with optional filters.
list_tiers read-only
List all membership tiers with member counts and stats.
mark_deal_lost dealId*reason*
Mark a CRM deal as lost. Requires a lost reason.
mark_deal_won dealId*closingDate
Mark a CRM deal as won and set close date.
mark_invoice_sent invoiceId*
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 bookingId*
Mark a booking as no-show when the customer did not attend.
pause_subscription subscriptionId*
Pause an active subscription (status → past_due, no further auto-renew). Use resume_subscription to reactivate.
post_workroom_message agentId*content*metadatathreadId*
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. T…
preview_customer_import rows*filename
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_im…
preview_segment_count read-only criteria
Preview how many customers would match dynamic segment criteria before creating or updating a segment.
query_company_knowledge read-only limitquery*maxSnippetChars
Search this company's reviewed knowledge base and return grounded snippets with source document IDs. Use for merchant policies, FAQs, pricing notes, brand guidance, and other uploa…
query_favcrm_platform read-only arealimitquery*
Search FavCRM MCP tools, enabled skills, and feature areas for how to use the platform. Use before guessing tool names or JSON arguments.
record_invoice_payment noteamount*method*invoiceId*reference
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.
register_organisation_request email*countryindustrytimezoneorganisationName*
Step 1 of agentic signup. Sends a 6-digit verification code to the email. After the user reads the code, call register_organisation_verify with it to finish and receive an API key.…
register_organisation_verify code*requestId*
Step 2 of agentic signup. Confirms the 6-digit code and creates the workspace. Returns an API key the agent should set as Authorization: Bearer <apiKey> for all subsequent FavCRM M…
remove_post_block can modify data index*postId*
Remove the block at the given index (0-based). All subsequent blocks shift up by one.
reorder_post_blocks postId*orderedBlockIds*
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 postTypeId*orderedFieldIds*
Reorder fields on a post type. Pass field IDs in the desired display order; sortOrder is updated to match.
replace_post_block block*index*postId*
Replace a single block at the given index (0-based). Avoids fetching the full post and re-sending all blocks via update_post.
report_agent_issue area*logstitle*severity*toolCallsaiAnalysis* +7
Report a FavCRM platform issue when an agent finds a missing MCP path, tool failure, confusing schema, CLI/docs issue, or SDK fallback. Include logs, AI analysis, references, and c…
request_send_approval agentId*payload*summary*threadId*actionType*
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 dire…
restore_campaign campaignId*
Restore a previously deleted campaign.
restore_category categoryId*
Restore a previously deleted CMS post category.
restore_invoice invoiceId*
Restore a previously deleted DRAFT invoice.
restore_knowledge_document documentId*
Restore a previously deleted knowledge document.
restore_post postId*
Restore a previously deleted CMS post.
restore_post_type postTypeId*
Restore a previously deleted custom post type.
restore_post_type_field fieldId*postTypeId*
Restore a previously deleted field on a post type schema.
restore_promotion promotionId*
Restore a previously deleted promotion.
restore_service_package packageId*
Restore a previously deleted service package by ID.
resume_subscription subscriptionId*
Resume a paused subscription back to active.
revert_audit_action can modify data reasonauditLogId*
Revert an audited action by restoring the captured before snapshot. Only works for allowlisted target tables with full before/after audit snapshots.
scrape_knowledge_url url*
Fetch a URL's content into the knowledge base. Server crawls the URL, stores the response body in R2, returns the new document ID. Failures store the row with status='failed'. Use…
search_audit_logs read-only limitquery*createdAftercreatedBefore
Search audit logs by free text across action, resource, resource ID, changes JSON, and metadata JSON.
search_crm read-only limitquery*
Search across CRM accounts and contacts by name, email, or phone.
search_members read-only sortlimitordersearchsourcetagIds +12
Search and filter members/accounts. Supports text search, date ranges, booking/activity history, membership tier, tags, and more. Use lastBookingBefore/inactiveDays to find inactiv…
search_tools read-only limitqueryscopewriteincludeInputSchema
Search the available FavCRM tool catalog for relevant operations. Use this when the curated direct tool list does not contain the operation you need.
set_custom_field_values values*entityId*entityType*
Set or clear custom field values for a CRM entity. Values are stored as strings; pass null to clear a value.
set_primary_contact contactId*
Set a contact as the primary contact for its CRM account and demote other contacts on that account.
set_resource_availability datetypeendTime*dayOfWeekstartTime*resourceId* +1
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 segmentId*accountIds*
Replace the members of a STATIC customer segment with the given account IDs. The segment is converted to STATIC.
set_service_tier_pricing tierId*serviceId*bookingLimits*priceOverride*discountPercent*timeSlotPricing* +1
Set the complete pricing and booking-policy configuration for one membership tier on a booking service.
set_staff_availability datetypeendTime*memberId*dayOfWeekstartTime* +1
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 companyId*
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.…
undo_campaign_send campaignId*
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 nametypeemailnotesphonegender +9
Update CRM account/customer profile fields such as name, phone, email, life stage, owner, notes, or member code.
update_booking_settings showCouponcalendarStyleshowAccessPasscooldownMessageblockUntilFinishedglobalCooldownDays +12
Update global booking settings. Pass only the fields you want to change.
update_campaign namestatussegmentIdcampaignId*scheduledAtrecipientIds +3
Update an existing campaign, including audience exclusions. Channel cannot be changed after creation. Pass only fields to change.
update_category nameslugsortOrdercategoryId*description
Update a CMS post category.
update_contact nameemailphonejobTitlecontactId*isPrimary
Update fields on an existing contact.
update_custom_field optionsfieldTypesortOrderfieldLabelisRequireddefinitionId*
Update a custom field definition label, type, options, required flag, or sort order.
update_deal namestageamountdealId*ownerIddealType +5
Update a CRM deal. Pass only fields to change; use null for nullable links/fields to clear them.
update_deal_stage stage*dealId*lostReasonprobability
Move a deal to a different pipeline stage.
update_order_status status*orderId*
Update the status of a shop order (e.g. confirm, ship, cancel).
update_outlet id*namephoneaddresslogoUrlisActive +4
Update an existing shop outlet/location by ID.
update_post metaslugtypetitleblockspostId* +11
Update an existing CMS post (any post type). Only provided fields are changed.
update_post_type iconlabelsortOrderpostTypeId*labelPluralsupportsBlocks +4
Update a custom post type. Built-in types (blog_post, page) cannot be modified.
update_post_type_field forcelabelfieldsfieldId*optionshelpText +4
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_product skunamepricestatusproductId*categoryIds +3
Update an existing product. Only provided fields are changed.
update_promotion codenametypevalueendsAtstatus +4
Update an existing promotion. Pass only the fields you want to change.
update_segment namecriteriasegmentId*descriptionsegmentType
Update an existing customer segment by id. Pass only the fields to change; criteria replaces the existing rules.
update_service namepricestatuscapacityserviceId*categoryId +11
Update an existing booking service. Pass only the fields you want to change.
update_service_package namepricestatuspackageId*validDaysdescription +3
Update an existing service package. Pass only the fields you want to change.
update_service_schedule datenotesendTimestaffIdbyWeekdaystartTime +6
Update a service schedule window. Pass only fields to change.
update_survey slugtitleopenAtstatuscloseAtsettings +4
Update a survey draft or publishing configuration. Use questionBlocks to replace the ordered form block list.
update_tag namecolortagId*
Rename or recolor an existing CRM tag.
update_task titlestatustaskId*dueDatepriorityassigneeId +1
Update a task (status, priority, assignee, due date, completion).
update_ticket_status status*ticketId*
Update the status of an existing support ticket.
upload_post_cover_from_url postId*sourceUrl*
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). Validat…
upsert_survey_workflow name*graph*statustriggersurveyId*workflowId
Create or update a survey automation workflow, usually triggered by survey_response_submitted.
validate_campaign read-only campaignId*
Validate a campaign before sending. Resolves contactable recipient count and previews the final email subject/body without sending.
validate_promotion read-only amount*channel*accountIdpromotionCode*
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 can modify data invoiceId*
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.