Connection check
verified live · 27h ago
mob-demo
An AI-first personal CRM you run in natural language: contacts, reminders, notes, and more.
Tools
42
GitHub stars
—
Installs / wk
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Licence
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Transport
streamable-http
Last checked
27h ago
Tools & capabilities
42 toolsRead from the running server on 27h ago.
activity_list
pagetypesinceper_pagedays_backcontact_id
+2
List activities, optionally filtered by contact or type. Add days_back or since for a chronological activity journal with participant names. List activities, optionally filtered by contact or type. Add days_back or since for a chronological activity journal with participant names.
activity_manage
idtypetitleaction*locationdescription
+4
Create, get, update, delete, or restore an activity/interaction. • action="create": Record a new activity. Requires type, occurred_at, participant_contact_ids. Optional title, desc… Create, get, update, delete, or restore an activity/interaction. • action="create": Record a new activity. Requires type, occurred_at, participant_contact_ids. Optional title, description, duration_minutes, location, activity_type_id. • action="get": Get full details of an activity. Requires id. • action="update": Update an activity. Requires id. Optional type, title, description, occurred_at, duration_minutes, location, participant_contact_ids. • action="delete": Soft-delete an activity. Requires id. • action="restore": Restore a soft-deleted activity. Requires id.
activity_type_manage
idiconnameaction*category
List, create, update, or delete custom activity types List, create, update, or delete custom activity types
address_manage
idcitylabelaction*countrycontact_id
+5
Add, update, or remove an address for a contact Add, update, or remove an address for a contact
batch_create_activities
activities*
Create multiple activities/interactions in one call. Max 50 items per batch. Runs atomically - if any item fails, the entire batch is rolled back. Create multiple activities/interactions in one call. Max 50 items per batch. Runs atomically - if any item fails, the entire batch is rolled back.
batch_create_contacts
contacts*
Create multiple contacts in one call. Max 50 items per batch. Runs atomically - if any item fails, the entire batch is rolled back. Create multiple contacts in one call. Max 50 items per batch. Runs atomically - if any item fails, the entire batch is rolled back.
batch_tag_contacts
tag_name*contact_ids*
Apply a tag to multiple contacts in one call. Max 50 contacts per batch. Creates the tag if it doesn't exist. Runs atomically - if any item fails, the entire batch is rolled back. Apply a tag to multiple contacts in one call. Max 50 contacts per batch. Creates the tag if it doesn't exist. Runs atomically - if any item fails, the entire batch is rolled back.
contact_create
genderstatuscompanyindustrynicknamepronouns
+18
Create a new contact with basic info Create a new contact with basic info
contact_delete
contact_id*
Soft-delete a contact (can be restored later) Soft-delete a contact (can be restored later)
contact_find_duplicates
Scan for potential duplicate contacts using name, email, and phone matching. Returns pairs of contacts that may be duplicates with the reason for the match. Scan for potential duplicate contacts using name, email, and phone matching. Returns pairs of contacts that may be duplicates with the reason for the match.
contact_get
contact_id*
Get full contact details including all related data in one call: contact methods, addresses, food preferences, custom fields, tags, relationships, recent notes, recent activities,… Get full contact details including all related data in one call: contact methods, addresses, food preferences, custom fields, tags, relationships, recent notes, recent activities, life events, active reminders, open tasks, recent gifts, active debts, and debt summary
contact_list
pagesearchstatuscompanysort_byper_page
+4
List contacts with optional filters (status, favorite, company, tag, search). Returns paginated results. List contacts with optional filters (status, favorite, company, tag, search). Returns paginated results.
contact_merge
primary_contact_id*secondary_contact_id*
Merge two contacts into one. All child records (notes, activities, tags, etc.) from the secondary contact are moved to the primary. The secondary contact is soft-deleted after merg… Merge two contacts into one. All child records (notes, activities, tags, etc.) from the secondary contact are moved to the primary. The secondary contact is soft-deleted after merge.
contact_method_manage
idtypelabelvalueaction*contact_id
+1
Add, update, or remove a contact method (email, phone, social handle, etc.) Add, update, or remove a contact method (email, phone, social handle, etc.)
contact_restore
contact_id*
Restore a soft-deleted contact Restore a soft-deleted contact
contacts_needing_attention
limitstatustag_nameis_favoritedays_since_last_interaction
Find contacts you haven't interacted with recently - the "who am I neglecting?" query. Returns contacts sorted by staleness (longest since last interaction first). Contacts with ze… Find contacts you haven't interacted with recently - the "who am I neglecting?" query. Returns contacts sorted by staleness (longest since last interaction first). Contacts with zero interactions are included and sorted first.
contact_timeline
pageper_pagecontact_id*entry_type
Get the unified timeline for a contact (activities, life events, notes, etc.) Get the unified timeline for a contact (activities, life events, notes, etc.)
contact_update
genderstatuscompanyindustrynicknamepronouns
+19
Update contact fields Update contact fields
custom_field_manage
idaction*contact_idfield_namefield_groupfield_value
Add, update, or remove a custom field on a contact Add, update, or remove a custom field on a contact
data_export
Export all CRM data as a JSON object (contacts, relationships, notes, activities, life events, reminders, gifts, debts, tasks, tags) Export all CRM data as a JSON object (contacts, relationships, notes, activities, life events, reminders, gifts, debts, tasks, tags)
data_statistics
Get CRM statistics and overview (contact counts, activity counts, pending items, etc.) Get CRM statistics and overview (contact counts, activity counts, pending items, etc.)
debt_manage
idpageaction*amountreasonstatus
+6
Create, list, update, settle, delete, restore, or summarize debts. • action="create": Track a new debt. Requires contact_id, amount, direction. Optional currency, reason, incurred_… Create, list, update, settle, delete, restore, or summarize debts. • action="create": Track a new debt. Requires contact_id, amount, direction. Optional currency, reason, incurred_at. • action="list": List debts. Optional contact_id, status, page, per_page, include_deleted. • action="update": Update a debt. Requires id. Optional amount, currency, direction, reason, incurred_at. • action="settle": Mark a debt as settled. Requires id. • action="delete": Soft-delete a debt. Requires id. • action="restore": Restore a soft-deleted debt. Requires id. • action="summary": Get net balance summary for a contact. Requires contact_id.
food_preferences_get
contact_id*
Get food preferences for a contact (dietary restrictions, allergies, favorites, dislikes) Get food preferences for a contact (dietary restrictions, allergies, favorites, dislikes)
food_preferences_upsert
notesallergiescontact_id*disliked_foodsfavorite_foodsdietary_restrictions
Set or update food preferences for a contact. Replaces all fields - pass all known preferences, not just changes. Set or update food preferences for a contact. Replaces all fields - pass all known preferences, not just changes.
gift_list
pagestatussort_byoccasionper_pagedirection
+3
List gifts, optionally filtered by contact, status, or direction. Add occasion, sort_by, sort_order, or omit contact_id for a cross-contact gift tracker with summary stats. List gifts, optionally filtered by contact, status, or direction. Add occasion, sort_by, sort_order, or omit contact_id for a cross-contact gift tracker with summary stats.
gift_manage
idurldatenameaction*status
+6
Create, update, delete, or restore a gift for a contact. • action="create": Track a gift idea, plan, or record a given/received gift. Requires contact_id, name, and direction. Opti… Create, update, delete, or restore a gift for a contact. • action="create": Track a gift idea, plan, or record a given/received gift. Requires contact_id, name, and direction. Optional description, url, estimated_cost, currency, occasion, status, date. • action="update": Update an existing gift (change status, add details, etc.). Requires id. Optional name, description, url, estimated_cost, currency, occasion, status, direction, date. • action="delete": Soft-delete a gift. Requires id. • action="restore": Restore a soft-deleted gift. Requires id.
global_search
query*entity_typeslimit_per_type
Search across all entity types (contacts, notes, activities, life events, gifts, tasks, reminders, debts, relationships, contact methods, addresses, custom fields) in a single quer… Search across all entity types (contacts, notes, activities, life events, gifts, tasks, reminders, debts, relationships, contact methods, addresses, custom fields) in a single query. Returns grouped results by entity type with snippets and contact context.
life_event_manage
idpagetitleaction*per_pagecontact_id
+5
Create, list, update, delete, or restore life events for a contact. • action="create": Record a new life event. Requires contact_id, event_type, and title. Optional description, oc… Create, list, update, delete, or restore life events for a contact. • action="create": Record a new life event. Requires contact_id, event_type, and title. Optional description, occurred_at, related_contact_ids. • action="list": List life events for a contact. Requires contact_id. Optional page, per_page, include_deleted. • action="update": Update a life event. Requires id. Optional event_type, title, description, occurred_at, related_contact_ids. • action="delete": Soft-delete a life event. Requires id. • action="restore": Restore a soft-deleted life event. Requires id.
manage_push_notifications
Open a page to manage push notification subscriptions in your browser. Enables/disables web push notifications for birthday reminders and other alerts. Open a page to manage push notification subscriptions in your browser. Enables/disables web push notifications for birthday reminders and other alerts.
manage_settings
action*timezonereminder_offsetsbirthday_reminder_timebirthday_reminder_offsets
View or update your personal settings (timezone, birthday reminder preferences). • action="get": View current settings • action="update": Update settings. Optional fields: timezone… View or update your personal settings (timezone, birthday reminder preferences). • action="get": View current settings • action="update": Update settings. Optional fields: timezone (IANA timezone like "America/New_York"), birthday_reminder_offsets (array of day offsets like [0,7,30] where 0=day-of, 7=week-before), reminder_offsets (array of day offsets like [0,7,30] for advance notice on custom reminders), birthday_reminder_time (HH:MM 24-hour format for when to send reminders)
note_list
pagequerysort_byper_pagetag_nameis_pinned
+3
List and search notes. When contact_id is provided alone, lists that contact's notes (pinned first). Add query, tag_name, is_pinned, or omit contact_id to search across all contact… List and search notes. When contact_id is provided alone, lists that contact's notes (pinned first). Add query, tag_name, is_pinned, or omit contact_id to search across all contacts.
note_manage
idbodytitleaction*is_pinnedcontact_id
Create, update, delete, or restore a note for a contact. • action="create": Add a new note. Requires contact_id and body. Optional title, is_pinned. • action="update": Update an ex… Create, update, delete, or restore a note for a contact. • action="create": Add a new note. Requires contact_id and body. Optional title, is_pinned. • action="update": Update an existing note. Requires id. Optional title, body, is_pinned. • action="delete": Soft-delete a note. Requires id. • action="restore": Restore a soft-deleted note. Requires id.
notification_create
bodytype*title*contact_id
Create a custom notification Create a custom notification
notification_list
pageper_pageunread_only
List notifications (newest first) List notifications (newest first)
notification_read
idall
Mark notification(s) as read. Pass id for a single notification, or all=true for all. Mark notification(s) as read. Pass id for a single notification, or all=true for all.
prime
IMPORTANT: Call this tool FIRST before any other tool to load essential CRM context. Returns a compact overview of the user's data: the current user's identity (name, email, contac… IMPORTANT: Call this tool FIRST before any other tool to load essential CRM context. Returns a compact overview of the user's data: the current user's identity (name, email, contact_id), all tags, the 200 most recently updated contacts (id, name, and tag IDs), and the 10 most recent notes. This primes your context so you can reference contacts by name, understand the user's tag taxonomy, and see recent activity without needing separate list calls. Always call this at the start of a conversation.
relationship_manage
idnotesaction*contact_idrelationship_typerelated_contact_id
Add, update, remove, or list relationships between contacts. • action="add": Create a relationship between two contacts. Automatically creates the inverse relationship. Requires co… Add, update, remove, or list relationships between contacts. • action="add": Create a relationship between two contacts. Automatically creates the inverse relationship. Requires contact_id, related_contact_id, and relationship_type. To create relationships involving yourself, use your own contact_id from the prime tool. Relationships describe how contacts relate to each other (e.g. Bandit is Bingo's parent). • action="update": Update a relationship. Also updates the inverse relationship. Requires id. Optionally set relationship_type and/or notes. • action="remove": Remove a relationship and its inverse. Requires id. • action="list": List all relationships for a contact. Requires contact_id.
reminder_manage
idpagetitleaction*statusnew_date
+6
Create, list, update, complete, snooze, delete, or restore reminders. • action="create": Create a reminder for a contact. Requires contact_id, title, and reminder_date. Optional de… Create, list, update, complete, snooze, delete, or restore reminders. • action="create": Create a reminder for a contact. Requires contact_id, title, and reminder_date. Optional description, frequency. • action="list": List reminders, optionally filtered by contact or status. Optional contact_id, status, page, per_page, include_deleted. • action="update": Update a reminder. Requires id. Optional title, description, reminder_date, frequency. • action="complete": Mark a reminder as completed. For recurring reminders, advances to the next occurrence. Requires id. • action="snooze": Snooze a reminder to a new date. Requires id and new_date. • action="delete": Soft-delete a reminder. Requires id. • action="restore": Restore a soft-deleted reminder. Requires id.
tag_manage
idnameaction*contact_id
Manage tags and contact tagging. • action="list": List all tags for the authenticated user. No additional fields required. • action="create": Create a new tag (or return existing i… Manage tags and contact tagging. • action="list": List all tags for the authenticated user. No additional fields required. • action="create": Create a new tag (or return existing if name already exists). Requires name. • action="update": Update a tag name. Requires id and name. • action="delete": Delete a tag. Requires id. • action="tag_contact": Tag a contact. Creates the tag if it doesn't exist. Requires name (the tag name) and contact_id. • action="untag_contact": Remove a tag from a contact. Requires id (the tag ID) and contact_id.
task_manage
idpagetitleaction*statusdue_date
+5
Create, list, update, complete, delete, or restore tasks. • action="create": Create a task. Requires title. Optional description, contact_id, due_date, priority. • action="list": L… Create, list, update, complete, delete, or restore tasks. • action="create": Create a task. Requires title. Optional description, contact_id, due_date, priority. • action="list": List tasks. Optional contact_id, status, priority, page, per_page, include_deleted. • action="update": Update a task. Requires id. Optional title, description, contact_id, due_date, priority, status. • action="complete": Mark a task as completed. Requires id. • action="delete": Soft-delete a task. Requires id. • action="restore": Restore a soft-deleted task. Requires id.
upcoming_birthdays
monthdays_ahead
Find contacts with birthdays coming up within a time window or in a specific month. Returns contacts sorted by soonest birthday first, with age calculations when available. Find contacts with birthdays coming up within a time window or in a specific month. Returns contacts sorted by soonest birthday first, with age calculations when available.
upcoming_reminders
statusdays_aheadinclude_overdue