Model Context Protocol tools for AI agent operations. 608 tools across 12 categories.
MCP (Model Context Protocol) is a JSON-RPC based protocol that exposes platform capabilities to AI agents. Each tool is a callable function with typed parameters and return values.
Tools are invoked via the tools/call method. All operations respect multi-tenant isolation via company_id.
| Category | Tools | Description |
|---|---|---|
| 187 | Contact, lead, deal, and pipeline management tools | |
| 156 | Chat sessions, messages, KB queries, and AI responses | |
| 134 | Transactions, invoices, subscriptions, and payouts | |
| 128 | KB entries, search, RAG, and content management | |
| 112 | Metrics, dashboards, reports, and insights | |
| 98 | Multi-agent coordination, workflows, and task management | |
| 89 | Stock management, products, variants, and orders | |
| 87 | Campaigns, emails, SMS, and social media | |
| 76 | QuickBooks, Twilio, Stripe, and other connectors | |
| 68 | AI writing, blog posts, emails, and social content | |
| 45 | Triggers, actions, and automated workflows | |
| 40 | Company settings, users, permissions, and config |
Showing 85 tools
crm_contact_createCreate a new contact with full profile data
first_name, last_name, email, phone, company_idContact objectcrm_contact_searchSearch contacts with filters and pagination
query, filters, limit, offsetContact listcrm_contact_updateUpdate contact fields and custom properties
contact_id, fieldsUpdated contactcrm_contact_mergeMerge duplicate contacts into primary
primary_id, duplicate_idsMerged contactcrm_contact_tagAdd or remove tags from contacts
contact_id, tags, actionUpdated tagscrm_lead_createCreate new lead from form submission
form_data, source, utm_paramsLead objectcrm_lead_scoreCalculate AI-powered lead score
lead_idScore 0-100 with tiercrm_lead_qualifyAuto-qualify lead based on criteria
lead_id, criteriaQualification statuscrm_deal_createCreate new deal in pipeline
contact_id, amount, stage, expected_closeDeal objectcrm_deal_moveMove deal to different pipeline stage
deal_id, stage_idUpdated dealcrm_deal_forecastAI prediction of deal close probability
deal_idProbability and confidencecrm_pipeline_statsGet pipeline health metrics
pipeline_id, date_rangePipeline metricscrm_activity_logLog activity on contact/deal
entity_id, activity_type, detailsActivity recordcrm_segment_createCreate dynamic contact segment
name, filters, is_dynamicSegment objectcrm_segment_membersGet contacts in segment
segment_id, limit, offsetContact listchat_session_createStart new chat session with context
visitor_id, context, channelSession objectchat_message_sendSend message in chat session
session_id, content, attachmentsMessage objectchat_ai_respondGenerate AI response to user message
session_id, message_idAI responsechat_kb_queryQuery knowledge base for context
query, company_id, top_kRelevant KB entrieschat_context_injectInject context into chat session
session_id, context_type, dataUpdated contextchat_escalateEscalate chat to human agent
session_id, reason, priorityEscalation ticketchat_transcript_getGet full chat transcript
session_idMessage arraychat_sentiment_analyzeAnalyze sentiment of conversation
session_idSentiment scoreschat_intent_detectDetect user intent from message
messageIntent classificationchat_suggest_actionSuggest next action based on chat
session_idAction recommendationspayment_chargeProcess payment charge
amount, payment_method, customer_idTransaction resultpayment_refundProcess refund on transaction
transaction_id, amount, reasonRefund resultpayment_link_createGenerate payment link
amount, description, expirationPayment link URLpayment_invoice_createCreate invoice with line items
customer_id, line_items, due_dateInvoice objectpayment_invoice_sendSend invoice via email
invoice_id, emailSend statuspayment_subscription_createCreate recurring subscription
customer_id, plan_id, trial_daysSubscription objectpayment_subscription_cancelCancel subscription
subscription_id, at_period_endCancellation statuspayment_payout_createCreate vendor/affiliate payout
recipient_id, amount, methodPayout objectpayment_card_tokenizeTokenize card for future use
card_dataTokenpayment_balance_getGet company payment balance
company_idBalance detailskb_entry_createCreate new KB entry
title, content, category, keywordsKB entry objectkb_entry_updateUpdate existing KB entry
entry_id, content, metadataUpdated entrykb_search_semanticSemantic vector search in KB
query, top_k, thresholdMatching entrieskb_search_hybridHybrid keyword + vector search
query, filters, top_kRanked resultskb_embed_generateGenerate embeddings for entry
entry_idEmbedding vectorkb_rag_queryRAG query with LLM response
query, context_limitAI-generated answerkb_template_cloneClone industry template to company
template_id, company_idCloned entrieskb_ai_generateAI-generate KB entry from topic
topic, mode, toneGenerated contentanalytics_dashboardGet dashboard metrics
dashboard_id, date_rangeMetrics dataanalytics_report_runRun custom report
report_id, paramsReport dataanalytics_metric_trackTrack custom metric event
metric_name, value, dimensionsTracking confirmationanalytics_cohort_analyzeCohort analysis for retention
cohort_type, date_rangeCohort dataanalytics_funnel_analyzeFunnel conversion analysis
funnel_id, date_rangeFunnel metricsanalytics_exportExport analytics data
report_type, format, date_rangeExport URLagent_dispatchDispatch task to AI agent
agent_id, task, priorityTask IDagent_statusGet agent current status
agent_idStatus objectworkflow_triggerTrigger automated workflow
workflow_id, trigger_dataExecution IDworkflow_statusGet workflow execution status
execution_idStatus and progresstask_queueQueue background task
task_name, args, etaTask IDcelery_statusGet Celery task status
task_idTask statusinventory_checkCheck stock levels
product_id, location_idStock quantityinventory_adjustAdjust inventory quantity
product_id, quantity, reasonUpdated stockinventory_transferTransfer between locations
product_id, from_location, to_location, quantityTransfer recordproduct_createCreate new product
name, sku, price, variantsProduct objectorder_createCreate new order
customer_id, items, shippingOrder objectorder_fulfillFulfill order with tracking
order_id, tracking_number, carrierFulfillment statuscampaign_createCreate marketing campaign
name, type, audience, contentCampaign objectcampaign_sendSend campaign to audience
campaign_id, scheduleSend statusemail_sendSend individual email
to, subject, body, template_idSend resultsms_sendSend SMS message
to, message, sender_idSMS resultdrip_enrollEnroll contact in drip sequence
contact_id, sequence_idEnrollment statussocial_postPost to social media
platform, content, media_urls, schedulePost IDquickbooks_syncSync with QuickBooks
entity_type, directionSync resulttwilio_callInitiate phone call via Twilio
to, from, callback_urlCall SIDstripe_customer_createCreate Stripe customer
email, name, metadataStripe customer IDgoogle_calendar_createCreate calendar event
title, start, end, attendeesEvent IDwebhook_sendSend webhook to external URL
url, payload, headersResponse statuscontent_generate_emailAI-generate marketing email
topic, tone, ctaEmail contentcontent_generate_blogAI-generate blog post
topic, length, keywordsBlog contentcontent_generate_socialAI-generate social posts
topic, platforms, hashtagsSocial contentcontent_generate_adAI-generate ad copy
product, platform, variantsAd variationscontent_rewriteRewrite content in different tone
content, target_toneRewritten contentautomation_trigger_createCreate automation trigger
event, conditions, actionsTrigger objectautomation_action_executeExecute automation action
action_id, contextExecution resultautomation_scheduleSchedule automation run
automation_id, scheduleSchedule IDcompany_settings_getGet company settings
company_idSettings objectcompany_settings_updateUpdate company settings
company_id, settingsUpdated settingsuser_createCreate new user
email, role, permissionsUser objectuser_permissionsUpdate user permissions
user_id, permissionsUpdated permissionsaudit_logLog audit event
action, entity, detailsAudit recordPOST /api/mcp
Content-Type: application/json
{
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"name": "crm_contact_create",
"arguments": {
"first_name": "John",
"last_name": "Doe",
"email": "john@example.com"
}
},
"id": 1
}{
"jsonrpc": "2.0",
"result": {
"content": [
{
"type": "text",
"text": "Contact created successfully"
}
],
"data": {
"id": 12345,
"first_name": "John",
"last_name": "Doe",
"email": "john@example.com"
}
},
"id": 1
}