FavCRM

io.favcrm/favcrmVersion 1.0.0

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

Status

Responds998 msNov 14, 2026, 14:34 UTCAnswered our handshake without sign-in.

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Last checked: Nov 14, 2026, 14:34 UTC
Latency: 998 ms
Remotes responding: 1 of 1
Sign-in: No sign-in
Hosting: Hosted outside the EU (detected)
Registry data as of: Nov 14, 2026, 22:14 UTC

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Connect

Streamable HTTP

https://api.favcrm.io/mcpResponds998 msNov 14, 2026, 14:34 UTC

No sign-in

Claude Code

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

Claude Desktop and claude.ai

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Settings > Connectors > Add custom connector
Name: favcrm
Remote MCP server URL: https://api.favcrm.io/mcp

Cursor

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

VS Code

code --add-mcp '{"name":"favcrm","type":"http","url":"https://api.favcrm.io/mcp"}'

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Tools

244 tools

Tools of FavCRM
	Description		Read-only	Idempotent	Open world
`accept_team_invite_request`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.	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.	No	No	No	Yes
`accept_team_invite_verify`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.	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.	No	No	No	No
`add_knowledge_text`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. Stored as a single document; agent-side embedding/retrieval happens elsewhere.	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. Stored as a single document; agent-side embedding/retrieval happens elsewhere.	No	No	No	No
`append_post_block`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.	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.	No	No	No	No
`archive_survey`Archive a survey and remove it from active survey lists.	Archive a survey and remove it from active survey lists.	Yes	No	Yes	No
`assign_staff_to_service`Assign a staff member to a booking service. Pass users.id from list_staff.userId.	Assign a staff member to a booking service. Pass users.id from list_staff.userId.	No	No	No	No
`attach_post_cover_from_job`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 at submit time.	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 at submit time.	No	No	No	No
`attach_tags`Attach one or more tags to a member/account. Useful for segmenting members after filtering.	Attach one or more tags to a member/account. Useful for segmenting members after filtering.	No	No	No	No
`backfill_conversation_summaries`Find conversations with no usable cached AI summary (missing or malformed; legacy valid caches are never touched) and generate them, at most limit per call (default 10, max 10). Newest activity first; only conversations you may read are considered. Default dryRun=true lists candidates with no model call, billing or writes. Set dryRun=false to generate; it is billed to company credits and needs company AI summaries enabled. Stops on the first generation failure, missing AI gateway configuration (rejected before any request, not billed), disabled flag, unknown usage or lost access. Cursor rules: use executeCursor from a preview to execute from its frozen window and starting position; eligibility is rechecked. nextCursor only continues the mode that produced it. Scans at most 50 visible rows per call, so hasMore may be true with no candidates in this page.	Find conversations with no usable cached AI summary (missing or malformed; legacy valid caches are never touched) and generate them, at most limit per call (default 10, max 10). Newest activity first; only conversations you may read are considered. Default dryRun=true lists candidates with no model call, billing or writes. Set dryRun=false to generate; it is billed to company credits and needs company AI summaries enabled. Stops on the first generation failure, missing AI gateway configuration (rejected before any request, not billed), disabled flag, unknown usage or lost access. Cursor rules: use executeCursor from a preview to execute from its frozen window and starting position; eligibility is rechecked. nextCursor only continues the mode that produced it. Scans at most 50 visible rows per call, so hasMore may be true with no candidates in this page.	No	No	No	No
`cancel_booking`Cancel a booking and create a durable refund receipt. Uses the merchant refund setting unless refundMethod is provided.	Cancel a booking and create a durable refund receipt. Uses the merchant refund setting unless refundMethod is provided.	Yes	No	No	No
`cancel_subscription`Cancel a subscription. Destructive. Manual records are marked cancelled. Provider-backed records are cancelled with the payment provider — Stripe is scheduled to stop at the period end and QFPay is cancelled at the gateway — so auto-renew turns off and paid access continues until the period ends. If the provider is unreachable or unsupported the call fails and the subscription is left unchanged.	Cancel a subscription. Destructive. Manual records are marked cancelled. Provider-backed records are cancelled with the payment provider — Stripe is scheduled to stop at the period end and QFPay is cancelled at the gateway — so auto-renew turns off and paid access continues until the period ends. If the provider is unreachable or unsupported the call fails and the subscription is left unchanged.	Yes	No	No	No
`check_in_event_attendee`Mark an event attendee registration as present or absent for a specific event session.	Mark an event attendee registration as present or absent for a specific event session.	No	No	No	No
`check_plan_operation`Preflight whether an intended operation is allowed by token scopes, enabled modules, subscription state, and quota. Provide toolName, quotaCode, or moduleCode.	Preflight whether an intended operation is allowed by token scopes, enabled modules, subscription state, and quota. Provide toolName, quotaCode, or moduleCode.	No	Yes	Yes	No
`clone`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.	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.	No	No	No	No
`commit_customer_import`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.	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.	No	No	No	No
`complete_booking`Mark a booking as completed. Triggers commission calculation if configured.	Mark a booking as completed. Triggers commission calculation if configured.	No	No	No	No
`confirm_booking`Confirm a pending booking.	Confirm a pending booking.	No	No	No	No
`convert_lead`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.	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.	No	No	No	No
`copy_service_tier_pricing`Copy the complete pricing and booking-policy configuration from one membership tier to another on the same booking service.	Copy the complete pricing and booking-policy configuration from one membership tier to another on the same booking service.	No	No	No	No
`create_account`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 a CRM account/customer with a primary contact. Optionally enroll the account as a member; use enrol_membership later when the account already exists.	No	No	No	No
`create_booking`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 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.	No	No	No	No
`create_campaign`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 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".	No	No	No	No
`create_category`Create a CMS post category (e.g. "Equipment", "Injection — Botox"). For sub-categories, use namespaced names — the table is flat.	Create a CMS post category (e.g. "Equipment", "Injection — Botox"). For sub-categories, use namespaced names — the table is flat.	No	No	No	No
`create_contact`Create a contact on an existing CRM account.	Create a contact on an existing CRM account.	No	No	No	No
`create_crm_task`Create a CRM follow-up task for you or, where your assignment policy allows, another active member. Optionally link it to a CRM account or conversation you can see. dueAt must be an exact datetime with a timezone; resolve relative dates such as "tomorrow" with the user first.	Create a CRM follow-up task for you or, where your assignment policy allows, another active member. Optionally link it to a CRM account or conversation you can see. dueAt must be an exact datetime with a timezone; resolve relative dates such as "tomorrow" with the user first.	No	No	No	No
`create_custom_field`Create a custom field definition for CRM entities. Use options for select or multiselect fields.	Create a custom field definition for CRM entities. Use options for select or multiselect fields.	No	No	No	No
`create_deal`Create a CRM sales pipeline deal, optionally linked to a customer account and contact.	Create a CRM sales pipeline deal, optionally linked to a customer account and contact.	No	No	No	No
`create_event`Create a new event (initially DRAFT unless status is specified) for the active company.	Create a new event (initially DRAFT unless status is specified) for the active company.	No	No	No	No
`create_inbox_reply_suggestion`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 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.	No	No	No	No
`create_invoice`Create a new invoice for a customer. Optionally include line items inline. Returns the new invoiceId.	Create a new invoice for a customer. Optionally include line items inline. Returns the new invoiceId.	No	No	No	No
`create_note`Add a note to a member/account, booking, ticket, or invoice.	Add a note to a member/account, booking, ticket, or invoice.	No	No	No	No
`create_offer_rule`Create an upsell/cross-sell offer rule as draft. Specify trigger type, conditions, and suggested products with optional discounts.	Create an upsell/cross-sell offer rule as draft. Specify trigger type, conditions, and suggested products with optional discounts.	No	No	No	No
`create_outlet`Create a shop outlet/location. Optionally pass id to preserve a legacy UUID during migration.	Create a shop outlet/location. Optionally pass id to preserve a legacy UUID during migration.	No	No	No	No
`create_plan_upgrade_link`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 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.	No	No	No	Yes
`create_post`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 schema defined with create_post_type_field.	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 schema defined with create_post_type_field.	No	No	No	No
`create_post_type`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.	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.	No	No	No	No
`create_post_type_field`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.	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.	No	No	No	No
`create_product`Create a new shop product as DRAFT. Merchant can review and activate from the portal.	Create a new shop product as DRAFT. Merchant can review and activate from the portal.	No	No	No	No
`create_product_category`Create a product category. Use parentId to create subcategories under an existing category.	Create a product category. Use parentId to create subcategories under an existing category.	No	No	No	No
`create_promotion`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 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.	No	No	No	No
`create_resource`Create a bookable resource (room, equipment, vehicle). Used by services that have requiresResource=true.	Create a bookable resource (room, equipment, vehicle). Used by services that have requiresResource=true.	No	No	No	No
`create_segment`Create a new customer segment. Use STATIC for manual member lists, DYNAMIC for criteria-based auto-filtering.	Create a new customer segment. Use STATIC for manual member lists, DYNAMIC for criteria-based auto-filtering.	No	No	No	No
`create_service`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 a bookable service. Sets duration, price, capacity, and policies. Use list_service_categories first if you want to attach to an existing category.	No	No	No	No
`create_service_category`Create a service category (e.g. "Treatments", "Classes") to group bookable services.	Create a service category (e.g. "Treatments", "Classes") to group bookable services.	No	No	No	No
`create_service_package`Create a service package/prepaid session bundle. Use applicableType=SELECTED with applicableItems to limit the package to specific booking services or events.	Create a service package/prepaid session bundle. Use applicableType=SELECTED with applicableItems to limit the package to specific booking services or events.	No	No	No	No
`create_service_schedule`Create a bookable schedule window for a service, including recurring weekly/daily availability.	Create a bookable schedule window for a service, including recurring weekly/daily availability.	No	No	No	No
`create_subscription`Create a manual, non-renewing subscription record for a member. Use a subscription action link for provider-backed recurring billing.	Create a manual, non-renewing subscription record for a member. Use a subscription action link for provider-backed recurring billing.	No	No	No	No
`create_survey`Create a survey with custom question blocks. Publish it later or set status to published for immediate portal access.	Create a survey with custom question blocks. Publish it later or set status to published for immediate portal access.	No	No	No	No
`create_survey_invitation`Create a token-auth survey invitation for a specific member/account or contact.	Create a token-auth survey invitation for a specific member/account or contact.	No	No	No	No
`create_tag`Create a CRM tag for customer segmentation and organization.	Create a CRM tag for customer segmentation and organization.	No	No	No	No
`create_task`Create a task. Optionally link to a CRM account or assign to a team member.	Create a task. Optionally link to a CRM account or assign to a team member.	No	No	No	No
`create_team_member_invite`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.	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.	No	No	No	Yes
`create_template`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 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.	No	No	No	No
`create_ticket`Create a support ticket for a member issue.	Create a support ticket for a member issue.	No	No	No	No
`create_tutor_course`Create a new draft structured course or class curriculum.	Create a new draft structured course or class curriculum.	No	No	No	No
`create_variation`Add a variation (size, color, etc.) to an existing product.	Add a variation (size, color, etc.) to an existing product.	No	No	No	No
`create_whatsapp_connect_link`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.	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.	No	No	No	Yes
`delete_account`Soft-delete a CRM account/customer. This releases the primary phone for future reuse while keeping account history for audit.	Soft-delete a CRM account/customer. This releases the primary phone for future reuse while keeping account history for audit.	Yes	No	No	No
`delete_campaign`Delete a campaign. Only allowed in DRAFT status; sent campaigns are kept for audit history.	Delete a campaign. Only allowed in DRAFT status; sent campaigns are kept for audit history.	Yes	No	No	No
`delete_category`Delete a CMS post category. Posts in the category are not deleted; they are simply unlinked.	Delete a CMS post category. Posts in the category are not deleted; they are simply unlinked.	Yes	No	No	No
`delete_contact`Delete a secondary contact. Primary contacts are protected; set another primary contact or delete the account instead.	Delete a secondary contact. Primary contacts are protected; set another primary contact or delete the account instead.	Yes	No	No	No
`delete_custom_field`Delete a custom field definition and its stored values.	Delete a custom field definition and its stored values.	Yes	No	No	No
`delete_deal`Soft-delete a CRM deal from the sales pipeline.	Soft-delete a CRM deal from the sales pipeline.	Yes	No	No	No
`delete_invoice`Delete a DRAFT invoice. Only invoices that have never been sent can be deleted; otherwise use void_invoice.	Delete a DRAFT invoice. Only invoices that have never been sent can be deleted; otherwise use void_invoice.	Yes	No	No	No
`delete_knowledge_document`Soft-delete a knowledge document. The agent loses access immediately, but the document can be restored with restore_knowledge_document.	Soft-delete a knowledge document. The agent loses access immediately, but the document can be restored with restore_knowledge_document.	Yes	No	No	No
`delete_post`Delete a CMS post by ID. Soft-deleted posts can be restored with restore_post.	Delete a CMS post by ID. Soft-deleted posts can be restored with restore_post.	Yes	No	No	No
`delete_post_type`Delete a custom post type. Built-in types cannot be deleted. Fails if any posts of this type still exist — delete those first.	Delete a custom post type. Built-in types cannot be deleted. Fails if any posts of this type still exist — delete those first.	Yes	No	No	No
`delete_post_type_field`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).	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).	Yes	No	No	No
`delete_promotion`Delete a promotion. Past usage records are preserved.	Delete a promotion. Past usage records are preserved.	Yes	No	No	No
`delete_segment`Delete a customer segment.	Delete a customer segment.	Yes	No	No	No
`delete_service_package`Delete a service package by ID.	Delete a service package by ID.	Yes	No	No	No
`delete_tag`Delete a CRM tag and remove it from all tagged entities.	Delete a CRM tag and remove it from all tagged entities.	Yes	No	No	No
`delete_task`Soft-delete a CRM task.	Soft-delete a CRM task.	Yes	No	No	No
`detach_tags`Detach one tag from one or more member/account records.	Detach one tag from one or more member/account records.	Yes	No	No	No
`earn_loyalty_points`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.	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.	No	No	No	No
`enrol_membership`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.	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.	No	No	No	Yes
`execute_tool`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.	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.	Yes	No	No	Yes
`find_or_create_workroom_thread`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.	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.	No	No	No	No
`generate_image`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; pass `jobId` from the response to merchant ai-media APIs to retrieve it later.	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; pass `jobId` from the response to merchant ai-media APIs to retrieve it later.	No	No	No	No
`generate_post_cover`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_cover_from_job(postId, jobId) once it finishes to attach without paying again.	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_cover_from_job(postId, jobId) once it finishes to attach without paying again.	No	No	No	No
`get_attachment_text`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 need to read.	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 need to read.	No	Yes	Yes	No
`get_audit_log`Fetch a single audit log entry by ID, including before/after snapshots when available.	Fetch a single audit log entry by ID, including before/after snapshots when available.	No	Yes	Yes	No
`get_available_slots`Find available booking slots for a service on a specific date.	Find available booking slots for a service on a specific date.	No	Yes	Yes	No
`get_booking_detail`Get full booking details including line items, status history, and participants.	Get full booking details including line items, status history, and participants.	No	Yes	Yes	No
`get_booking_settings`Get global booking settings for the customer booking flow, cancellation rules, visibility options, and confirmation requirements.	Get global booking settings for the customer booking flow, cancellation rules, visibility options, and confirmation requirements.	No	Yes	Yes	No
`get_booking_stats`Get booking counts: today, this week, this month, and breakdown by status.	Get booking counts: today, this week, this month, and breakdown by status.	No	Yes	Yes	No
`get_campaign`Get a campaign by ID, including its recipient source, audience exclusions, channel configuration, and delivery stats.	Get a campaign by ID, including its recipient source, audience exclusions, channel configuration, and delivery stats.	No	Yes	Yes	No
`get_contact`Fetch a single contact by ID.	Fetch a single contact by ID.	No	Yes	Yes	No
`get_conversation_messages`Get messages from a specific conversation thread. Shows the chat history between the merchant and a contact.	Get messages from a specific conversation thread. Shows the chat history between the merchant and a contact.	No	Yes	Yes	No
`get_conversation_summary`Read the cached AI summary of a conversation with freshness information. Read-only: never calls the model, never bills, never writes. Returns summary null when no cache exists. Use refresh_conversation_summary to regenerate.	Read the cached AI summary of a conversation with freshness information. Read-only: never calls the model, never bills, never writes. Returns summary null when no cache exists. Use refresh_conversation_summary to regenerate.	No	Yes	Yes	No
`get_crm_task`Get one CRM follow-up task you may see, with its UTC due instant and the company timezone. Unseen and missing tasks return not found.	Get one CRM follow-up task you may see, with its UTC due instant and the company timezone. Unseen and missing tasks return not found.	No	Yes	Yes	No
`get_custom_field`Get a custom field definition by ID.	Get a custom field definition by ID.	No	Yes	Yes	No
`get_custom_field_values`Get custom field values for a CRM entity such as an account, contact, deal, or booking.	Get custom field values for a CRM entity such as an account, contact, deal, or booking.	No	Yes	Yes	No
`get_customer_brief`Read-only customer brief for one account: details, tags, linked conversations with cached summaries, and open CRM tasks. Only records you may read are included. A section you cannot access is returned as null and listed in availableSections. Does not call the AI model.	Read-only customer brief for one account: details, tags, linked conversations with cached summaries, and open CRM tasks. Only records you may read are included. A section you cannot access is returned as null and listed in availableSections. Does not call the AI model.	No	Yes	Yes	No
`get_dashboard_stats`Get high-level business KPIs: member count, new members this week, active subscriptions, total points issued, active promotions, rewards redeemed, messages sent.	Get high-level business KPIs: member count, new members this week, active subscriptions, total points issued, active promotions, rewards redeemed, messages sent.	No	Yes	Yes	No
`get_deal`Get detailed CRM deal information by ID.	Get detailed CRM deal information by ID.	No	Yes	Yes	No
`get_event_campaign_exclusions`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.	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.	No	Yes	Yes	No
`get_invoice`Fetch a single invoice with line items, payment history, and customer detail.	Fetch a single invoice with line items, payment history, and customer detail.	No	Yes	Yes	No
`get_invoice_stats`Outstanding totals, overdue counts, and revenue this period. Used by the weekly-snapshot playbook.	Outstanding totals, overdue counts, and revenue this period. Used by the weekly-snapshot playbook.	No	Yes	Yes	No
`get_knowledge_document`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 for audit.	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 for audit.	No	Yes	Yes	No
`get_loyalty_balance`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 a member's current loyalty balance — points, stamps, credits, lifetime totals, and active membership tier. Returns null if the member is not enrolled.	No	Yes	Yes	No
`get_member_profile`Get detailed profile for a specific member/account by ID.	Get detailed profile for a specific member/account by ID.	No	Yes	Yes	No
`get_membership_tier`Get a specific membership tier by ID.	Get a specific membership tier by ID.	No	Yes	Yes	Yes
`get_offer_rule`Get offer rule detail including associated products and discounts.	Get offer rule detail including associated products and discounts.	No	Yes	Yes	No
`get_order`Get full order detail including line items.	Get full order detail including line items.	No	Yes	Yes	No
`get_plan_status`Show the current organisation plan, subscription/payment state, enabled modules, and quota usage. Use before deciding whether an agentic operation is allowed.	Show the current organisation plan, subscription/payment state, enabled modules, and quota usage. Use before deciding whether an agentic operation is allowed.	No	Yes	Yes	No
`get_post`Get detailed CMS post including content blocks, categories, and tags.	Get detailed CMS post including content blocks, categories, and tags.	No	Yes	Yes	No
`get_product`Get full product detail including images, options, and variations.	Get full product detail including images, options, and variations.	No	Yes	Yes	No
`get_promotion`Get details of a specific promotion/coupon code.	Get details of a specific promotion/coupon code.	No	Yes	Yes	No
`get_segment`Get customer segment details including type, criteria, and live member count.	Get customer segment details including type, criteria, and live member count.	No	Yes	Yes	No
`get_segment_members`Get the members that belong to a specific segment.	Get the members that belong to a specific segment.	No	Yes	Yes	No
`get_service_detail`Get full service details including addons, staff, resources, and tier pricing.	Get full service details including addons, staff, resources, and tier pricing.	No	Yes	Yes	No
`get_service_package`Get service package detail including applicability and selected booking service/event items.	Get service package detail including applicability and selected booking service/event items.	No	Yes	Yes	No
`get_service_tier_pricing`Read every membership-tier pricing configuration for one booking service.	Read every membership-tier pricing configuration for one booking service.	No	Yes	Yes	No
`get_subscription`Fetch a single subscription with customer, tier, billing cycle, and renewal info.	Fetch a single subscription with customer, tier, billing cycle, and renewal info.	No	Yes	Yes	No
`get_survey`Get survey detail, including blocks, publishing status, visibility, settings, and response count.	Get survey detail, including blocks, publishing status, visibility, settings, and response count.	No	Yes	Yes	No
`get_survey_responses`List responses for a survey.	List responses for a survey.	No	Yes	Yes	No
`get_survey_stats`Get response and invitation metrics for a survey overview dashboard.	Get response and invitation metrics for a survey overview dashboard.	No	Yes	Yes	No
`get_task`Get detailed task information by ID.	Get detailed task information by ID.	No	Yes	Yes	No
`get_ticket_stats`Get ticket counts grouped by status.	Get ticket counts grouped by status.	No	Yes	Yes	No
`get_tutor_course`Retrieve full details, sections, and enrollment summary for a structured course.	Retrieve full details, sections, and enrollment summary for a structured course.	No	Yes	Yes	No
`get_whatsapp_connection_status`Check whether WhatsApp Business is connected for this company, including WABA/phone metadata and the latest agentic connect session state.	Check whether WhatsApp Business is connected for this company, including WABA/phone metadata and the latest agentic connect session state.	No	Yes	Yes	Yes
`issue_rewards`Issue a gift/reward to multiple members. Requires a gift offer ID and member IDs.	Issue a gift/reward to multiple members. Requires a gift offer ID and member IDs.	No	No	No	No
`link_resource_to_service`Link a room/resource to a booking service.	Link a room/resource to a booking service.	No	No	No	No
`list_audit_logs`List recent audit log entries for this company. Filter by action, resource, resourceId, user, source, outcome, destructive flag, and created date range.	List recent audit log entries for this company. Filter by action, resource, resourceId, user, source, outcome, destructive flag, and created date range.	No	Yes	Yes	No
`list_bookings`List bookings with filters for date range, status, service, staff, or member.	List bookings with filters for date range, status, service, staff, or member.	No	Yes	Yes	No
`list_campaigns`List marketing campaigns (email, SMS, WhatsApp, or push) with delivery stats. Use the returned IDs when excluding recipients of previous campaigns.	List marketing campaigns (email, SMS, WhatsApp, or push) with delivery stats. Use the returned IDs when excluding recipients of previous campaigns.	No	Yes	Yes	No
`list_categories`List CMS post categories.	List CMS post categories.	No	Yes	Yes	No
`list_contacts`List contacts (people linked to CRM accounts), optionally filtered by account or search.	List contacts (people linked to CRM accounts), optionally filtered by account or search.	No	Yes	Yes	No
`list_conversations`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 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.	No	Yes	Yes	No
`list_crm_tasks`List CRM follow-up tasks you may see (portal tasks, owned by users). Filter by status, owner ("mine" or ownerId), linked account, dueWindow overdue or today (company timezone), or exact dueAfter/dueBefore datetimes with a zone. Returns the true total and pages. Unassigned tasks cannot be filtered here.	List CRM follow-up tasks you may see (portal tasks, owned by users). Filter by status, owner ("mine" or ownerId), linked account, dueWindow overdue or today (company timezone), or exact dueAfter/dueBefore datetimes with a zone. Returns the true total and pages. Unassigned tasks cannot be filtered here.	No	Yes	Yes	No
`list_custom_fields`List custom field definitions for CRM entities such as account, contact, deal, or booking.	List custom field definitions for CRM entities such as account, contact, deal, or booking.	No	Yes	Yes	No
`list_deals`List CRM deals (sales pipeline) with optional filters.	List CRM deals (sales pipeline) with optional filters.	No	Yes	Yes	No
`list_event_registrations`List registrations for an event in the active company, including CRM account IDs for campaign exclusions.	List registrations for an event in the active company, including CRM account IDs for campaign exclusions.	No	Yes	Yes	No
`list_events`List events for the active company with optional status and search filters.	List events for the active company with optional status and search filters.	No	Yes	Yes	No
`list_image_models`List AI image-generation models exposed to merchants (sanitized — provider/cost details hidden). Use to pick a `modelCode` for `generate_post_cover`.	List AI image-generation models exposed to merchants (sanitized — provider/cost details hidden). Use to pick a `modelCode` for `generate_post_cover`.	No	Yes	Yes	No
`list_invoices`List invoices with optional filters. Use status "OVERDUE" to find unpaid invoices past due date.	List invoices with optional filters. Use status "OVERDUE" to find unpaid invoices past due date.	No	Yes	Yes	No
`list_knowledge_documents`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 content is fetched via GET /v6/merchant/ai/knowledge/{id}/content; source audit text is available with ?variant=extracted.	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 content is fetched via GET /v6/merchant/ai/knowledge/{id}/content; source audit text is available with ?variant=extracted.	No	Yes	Yes	No
`list_my_companies`List all companies/organisations the current user has access to. Use this to see available orgs before switching.	List all companies/organisations the current user has access to. Use this to see available orgs before switching.	No	Yes	Yes	No
`list_notes`List notes attached to a member/account, booking, or ticket.	List notes attached to a member/account, booking, or ticket.	No	Yes	Yes	No
`list_notification_logs`List notification delivery logs for the current company. Recipients are masked by default for incident-response safety.	List notification delivery logs for the current company. Recipients are masked by default for incident-response safety.	No	Yes	Yes	No
`list_offer_rules`List upsell/cross-sell offer rules with optional filters.	List upsell/cross-sell offer rules with optional filters.	No	Yes	Yes	No
`list_orders`List shop orders with optional status and search filters.	List shop orders with optional status and search filters.	No	Yes	Yes	No
`list_outlets`List shop outlets/locations for the company.	List shop outlets/locations for the company.	No	Yes	Yes	No
`list_plan_options`List active FavCRM plans with prices, quotas, included modules, and whether each is the current plan.	List active FavCRM plans with prices, quotas, included modules, and whether each is the current plan.	No	Yes	Yes	No
`list_post_type_fields`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 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.	No	Yes	Yes	No
`list_post_types`List all post types defined for this company (built-in: blog_post, page; plus any custom types).	List all post types defined for this company (built-in: blog_post, page; plus any custom types).	No	Yes	Yes	No
`list_posts`List CMS posts (blog posts and/or pages) with optional filters.	List CMS posts (blog posts and/or pages) with optional filters.	No	Yes	Yes	No
`list_product_categories`List all product categories for the shop.	List all product categories for the shop.	No	Yes	Yes	No
`list_products`List shop products with optional filters by name, status, or category.	List shop products with optional filters by name, status, or category.	No	Yes	Yes	No
`list_promotions`List promotion/coupon codes with optional status filter.	List promotion/coupon codes with optional status filter.	No	Yes	Yes	No
`list_resources`List booking resources (rooms, equipment, etc.).	List booking resources (rooms, equipment, etc.).	No	Yes	Yes	No
`list_reward_schemes`List loyalty reward schemes (points/stamps programs) configured for this business.	List loyalty reward schemes (points/stamps programs) configured for this business.	No	Yes	Yes	No
`list_segments`List customer segments. Segments group members by criteria for targeted campaigns.	List customer segments. Segments group members by criteria for targeted campaigns.	No	Yes	Yes	No
`list_service_categories`List service categories (groups for booking services like "Treatments", "Classes").	List service categories (groups for booking services like "Treatments", "Classes").	No	Yes	Yes	No
`list_service_packages`List service packages/prepaid session bundles with optional search, status, sorting, and pagination.	List service packages/prepaid session bundles with optional search, status, sorting, and pagination.	No	Yes	Yes	No
`list_service_schedules`List schedule windows for booking services.	List schedule windows for booking services.	No	Yes	Yes	No
`list_services`List booking services with name, price, duration, and status.	List booking services with name, price, duration, and status.	No	Yes	Yes	No
`list_shipping_methods`List all shipping methods configured for the shop.	List all shipping methods configured for the shop.	No	Yes	Yes	No
`list_staff`List staff/team members in the business.	List staff/team members in the business.	No	Yes	Yes	No
`list_subscriptions`List member subscriptions. Filter by status to find active, cancelled, or past-due subscriptions.	List member subscriptions. Filter by status to find active, cancelled, or past-due subscriptions.	No	Yes	Yes	No
`list_survey_invitations`List survey invitation history without exposing token hashes or old invitation tokens.	List survey invitation history without exposing token hashes or old invitation tokens.	No	Yes	Yes	No
`list_survey_workflows`List automation workflows attached to a survey.	List automation workflows attached to a survey.	No	Yes	Yes	No
`list_surveys`List surveys with optional status/search filters.	List surveys with optional status/search filters.	No	Yes	Yes	No
`list_tags`List all available tags for the merchant.	List all available tags for the merchant.	No	Yes	Yes	No
`list_tasks`List tasks with optional status, assignee, and account filters.	List tasks with optional status, assignee, and account filters.	No	Yes	Yes	No
`list_templates`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 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.	No	Yes	Yes	No
`list_tickets`List support tickets with optional filters.	List support tickets with optional filters.	No	Yes	Yes	No
`list_tiers`List all membership tiers with member counts and stats.	List all membership tiers with member counts and stats.	No	Yes	Yes	No
`list_tutor_courses`List structured courses and multi-session classes in the active company.	List structured courses and multi-session classes in the active company.	No	Yes	Yes	No
`mark_deal_lost`Mark a CRM deal as lost. Requires a lost reason.	Mark a CRM deal as lost. Requires a lost reason.	No	No	No	No
`mark_deal_won`Mark a CRM deal as won and set close date.	Mark a CRM deal as won and set close date.	No	No	No	No
`mark_invoice_sent`Mark an invoice as sent to the customer (transitions DRAFT → OPEN). Use after delivering the invoice via email or share link. Idempotent.	Mark an invoice as sent to the customer (transitions DRAFT → OPEN). Use after delivering the invoice via email or share link. Idempotent.	No	No	No	No
`mark_no_show`Mark a booking as no-show when the customer did not attend.	Mark a booking as no-show when the customer did not attend.	No	No	No	No
`pause_subscription`Mark an active manual subscription as past_due. Provider-backed subscriptions cannot be paused here — cancel them or manage them at the payment provider.	Mark an active manual subscription as past_due. Provider-backed subscriptions cannot be paused here — cancel them or manage them at the payment provider.	No	No	No	No
`post_workroom_message`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.	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.	No	No	No	No
`preview_customer_import`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 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.	No	No	No	No
`preview_segment_count`Preview how many customers would match dynamic segment criteria before creating or updating a segment.	Preview how many customers would match dynamic segment criteria before creating or updating a segment.	No	Yes	Yes	No
`query_company_knowledge`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 uploaded references.	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 uploaded references.	No	Yes	Yes	No
`query_favcrm_platform`Search FavCRM MCP tools, enabled skills, and feature areas for how to use the platform. Use before guessing tool names or JSON arguments.	Search FavCRM MCP tools, enabled skills, and feature areas for how to use the platform. Use before guessing tool names or JSON arguments.	No	Yes	Yes	No
`record_invoice_payment`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.	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.	No	No	No	No
`refresh_conversation_summary`Regenerate the AI summary of one conversation on explicit user request. Uses the model and is billed to company credits. Respects the cooldown and quiet-period rules, so it may return the current cache instead. Never sends a message or changes tags or tasks.	Regenerate the AI summary of one conversation on explicit user request. Uses the model and is billed to company credits. Respects the cooldown and quiet-period rules, so it may return the current cache instead. Never sends a message or changes tags or tasks.	No	No	No	No
`register_organisation_request`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. Use this when a user wants to create a new FavCRM workspace from inside an MCP client.	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. Use this when a user wants to create a new FavCRM workspace from inside an MCP client.	No	No	No	Yes
`register_organisation_verify`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 MCP calls in this session.	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 MCP calls in this session.	No	No	No	No
`remove_post_block`Remove the block at the given index (0-based). All subsequent blocks shift up by one.	Remove the block at the given index (0-based). All subsequent blocks shift up by one.	Yes	No	No	No
`reorder_post_blocks`Reorder blocks by passing block IDs in the desired order. The id list must contain every existing block id exactly once.	Reorder blocks by passing block IDs in the desired order. The id list must contain every existing block id exactly once.	No	No	No	No
`reorder_post_type_fields`Reorder fields on a post type. Pass field IDs in the desired display order; sortOrder is updated to match.	Reorder fields on a post type. Pass field IDs in the desired display order; sortOrder is updated to match.	No	No	No	No
`replace_post_block`Replace a single block at the given index (0-based). Avoids fetching the full post and re-sending all blocks via update_post.	Replace a single block at the given index (0-based). Avoids fetching the full post and re-sending all blocks via update_post.	No	No	No	No
`report_agent_issue`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 clarification questions so the platform team can follow up.	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 clarification questions so the platform team can follow up.	No	No	No	No
`request_send_approval`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.	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.	No	No	No	Yes
`reschedule_booking`Move or reassign a single-service booking to a new date, time, staff member, resource or schedule slot. Multi-service appointments must be handled in the merchant dashboard. Runs conflict, capacity and rebooking-policy checks, enforces actor permissions and outlet access, syncs the booking calendar, and returns the updated booking.	Move or reassign a single-service booking to a new date, time, staff member, resource or schedule slot. Multi-service appointments must be handled in the merchant dashboard. Runs conflict, capacity and rebooking-policy checks, enforces actor permissions and outlet access, syncs the booking calendar, and returns the updated booking.	No	No	No	No
`restore_campaign`Restore a previously deleted campaign.	Restore a previously deleted campaign.	No	No	No	No
`restore_category`Restore a previously deleted CMS post category.	Restore a previously deleted CMS post category.	No	No	No	No
`restore_invoice`Restore a previously deleted DRAFT invoice.	Restore a previously deleted DRAFT invoice.	No	No	No	No
`restore_knowledge_document`Restore a previously deleted knowledge document.	Restore a previously deleted knowledge document.	No	No	No	No
`restore_post`Restore a previously deleted CMS post.	Restore a previously deleted CMS post.	No	No	No	No
`restore_post_type`Restore a previously deleted custom post type.	Restore a previously deleted custom post type.	No	No	No	No
`restore_post_type_field`Restore a previously deleted field on a post type schema.	Restore a previously deleted field on a post type schema.	No	No	No	No
`restore_promotion`Restore a previously deleted promotion.	Restore a previously deleted promotion.	No	No	No	No
`restore_service_package`Restore a previously deleted service package by ID.	Restore a previously deleted service package by ID.	No	No	No	No
`resume_subscription`Resume a paused manual subscription back to active. Provider-backed subscriptions must be managed at the payment provider.	Resume a paused manual subscription back to active. Provider-backed subscriptions must be managed at the payment provider.	No	No	No	No
`revert_audit_action`Revert an audited action by restoring the captured before snapshot. Only works for allowlisted target tables with full before/after audit snapshots.	Revert an audited action by restoring the captured before snapshot. Only works for allowlisted target tables with full before/after audit snapshots.	Yes	No	No	No
`scrape_knowledge_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 for adding marketing pages, FAQ docs, or external references the agent should be aware of.	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 for adding marketing pages, FAQ docs, or external references the agent should be aware of.	No	No	No	No
`search_audit_logs`Search audit logs by free text across action, resource, resource ID, changes JSON, and metadata JSON.	Search audit logs by free text across action, resource, resource ID, changes JSON, and metadata JSON.	No	Yes	Yes	No
`search_crm`Search across CRM accounts and contacts by name, email, or phone.	Search across CRM accounts and contacts by name, email, or phone.	No	Yes	Yes	No
`search_members`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.	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.	No	Yes	Yes	No
`search_tools`Search the available FavCRM tool catalog for relevant operations. Use this when the curated direct tool list does not contain the operation you need.	Search the available FavCRM tool catalog for relevant operations. Use this when the curated direct tool list does not contain the operation you need.	No	Yes	Yes	No
`set_custom_field_values`Set or clear custom field values for a CRM entity. Values are stored as strings; pass null to clear a value.	Set or clear custom field values for a CRM entity. Values are stored as strings; pass null to clear a value.	No	No	Yes	No
`set_primary_contact`Set a contact as the primary contact for its CRM account and demote other contacts on that account.	Set a contact as the primary contact for its CRM account and demote other contacts on that account.	No	No	Yes	No
`set_resource_availability`Add an availability window for a resource. Use day-of-week + recurring=true for weekly schedules, or a specific date for one-off blocks.	Add an availability window for a resource. Use day-of-week + recurring=true for weekly schedules, or a specific date for one-off blocks.	No	No	Yes	No
`set_segment_members`Replace the members of a STATIC customer segment with the given account IDs. The segment is converted to STATIC.	Replace the members of a STATIC customer segment with the given account IDs. The segment is converted to STATIC.	No	No	Yes	No
`set_service_tier_pricing`Set the complete pricing and booking-policy configuration for one membership tier on a booking service.	Set the complete pricing and booking-policy configuration for one membership tier on a booking service.	No	No	Yes	No
`set_staff_availability`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.	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.	No	No	Yes	No
`switch_company`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.	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.	No	No	No	No
`undo_campaign_send`Undo a campaign send during its one-minute safety buffer. Use immediately when the merchant says to stop or undo a submitted campaign.	Undo a campaign send during its one-minute safety buffer. Use immediately when the merchant says to stop or undo a submitted campaign.	No	No	No	No
`update_account`Update CRM account/customer profile fields such as name, phone, email, life stage, owner, notes, or member code.	Update CRM account/customer profile fields such as name, phone, email, life stage, owner, notes, or member code.	No	No	Yes	No
`update_booking_settings`Update global booking settings. Pass only the fields you want to change.	Update global booking settings. Pass only the fields you want to change.	No	No	Yes	No
`update_campaign`Update an existing campaign, including audience exclusions. Channel cannot be changed after creation. Pass only fields to change.	Update an existing campaign, including audience exclusions. Channel cannot be changed after creation. Pass only fields to change.	No	No	Yes	No
`update_category`Update a CMS post category.	Update a CMS post category.	No	No	Yes	No
`update_contact`Update fields on an existing contact.	Update fields on an existing contact.	No	No	Yes	No
`update_crm_task`Update a CRM follow-up task you can work: title, description, dueAt (exact datetime, or null to clear), owner (users.id, or null to unassign), status (done sets completion) or priority. Changing the linked account or conversation is not supported; create a new task instead.	Update a CRM follow-up task you can work: title, description, dueAt (exact datetime, or null to clear), owner (users.id, or null to unassign), status (done sets completion) or priority. Changing the linked account or conversation is not supported; create a new task instead.	No	No	Yes	No
`update_custom_field`Update a custom field definition label, type, options, required flag, or sort order.	Update a custom field definition label, type, options, required flag, or sort order.	No	No	Yes	No
`update_deal`Update a CRM deal. Pass only fields to change; use null for nullable links/fields to clear them.	Update a CRM deal. Pass only fields to change; use null for nullable links/fields to clear them.	No	No	Yes	No
`update_deal_stage`Move a deal to a different pipeline stage.	Move a deal to a different pipeline stage.	No	No	Yes	No
`update_order_status`Update the status of a shop order (e.g. confirm, ship, cancel).	Update the status of a shop order (e.g. confirm, ship, cancel).	No	No	Yes	No
`update_outlet`Update an existing shop outlet/location by ID.	Update an existing shop outlet/location by ID.	No	No	Yes	No
`update_post`Update an existing CMS post (any post type). Only provided fields are changed.	Update an existing CMS post (any post type). Only provided fields are changed.	No	No	Yes	No
`update_post_type`Update a custom post type. Built-in types (blog_post, page) cannot be modified.	Update a custom post type. Built-in types (blog_post, page) cannot be modified.	No	No	Yes	No
`update_post_type_field`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 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.	No	No	Yes	No
`update_product`Update an existing product. Only provided fields are changed.	Update an existing product. Only provided fields are changed.	No	No	Yes	No
`update_promotion`Update an existing promotion. Pass only the fields you want to change.	Update an existing promotion. Pass only the fields you want to change.	No	No	Yes	No
`update_segment`Update an existing customer segment by id. Pass only the fields to change; criteria replaces the existing rules.	Update an existing customer segment by id. Pass only the fields to change; criteria replaces the existing rules.	No	No	Yes	No
`update_service`Update an existing booking service. Pass only the fields you want to change.	Update an existing booking service. Pass only the fields you want to change.	No	No	Yes	No
`update_service_package`Update an existing service package. Pass only the fields you want to change.	Update an existing service package. Pass only the fields you want to change.	No	No	Yes	No
`update_service_schedule`Update a service schedule window. Pass only fields to change.	Update a service schedule window. Pass only fields to change.	No	No	Yes	No
`update_survey`Update a survey draft or publishing configuration. Use questionBlocks to replace the ordered form block list.	Update a survey draft or publishing configuration. Use questionBlocks to replace the ordered form block list.	No	No	Yes	No
`update_tag`Rename or recolor an existing CRM tag.	Rename or recolor an existing CRM tag.	No	No	Yes	No
`update_task`Update a task (status, priority, assignee, due date, completion).	Update a task (status, priority, assignee, due date, completion).	No	No	Yes	No
`update_ticket_status`Update the status of an existing support ticket.	Update the status of an existing support ticket.	No	No	Yes	No
`upload_post_cover_from_url`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 storage.	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 storage.	No	No	No	No
`upsert_survey_workflow`Create or update a survey automation workflow, usually triggered by survey_response_submitted.	Create or update a survey automation workflow, usually triggered by survey_response_submitted.	No	No	Yes	No
`validate_campaign`Validate a campaign before sending. Resolves contactable recipient count and previews the final email subject/body without sending.	Validate a campaign before sending. Resolves contactable recipient count and previews the final email subject/body without sending.	No	Yes	Yes	No
`validate_promotion`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.	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.	No	Yes	Yes	No
`void_invoice`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.	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.	Yes	No	No	No

Details

Registry status: Active
Published: Jun 8, 2026
Updated: Jun 8, 2026
Website: https://favcrm.io/⁠ (opens in a new tab)
Repository: https://github.com/favcrm/mcp⁠ (opens in a new tab)
Categories (suggested): CommunicationSuggested categories are assigned automatically from the registry text and may be wrong. Verified operators can correct them.
GDPR: Not declared

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