MCP Server Documentation

View your CRM dashboard with key metrics: total leads, pipeline stages, hot leads, tasks due today, and active contracts.

Get your personalized daily goals and metrics to stay on track.

View call analytics and reporting data for your team.

Find newsletter campaigns by name, status, or send start date, with lifetime metrics (sends, opens, clicks, bounces, and rates). Date filters select campaigns by when sending started, not events in that period. Requires the read_campaigns or read scope.

Get a campaign's lifetime metrics, recipient status counts, and paginated link click analytics. Metrics are calculated from current recipient statuses, so they match the newsletter page. Link URLs are returned with unsubscribe tokens and recipient details removed. These counts cover every recipient of the campaign, so they can be higher than the totals from list_newsletter_recipients and rank_newsletter_contacts, which only count contacts you can read. Requires the read_campaigns or read scope.

Search and filter contacts by name, email, phone, stage, timeframe, tags, assigned user, or custom field values. Supports pagination.

Get detailed contact information including contact methods, stage, tags, custom fields, engagement score, and recent activity.

Create a new contact or lead with name, email, phone, stage, lead source, assignment, timeframe, and tags.

Update contact fields. Supports replacing tags or incremental tag changes (add/remove specific tags).

Add a note to a specific contact.

Get your list of hot leads — high-priority contacts that need attention.

List all valid pipeline stages for filtering or creating contacts.

List all valid lead sources.

List all available tags for organizing contacts.

Search and filter companies by name, industry, website, stage, assigned user, or tags.

Get detailed company information including contacts, industry, revenue, stage, tags, and related people.

Create a new company with name, industry, website, revenue, stage, lead source, and tags.

Update company fields like name, industry, website, and revenue.

Search and filter contracts by name, stage, assigned user, type, or associated person/company.

Get detailed contract info including value, stages, closing dates, commissions, property address, and related people.

Create a new contract or deal with name, value, stages, closing dates, and associated contacts.

Update contract fields including property address, referral source, and closing dates.

List all valid contract types for filtering or creating contracts.

Get all tasks due today for the current user.

Get all overdue incomplete tasks for the current user.

Search and filter tasks by query, status, priority, assignee, or associated record type.

Create a task with title, description, due date, priority, and optional association to a contact, company, or contract.

Update task fields like title, description, due date, and priority.

Mark a single task as complete.

Mark multiple tasks as complete in a single batch operation.

Add a note to any record — a person, company, or contract. Supports basic HTML formatting.

List notes for a specific record, optionally filtered by type.

List recent calls, both CRM-logged calls and your AI agent’s calls, with optional filters for person, user, date range, outcome, and source.

Get detailed call information including duration, sentiment analysis, transcript, and conversation summary. Works for AI agent calls too.

List appointments with optional filters.

Create a new appointment with title, date/time, location, type, and assignee.

Send an email to a contact with a custom subject and body, or use a saved template. Supports merge fields and CC.

Send an email to many contacts at once by IDs or search filters. Requires a template and supports dry_run to preview the recipient count. Max 500 recipients per call.

Save a draft email under a contact for review. The draft appears in the contact's email tab and is sent from the UI.

Send an SMS to a contact with a custom body or saved template. Supports merge fields.

List available email templates with pagination.

List available SMS templates with pagination.

Create a new email template with subject, body, and merge field support.

Edit an existing email template’s subject, body, name, category, or sharing without creating a duplicate.

Create a new SMS template with message and merge field support.

Edit an existing SMS template’s message, name, category, or sharing without creating a duplicate.

Preview an email template with merge fields populated from a specific contact.

List pending scheduled emails and texts. Filter by type or contact. Does not include steps queued by automations; use list_automation_enrollments for those.

Cancel a scheduled email or text before it sends.

List sent and received emails with a plain-text preview. Filter by contact, direction, date range, or whether your AI agent sent it.

Read one email in full: plain-text body, recipients, status, and open/click tracking.

List automations, filtered by status (active, inactive, draft) or folder. Use this to find automation IDs.

Get available triggers, actions, stages, tags, templates, and team members for building automations. Always call this before creating an automation.

Create a workflow automation with triggers, conditions, actions, delays, and branching. Always created as a draft for visual review in the automation builder.

Update an existing automation's configuration.

Enroll a contact into an existing active automation.

Cancel a contact's active/paused enrollment(s) in an automation, stopping messages still waiting in the workflow.

List a contact's automation enrollments with status and next scheduled step time. Use it to find every automation to cancel and to confirm a cancel.

List team members with their name, email, and role. Use to find user IDs for assigning contacts, tasks, or contracts.

Search the shared template & automation library. Browse email templates, text templates, automations, and smart lists shared across teams, filtered by type, category, tags, or query.

Get full details of a library item, including the complete template or automation configuration, so you can review it before copying.

Find the library item created from a specific record. Use it to check whether a template or automation has already been added to the library.

Get library items related to a given item by type and category. Useful for discovering similar templates or automations.

Get the most-used tags across library items, for discovering common tags and filtering searches.

Add an email template, text template, automation, or smart list to the library. New items are private to your team by default.

Update a library item your team owns. The version is auto-incremented when the content changes. Creator or team admins only.

Set an item’s visibility to private or shared with specific teams. Public visibility needs admin approval — use request_library_item_publish. Team admins/owners only.

Copy a library item into the current team as a local copy.

Copy several library items into the current team in one call, with per-item success, failure, and skipped results.

Check which of a list of team IDs exist, before sharing a library item with specific teams.

List your community library submissions, including pending, approved, and rejected ones.

Submit an approved library item for admin review so it can be listed publicly. Team admins/owners only.

Edit a pending community submission. Pending submissions only, and only by the original submitter.

Withdraw and permanently delete a pending community submission.

Get the activity log for an item your team owns — creation, copies, reviews, approvals, rejections, and other lifecycle events.

List library collections the current team can access, including shared and public ones.

Get a library collection with its ordered items.

Create a library collection for the current team. Collections start as private drafts.

Update a collection your team owns — name, description, visibility, and shared teams. Public visibility needs admin approval.

Delete a collection your team owns. The library items inside it are not deleted.

Add one of your team’s library items to a collection you can manage.

Remove a library item from a collection you can manage.

Change the order of items in a collection you can manage.

Submit a collection for admin review so it can be listed publicly. Team admins/owners only.

Add a library item to your favorites.

Remove a library item from your favorites.

Create or update your rating and review for a library item. You must have copied the item first.

Delete your review of a library item.

List ratings and reviews for a library item, from users who copied it.