io.github.benkaiser/mob-demo

Tools

• activity_list

  List activities, optionally filtered by contact or type. Add days_back or since for a chronological activity journal with participant names.

  shallow
• activity_manage

  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.

  shallow
• activity_type_manage

  List, create, update, or delete custom activity types

  shallow
• address_manage

  Add, update, or remove an address for a contact

  shallow
• batch_create_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.

  shallow
• batch_create_contacts

  Create multiple contacts in one call. Max 50 items per batch. Runs atomically - if any item fails, the entire batch is rolled back.

  shallow
• batch_tag_contacts

  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.

  shallow
• contact_create

  Create a new contact with basic info

  shallow
• contact_delete

  Soft-delete a contact (can be restored later)

  shallow
• 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.

  shallow
• contact_get

  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

  shallow
• contact_list

  List contacts with optional filters (status, favorite, company, tag, search). Returns paginated results.

  shallow
• contact_merge

  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.

  shallow
• contact_method_manage

  Add, update, or remove a contact method (email, phone, social handle, etc.)

  shallow
• contact_restore

  Restore a soft-deleted contact

  shallow
• contact_timeline

  Get the unified timeline for a contact (activities, life events, notes, etc.)

  shallow
• contact_update

  Update contact fields

  shallow
• contacts_needing_attention

  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.

  shallow
• custom_field_manage

  Add, update, or remove a custom field on a contact

  shallow
• data_export

  Export all CRM data as a JSON object (contacts, relationships, notes, activities, life events, reminders, gifts, debts, tasks, tags)

  shallow
• data_statistics

  Get CRM statistics and overview (contact counts, activity counts, pending items, etc.)

  shallow
• debt_manage

  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.

  shallow
• food_preferences_get

  Get food preferences for a contact (dietary restrictions, allergies, favorites, dislikes)

  shallow
• food_preferences_upsert

  Set or update food preferences for a contact. Replaces all fields - pass all known preferences, not just changes.

  shallow
• gift_list

  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.

  shallow
• gift_manage

  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.

  shallow
• global_search

  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.

  shallow
• life_event_manage

  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.

  shallow
• 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.

  shallow
• manage_settings

  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)

  shallow
• note_list

  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.

  shallow
• note_manage

  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.

  shallow
• notification_create

  Create a custom notification

  shallow
• notification_list

  List notifications (newest first)

  shallow
• notification_read

  Mark notification(s) as read. Pass id for a single notification, or all=true for all.

  shallow
• 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, 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.

  shallow
• relationship_manage

  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.

  shallow
• reminder_manage

  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.

  shallow
• tag_manage

  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.

  shallow
• task_manage

  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.

  shallow
• upcoming_birthdays

  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.

  shallow
• upcoming_reminders

  Find upcoming and overdue reminders across all contacts. Returns reminders sorted by date (overdue first, then soonest upcoming).

  shallow

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