io.favcrm/favcrm

Tools

• 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.

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• 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.

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• 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.

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• 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.

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• archive_survey

  Archive a survey and remove it from active survey lists.

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• assign_staff_to_service

  Assign a staff member to a booking service. Pass users.id from list_staff.userId.

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• 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.

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• attach_tags

  Attach one or more tags to a member/account. Useful for segmenting members after filtering.

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• 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.

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• cancel_booking

  Cancel a booking and create a durable refund receipt. Uses the merchant refund setting unless refundMethod is provided.

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• cancel_subscription

  Cancel a subscription. Destructive — turns off auto-renew and prevents further billing cycles. Existing paid periods stay valid until end.

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• check_plan_operation

  Preflight whether an intended operation is allowed by token scopes, enabled modules, subscription state, and quota. Provide toolName, quotaCode, or moduleCode.

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• 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.

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• 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.

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• complete_booking

  Mark a booking as completed. Triggers commission calculation if configured.

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• confirm_booking

  Confirm a pending booking.

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• 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.

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• copy_service_tier_pricing

  Copy the complete pricing and booking-policy configuration from one membership tier to another on the same booking service.

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• 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.

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• 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.

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• create_broadcast

  Create a DRAFT WhatsApp or SMS broadcast campaign. The broadcast is NOT sent — admin must review and send it from the Broadcasts page.

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• create_campaign

  Create a marketing campaign (email, SMS, or WhatsApp) in DRAFT. For email channelConfig, use subject + htmlBody + optional plainTextBody. recipientSource="list" is accepted as an alias for "individual".

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• create_category

  Create a CMS post category (e.g. "Equipment", "Injection — Botox"). For sub-categories, use namespaced names — the table is flat.

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• create_contact

  Create a contact on an existing CRM account.

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• 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.

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• create_custom_field

  Create a custom field definition for CRM entities. Use options for select or multiselect fields.

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• create_deal

  Create a CRM sales pipeline deal, optionally linked to a customer account and contact.

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• 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.

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• create_invoice

  Create a new invoice for a customer. Optionally include line items inline. Returns the new invoiceId.

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• create_note

  Add a note to a member/account, booking, ticket, or invoice.

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• create_offer_rule

  Create an upsell/cross-sell offer rule as draft. Specify trigger type, conditions, and suggested products with optional discounts.

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• create_outlet

  Create a shop outlet/location. Optionally pass id to preserve a legacy UUID during migration.

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• 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.

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• 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.

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• 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.

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• 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.

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• create_product

  Create a new shop product as DRAFT. Merchant can review and activate from the portal.

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• create_product_category

  Create a product category. Use parentId to create subcategories under an existing category.

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• 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.

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• create_resource

  Create a bookable resource (room, equipment, vehicle). Used by services that have requiresResource=true.

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• create_segment

  Create a new customer segment. Use STATIC for manual member lists, DYNAMIC for criteria-based auto-filtering.

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• 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.

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• create_service_category

  Create a service category (e.g. "Treatments", "Classes") to group bookable services.

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• 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.

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• create_service_schedule

  Create a bookable schedule window for a service, including recurring weekly/daily availability.

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• create_subscription

  Create a manual, non-renewing subscription record for a member. Use a subscription action link for provider-backed recurring billing.

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• create_survey

  Create a survey with custom question blocks. Publish it later or set status to published for immediate portal access.

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• create_survey_invitation

  Create a token-auth survey invitation for a specific member/account or contact.

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• create_tag

  Create a CRM tag for customer segmentation and organization.

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• create_task

  Create a task. Optionally link to a CRM account or assign to a team member.

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• 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.

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• 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.

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• create_ticket

  Create a support ticket for a member issue.

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• create_variation

  Add a variation (size, color, etc.) to an existing product.

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• 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.

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• delete_account

  Soft-delete a CRM account/customer. This releases the primary phone for future reuse while keeping account history for audit.

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• delete_campaign

  Delete a campaign. Only allowed in DRAFT status; sent campaigns are kept for audit history.

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• delete_category

  Delete a CMS post category. Posts in the category are not deleted; they are simply unlinked.

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• delete_contact

  Delete a secondary contact. Primary contacts are protected; set another primary contact or delete the account instead.

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• delete_custom_field

  Delete a custom field definition and its stored values.

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• delete_deal

  Soft-delete a CRM deal from the sales pipeline.

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• delete_invoice

  Delete a DRAFT invoice. Only invoices that have never been sent can be deleted; otherwise use void_invoice.

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• delete_knowledge_document

  Soft-delete a knowledge document. The agent loses access immediately, but the document can be restored with restore_knowledge_document.

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• delete_post

  Delete a CMS post by ID. Soft-deleted posts can be restored with restore_post.

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• 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.

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• 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).

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• delete_promotion

  Delete a promotion. Past usage records are preserved.

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• delete_segment

  Delete a customer segment.

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• delete_service_package

  Delete a service package by ID.

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• delete_tag

  Delete a CRM tag and remove it from all tagged entities.

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• delete_task

  Soft-delete a CRM task.

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• detach_tags

  Detach one tag from one or more member/account records.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• get_audit_log

  Fetch a single audit log entry by ID, including before/after snapshots when available.

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• get_available_slots

  Find available booking slots for a service on a specific date.

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• get_booking_detail

  Get full booking details including line items, status history, and participants.

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• get_booking_settings

  Get global booking settings for the customer booking flow, cancellation rules, visibility options, and confirmation requirements.

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• get_booking_stats

  Get booking counts: today, this week, this month, and breakdown by status.

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• get_campaign

  Get a campaign by ID, including its recipient source, audience exclusions, channel configuration, and delivery stats.

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• get_contact

  Fetch a single contact by ID.

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• get_conversation_messages

  Get messages from a specific conversation thread. Shows the chat history between the merchant and a contact.

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• 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.

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• 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.

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• get_custom_field

  Get a custom field definition by ID.

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• get_custom_field_values

  Get custom field values for a CRM entity such as an account, contact, deal, or booking.

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• 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.

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• 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.

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• get_deal

  Get detailed CRM deal information by ID.

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• 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.

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• get_invoice

  Fetch a single invoice with line items, payment history, and customer detail.

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• get_invoice_stats

  Outstanding totals, overdue counts, and revenue this period. Used by the weekly-snapshot playbook.

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• 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.

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• 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.

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• get_member_profile

  Get detailed profile for a specific member/account by ID.

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• get_membership_tier

  Get a specific membership tier by ID.

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• get_offer_rule

  Get offer rule detail including associated products and discounts.

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• get_order

  Get full order detail including line items.

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• 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.

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• get_post

  Get detailed CMS post including content blocks, categories, and tags.

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• get_product

  Get full product detail including images, options, and variations.

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• get_promotion

  Get details of a specific promotion/coupon code.

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• get_segment

  Get customer segment details including type, criteria, and live member count.

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• get_segment_members

  Get the members that belong to a specific segment.

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• get_service_detail

  Get full service details including addons, staff, resources, and tier pricing.

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• get_service_package

  Get service package detail including applicability and selected booking service/event items.

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• get_service_tier_pricing

  Read every membership-tier pricing configuration for one booking service.

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• get_subscription

  Fetch a single subscription with customer, tier, billing cycle, and renewal info.

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• get_survey

  Get survey detail, including blocks, publishing status, visibility, settings, and response count.

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• get_survey_responses

  List responses for a survey.

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• get_survey_stats

  Get response and invitation metrics for a survey overview dashboard.

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• get_task

  Get detailed task information by ID.

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• get_ticket_stats

  Get ticket counts grouped by status.

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• get_whatsapp_connection_status

  Check whether WhatsApp Business is connected for this company, including WABA/phone metadata and the latest agentic connect session state.

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• issue_rewards

  Issue a gift/reward to multiple members. Requires a gift offer ID and member IDs.

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• link_resource_to_service

  Link a room/resource to a booking service.

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• 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.

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• list_bookings

  List bookings with filters for date range, status, service, staff, or member.

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• list_campaigns

  List marketing campaigns (email, SMS, WhatsApp) with delivery stats.

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• list_categories

  List CMS post categories.

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• list_contacts

  List contacts (people linked to CRM accounts), optionally filtered by account or search.

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• 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.

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• 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.

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• list_custom_fields

  List custom field definitions for CRM entities such as account, contact, deal, or booking.

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• list_deals

  List CRM deals (sales pipeline) with optional filters.

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• list_event_registrations

  List registrations for an event in the active company, including CRM account IDs for campaign exclusions.

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• 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`.

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• list_invoices

  List invoices with optional filters. Use status "OVERDUE" to find unpaid invoices past due date.

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• 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.

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• list_my_companies

  List all companies/organisations the current user has access to. Use this to see available orgs before switching.

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• list_notes

  List notes attached to a member/account, booking, or ticket.

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• list_notification_logs

  List notification delivery logs for the current company. Recipients are masked by default for incident-response safety.

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• list_offer_rules

  List upsell/cross-sell offer rules with optional filters.

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• list_orders

  List shop orders with optional status and search filters.

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• list_outlets

  List shop outlets/locations for the company.

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• list_plan_options

  List active FavCRM plans with prices, quotas, included modules, and whether each is the current plan.

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• 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.

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• list_post_types

  List all post types defined for this company (built-in: blog_post, page; plus any custom types).

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• list_posts

  List CMS posts (blog posts and/or pages) with optional filters.

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• list_product_categories

  List all product categories for the shop.

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• list_products

  List shop products with optional filters by name, status, or category.

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• list_promotions

  List promotion/coupon codes with optional status filter.

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• list_resources

  List booking resources (rooms, equipment, etc.).

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• list_reward_schemes

  List loyalty reward schemes (points/stamps programs) configured for this business.

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• list_segments

  List customer segments. Segments group members by criteria for targeted campaigns.

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• list_service_categories

  List service categories (groups for booking services like "Treatments", "Classes").

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• list_service_packages

  List service packages/prepaid session bundles with optional search, status, sorting, and pagination.

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• list_service_schedules

  List schedule windows for booking services.

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• list_services

  List booking services with name, price, duration, and status.

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• list_shipping_methods

  List all shipping methods configured for the shop.

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• list_staff

  List staff/team members in the business.

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• list_subscriptions

  List member subscriptions. Filter by status to find active, cancelled, or past-due subscriptions.

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• list_survey_invitations

  List survey invitation history without exposing token hashes or old invitation tokens.

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• list_survey_workflows

  List automation workflows attached to a survey.

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• list_surveys

  List surveys with optional status/search filters.

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• list_tags

  List all available tags for the merchant.

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• list_tasks

  List tasks with optional status, assignee, and account filters.

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• 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.

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• list_tickets

  List support tickets with optional filters.

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• list_tiers

  List all membership tiers with member counts and stats.

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• mark_deal_lost

  Mark a CRM deal as lost. Requires a lost reason.

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• mark_deal_won

  Mark a CRM deal as won and set close date.

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• 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.

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• mark_no_show

  Mark a booking as no-show when the customer did not attend.

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• pause_subscription

  Pause an active subscription (status → past_due, no further auto-renew). Use resume_subscription to reactivate.

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• 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.

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• 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.

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• preview_segment_count

  Preview how many customers would match dynamic segment criteria before creating or updating a segment.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• remove_post_block

  Remove the block at the given index (0-based). All subsequent blocks shift up by one.

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• reorder_post_blocks

  Reorder blocks by passing block IDs in the desired order. The id list must contain every existing block id exactly once.

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• reorder_post_type_fields

  Reorder fields on a post type. Pass field IDs in the desired display order; sortOrder is updated to match.

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• 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.

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• 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.

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• 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.

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• restore_campaign

  Restore a previously deleted campaign.

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• restore_category

  Restore a previously deleted CMS post category.

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• restore_invoice

  Restore a previously deleted DRAFT invoice.

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• restore_knowledge_document

  Restore a previously deleted knowledge document.

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• restore_post

  Restore a previously deleted CMS post.

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• restore_post_type

  Restore a previously deleted custom post type.

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• restore_post_type_field

  Restore a previously deleted field on a post type schema.

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• restore_promotion

  Restore a previously deleted promotion.

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• restore_service_package

  Restore a previously deleted service package by ID.

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• resume_subscription

  Resume a paused subscription back to active.

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• 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.

  shallow
• 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.

  shallow
• search_audit_logs

  Search audit logs by free text across action, resource, resource ID, changes JSON, and metadata JSON.

  shallow
• search_crm

  Search across CRM accounts and contacts by name, email, or phone.

  shallow
• 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.

  shallow
• 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.

  shallow
• 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.

  shallow
• set_primary_contact

  Set a contact as the primary contact for its CRM account and demote other contacts on that account.

  shallow
• 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.

  shallow
• set_segment_members

  Replace the members of a STATIC customer segment with the given account IDs. The segment is converted to STATIC.

  shallow
• set_service_tier_pricing

  Set the complete pricing and booking-policy configuration for one membership tier on a booking service.

  shallow
• 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.

  shallow
• switch_company

  Switch the current session to a different company/organisation. Returns a new access token scoped to the target company. All subsequent tool calls will operate on the new company.

  shallow
• 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.

  shallow
• update_account

  Update CRM account/customer profile fields such as name, phone, email, life stage, owner, notes, or member code.

  shallow
• update_booking_settings

  Update global booking settings. Pass only the fields you want to change.

  shallow
• update_campaign

  Update an existing campaign. Channel cannot be changed after creation. Pass only fields to change.

  shallow
• update_category

  Update a CMS post category.

  shallow
• update_contact

  Update fields on an existing contact.

  shallow
• 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.

  shallow
• update_custom_field

  Update a custom field definition label, type, options, required flag, or sort order.

  shallow
• update_deal

  Update a CRM deal. Pass only fields to change; use null for nullable links/fields to clear them.

  shallow
• update_deal_stage

  Move a deal to a different pipeline stage.

  shallow
• update_order_status

  Update the status of a shop order (e.g. confirm, ship, cancel).

  shallow
• update_outlet

  Update an existing shop outlet/location by ID.

  shallow
• update_post

  Update an existing CMS post (any post type). Only provided fields are changed.

  shallow
• update_post_type

  Update a custom post type. Built-in types (blog_post, page) cannot be modified.

  shallow
• 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.

  shallow
• update_product

  Update an existing product. Only provided fields are changed.

  shallow
• update_promotion

  Update an existing promotion. Pass only the fields you want to change.

  shallow
• update_segment

  Update an existing customer segment by id. Pass only the fields to change; criteria replaces the existing rules.

  shallow
• update_service

  Update an existing booking service. Pass only the fields you want to change.

  shallow
• update_service_package

  Update an existing service package. Pass only the fields you want to change.

  shallow
• update_service_schedule

  Update a service schedule window. Pass only fields to change.

  shallow
• update_survey

  Update a survey draft or publishing configuration. Use questionBlocks to replace the ordered form block list.

  shallow
• update_tag

  Rename or recolor an existing CRM tag.

  shallow
• update_task

  Update a task (status, priority, assignee, due date, completion).

  shallow
• update_ticket_status

  Update the status of an existing support ticket.

  shallow
• 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.

  shallow
• upsert_survey_workflow

  Create or update a survey automation workflow, usually triggered by survey_response_submitted.

  shallow
• validate_campaign

  Validate a campaign before sending. Resolves contactable recipient count and previews the final email subject/body without sending.

  shallow
• 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.

  shallow
• 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.

  shallow

Embed this server’s score

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