Tools in this category
| Tool | Mutating | Description |
|---|---|---|
list_clients |
no | List CRM clients with optional chip filters (names, companies, emails, displayIds, statuses, tags), free-text search, and pagination. Default page size 20, max 50. |
get_client |
no | Fetch a single client by UUID or display ID (e.g. "C-7"), including contact details, status, tags, and CRM fields. |
create_client |
yes | Create a CRM client. Call list_client_statuses first for a valid status slug; tags are created on demand. Logged in the MCP audit trail. |
update_client |
yes | Update a client by UUID or display ID. Only supplied fields change; pass a new status slug to move the client. Logged in the MCP audit trail. |
delete_client |
yes | Delete a client by UUID or display ID. Cascades to dependent records (e.g. its projects become unassigned). Logged in the MCP audit trail. |
bulk_create_clients |
yes | Create many clients in one transaction (e.g. a CSV-style import). Each item needs a name and a status slug; all-or-nothing. Logged in the MCP audit trail. |
list_clients
Mutating: no
List CRM clients with optional chip filters (names, companies, emails, displayIds, statuses, tags), free-text search, and pagination. Default page size 20, max 50.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
page |
number | no | Page number (default: 1). |
limit |
number | no | Items per page (default: 20, max: 50). |
search |
string | no | Search across displayId, name, email, and company. |
names |
string | no | Comma-separated name substrings (matches any). |
companies |
string | no | Comma-separated company substrings (matches any). |
emails |
string | no | Comma-separated email substrings (matches any). |
displayIds |
string | no | Comma-separated display IDs, e.g. "C-1,C-2" (matches any). |
statuses |
string | no | Comma-separated status slugs from list_client_statuses (matches any); resolved to config IDs. |
tags |
string | no | Comma-separated tag names (matches any). |
sortBy |
string (displaySeq | name | email | company | statusConfigId | createdAt | updatedAt | nextFollowUpDate | lastContactDate | estimatedValue | probability) |
no | Field to sort by; defaults to displaySeq. |
sortOrder |
string (asc | desc) |
no | Sort direction; defaults to asc. |
get_client
Mutating: no
Fetch a single client by UUID or display ID (e.g. "C-7"), including contact details, status, tags, and CRM fields.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
id |
string | yes | Client ID — accepts UUID or display ID (e.g. "C-7"). |
create_client
Mutating: yes
Create a CRM client. Call list_client_statuses first for a valid status slug; tags are created on demand. Logged in the MCP audit trail.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
name |
string | yes | Client display name (must be unique per user). |
status |
string | yes | Status slug from list_client_statuses. |
email |
string | no | Primary contact email address. |
website |
string | no | Website URL. |
address |
string | no | Postal or street address. |
phone |
string | no | Contact phone number. |
company |
string | no | Company or organisation name. |
notes |
string | no | Free-form notes; markdown supported. |
source |
string | no | How the client was acquired (e.g. referral, inbound). |
tags |
array | no | Tag names to attach; tags are created on demand if they do not exist. |
nextFollowUpDate |
string | no | ISO 8601 date of the next planned follow-up. |
lastContactDate |
string | no | ISO 8601 date the client was last contacted. |
estimatedValue |
number | no | Estimated deal value as a non-negative number in the workspace currency. |
probability |
string (low | medium | high) |
no | Win-likelihood band: one of low, medium, or high. |
update_client
Mutating: yes
Update a client by UUID or display ID. Only supplied fields change; pass a new status slug to move the client. Logged in the MCP audit trail.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
id |
string | yes | Client ID — accepts UUID or display ID (e.g. "C-7"). |
name |
string | no | Client display name (must be unique per user). |
status |
string | no | Status slug from list_client_statuses. |
email |
string | no | Primary contact email address. |
website |
string | no | Website URL. |
address |
string | no | Postal or street address. |
phone |
string | no | Contact phone number. |
company |
string | no | Company or organisation name. |
notes |
string | no | Free-form notes; markdown supported. |
source |
string | no | How the client was acquired (e.g. referral, inbound). |
tags |
array | no | Tag names to attach; tags are created on demand if they do not exist. |
nextFollowUpDate |
string | no | ISO 8601 date of the next planned follow-up. |
lastContactDate |
string | no | ISO 8601 date the client was last contacted. |
estimatedValue |
number | no | Estimated deal value as a non-negative number in the workspace currency. |
probability |
string (low | medium | high) |
no | Win-likelihood band: one of low, medium, or high. |
delete_client
Mutating: yes
Delete a client by UUID or display ID. Cascades to dependent records (e.g. its projects become unassigned). Logged in the MCP audit trail.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
id |
string | yes | Client ID — accepts UUID or display ID (e.g. "C-7"). |
bulk_create_clients
Mutating: yes
Create many clients in one transaction (e.g. a CSV-style import). Each item needs a name and a status slug; all-or-nothing. Logged in the MCP audit trail.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
items |
array | yes | Clients to create; 1–1000 items, processed atomically. |
Items of items:
name(string) — Client display name (unique per user).status(string) — Status slug from list_client_statuses.email(string) — Primary contact email address.website(string) — Website URL.address(string) — Postal or street address.phone(string) — Contact phone number.company(string) — Company or organisation name.notes(string) — Free-form notes; markdown supported.source(string) — How the client was acquired (e.g. referral, inbound).tags(array) — Tag names to attach; tags are created on demand if they do not exist.nextFollowUpDate(string) — ISO 8601 date of the next planned follow-up.lastContactDate(string) — ISO 8601 date the client was last contacted.estimatedValue(number) — Estimated deal value as a non-negative number in the workspace currency.probability(string (low|medium|high)) — Win-likelihood band: one of low, medium, or high.