Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Schema
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| upnify-login | Login to Upnify and get user information |
| create-upnify-prospect | Create a new prospect in Upnify CRM (requires authentication) |
| get-upnify-sales-report | Get sales report from Upnify with customizable grouping, period, year and tax options (requires authentication) |
| get-upnify-pending-payments | Get pending payments report from Upnify with customizable grouping and period options (requires authentication) |
| create-upnify-reminder | Create a new reminder in Upnify agenda (requires authentication) |
| search-upnify-contacts | Search for contacts (prospects and clients) in Upnify by name, email, or phone (requires authentication) |
| create-upnify-opportunity | Create a new opportunity for a prospect in Upnify CRM (requires authentication and tkProspecto from search) |
| get-upnify-activity-report | Get activity report from Upnify by group or executive and period (requires authentication) |
| get-upnify-conversion-report | Get conversion report from Upnify by group, executive, origin, or region and period (requires authentication) |