List all clients in your Moxie workspace

Search for clients by name or contact information

Create a new client in Moxie CRM

Search for contacts in your Moxie workspace

Create a new contact record and optionally associate with a client

Search for projects in your Moxie workspace, optionally filtered by client name

Create a new project in Moxie CRM

Update an existing project in Moxie CRM

List all available project task stages in your workspace

Create a new task/deliverable in a project

Approve a deliverable/task that is in Client Workflow / Approval status in the Project Kanban

Search for payable invoices in your Moxie workspace

Create a new invoice in Moxie CRM. If sendTo is not provided, the invoice will be created as a draft.

Apply a payment to an existing invoice

Create a new expense record in Moxie

Create a time entry to track work. Can optionally auto-create client, project, or deliverable if they don't exist.

List all pipeline stages for opportunities in your workspace

Create a new sales opportunity in the pipeline

Create a new support ticket in your workspace

Add a comment to an existing ticket

List all available form names in your workspace

Create a new form submission with lead information and custom answers. Can optionally create a pipeline opportunity by providing pipelineStageName.

Attach a file to a Moxie record by providing a URL. The file will be downloaded and attached.

Create or update a calendar event in the Moxie Homebase calendar. Use eventId to update an existing event.

Delete a calendar event by its event ID

List all email templates in your workspace

List all invoice templates in your workspace

List all vendor names for expense tracking

List all users in your Moxie workspace

Check if the Moxie MCP server is properly configured and can connect to the Moxie API