Coherence XRM
OfficialServer Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| COHERENCE_API_URL | No | API base URL | https://api.getcoherence.io/v1 |
| COHERENCE_API_TOKEN | Yes | API key (sk_live_…) from your Coherence workspace |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| chat_with_agentA | Send a message to a Coherence agent (Nash by default) and get its response. The agent has access to its own toolset — sending email, creating reminders, drafting documents, posting to social, creating landing pages, and more — and runs them under your workspace's approval rules. Use this for action-oriented requests that the agent should execute: 'draft a follow-up email to the leads I created yesterday', 'remind me about the Acme renewal next Friday', 'summarize this week's pipeline movement.' For read-only data lookups (list records, get a record, etc.), prefer the dedicated tools; they're faster than going through the agent loop. |
| list_modulesA | List all CRM modules (e.g. Contacts, Deals, Companies) in the workspace. Returns module names, slugs, and IDs. |
| list_module_fieldsA | List all fields defined on a module. Useful for understanding what data a module stores before creating/updating records. |
| list_recordsC | List records in a module. Use the module slug (e.g. 'contacts', 'deals'). Supports pagination and search. |
| get_recordA | Get a single record by ID from a module. |
| create_recordB | Create a new record in a module. Provide displayName and a fields object with field values keyed by field ID or label. |
| update_recordC | Update an existing record's fields or display name. |
| delete_recordA | Soft-delete a record (moves to trash). Can be restored later. |
| list_outreach_itemsB | List outreach content items (blog articles, LinkedIn posts, emails). Filter by type and status. |
| get_outreach_itemA | Get a single outreach item by ID, including its full content (MDX). |
| create_outreach_itemB | Create a new outreach content item (blog article, LinkedIn post, email). Returns the created item ID. |
| update_outreach_bodyA | Update the content body of an outreach item (blog article, LinkedIn post, etc). Provide the full MDX content. |
| update_outreach_itemB | Update metadata on an outreach item (title, status, etc). |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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