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 |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| 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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