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getcoherence

Coherence XRM

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by getcoherence

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
COHERENCE_API_URLNoAPI base URLhttps://api.getcoherence.io/v1
COHERENCE_API_TOKENYesAPI key (sk_live_…) from your Coherence workspace

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
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

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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