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leomatix

raynet-mcp

by leomatix

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
RAYNET_LOGINYesThe email you sign in to Raynet with
RAYNET_API_KEYYesYour Raynet API key
RAYNET_INSTANCE_NAMEYesYour Raynet account name
RAYNET_DEFAULT_OWNER_IDNoOptional user ID that will own records created by the connector

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

CapabilityDetails
tools
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
raynet_test_connectionA

Tests the connection to Raynet CRM and returns basic info about the instance

raynet_full_scanA

Scans all the main Raynet endpoints (lead, businessCase, company, person, enumerations) and returns a complete mapping of structure, fields, and picklists. Use this when you want to discover the available ID values for statuses, categories, sources, etc.

raynet_get_structureB

Fetches the structure of a specific Raynet entity (fields, customFields, picklists)

raynet_get_bc_phasesA

Fetches the list of BusinessCase phases (sales pipeline stages) with IDs and names

raynet_get_enumerationsB

Fetches all enumerations (picklists) from the Raynet system

raynet_searchA

Searches for records in Raynet CRM. Supports field filters, an offset for paging, and free-text search. There is no sorting mechanism — results are always ordered ascending by id (oldest first). Use newest_first to get the most recently created records instead.

raynet_get_recordA

Fetches the details of a specific record by ID. A non-existent id is not an error — it returns { found: false, entity, id } (id numbering has gaps, so checking existence this way is expected and normal). A found record returns { found: true, data } with the record's fields in data.

raynet_create_lead_fullA

Creates a full pipeline: Company + Person + Lead attached to both. The source and category names are automatically converted to IDs (you don't need to know the IDs!). Use this when you want to add a new client to Raynet in a single call.

raynet_convert_lead_to_bcA

Converts an existing Lead into a BusinessCase. The bc_type and bc_phase names are automatically converted to IDs. Use this after 'raynet_create_lead_full' once the client is already interested in the offer.

raynet_create_full_pipelineB

ALL IN ONE: creates Company + Person + Lead and optionally converts it into a BusinessCase. One call = the entire sales pipeline in Raynet. All names (source, category, bc_type, bc_phase) are automatically converted to IDs.

raynet_delete_recordA

Deletes a record from Raynet CRM (lead, businessCase, company, person). If the record is linked to other data, Raynet will return an error stating what is blocking the deletion.

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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