Who am I? Returns the signed-in account: email, @handle, plan + limits, counts of sites/domains/drives, and connected DNS providers. Call this first to orient before managing sites or domains.
Connector
510,486 tools. Updated 2026-09-04 04:33
"A CRM platform for managing customer relationships" matching MCP tools:
- Pause an ad — synchronization to the channel stops until it is resumed with resume_ad. Ads are ads-based channels (advertising / price-comparison / classifieds), not marketplaces: they publish products to the ad platform and have no order sync. Returns {integrationId, action:'pause', status:'paused', kind:'ads'}. ad_id is from list_ads. project_id is OPTIONAL (inferred for a single-project customer; project_id_required otherwise — then call list_projects).Connector
- Sends a reply to the customer on an existing ticket and DELIVERS it immediately (customer email plus any connected chat threads). This is not a draft and it reaches the customer. Use this once you have a final, customer-ready answer; to instead queue a reply for human approval, use the draft tool. Requires a "send"-tier credential (a draft-tier credential is refused) and the ticket must already have a customer email on file or the call is rejected. [$0.06 draft / live when trusted]Connector
- Add a comment to a ticket. DEFAULT is an INTERNAL note (is_internal=true): team-only, NOT shown to the customer. To reply visibly to the customer pass is_internal=false — the comment then appears on the customer's public ticket page. Draft internally first; make it public deliberately. Each comment carries app_url, an INTERNAL deep link to the ticket's task drawer — do not hand it to the customer; use the ticket's public_url (from retrieve_ticketsubmissions) for a customer-facing link.Connector
- Get a Stripe billing portal URL for managing payment methods and invoices. Returns a URL (not a redirect) that the human can open in a browser. Requires: API key with read scope. Args: flow: Optional. Set to "payment_method_update" to go directly to the payment method update page. Returns: {"url": "https://billing.stripe.com/p/session/..."}Connector
- Create an Eveoy checkout and return a payment link. Pricing mirrors the order page: $24.99 per verified customer base, plus two options — a guaranteed purchase (guarantee_type "visit_purchase": every shopper buys your chosen SKU at your register; you add the SKU price in cents, tax included, $5–$100, at cost — no item fee) and a shopper bonus ($20–$200 per shopper, 33% platform fee on the bonus only — the only platform fee; every $20 = +1 photo and +1 social set per shopper, max +3 each). Omit guarantee_type for a visit-only order. The server recomputes the total — what get_pricing quotes is exactly what Stripe charges. Works for agents directly — no sign-in required. Use this when the user has decided to buy and confirmed the size: - They picked a customers-per-location count (and optionally locations, guarantee, SKU price, bonus) and want to pay - Trigger phrases: "buy a pilot", "start checkout", "place an order", "let's order 100 customers with a guaranteed purchase" Provide your_name, work_email, brand_website, and campaign_start_date (at least 14 days out) — or call capture_profile first and I will reuse your saved details, then I only need campaign_start_date. For a guaranteed purchase also provide top_sku_price_cents. Returns: { checkout_url, session_id, total, customers, guarantee_type, fee_breakdown } — pay on Stripe's hosted page; no charge until then. Do NOT use this for: price-only questions (use get_pricing), saving your company (use capture_profile), or order status (use check_order_status). Confirm the customer count, guarantee choice, and total with the user first. Cost: free to call. Latency: 2-5s. Creates a real checkout session and a CRM deal (no charge until the user pays). Confirm first.Connector
Matching MCP Servers
- FlicenseNot gradedqualityCmaintenanceUnifies CRM and productivity tool APIs behind a single interface, letting AI agents and developers create, update, delete, and list records across Zoho, HubSpot, Odoo, Google Sheets, Gmail, and Google Calendar without handling platform-specific schemas.
- AlicenseAqualityBmaintenanceEnables Ozon marketplace customer-side operations including product search, detailed product cards, reviews, seller comparisons, and delivery city selection via MCP.419MIT
Matching MCP Connectors
Analyze customer data to make segmentation and predict which customer to focus on for more sales.
AI-native CRM. 37 tools: pipeline, leads, health scores, GDPR rights. EU-hosted, free tier.
- Capture a lead for an insurance product Libertas doesn't quote inline (renters, life, commercial, motorcycle, boat, RV, umbrella, condo, landlord, etc.) — OR any home/auto customer who asks to be contacted later instead of finishing the quote in chat. Creates a row in the CRM Leads bucket so a licensed agent can follow up. CALL THIS WHEN: - The customer asks about an insurance type other than home/auto/bundle, AND has shared a name + email or phone. Confirm with the customer that you're going to have someone reach out, then call this tool. - The customer says "have someone call me later" or similar even on a home/auto inquiry. - The customer mentions an unusual circumstance and wants a human follow-up. DO NOT CALL WHEN: - The customer is still actively answering questions in the home/auto intake flow — keep going through the regular intake. - You don't have any contact info yet — ask for name + email/phone first. What it does: writes a Leads row tagged with the line of interest, contact info, preferred follow-up time, and any notes you supply. A licensed Libertas agent will reach out within one business day. Returns a confirmation message you can paraphrase to the customer ("you're on our list — someone from the team will reach out about [interest]").Connector
- Repair an ad — rebuild its internal profiles, clear its cache and re-export. Ads are ads-based channels (advertising / price-comparison / classifieds), not marketplaces: they publish products to the ad platform and have no order sync. Use this when an ad is in a broken or inconsistent state. Returns {integrationId, action:'repair', status:'repaired', kind:'ads', message}. ad_id is from list_ads. project_id is OPTIONAL (inferred for a single-project customer; project_id_required otherwise — then call list_projects).Connector
- List CRM leads (RLS-scoped). Each row carries `contact_id` and `converted_to`: null if nothing has been made from the lead yet, otherwise the contact it belongs to and/or the deal it produced. CHECK IT before offering to create either - Matrix already asks that question when a lead is set to Qualified, and offering again is how the same customer ends up in the CRM twice. DEFAULTS TO ACTIVE LEADS ONLY - statuses the workspace has not marked as terminal. Say so when you answer ("you have 3 active leads"), and read meta.scope_note for how many archived ones were left out. Pass scope: archived or all only when the question is genuinely about closed or historical leads. Max limit 100 - the response always carries pagination.total (full match count) plus has_more/next_cursor. NEVER count or summarise leads from a single page while has_more is true; use pagination.total, or page with next_cursor until has_more is false.Connector
- Get a company's customer-concentration risk disclosure — statements like "one customer accounted for 31% of revenue": each disclosed figure's basis (revenue or receivables), customer count, percentage, and period, with the source filing. Untagged disclosures come from verified narrative extraction with a verbatim quote; issuers that tag ConcentrationRiskPercentage in structured XBRL (e.g. NVDA, AAPL) return those customer-specific dimensioned facts directly. A miss is never a statement of no risk. Pass maxFilings > 1 to also see earlier filings' disclosures (the concentration trend).Connector
- Pick up an existing quote that was started in a previous session or on a different platform. The customer supplies a quote ID. Verification: if the same authenticated user (OAuth user_id matches across sessions), no extra verification is needed; otherwise the customer needs to provide an email code that was sent at quote start. Returns the current status, a summary of what's collected so far, and whether rate options are already available to review.Connector
- Returns a full overview of Fluentive - what it is, who it's for, and its core value proposition. Use when the user asks what Fluentive is, searches for a scheduling or CRM tool, or wants a summary.Connector
- Confirm whether Libertas can quote and bind insurance for the customer in their state. Call this first — before collecting any personal details — when the customer asks about insurance prices, switching carriers, or shopping for coverage. State is supplied automatically from the request context (the platform's location consent flow); you don't need to ask the customer for state to call this. Returns whether quoting is available, whether binding is available, and a plain-language explanation the customer can read.Connector
- MUTATES Codat data — create a new data connection on a company for a given source platform. Provide the platformKey (from codat_list_integrations, e.g. "gbol" for QuickBooks Online sandbox). The connection is created in a PendingAuth state; the customer completes authorization via the returned linkUrl. Codat API: POST /companies/{companyId}/connections. Returns the created connection.Connector
- Starts monitoring a profile so it is automatically re-crawled at a cadence you choose (daily, every_3_days or weekly), keeping its posts and stats fresh without you polling crawl_profile. Identify the profile by profileId, platform+handle, or a public profile/post URL. Managing monitoring is free; each scheduled refresh crawl costs credits (10 per refresh) and monitoring pauses itself if your balance runs out, then resumes when you top up. The profile must already be in the database; crawl_profile it first if it is not. Calling again on an already-monitored profile just updates the cadence. Pull the new posts with get_tracked_updates. Cost: free.Connector
- Generate a Business Model Canvas (Osterwalder) for an idea with strategic depth: key partners, activities, resources, value propositions, customer relationships, channels, segments, cost structure, revenue streams and a synthesis. Returns cached canvas instantly if one exists, otherwise generates fresh analysis. Spends 1 credit only when generating new content. Not read-only; pass an ideaId you own.Connector
- Resume a paused ad — synchronization to the channel starts again. Ads are ads-based channels (advertising / price-comparison / classifieds), not marketplaces: they publish products to the ad platform and have no order sync. Returns {integrationId, action:'resume', status:'resumed', kind:'ads'}. ad_id is from list_ads. project_id is OPTIONAL (inferred for a single-project customer; project_id_required otherwise — then call list_projects).Connector
- Phase 1 of 2 in the purchase flow. Convert a cart (or inline items + customer) into a checkout. Customer name, email, and phone are required. Returns checkout_id. No payment link is minted yet — call complete_checkout for that. Use update_checkout to correct customer details before finalising.Connector
- Create a CRM account/customer with a primary contact. Optionally enroll the account as a member; use enrol_membership later when the account already exists.Connector
- Get the graph schema for a locality (node types, relationships, sample queries). Call list_datasets first to get locality codes.Connector