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742,206 tools. Updated 2026-11-04 15:04

"A CRM platform for managing customer relationships" matching MCP tools:

  • 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.
    ConnectorNo auth
  • Returns the exact details to collect from the customer for a line of insurance — the same rating inputs MIB's own quote forms use. Call this FIRST, ask the customer the questions, then call compare_insurance_quotes with their answers. Omit product_type to see every line.
    ConnectorNo auth
  • Screen a person by NAME for bankruptcy exposure ('konkursgjenganger'): leadership roles (chair / managing director) held in companies that later went bankrupt, tenure-weighted, from the dated role history. Use this for HISTORICAL leaders who are no longer in any role index and so cannot be reached via search_persons/get_person. The match is name-based (no national ID), so a hit is a REVIEW FLAG to verify (birth year / address), not a verdict. PII-sensitive — requires the search_full_enabled tier.
    ConnectorNo auth
  • Check whether a TempGuru quote request reference was received by the CRM or durably queued. Use only after the buyer personally submitted a TempGuru website form and received a TG reference, or for a historical reference. The authless MCP request_quote handoff does not create a reference. This v1 status stub reports received/queued only; it does not yet expose quote_sent or won. <examples>get_quote_status(reference='TG-ABC234')</examples> <hints>Status records are retained for 90 days. A not-found result does not prove the CRM lead is absent; follow up with the reference at megan@tempguru.co.</hints>
    ConnectorNo auth
  • 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]
    ConnectorNo auth
  • List the cards on YOUR agency's CRM pipeline boards (Kanban), with each board's own stage names and card counts. Boards: lead, buyer, seller, tenant, nurture (each card is a contact) and property (each card is a listing). Stage names are whatever the agency renamed them to, so read them from the reply rather than assuming. Call with no pipeline for a summary of every board - use this to answer "what's in my pipeline?" or "how many buyers do I have?". Call with a pipeline for that board's cards, newest activity first. This is the board view. For enquiries that have just arrived and have not been worked yet, use my_leads instead. Returns the WHOLE agency's boards, not one agent's cards: CRM access belongs to the agency, not to a person. Requires a linked PropertyList account (or an agency API key); only ever returns the calling agency's own data.
    ConnectorNo auth

Matching MCP Servers

  • A
    license
    Not graded
    quality
    C
    maintenance
    Enables AI agents to manage a fully customizable CRM, including contacts, companies, sales pipelines, custom objects and fields, file uploads, and data relationships via MCP over HTTP.
    MIT
  • F
    license
    Not graded
    quality
    C
    maintenance
    Unifies 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.
    -

Matching MCP Connectors

  • Beispiel: „Welche Firmen führt eine Person namens Maria Huber?“ Find every company a person runs or represents - across BOTH registers in one call (cross-border person search). Read-only. Parameters: - name (required): person name substring, case-insensitive, e.g. "Mustermann". - country (optional, default "all"): "AT" | "DE" | "all". - page_size (optional, default 25): results per country. - status (optional, default "all"): "active" | "inactive" | "all". Returns the merged search_companies envelope ({countries, results, per_country, notices}) plus ``person_query``; every result card carries ``country``, ``company_id`` and the matched manager. AT matches the primary managing director, DE matches all managing directors AND registered signatories. IMPORTANT: matching is by name and the registers publish birth YEAR only - a shared name across companies or countries does not prove the same person (the notice says so; use birth years and context to corroborate). For general company search use search_companies with other filters; manager_name can be combined there too.
    ConnectorOAuth
  • Look up a person or company in the user's connected HubSpot CRM, live, by email address, domain, or name. Use this for 'what do I have on dshah@hubspot.com', 'is gusto.com in the CRM', 'is Acme a customer', or 'do we have a contact named Jane Doe'. An email finds that contact and the company at its domain; a domain finds the company and the contacts at it; anything else is a name search over both. Returns the matching records with their CRM properties and a url to open each in HubSpot. lifecyclestage says where a record stands (subscriber, lead, marketingqualifiedlead, salesqualifiedlead, opportunity, customer, evangelist, other), so 'a customer' means lifecyclestage is customer. found=false with no errors means the CRM has no such record. For aggregate questions over many records use ask_about_hubspot_contacts or ask_about_hubspot_companies instead.
    ConnectorNo auth
  • Cancels a booking (appointmentId from get_bookings) by PERMANENTLY DELETING it — it will not appear afterwards, even as canceled. Also removes its Zoom meeting and calendar event and emails the customer a cancellation. Cannot be undone. Before calling, tell the user which booking (customer, time) will be cancelled and that the customer will be emailed, and get their explicit yes; then pass confirm: true.
    Connector
    Destructive
    No auth
  • <summary>Create a deal in the user's CRM pipeline — this is how a person or company gets into the CRM. It shows up on the Deals view for the whole team. A deal needs a person or a company (or both). Link someone Sliq already knows by id (query_people / query_companies), or pass new_person / new_company to add them. If the person already has an open deal this refuses and names it — update that deal instead, unless the user wants a second one (then pass allow_duplicate=true).</summary> <returns> <description>The created deal, same shape as a query_deals row.</description> </returns>
    ConnectorOAuth
  • Deploy a project's Function code bundle. Project-level, not per-Function — one zip holds every handler for the project, so the name is plural. Upload the zip first with upload_file, then pass the file id here. The zip's own layout is preserved verbatim, so handler dotted paths point into it directly: a handler of 'orders.before.validate' needs orders/before.py in the zip. Dependencies must be vendored into the zip (pip install -r requirements.txt -t .) — the platform does not run pip on customer input. Returns immediately with status 'deploying'. Poll list_deployments to see it settle to 'ready' or 'failed'. Rolling back is this same call with an earlier file id.
    Connector
    Destructive
    API key
  • Commercial auto, step 2 of 2: call it once, with the collected commercial_next_question returned when ready_to_submit was true. Do not call it again after it answers: a repeat is usually answered with the earlier request and already_received: true, but that is not guaranteed, and a second call can file a second request. Sends the intake to Sigo, where a licensed agent reviews it and follows up by email. It is a request for a quote, not a quote: it returns no price, selects no policy, takes no payment and binds no coverage. Say `message` and `disclaimer` as written, and offer `form_url` with `form_note` for a customer who wants to add their vehicles and drivers now. A refusal comes back with a code, a message for the customer and a next_step for you. One that says the request did not reach Sigo carries form_url: never tell the customer it was received.
    ConnectorNo auth
  • For books LARGER than 500 transaction rows. Returns a complete, runnable Python script that scores the book into A/B/C/D tiers with survival modelling (BG/NBD), spend modelling (Gamma-Gamma), tier migration, a money layer and plain-language decision cards. Run it in your code sandbox against the user's transaction file. The rows never pass through you as tokens, so a 10,000-row book costs the same to run as a 600-row one. Needs numpy. Prints ranked decisions and headline figures; writes the full per-customer ledger to customer_tiering_result.json beside the input file. No customer data reaches this server on this path. SAVE AND RUN THE RETURNED SCRIPT VERBATIM — every block of it is required for the computation. Do not retype it from memory, shorten it, reformat it, split it up, or reimplement the maths with pandas/sklearn; only the PATH / AS_OF / CURRENCY / OUT / OVERRIDES / CONTACTS lines at the bottom may be edited. The script cleans customer identities itself before scoring — merging capitalisation and spelling variants by rule, printing what it merged, and listing the similar-but-unproven groups for you to rule on via OVERRIDES — so do not pre-clean the file or edit those rules. Optionally takes contacts_path, a log of rep calls or visits (customer_id + date only). It is not required and the book scores fine without it, but it is valuable: with it the money layer MEASURES what a contact is worth per tier from touched-vs-untouched tier transitions instead of assuming a flat rate, so ask for it whenever the user mentions a CRM, a call log or a visit register.
    ConnectorOAuth
  • Use this when the customer is ready to buy what is in their teas.co.uk basket. basket_id picks the basket: leave it out on hosts that identify the customer, and otherwise pass the basket_id an earlier basket tool returned, so the link carries the basket the customer built. Each call makes a new link that works for 7 days on any device; any link opens the basket as it is when opened. There the customer signs in or creates an account, chooses delivery and pays. An empty basket returns an error asking for a product first. The assistant never sees payment details, and no order is placed until the customer pays on teas.co.uk. To buy specific products without the basket use checkout_session.
    ConnectorNo auth
  • Use this when a signed in customer asks how many teas.co.uk reward points they have or what they are worth. It takes no input. Zero points is a normal answer for a new account. Without a linked account it returns an error asking the customer to sign in. Points are only spent at checkout on teas.co.uk, so this cannot redeem them. To buy, use checkout_link; for past orders use my_orders.
    ConnectorNo auth
  • Customer-related intangibles: customer relationships with attrition, distribution networks by channel profitability, and non-compete agreements on protected profits. Method selects the formula. Use for customer relationships, distribution networks, and non-compete assets; customer_relationships projects multi-period revenue with a retention rate. For the workforce and key-person assets use valuation_human_capital; for technology assets use valuation_technology. Per method: customer_relationships needs customer_count + avg_revenue_per_customer + retention_rate + profit_margin + discount_rate + projection_period; distribution_network needs channel_count + revenue_per_channel + channel_margin + useful_life + discount_rate; non_compete needs protected_revenue + profit_margin + term + enforcement_probability + discount_rate. retention_rate and enforcement_probability are in [0,1]; projection_period sets the number of discounted periods. Only method is required; all other parameters are method-dependent — supply those the selected method names and omit the rest (defaults apply where defined). Rates and premiums are decimals (0.10 = 10%). Pure arithmetic: no I/O and no external calls, rounded to 2 decimals; parameters belonging to other methods are accepted and ignored. An unknown method, or a missing method-required parameter, returns an error instead of a value.
    ConnectorNo auth
  • List and filter the CRM contacts (people who have written to or interacted with the connected accounts), each with `id`, `name`, `email`, `tags`, `subscribed` and `platform`, plus `count` with the total that matched before the limit. Use it to find a person or a segment; for one person's channels, custom fields and notes use get_contact, and for their messages list_conversations. Returns 40 by default and at most 200: if `count` is higher, narrow with tag, search, platform or accountId. The `id` is what get_contact, update_contact, set_contact_field and enroll_in_sequence take.
    ConnectorOAuth
  • Remove a customer from the merchant's list. Takes the customer ID ONLY — look it up with get_customers and never guess. CONFIRM WITH THE MERCHANT BEFORE CALLING, naming the customer: there is no undo from here. Their past orders are kept. If several customers match, list them and ask which one instead of picking.
    Connector
    Destructive
    OAuth
  • The AXL product documentation (docs.axl.tech, the knowledge base an admin reads) — searchable, and readable in full. Use it for PRODUCT questions the API surface cannot answer: what a feature is, which flow it belongs to, what the business rules are, what the UI calls the thing the user just asked about, whether the platform can do X at all. It does NOT document the API — for operations, bodies and field semantics use capability_map / list_recipes / get_operation_schema. TWO STEPS: (1) search_docs(query="…") returns a ranked shortlist — title, UI section, the article's own summary, a matched snippet — and NOT the articles; (2) pick what looks relevant and call search_docs(slugs="slug-a,slug-b") to read those in full. Call with no arguments for the section outline, or section="CRM" to list one section. Articles are English-only.
    ConnectorOAuth
  • Send a reply to the customer on a conversation, as the signed-in teammate, through its channel (email, chat, the helpdesk ticket…). The customer receives it and it cannot be unsent; calling it again sends another reply. For something only teammates should see, use add_note. `status` moves the conversation after sending, as Send and close does.
    Connector
    Destructive
    OAuth
  • Beispiel: „Welche Firmen führt eine Person namens Maria Huber?“ Find every company a person runs or represents - across BOTH registers in one call (cross-border person search). Read-only. Parameters: - name (required): person name substring, case-insensitive, e.g. "Mustermann". - country (optional, default "all"): "AT" | "DE" | "all". - page_size (optional, default 25): results per country. - status (optional, default "all"): "active" | "inactive" | "all". Returns the merged search_companies envelope ({countries, results, per_country, notices}) plus ``person_query``; every result card carries ``country``, ``company_id`` and the matched manager. AT matches the primary managing director, DE matches all managing directors AND registered signatories. IMPORTANT: matching is by name and the registers publish birth YEAR only - a shared name across companies or countries does not prove the same person (the notice says so; use birth years and context to corroborate). For general company search use search_companies with other filters; manager_name can be combined there too.
    ConnectorOAuth