"A platform for customer relationship management and marketing software" matching MCP tools:

• search_contentA

  flevyA

  Search Flevy's marketplace of consulting frameworks, PowerPoint templates, Excel financial models, business toolkits, and management case studies. Use this whenever a user needs a best-practice framework, methodology, template, financial model, or real-world case example on any business or management topic (strategy, digital transformation, supply chain, pricing, operational excellence, M&A, etc.). Returns up to 10 relevance-ranked recommendations across two content types: "document" (premium documents authored by management consultants) and "case_study" (management case studies). ALWAYS include each recommended item's url as a clickable link when you mention it in your reply — never reference a document without its link, because the link is the only way the user can open it. Each result carries a content_id for get_content_details. Filters: topic (single, or "topics" for documents covering ALL of several topics), author (list more documents from an author seen in results), filetype (including tier1_consulting_deck for McKinsey-style strategy decks), content_type. Topic-filtered responses also list related_topics to pivot to. Provide at least one of query, topic(s), or author; use list_topics to map user phrasing to a canonical topic.

  ConnectorNo auth

• get_variable_relationshipsA

  hypathesisA

  Retrieve analyzed variable relationships for a completed paper. Only returns results when get_analysis_status reports status='Ready'. Without an API key (anonymous): returns the relationship list with source, target, and direction — but detailed reasoning is available only with an API key. Sign up at https://hypathesis.com to get one. Args: file_id: The file_id returned by the /upload endpoint. authorization: Optional. API key as 'Bearer hk_...' or 'hk_...'. session_token: Optional. The session_token returned by /upload for anonymous uploads. Returns: Authenticated: full details (source, target, directed, reason per relationship; name, measure per variable). Anonymous: gated (source, target, directed per relationship; name per variable; sign_up_url for full access).

  ConnectorNo auth

• create_actionA

  noticedA

  Create a follow-up tied to a person — a to-do for the relationship (e.g. 'send the deck', 'intro to Ana'). In Team context, pass team_id and assigned_to to create it for any teammate against a Team-visible relationship. RECOMMENDED: include both assigned_to and remind_at whenever ownership and timing are known; neither is required. @mention a name in `content` to link someone in the relationship owner's network. Read open ones via get_person (relationship.actions); close them with complete_action or edit them with update_action.

  ConnectorNo auth

• create_project_tokenA

  EchoRelayA

  Mint a PROJECT-scoped management token (`er_mcp_`) for MCP and REST; it cannot authenticate relay traffic. Use it after create_project to configure a fresh project, or for any project you already own. Attenuated by design: the scopes must be a subset of THIS management token's own grant (`read` is always included), expiry is mandatory (1–90 days, default 30, never "never"), and the minted management token (being project-scoped) can never mint management tokens itself. `spend` is human-granted only: no management token, of any scope, can mint one carrying it. Mint a spend-scoped token from the project's panel instead. Requires an ACCOUNT-scoped management token and the `config` scope. Returns the plaintext exactly once; only its hash is stored.

  ConnectorNo auth

• how_munimji_helpsA

  HelloBooks AI AgentsA

  Explain how HelloBooks and Munimji (the in-app AI assistant) help a specific business — given a free-text description of the user's own operations. Returns a curated capability knowledge base: business-operation areas (sales, purchases, banking, tax, reports, inventory, payroll, multi-entity, setup), and for each AI capability WHO does the work — `autonomous` (Munimji does it on its own, e.g. OCR extraction, running reports), `approval` (Munimji prepares the entry and you one-click approve before it posts to the ledger, e.g. AI categorization, find-and-match, creating invoices/bills by chat), `assist` (co-pilot, e.g. guided onboarding, voice), or `manual` (a software feature you run yourself). Each capability links to the backing software features. Use this when a user describes their business and asks "how can HelloBooks help me?", "what can the AI do for my shop/practice/agency?", or "what can Munimji do on its own vs what do I approve?". Pass their description in `businessDescription`; optionally filter by `area` or `autonomy`. The AI never posts to a ledger without approval. For the full software catalog call list_features; for pricing call list_plans.

  ConnectorNo auth

• how_munimji_helpsA

  HelloBooks AI Agents MCP ServerB

  Explain how HelloBooks and Munimji (the in-app AI assistant) help a specific business — given a free-text description of the user's own operations. Returns a curated capability knowledge base: business-operation areas (sales, purchases, banking, tax, reports, inventory, payroll, multi-entity, setup), and for each AI capability WHO does the work — `autonomous` (Munimji does it on its own, e.g. OCR extraction, running reports), `approval` (Munimji prepares the entry and you one-click approve before it posts to the ledger, e.g. AI categorization, find-and-match, creating invoices/bills by chat), `assist` (co-pilot, e.g. guided onboarding, voice), or `manual` (a software feature you run yourself). Each capability links to the backing software features. Use this when a user describes their business and asks "how can HelloBooks help me?", "what can the AI do for my shop/practice/agency?", or "what can Munimji do on its own vs what do I approve?". Pass their description in `businessDescription`; optionally filter by `area` or `autonomy`. The AI never posts to a ledger without approval. For the full software catalog call list_features; for pricing call list_plans.

  ConnectorNo auth

• link_issueA

  DeskCrew - AI Chatbot, Helpdesk & Knowledge baseA

  Associate an existing support ticket with a tracked issue (bug or feature) in the same tenant, so the ticket is connected to the underlying work item. Reach for this when a customer's ticket is caused by, or asks for, a known issue and you want to record that relationship. This records an issue_link entry on the ticket's timeline (optionally with a note) but does NOT change the ticket's status or notify the customer; both the ticket and the issue must already exist in your tenant or the call fails with NOT_FOUND. [price: $0.03]

  ConnectorNo auth

• send_replyA

  DeskCrew - AI Chatbot, Helpdesk & Knowledge baseA

  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

• create_cloud_connectionA

  Tomorrow Central: Cloud Cost SentinelB

  Start linking a cloud account so it can be scanned. `provider` is "aws", the only provider supported today; `account_id` is the 12-digit AWS account number. `software` is the Tomorrow Central software the link is for; omit it for Cloud Cost Sentinel. Each software has its own read-only role, so link once per software. This is a two-party flow and you cannot finish it alone — creating the read-only IAM role requires the human's AWS credentials. Returns a `launch_url`. Hand the human these instructions verbatim: 1. Open the launch_url (a pre-filled CloudFormation quick-create link). 2. Review the read-only role it creates, then click Create stack. 3. Tell you when the stack says CREATE_COMPLETE. Then call `verify_connection` with the returned connection_id. Verification fails with a clear message until the role exists, so polling it every ~15 seconds is safe and expected. No ARN or secret needs to be copied by anyone.

  ConnectorNo auth

• search_hubspot_crmA

  YouSpotB

  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

• cancel_bookingA

  Nexwin AIA

  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

• submit_commercial_applicationA

  Sigo Seguros car insurance quotesA

  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

• checkout_linkA

  teas.co.ukA

  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

• z2h_search_marketplaceA

  Zero to Hundred marketplaceA

  Find live software by keyword before building from scratch. Public, no sign-in needed. Returns descriptions, USD license prices, tech stacks and listing links. Example: {"search": "invoice", "limit": 5}. Empty search browses recent software. When hasMore is true without nextCursor, narrow the search. Matching is lexical. Errors set isError; retry a rate limit later. Use z2h_compare_marketplace_listings for a shortlist or z2h_show_marketplace for cards. A result does not guarantee suitability or purchase availability.

  ConnectorNo auth

• flow_lookup_pos_apiA

  Final POS – Custom POS BuilderA

  Look up the Final POS REST API (https://api.finalpos.com) — endpoint method/path, request fields, response shape, and a worked fetch example. This is the ONLINE-ONLY fallback for admin/management operations command-frame cannot express (creating products/variants/categories, customer management, outlets/stations/tax tables, webhooks). Command-frame is ALWAYS first choice for live POS data — it works offline and the host owns money/totals. A call to this API is network egress from the station: it fails whenever connectivity does, so never put one in the sale path — use it for setup/admin work and degrade gracefully. Pass resource to list a domain, operation for one endpoint, or query for fuzzy search.

  ConnectorOAuth

• hub_delete_customerA

  Final POS – Custom POS BuilderA

  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

• reply_to_conversationA

  AideB

  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

• list_companies_by_sicA

  beatandraise.com SEC FilingsA

  List the companies in an industry, using the SEC's Standard Industrial Classification (SIC). Pass a SIC code (3-4 digits, e.g. "6200" for securities brokers and exchanges, "3571" for electronic computers, "7372" for prepackaged software) to get its companies: CIK, name, ticker, state of incorporation and fiscal year end, 100 per page, companies with a ticker first. Get a company's own code from get_company or search_companies (sic). If you do not know the code, pass a word from the industry name instead ("software", "pharmaceutical", "bank", "oil") and you get the matching SIC codes with how many companies each has; then call again with the code you want. list_sic_codes shows the whole classification. SIC is the SEC's classification of the filer, assigned when it registers. It is not GICS or NAICS, individuals and most funds have none, and some codes are broad (e.g. 6770 "blank checks"). Args: industry: a SIC code like "6200", or a word to look up codes by ("software") query: with a code: only companies whose name or ticker contains this page: with a code: page number, 100 companies per page (default 1) listed_only: with a code: only companies that have an exchange ticker (default True). Set False to include the many dormant, delisted and asset-backed entities that carry the same code.

  ConnectorNo auth

• collmex_create_customerA

  Collmex MCP by usefulapiA

  WRITE: create a NEW customer in Collmex (record CMXKND without a customer number, so Collmex assigns the next number; an existing customer is never overwritten). Each call creates another customer: check collmex_list_customers first to avoid duplicates. Nothing is sent to the customer. Give at least a company or a last name. Returns the new customer number.

  ConnectorNo auth

• claim_requestA

  Odile LabsA

  Take over a request another assistant opened, using the single-use handoff code the customer issued from their customer link. Use it only when the customer gave you a code; to start a new job use open_request. The code is used up by a successful claim and expires after 15 minutes. Your access is the scope the customer chose: read, read_cancel or book. Returns request_id and your grant; a bad, used or expired code is refused. Call get_request next. Requires direct:tasks.

  ConnectorOAuth

• vivid_accept_quoteA

  vivid-ads-commerceA

  Return the secure payment link for a formal quote Vivid already emailed (e.g. #D786069) so the customer can complete the order without leaving the conversation. Requires the quote number AND the email it was sent to (identity). Read-only — nothing is charged; it returns the customer's existing Shopify checkout link. If the quote has already become an order, it says so instead of issuing another link. CODE REQUIRED: needs the customer's email AND a verified identity token. Without a token this tool emails the customer a 6-digit code and returns status need_verification with a verificationId — ask the customer for the code, call vivid_identity_verify, then call this tool again with the token. It shows nothing before that.

  ConnectorNo auth