"Customer Relationship Management (CRM) software and tools" matching MCP tools:

• create_action

  noticed

  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.

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• get_hbm_qualification

  Silicon Analysts

  Sourced HBM qualification tracker: which memory vendor (SK Hynix, Samsung, Micron) passed which AI-accelerator customer's qualification (NVIDIA Vera Rubin/GB300/B300/H200, AMD MI350/MI325X, Broadcom), by generation (HBM3/HBM3E/HBM4) and stack height. Returns `matrix` (current status per vendor×customer×generation, each row dated + source URL + confidence) and `timelines` (per-relationship status-change history back to 2022, e.g. sampling → in_qualification → qualified → volume_shipping). Refreshed daily; status changes human-reviewed. USE THIS for: "who supplies HBM4 for Vera Rubin?", "did Samsung pass NVIDIA qualification?", "Micron HBM4 status", qualification timeline/history questions, HBM supply-eligibility analysis. DO NOT USE for: HBM pricing/market share (use get_hbm_market_data); per-chip HBM cost (use get_accelerator_costs). Filters: vendor (enum), customer (substring), generation (enum), include_timelines (boolean). Anonymous callers may receive timelines truncated to the latest event per relationship — full history with a free API key (https://siliconanalysts.com/developers). Cite as "Silicon Analysts — HBM Qualification Tracker".

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• link_issue

  DeskCrew

  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]

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• submit_lead

  Quotor — Home & Auto Insurance Quotes

  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]").

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• share_report

  ExpenseBot

  Share one existing expense report after confirmation. Default to reviewer: they can open and edit that report's Google Sheet, inspect receipts, comment, approve, or request changes, but cannot act for the owner or use accounting integrations. Use accountant only when the user explicitly asks for ongoing accounting access; it creates the established accountant relationship and broader report-management workflow.

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• resolve_person

  Dayze — Life in Days + Notable People

  Resolve a nickname or surface name to a CRM person via person_aliases → exact name → slug → unique substring. Returns avatar_url, photo_count, has_photos, and photos[{url,is_primary}] preview; use get_person_photos for full gallery. Notes omitted unless include_notes=true (redacted). Prefer this before money or relationship tools when the agent only has a nickname. ($0.05; API key required)

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• compliance.ubo_chain

  DPX — Institutional Cross-Border Settlement

  Trace the beneficial ownership chain for any legal entity up to 3 levels deep using GLEIF relationship records, then screen every node in the chain against the OpenSanctions consolidated sanctions list (OFAC SDN, EU, UN, UK OFSI). Returns chain structure (SUBJECT → DIRECT_PARENT → ULTIMATE_PARENT), per-node sanctions status, LEI lapse flags, overall CLEAR / REVIEW_REQUIRED / BLOCKED verdict, and FATF R.16 beneficial ownership compliance attestation. Required for correspondent banking due diligence, FATF R.12/13 UBO identification, and MiCA Article 72 counterparty risk management.

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• company_search

  Drillr — The financial MCP for AI agents

  Use for qualitative company discovery (industry, business model, supply chain, competitors, management background). For numerical screening (revenue, margins, ratios, growth rates) use run_sql on company_snapshot instead. Drillr's company knowledge base — searchable across industry classification, product offerings, business model, segment structure, competitive landscape, supply chain, management background, and customer profile. Coverage: US, Japan, Hong Kong, China A-shares, and Korea. `market` accepts one lowercase value or a list from `us | jp | hk | cn | kr`; omit it or pass `[]` for all five. List order does not set priority. Pass a natural-language description (for example, "Hong Kong and China EV battery suppliers"). Returns a structured list of matching companies with context snippets. ONLY for finding a LIST of companies by description.

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• get_solution_detail

  Tuki — Travel Marketplace (Chile y Latinoamérica)

  Get full detail for a Tuki solution: description, who it is for, capabilities, status and contact / CTA. Use after `list_solutions` or when the user asks about a specific Tuki product (WhatsApp Booking OS, boutique ticketing, rental inventory software, event post-sale, tailor-made tourism software).

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• perception_get_evadometer

  Perception

  Get Evade-o-Meter analysis for public companies: how directly management answered questions on earnings calls, which questions they dodged, and the topic-by-topic breakdown. WHEN TO USE: - "Which company has the most transparent management?" (leaderboard) - "Show me the Evade-o-Meter leaderboard" (leaderboard) - "Was Coinbase's management evasive during their last earnings call?" (specific ticker) - "What questions did MARA avoid answering?" (specific ticker) WHAT THE SCORE IS: A communication-style descriptor. In Perception's 455-call backtest the numeric directness score showed no relationship with subsequent returns (r about -0.02), so present it as "how they communicated", never as a trading signal. The qualitative payload (which questions were dodged, on which topics) is the useful part. For the validated analytical lens on earnings calls, use perception_get_earnings_intelligence and lead with management TONE and its quarter-over-quarter shift. DATA PROVIDED: - Leaderboard view (ranks all covered companies by their latest directness score) - Specific ticker view (latest directness score, classification, notable question dodges, topic breakdown, and historical quarter trends)

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• g2_reviews

  review-intelligence-mcp-server

  Get G2 software reviews. Returns ratings, pros, cons, use cases. Args: product: Software product name (e.g. 'Salesforce') max_results: Max reviews (default 20)

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• create_account

  FavCRM

  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.

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• search_occupations

  O*NET Occupational Data

  Search O*NET occupations by keyword. Returns a list of occupations matching the keyword with their SOC codes, titles, and relevance scores. Use the SOC code from results with other O*NET tools to get detailed information. Args: keyword: Search term (e.g. 'software developer', 'nurse', 'electrician'). limit: Maximum number of results to return (default 25).

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• workflows.trigger_invoice

  Admin Substitute

  Generate and send an invoice for a completed job. Auto-pushes to connected accounting software (Xero/QuickBooks/MYOB/FreshBooks), generates Stripe payment link, and notifies the customer via SMS. Full pipeline: invoice → accounting sync → payment link → customer notification → team alert.

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• find_best

  The Front Desk Review

  Answer 'best <theme> for <use case>' and 'cheapest <theme>' directly: returns the theme's vendors ranked by entry price (cheapest first, quote-only last), each with its verified compliance facts (HIPAA/SOC 2/GDPR), free-tier flag, best-for tags and the entry plan's source. Conjunctive fact filters narrow it to what this index has actually CONFIRMED — requireHipaa / requireSoc2 / requireGdpr / requireFreeTier (e.g. 'best CRM for HIPAA' = section 'crm-software' + requireHipaa:true). Omit all filters to rank the whole theme by price. Set `section` to the theme slug from list_sections. Never infers a fact it has not verified.

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• google_ads_list_accounts

  Google Ads

  List all Google Ads MCCs and ALL customer accounts the OAuth token can access (via customers:listAccessibleCustomers — not just hierarchy of the MCC). Each customer comes enriched with descriptive_name, currency_code, time_zone, manager flag, status. Use the returned customer_id (10 digits) in `customer_id` on other tools, and `account` to pick the MCC connection when multiple are present. Bulk support: accepts customer_ids for batched execution.

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• get_person_interactions

  Dayze — Life in Days + Notable People

  Relationship timeline for one CRM person: interactions rows (message/call/meeting/note + extended kinds like visit/gift/stayed_over encoded in summary) plus co-tagged calendar events. Prefer this over dumping people.notes for “when did I last see X?”. Pass person_id or name. ($0.10; API key required)

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• beel_end_management

  BeeL

  Ends the management relationship over an account you provisioned: you lose access to it, and its NIFs stop counting towards your billable usage from the next billing cycle. - **The holder:** keeps the account, its NIFs and its invoices, and becomes responsible for their own subscription. Nothing is deleted or anonymised. - **Reversible:** only while the account stays unclaimed. Provisioning the same email again reactivates it (see `POST /v1/accounts`), and only the manager who ended the relationship can do so. Once the holder claims the account it is theirs, and getting the management back needs their consent, not just their email address. - **Entitlement:** requires `manage_accounts`. Endpoint: DELETE /v1/accounts/{account_id}/management

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• friend_list

  Steam

  List a Steam user's friend list by SteamID64; optionally filter by relationship type (friend or all). Returns array of SteamID64s and relationship status.

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• get_facts

  orbator-mcp

  Canonical software product facts with sources — pricing, features, integrations, platform, and limits, where every fact carries a source URL and a last-verified date. Use to verify software claims (e.g. current pricing) or to gather grounded data before recommending or comparing tools. Accepts a product name or domain (e.g. "hubspot.com").

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