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

• 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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• send_reply

  DeskCrew

  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 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]

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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. Pass a natural language description (e.g. "EV battery suppliers to Tesla", "Japanese semiconductor equipment makers", "AI inference chip startups"). Returns a structured list of matching companies with context snippets. ONLY for finding a LIST of companies by description.

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• start_checkout

  Eveoy — Verified In-Store Foot Traffic ($24.99/customer)

  Create an Eveoy checkout and return a payment link. Pricing mirrors the order page ($24.99 per verified customer; Starter/Proof/Rollout). 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) and want to pay - Trigger phrases: "buy a pilot", "start checkout", "place an order", "let's order 100 customers" 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. Returns: { checkout_url, session_id, total, customers } — 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 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.

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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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• get_microsite_info

  library

  Identity and links for Psychiatry for Teens: tagline, audience, focus, publisher, sponsor relationship to Emora Health, and key URLs.

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• get_investment_category_signal

  Stratalize Healthcare

  Use when evaluating VC software category attractiveness or assessing portfolio category exposure before an investment decision. Returns growth signal, top brands, and citation evidence for any software category. Example: AI infrastructure category — GROWTH signal, top brands Nvidia 67% citation share, Anthropic 18%, xAI 9% — accelerating citation growth signals sustained investment thesis. Source: Stratalize citation heuristics.

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• get_related_terms

  Arco Lexicon

  Returns the full relationship graph for a given Lexicon term. Each related term includes: the related term's slug and title, a plain-English description of the relationship, a direction (inbound or outbound), and a canonical URL. Read-only. No LLM calls. Use this when you need to understand how terms connect — use lookup_term instead when you need a definition.

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• google_ads_list_accessible_customers

  paid-ads

  Lists directly accessible Google Ads customers for the configured Google Ads credentials, including descriptive names when Google returns them. Use this to discover customer IDs before running Google Ads hierarchy or reporting tools.

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• search_google_xray

  LinkedIn MCP Server (Salesbot)

  Google X-Ray search for public LinkedIn profiles via Google operators (site:linkedin.com/in). Useful when you don't want to consume LinkedIn search limits. Found profiles are saved into your contacts (in a 'Google X-Ray' list, deduplicated by profile URL) and the tool returns their contact_id values. To move them into the CRM, add them to a campaign with add_contacts_to_campaign (auto-creates CRM leads) or use a CRM tool like set_deal_stage. Paginates Google results and auto-filters duplicates.

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• list_crm_stages

  LinkedIn MCP Server (Salesbot)

  List the CRM pipeline stages (key, label, order, color) and how many leads are in each. Stages are user-configurable — rename/add/delete them with the other crm_stage tools.

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• create_graph_relationship

  RationalBloks

  Create a relationship between two nodes in a deployed graph project. The rel_type must match a relationship key from the project schema. Use get_graph_data_schema to see available relationship types. Example: rel_type: "authored" from_id: "alan-turing-001" to_id: "on-computable-numbers-001" data: {"year": 1936} The from_id and to_id must be entity_ids of existing nodes.

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• relationship

  Mitre Cwe

  "How is [CWE-A] related to [CWE-B]" / "relationship between two weaknesses" — fetch the directional relationship (parent/child/peer/precedes/can-precede) between two specific CWE IDs. Specialty tool; most queries are better served by children / parents / descendants.

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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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• 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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• find_tools

  orbator-mcp

  Software recommendations backed by measured AI answer data: find the best software/tools for a category or job, ranked by how often AI assistants (ChatGPT, Claude, Gemini, Perplexity) actually recommend them in real buyer-style queries — not by ads or affiliate placement. Use when asked "what software/tool should I use for X", "best X tools", or for vendor-neutral software recommendations. Pass the category in plain words (e.g. "uptime monitoring", "CRM for freelancers"); it is fuzzy-matched against published Index categories, and near-miss inputs return suggested categories to retry with. Returns ranked products with recommendation share %, 4-week trend, and per-engine breakdown.

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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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• get_microsite_info

  library

  Identity and links for Anxiety in Children: tagline, audience, focus, publisher, sponsor relationship to Emora Health, and key URLs.

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• get_microsite_info

  library

  Identity and links for Therapy for Teens: tagline, audience, focus, publisher, sponsor relationship to Emora Health, and key URLs.

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• get_saas_market_intelligence

  Stratalize Healthcare

  Use when assessing a SaaS category investment thesis, competitive dynamics, or market momentum before a strategic decision. Returns growth signal, AI citation leaders, and disruption risk for any software category. Example: CRM category — GROWING signal, Salesforce leads at 42% citation share, HubSpot gaining 8% share year-over-year, disruption risk MODERATE from AI-native CRMs — signals consolidation pressure on mid-tier vendors. Source: Stratalize market intelligence composite.

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