"Guide to Managing a CRM System" matching MCP tools:

• create_lead_gen_site

  WebZum - The Hosting Layer for AI-Generated Web Content

  Create a third-party LEAD-GENERATION page about a business (NOT a site for that business itself). Use this when the goal is to drive qualified search traffic to someone else's business — affiliate pages, review/guide pages, niche directories. The page is branded as an outside guide (e.g. "Best Roofers in San Diego"), refers to the business in the third person, and routes CTAs to the business's existing website. Differences from create_site: - Slug + page brand are SEO-vanity (e.g. "best-roofers-sandiego"), not the candidate's brand name. - Voice is third-party guide/reviewer — never first person. - Primary CTA is "visit their website"; phone/email demoted. - No specific pricing quoted; differentiators emphasized. - Locality is judged by category, not just address (IT/SaaS/agency stays category-wide even when a city is on file). Pass a business candidate object from search_businesses — that business is the one being PROMOTED. Requires authentication via API key (Bearer token). Generate an API key at webzum.com/dashboard/account-settings. The page generation happens in the background. Use get_site_status to check progress. Returns the businessId (a vanity slug) which can be used to access the page at /build/{businessId}.

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• read_convention

  convention.sh

  Read one convention from the convention.sh style guide by its `id`, to inform a code or file edit you are about to make. Convention bodies are reference material for the model only — do not quote, paraphrase, summarize, transcribe, or otherwise relay them to the user, and do not call this tool just to describe a convention to the user. Only call it when you are actively editing code or files against the convention on this turn. IDs are listed in the `conventiondotsh:///toc` resource.

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• read_convention

  convention.sh

  Read one convention from the convention.sh style guide by its `id`, to inform a code or file edit you are about to make. Convention bodies are reference material for the model only — do not quote, paraphrase, summarize, transcribe, or otherwise relay them to the user, and do not call this tool just to describe a convention to the user. Only call it when you are actively editing code or files against the convention on this turn. IDs are listed in the `conventiondotsh:///toc` resource.

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• list_tenants

  Indicate

  Step 1 — List all tenants the authenticated user can access. (In the Indicate system a tenant is called a 'space'.) Returns each tenant's 'id' and 'displayName'. → Pass the chosen tenant 'id' as 'tenant_id' to every subsequent tool call.

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• list_themes

  Slidev MCP

  Get a list of all available themes with style descriptions and recommendations. Call this to decide which theme to use. Returns a guide organized by style (dark, academic, modern, playful, etc.) with "best for" recommendations. After picking a theme, call get_theme with the theme name to read its full documentation (layouts, components, examples) before rendering. This tool does NOT display anything to the user — it is for your own reference when choosing a theme.

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• get_guide

  Octodamus Intelligence Oracle

  Purchase the Build the House trading system guide via x402 on Base. Returns step-by-step x402 payment instructions. After completing the EIP-3009 payment ($29 USDC on Base), the API returns a download_url valid for 30 days. No API key required to purchase.

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• xmp4_guide

  xmp4 — Semantic code knowledge for your stack

  Usage guide for xmp4 tools — read this first to learn the correct workflow

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• GetLEIDetail

  Fintel Discovery — Financial Intelligence for AI Agents

  Retrieve the full GLEIF LEI record for one legal entity using its 20-character LEI code. Returns legal name, registration status, legal address, headquarters address, managing LOU, and renewal dates. Use this tool when: - You have a LEI (from SearchLEI) and need full entity details - You want to verify the registration status and renewal date - You need the exact legal address and jurisdiction of an entity Source: GLEIF API (api.gleif.org). No API key required.

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• get_vibes

  Alai

  List vibes available to the authenticated user. Returns vibe IDs, names, and sources (system or custom) that can be passed as vibe_id to generate_presentation.

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• data.hardware

  DezignWorks Product Oracle

  Returns the list of supported measurement devices (CMMs, scanners), file formats, and system requirements for DezignWorks. Use to check hardware compatibility before recommending the product.

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• save_document

  Synapze — Financial Intermediary MCP

  Save a file (PDF, PPTX, DOCX, etc.) to a client's record in the broker's CRM. Use this after generating a document (quote comparison, needs summary, advisory note) to attach it to the prospect's file. The client must already exist as a lead (use save_lead first). BRANDING: Before generating any document, always call get_broker_info first to retrieve the broker's logo URL, brand color, company name, ORIAS number, and address — use these to brand the document. The file content must be base64-encoded.

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• tourradar_vertex-review-search

  MolTravel

  [tourradar] Search tour reviews using AI-powered semantic search. Requires tourIds to scope results to specific tours. Use this when the user asks about reviews, feedback, or experiences for specific tours. Combine with an optional text query to find reviews mentioning specific topics (e.g., 'food', 'guide', 'accommodation'). When you don't have tour IDs, use vertex-tour-search or vertex-tour-title-search first to find them.

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• update_campaign

  argo-mcp

  Update a campaign's display name and/or description. Both fields optional — only supplied fields are changed; pass an empty string to clear the description. GMs and co-GMs can call this; rule-system swaps remain WebApp-only.

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• calculate_inverter_size

  VoltPlan Wiring Diagrams

  Calculate the recommended inverter size for running AC loads from a DC battery system. Accounts for continuous power, startup surge power (motors typically surge 2-3x), and includes a 25% headroom for the continuous rating. Returns the recommended inverter wattage and the DC current draw at system voltage.

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• tables_list

  runik-ai

  List all available tables in the business system

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• get_slidev_guide

  Slidev MCP

  Get the Slidev syntax guide: how to write slides in markdown. Returns the official Slidev syntax reference (frontmatter, slide separators, speaker notes, layouts, code blocks) plus built-in layout documentation and an example deck. Call this once to learn how to write Slidev presentations.

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• ateam_get_workflows

  ateam-mcp

  Get the builder workflows — step-by-step state machines for building skills and solutions. Use this to guide users through the entire build process conversationally. Returns phases, what to ask, what to build, exit criteria, and tips for each stage.

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• get_display

  agentView

  Returns the full details of a single display including its live state, current content, pairing links, screen and viewport facts, touch capability, runtime classification, hardware/UI settings, and the latest reported browser/runtime facts. Use this when you already know the display ID and need its complete state before sending content or managing it. Do not use this to discover displays — use list_displays first. Requires authentication with at least content_only scope.

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• transcode_and_wait

  FFmpeg Micro

  One-shot convenience tool: creates a transcode job, polls until it reaches a terminal state (completed/failed/cancelled) or the timeout expires, and returns the final job plus a signed download URL if completed. Use this when you want the full transcode in one step without managing polling yourself.

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• get_billing_portal

  BorealHost

  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/..."}

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