"MYOB" matching MCP tools:

• 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.

  Connector

• life_event_manage

  Mob (Demo)

  Create, list, update, delete, or restore life events for a contact. • action="create": Record a new life event. Requires contact_id, event_type, and title. Optional description, occurred_at, related_contact_ids. • action="list": List life events for a contact. Requires contact_id. Optional page, per_page, include_deleted. • action="update": Update a life event. Requires id. Optional event_type, title, description, occurred_at, related_contact_ids. • action="delete": Soft-delete a life event. Requires id. • action="restore": Restore a soft-deleted life event. Requires id.

  Connector

• prime

  Mob (Demo)

  IMPORTANT: Call this tool FIRST before any other tool to load essential CRM context. Returns a compact overview of the user's data: the current user's identity (name, email, contact_id), all tags, the 200 most recently updated contacts (id, name, and tag IDs), and the 10 most recent notes. This primes your context so you can reference contacts by name, understand the user's tag taxonomy, and see recent activity without needing separate list calls. Always call this at the start of a conversation.

  Connector

• food_preferences_upsert

  Mob (Demo)

  Set or update food preferences for a contact. Replaces all fields - pass all known preferences, not just changes.

  Connector

• note_list

  Mob (Demo)

  List and search notes. When contact_id is provided alone, lists that contact's notes (pinned first). Add query, tag_name, is_pinned, or omit contact_id to search across all contacts.

  Connector

• reminder_manage

  Mob (Demo)

  Create, list, update, complete, snooze, delete, or restore reminders. • action="create": Create a reminder for a contact. Requires contact_id, title, and reminder_date. Optional description, frequency. • action="list": List reminders, optionally filtered by contact or status. Optional contact_id, status, page, per_page, include_deleted. • action="update": Update a reminder. Requires id. Optional title, description, reminder_date, frequency. • action="complete": Mark a reminder as completed. For recurring reminders, advances to the next occurrence. Requires id. • action="snooze": Snooze a reminder to a new date. Requires id and new_date. • action="delete": Soft-delete a reminder. Requires id. • action="restore": Restore a soft-deleted reminder. Requires id.

  Connector

• task_manage

  Mob (Demo)

  Create, list, update, complete, delete, or restore tasks. • action="create": Create a task. Requires title. Optional description, contact_id, due_date, priority. • action="list": List tasks. Optional contact_id, status, priority, page, per_page, include_deleted. • action="update": Update a task. Requires id. Optional title, description, contact_id, due_date, priority, status. • action="complete": Mark a task as completed. Requires id. • action="delete": Soft-delete a task. Requires id. • action="restore": Restore a soft-deleted task. Requires id.

  Connector

• batch_create_contacts

  Mob (Demo)

  Create multiple contacts in one call. Max 50 items per batch. Runs atomically - if any item fails, the entire batch is rolled back.

  Connector

• batch_tag_contacts

  Mob (Demo)

  Apply a tag to multiple contacts in one call. Max 50 contacts per batch. Creates the tag if it doesn't exist. Runs atomically - if any item fails, the entire batch is rolled back.

  Connector

• contact_find_duplicates

  Mob (Demo)

  Scan for potential duplicate contacts using name, email, and phone matching. Returns pairs of contacts that may be duplicates with the reason for the match.

  Connector

• relationship_manage

  Mob (Demo)

  Add, update, remove, or list relationships between contacts. • action="add": Create a relationship between two contacts. Automatically creates the inverse relationship. Requires contact_id, related_contact_id, and relationship_type. To create relationships involving yourself, use your own contact_id from the prime tool. Relationships describe how contacts relate to each other (e.g. Bandit is Bingo's parent). • action="update": Update a relationship. Also updates the inverse relationship. Requires id. Optionally set relationship_type and/or notes. • action="remove": Remove a relationship and its inverse. Requires id. • action="list": List all relationships for a contact. Requires contact_id.

  Connector

• workflows.quote_to_invoice

  Admin Substitute

  Convert an accepted quote into a full invoice pipeline: create/update job → sync invoice to accounting (Xero/QB/MYOB) → generate Stripe payment link → notify customer → alert team. Handles the entire quote-accepted → paid lifecycle.

  Connector

• contact_delete

  Mob (Demo)

  Soft-delete a contact (can be restored later)

  Connector

• note_manage

  Mob (Demo)

  Create, update, delete, or restore a note for a contact. • action="create": Add a new note. Requires contact_id and body. Optional title, is_pinned. • action="update": Update an existing note. Requires id. Optional title, body, is_pinned. • action="delete": Soft-delete a note. Requires id. • action="restore": Restore a soft-deleted note. Requires id.

  Connector

• upcoming_birthdays

  Mob (Demo)

  Find contacts with birthdays coming up within a time window or in a specific month. Returns contacts sorted by soonest birthday first, with age calculations when available.

  Connector

• global_search

  Mob (Demo)

  Search across all entity types (contacts, notes, activities, life events, gifts, tasks, reminders, debts, relationships, contact methods, addresses, custom fields) in a single query. Returns grouped results by entity type with snippets and contact context.

  Connector

• contacts_needing_attention

  Mob (Demo)

  Find contacts you haven't interacted with recently - the "who am I neglecting?" query. Returns contacts sorted by staleness (longest since last interaction first). Contacts with zero interactions are included and sorted first.

  Connector

• batch_create_activities

  Mob (Demo)

  Create multiple activities/interactions in one call. Max 50 items per batch. Runs atomically - if any item fails, the entire batch is rolled back.

  Connector

• manage_settings

  Mob (Demo)

  View or update your personal settings (timezone, birthday reminder preferences). • action="get": View current settings • action="update": Update settings. Optional fields: timezone (IANA timezone like "America/New_York"), birthday_reminder_offsets (array of day offsets like [0,7,30] where 0=day-of, 7=week-before), reminder_offsets (array of day offsets like [0,7,30] for advance notice on custom reminders), birthday_reminder_time (HH:MM 24-hour format for when to send reminders)

  Connector

• gift_list

  Mob (Demo)

  List gifts, optionally filtered by contact, status, or direction. Add occasion, sort_by, sort_order, or omit contact_id for a cross-contact gift tracker with summary stats.

  Connector