"Using a CRM System for Work" matching MCP tools:

• system_reliabilityA

  ReliaStatsA

  Given per-component reliabilities and a structure ('series' or 'parallel'), return the system reliability. Series = product (all must work). Parallel = 1 − product(1−Rᵢ) (at least one works). Useful for back-of-envelope RBD calcs before reaching for full RBD tooling. For mixed-structure systems (series with parallel sub-blocks), call this tool repeatedly on the sub-blocks. ANTI-FABRICATION: exact closed-form. Quote verbatim.

  ConnectorNo auth

• crm_get_companyA

  TripleBooksB

  Single CRM company + counterparty + party fields (decrypted). GET /api/crm/companies/:companyId — **companyId is `companies.id`**, not invoice `customerId` (counterparty id). For invoice send checks use invoicing_invoice_send_readiness. Scope read:crm; RBAC crm.leads.view.

  ConnectorOAuth

• list_integrationsA

  leadmarinaA

  Which export destinations this account has connected (Close, GoHighLevel, Google Sheets) and whether each is ready to receive leads. Check this BEFORE export_leads or create_automation with a CRM destination — those fail if the integration isn't connected, and Close additionally needs one manual export first to save its field mapping. File destinations (csv/xlsx/json) always work and need nothing connected.

  ConnectorNo auth

• search_hubspot_crmA

  YouSpotA

  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

• workflows_connections_manageA

  9botA

  Reads and manages API, CRM, and synchronization connections used by Workflow steps. Use workflows_design for step definitions and workflows_runs_manage for an existing run. import_openapi creates an unsaved local draft, while write and revoke change protected connection state; CRM run only queues work and does not prove completion. Never place tokens, secrets, encrypted cursors, or internal hashes in presentation. For a preview, set input.preview=true; preview never applies the mutation. When confirmation is required, repeat the same operation and parameters with the returned input.confirmation_id.

  Connector

  Destructive

  OAuth

• crm_archive_companyA

  TripleBooksB

  Archive a CRM company (status inactive). Safer than delete — keeps counterparty and history. PATCH /api/crm/companies/:companyId. Scope write:crm; RBAC crm.leads.edit.

  Connector

  Destructive

  OAuth

• crm_delete_companyA

  TripleBooksB

  Permanently delete a CRM company. Clears company links on leads/activities; does not delete the counterparty. Prefer crm_archive_company. DELETE /api/crm/companies/:companyId. Scope write:crm; RBAC crm.leads.edit.

  Connector

  Destructive

  OAuth

• crm_create_email_draftA

  TripleBooksB

  Create a CRM outbound email DRAFT for a lead — does NOT send. Writes outbound_messages status=draft; for Gmail also creates a Gmail Drafts entry. Return value includes outboundMessageId (and gmailDraftId when channel=gmail). Show the draft to the user and wait for explicit approval before calling crm_send_email_draft. Optional attachmentDocumentIds attach Documents library files (same entity). Use crm_list_outbound_email_connections for connectionId + channel. POST /api/crm/outbound-email. Scope write:crm; RBAC crm.leads.edit.

  ConnectorOAuth

• get_overviewA

  Fluentive MCPA

  Returns a full overview of Fluentive - what it is, who it's for, and its core value proposition. Use when the user asks what Fluentive is, searches for a scheduling or CRM tool, or wants a summary.

  ConnectorNo auth

• create_lease_namespaceA

  AI SENSE Free Public ToolsA

  Create a random private namespace before several agents coordinate work using short readable keys. The namespace is a bearer secret and is returned once. Share it only with the cooperating agents. This operation stores no lease and needs no authentication.

  ConnectorNo auth

• find_emailA

  xmagnetB

  Reveal the verified work email for ONE profile from a search_contacts result (profile-first results hide emails until revealed). Runs a Hunter->PDL->RocketReach waterfall and charges 4 credits ONLY when a verified email is found — a miss is free, and a contact already revealed or in the CRM is free. Pass the profile's full_name + company (and linkedin_url if shown). To reveal several, call this once per contact; when revealing many, first tell the user it costs 4 credits each and confirm.

  ConnectorNo auth

• create_listingA

  PropertyList — Spanish Property MLSA

  Start a new property listing in YOUR agency's CRM from a description. Use when the agent is describing a property they have taken on and wants it in the system. Creates a DRAFT. It is never published and never appears on the portal from here: the agent adds photographs and the energy rating in the CRM and publishes it themselves. The response includes a direct link to the draft. Location is resolved against the real area tree, so a town, suburb or urbanisation name is enough. Requires an agency API key.

  ConnectorNo auth

• commsharbor_platform_crm_tasks_listA

  commsharborB

  Lists tasks in the platform CRM — work on a platform lead — about a prospective tenant, not about a tenant's customer. Cursor-paginated: limit 1-100, opaque cursor from the previous page. Filters: q, status, lead_id, assignee_user_id. Needs a human session with the platform_admin grant; tenant ownership does not qualify. Every item carries an absolute url.

  ConnectorNo auth

• crm_update_companyA

  TripleBooksB

  Update a CRM company. PATCH /api/crm/companies/:companyId — **companyId is `companies.id`**, not invoice customerId (counterparty id). `metadata` **replaces** the whole JSON object — GET the company first and merge. Set `metadata.billingTenantId` to the customer's control-plane tenant UUID for platform prepaid credit auto-grant on credits invoices (also syncs to counterparty). Scope write:crm; RBAC crm.leads.edit.

  ConnectorOAuth

• ado_update_workitemA

  ALM X++ MCP ServerA

  Update one or more fields on an existing Azure DevOps Work Item. Can update any standard field (System.Description, System.Title, System.State, System.AssignedTo, ...) or custom field (Custom.Extensionlifecyclestatus, ...) using its Field Reference Name. Triggers: 'mets à jour la description du workitem', 'change le state', 'update field', 'post ça en description'. Always show the user what will be changed and ask for confirmation before calling. Requires DEVOPS_PAT with Work Items: Write permission.

  Connector

  Destructive

  No auth

• author_art_directionA

  UwearA

  Queue the conversation for asynchronous ArtDirection authoring using Uwear's prompt system. Use save=true when the user wants to create, build, or save a reusable ArtDirection. Use save=false when the user explicitly wants an unsaved draft or brainstorming pass. This returns a job ID; call get_art_direction_authoring_job until status is done or failed.

  ConnectorNo auth

• find_routeA

  SpaceMoltB

  Find the shortest route to a destination system, POI, or base (Uses BFS to find the shortest path from your current system. Accepts a system ID, POI ID, or base ID. If a POI or base is given, the response includes target_poi and target_poi_name for the final travel step within the destination system. Use search_systems to find system IDs. Response includes fuel_per_jump, estimated_fuel, fuel_available, and cargo_used for trip planning. Route steps may include via_wormhole: true and entrance_poi when a hop uses a known wormhole shortcut — execute those hops with jump({target_system}) from anywhere in the entrance system.)

  ConnectorNo auth

• get_person_aliasesA

  Dayze — Life ContextC

  List canonical aliases (nicknames) for a CRM person. Pass person_id or name (resolved via aliases). Requires OAuth or a supported scoped credential. ($0.05; API key required)

  ConnectorNo auth

• crm_update_pipeline_stageA

  TripleBooksB

  Rename or restyle a CRM pipeline stage (name, probability, color). PATCH /api/crm/pipeline-stages/:stageId. Won/Lost can be renamed; kind is fixed. Scope write:crm; RBAC crm.pipeline.manage.

  ConnectorOAuth

• crm_log_activityA

  TripleBooksB

  Log a CRM timeline activity (call, email, meeting, note, task, sms). POST /api/crm/activities — link at least one of leadId, companyId, contactId. For calls/meetings include body (notes) and completedAt (when it happened). Scope write:crm; RBAC crm.leads.edit.

  ConnectorOAuth

• crm_list_outbound_email_connectionsA

  TripleBooksB

  Active Gmail and Resend connections for CRM outbound email (connectionId + channel for crm_create_email_draft). GET /api/crm/outbound-email-connections. Scope read:crm.

  ConnectorOAuth