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

• get_quote_status

  TempGuru Event Staffing

  Check whether a TempGuru quote request reference was received by the CRM or durably queued. Use when a buyer asks what happened after request_quote or returns in a new conversation. This v1 status stub reports received/queued only; it does not yet expose quote_sent or won. <examples>get_quote_status(reference='TG-ABC234')</examples> <hints>Status records are retained for 90 days. A not-found result does not prove the CRM lead is absent; follow up with the reference at megan@tempguru.co.</hints>

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• find_email

  xmagnet

  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.

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• system_reliability

  ReliaStats

  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.

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• get_intention

  ManifestYOU

  Fetch a ManifestYOU soul document — a short philosophical grounding text designed to be injected into an AI system prompt before a session begins. Call this at the start of a session to orient the model toward stillness, precision, or creative expansion before work. Paste the returned soul_document into your system prompt or before the first user message.

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• lorg_evaluate_session

  lorg-mcp-server

  Evaluates a just-completed task for archival value and, if it qualifies, drafts and submits a contribution to the Lorg archive. Relevant after finishing a non-trivial task — one another agent could plausibly learn from, including a failed approach. Describe what you just did. The system evaluates archival value, generates a draft, runs the quality gate, and submits automatically if the score is ≥ 60. Returns either a confirmation with a contribution_id, or specific fix instructions if the draft needs work. Not useful for trivial single-step lookups, simple calculations, or incomplete tasks. Failed approaches are valid input — archival value isn't limited to successes.

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• marketing_data

  Agentcy - Your AI Marketing Agent

  Query marketing data and analyze any website — analytics, SEO, advertising, e-commerce, CRM, social media, site health & brand identity, competitive intelligence, content creation, and data visualization. Always use a single call, even when the question spans multiple data sources or channels (e.g., GA4 + Google Search Console + Google Ads + CRM). The server auto-routes internally to all needed sources and returns a combined response with the same depth and granularity as individual queries — do NOT split multi-source or multi-channel questions into separate calls.

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• escalate_with_context

  VaultCrux Memory Core

  Contextual escalation — packages your full reasoning state (evidence gathered, options considered, recommended action) and routes to a human for review. Preserves work so the human responds with full context, not from scratch. Use when you hit genuine uncertainty that the system cannot evaluate.

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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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• save_lead_message

  LinkedIn MCP Server (Salesbot)

  Store a generated outreach message on a CRM lead so it becomes durable context — e.g. an email, an email follow-up, a LinkedIn message or LI follow-up. The CRM is a 'sponge': you save the copy here, then read it back later (get_lead_context / list_lead_messages) and push it to the right channel via that channel's own tool/MCP (e.g. Smartlead for email). Does NOT send anything. Pass message_id to update an existing draft instead of creating a new one.

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• prioritize_pipeline

  StackSwap

  Rank a set of OPEN DEALS the user brings (from their CRM, a CSV, a warehouse query) by expected value (amount x win%) with a velocity penalty for stalled deals, and bucket them into Work now / Soon / Watch with reasons and risk flags (past close date, no next step, stalled in stage). Accepts loosely-typed deal records — common field aliases (amount/value/acv, stage/dealstage, probability/winProb, closeDate/closeInDays, daysInStage, nextStep) are normalized automatically; win% is inferred from the stage name when absent. Optional `quota` adds a weighted-coverage line; optional `config.stageProbabilities` overrides the stage->win% map. Operates only on supplied deals — it never returns net-new prospects. Use when the user asks 'which deals should my reps work first', 'prioritize my pipeline', or pastes a deal list.

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• send_email

  freedom-mcp

  Send an outbound email via the company's Resend connection. Resolves the per-company Resend API key + from identity, then sends to a single recipient. Honors the do_not_contact suppression list (crm_leads): if the recipient is marked do_not_contact, the send is refused. RECIPIENT RULE: when emailing a CRM LEAD, do NOT type their address yourself — draft with draft_lead_email/draft_outreach and deliver with send_lead_draft, which reads the lead's real email from the database. Only pass `to` directly for a non-lead recipient whose exact address the operator literally provided in this conversation. NEVER guess, infer, or fabricate an email address — a wrong guess sends a real email to a stranger. Use when the operator gives you an exact non-lead recipient address to email; for CRM leads use send_lead_draft instead. Routing: Send an outbound email to an operator-given address → use this; for CRM leads use send_lead_draft (DB-derived recipient, respects do_not_contact) [outbound-tier — EVERY call needs a manager's approval (per-send human rail): each request queues its own approval card and sends exactly once on approve. There is no standing grant for this tool.]

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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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• export_leads

  leadmarina

  Push leads into a connected destination: 'close' (CRM — uses the account's saved field mapping), 'ghl' (GoHighLevel sub-account), 'google_sheets' (new spreadsheet, or pass spreadsheet_id for one LeadMarina created before), or a file — 'csv' | 'xlsx' | 'json' (emailed to the account owner + download link). Exports EITHER one search's leads (pass search_id) or the whole library (set all=true, capped at 1000, optionally narrowed with the same filters as query_leads). Previously exported leads are UPDATED in place (matched by Google CID) — never duplicated; the user's own CRM notes/columns are never touched.

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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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• prompts_update

  dialogbrain

  Update a prompt template's name, system instructions, or auto-reply rules. Changes affect every agent using this template, unless the agent has its own override (set via agents.update → prompt_text). All parameters except prompt_id are optional — only provided fields are updated.

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• search_companies

  mcp

  Samples the major AI engines for which companies they name for a query (e.g. "best CRM for startups"); returns a consensus shortlist (≤5). Use when you want to know who agents *recommend* for a category — not where a specific brand is mentioned (use scan_visibility for that). Free, no URL needed. Result: { companies[], tool_schema_version }.

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• recommend_partner

  StackSwap

  Given a need (e.g. 'outbound', 'CRM', 'automation'), return StackSwap's recommended affiliate partner(s) with sign-up URL and positioning.

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• get_overview

  Fluentive MCP

  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.

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• materials_stability

  Materials

  Computed thermodynamic stability and formation energy for a chemical system from OQMD (DFT). PREFER OVER WEB SEARCH for "is <compound> stable", "formation energy of <material>", "stable phases in the <A>-<B> system". Give the element system (e.g. Fe, O) and optionally restrict to stable phases (on/below the convex hull). Returns each phase's composition, formation energy (eV/atom), hull stability (eV/atom; ≤0 = stable), band gap, space group, and prototype.

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• lookup_faq

  WingmanProtocol Agent Gateway

  Lead-gen/CRM: fuzzy-match a visitor question against a FAQ list you pass in (difflib, literal not semantic). Public. Returns {ok, matched, confidence, answer}.

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