FavCRM MCP Server

io.favcrm/favcrm

answering

FavCRM is answering right now. Last checked 2 min ago. It exposes 223 tools. Last commit 26 Jun 2026.

Agentic CRM for service businesses — bookings, customers, WhatsApp, loyalty, invoicing.

Uptime history 39 hours of history

39 hours agonow

100.0%

Uptime 24h

92 of 92 checks

223

Tools

read from the server

367 ms

Response time

average over 24h

Stars

last commit 26 Jun 2026

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 2 min ago.

Claude Code Claude Desktop Codex Cursor VS Code

run in your terminal

claude mcp add favcrm --transport http https://api.favcrm.io/mcp

~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "favcrm": {
      "url": "https://api.favcrm.io/mcp"
    }
  }
}

~/.codex/config.toml

[mcp_servers.favcrm]
url = "https://api.favcrm.io/mcp"

.cursor/mcp.json

{
  "mcpServers": {
    "favcrm": {
      "url": "https://api.favcrm.io/mcp"
    }
  }
}

.vscode/mcp.json

{
  "mcpServers": {
    "favcrm": {
      "url": "https://api.favcrm.io/mcp"
    }
  }
}

Available tools 223

Read directly from the server with tools/list, grouped by what they act on. If a tool disappears, we record the date.

post

create_post

Create a new CMS post (blog_post, page, or any custom post type). The post type must already exist — use list_post_types to discover, create_post_type to add a new one. excerpt = plain-text summary only (auto-derived from blocks if omitted). Structured custom fields go in meta, keyed by the field schema defined with create_post_type_field.

create_post_type

Define a new custom post type (e.g. "treatment", "service"). Required before creating posts of that type. After creating a post type, use create_post_type_field to define its structured field schema. Those fields are stored in meta on each post — do not use excerpt for structured data.

create_post_type_field

Add a custom field to a post type schema. The field key becomes the key in meta when creating/updating posts. Use fieldType="repeater" with fields=[...] for repeatable structured rows. Use this instead of storing structured data in excerpt.

delete_post

Delete a CMS post by ID. Soft-deleted posts can be restored with restore_post.

delete_post_type

Delete a custom post type. Built-in types cannot be deleted. Fails if any posts of this type still exist — delete those first.

delete_post_type_field

Remove a field from a post type schema. Blocked when posts of this type still have data in the field unless force=true is passed (orphans the data).

get_post

Get detailed CMS post including content blocks, categories, and tags.

list_post_type_fields

List the custom field schema for a post type. Use this before creating posts to know which keys to pass in meta and what types they expect.

list_post_types

List all post types defined for this company (built-in: blog_post, page; plus any custom types).

post_workroom_message

Post an internal message from an AI colleague into a Workroom thread. Use this to report findings, ask the owner for approval, or share source links after reading CRM/Inbox data. This does not send anything to customers.

remove_post_block

Remove the block at the given index (0-based). All subsequent blocks shift up by one.

update_post

Update an existing CMS post (any post type). Only provided fields are changed.

update_post_type

Update a custom post type. Built-in types (blog_post, page) cannot be modified.

update_post_type_field

Update a field on a post type schema. Changing fieldType or flipping required=true is blocked when posts already use the field unless force=true is passed.

service

create_service

Create a bookable service. Sets duration, price, capacity, and policies. Use list_service_categories first if you want to attach to an existing category.

create_service_category

Create a service category (e.g. "Treatments", "Classes") to group bookable services.

create_service_package

Create a service package/prepaid session bundle. Use applicableType=SELECTED with applicableItems to limit the package to specific booking services or events.

create_service_schedule

Create a bookable schedule window for a service, including recurring weekly/daily availability.

delete_service_package

Delete a service package by ID.

get_service_detail

Get full service details including addons, staff, resources, and tier pricing.

get_service_package

Get service package detail including applicability and selected booking service/event items.

list_service_categories

List service categories (groups for booking services like "Treatments", "Classes").

list_service_packages

List service packages/prepaid session bundles with optional search, status, sorting, and pagination.

list_service_schedules

List schedule windows for booking services.

update_service

Update an existing booking service. Pass only the fields you want to change.

update_service_package

Update an existing service package. Pass only the fields you want to change.

update_service_schedule

Update a service schedule window. Pass only fields to change.

restore

restore_campaign

Restore a previously deleted campaign.

restore_category

Restore a previously deleted CMS post category.

restore_invoice

Restore a previously deleted DRAFT invoice.

restore_knowledge_document

Restore a previously deleted knowledge document.

restore_post

Restore a previously deleted CMS post.

restore_post_type

Restore a previously deleted custom post type.

restore_post_type_field

Restore a previously deleted field on a post type schema.

restore_promotion

Restore a previously deleted promotion.

restore_service_package

Restore a previously deleted service package by ID.

survey

create_survey

Create a survey with custom question blocks. Publish it later or set status to published for immediate portal access.

create_survey_invitation

Create a token-auth survey invitation for a specific member/account or contact.

get_survey

Get survey detail, including blocks, publishing status, visibility, settings, and response count.

get_survey_responses

List responses for a survey.

get_survey_stats

Get response and invitation metrics for a survey overview dashboard.

list_survey_invitations

List survey invitation history without exposing token hashes or old invitation tokens.

list_survey_workflows

List automation workflows attached to a survey.

update_survey

Update a survey draft or publishing configuration. Use questionBlocks to replace the ordered form block list.

custom

create_custom_field

Create a custom field definition for CRM entities. Use options for select or multiselect fields.

delete_custom_field

Delete a custom field definition and its stored values.

get_custom_field

Get a custom field definition by ID.

get_custom_field_values

Get custom field values for a CRM entity such as an account, contact, deal, or booking.

list_custom_fields

List custom field definitions for CRM entities such as account, contact, deal, or booking.

set_custom_field_values

Set or clear custom field values for a CRM entity. Values are stored as strings; pass null to clear a value.

update_custom_field

Update a custom field definition label, type, options, required flag, or sort order.

segment

create_segment

Create a new customer segment. Use STATIC for manual member lists, DYNAMIC for criteria-based auto-filtering.

delete_segment

Delete a customer segment.

get_segment

Get customer segment details including type, criteria, and live member count.

get_segment_members

Get the members that belong to a specific segment.

set_segment_members

Replace the members of a STATIC customer segment with the given account IDs. The segment is converted to STATIC.

update_segment

Update an existing customer segment by id. Pass only the fields to change; criteria replaces the existing rules.

booking

create_booking

Create a new booking for a member. Use get_available_slots first to find valid times, then create the booking with the service, member, date, and time.

get_booking_detail

Get full booking details including line items, status history, and participants.

get_booking_settings

Get global booking settings for the customer booking flow, cancellation rules, visibility options, and confirmation requirements.

get_booking_stats

Get booking counts: today, this week, this month, and breakdown by status.

update_booking_settings

Update global booking settings. Pass only the fields you want to change.

deal

create_deal

Create a CRM sales pipeline deal, optionally linked to a customer account and contact.

delete_deal

Soft-delete a CRM deal from the sales pipeline.

get_deal

Get detailed CRM deal information by ID.

update_deal

Update a CRM deal. Pass only fields to change; use null for nullable links/fields to clear them.

update_deal_stage

Move a deal to a different pipeline stage.

product

create_product

Create a new shop product as DRAFT. Merchant can review and activate from the portal.

create_product_category

Create a product category. Use parentId to create subcategories under an existing category.

get_product

Get full product detail including images, options, and variations.

list_product_categories

List all product categories for the shop.

update_product

Update an existing product. Only provided fields are changed.

contact

create_contact

Create a contact on an existing CRM account.

delete_contact

Delete a secondary contact. Primary contacts are protected; set another primary contact or delete the account instead.

get_contact

Fetch a single contact by ID.

update_contact

Update fields on an existing contact.

invoice

create_invoice

Create a new invoice for a customer. Optionally include line items inline. Returns the new invoiceId.

delete_invoice

Delete a DRAFT invoice. Only invoices that have never been sent can be deleted; otherwise use void_invoice.

get_invoice

Fetch a single invoice with line items, payment history, and customer detail.

get_invoice_stats

Outstanding totals, overdue counts, and revenue this period. Used by the weekly-snapshot playbook.

knowledge

add_knowledge_text

Add a free-form text document to the knowledge base. Use for pasted policies, FAQs, internal notes, brand voice references — anything the agent should be able to retrieve later. Stored as a single document; agent-side embedding/retrieval happens elsewhere.

delete_knowledge_document

Soft-delete a knowledge document. The agent loses access immediately, but the document can be restored with restore_knowledge_document.

get_knowledge_document

Fetch a single knowledge document with metadata + extraction/review status. Reviewed content is served via GET /v6/merchant/ai/knowledge/{id}/content; raw/extracted variants are for audit.

list_knowledge_documents

List merchant knowledge base documents (uploads + scraped URLs). Use reviewStatus/syncable to see what is ready for agent retrieval. Pass `updatedAfter` for delta sync. Reviewed content is fetched via GET /v6/merchant/ai/knowledge/{id}/content; source audit text is available with ?variant=extracted.

mark

mark_deal_lost

Mark a CRM deal as lost. Requires a lost reason.

mark_deal_won

Mark a CRM deal as won and set close date.

mark_invoice_sent

Mark an invoice as sent to the customer (transitions DRAFT → OPEN). Use after delivering the invoice via email or share link. Idempotent.

mark_no_show

Mark a booking as no-show when the customer did not attend.

plan

check_plan_operation

Preflight whether an intended operation is allowed by token scopes, enabled modules, subscription state, and quota. Provide toolName, quotaCode, or moduleCode.

create_plan_upgrade_link

Create a Stripe Checkout link for a new paid subscription, or a Stripe Billing Portal link for an existing Stripe subscription. Use only after the user explicitly asks to upgrade or fix billing.

get_plan_status

Show the current organisation plan, subscription/payment state, enabled modules, and quota usage. Use before deciding whether an agentic operation is allowed.

list_plan_options

List active FavCRM plans with prices, quotas, included modules, and whether each is the current plan.

promotion

create_promotion

Create a promotion / discount code. type=percentage or fixed_amount; value is the discount as a string ("10" = 10% or 10 currency units). Codes are uppercased server-side.

delete_promotion

Delete a promotion. Past usage records are preserved.

get_promotion

Get details of a specific promotion/coupon code.

update_promotion

Update an existing promotion. Pass only the fields you want to change.

task

create_task

Create a task. Optionally link to a CRM account or assign to a team member.

delete_task

Soft-delete a CRM task.

get_task

Get detailed task information by ID.

update_task

Update a task (status, priority, assignee, due date, completion).

account

create_account

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.

delete_account

Soft-delete a CRM account/customer. This releases the primary phone for future reuse while keeping account history for audit.

update_account

Update CRM account/customer profile fields such as name, phone, email, life stage, owner, notes, or member code.

audit

get_audit_log

Fetch a single audit log entry by ID, including before/after snapshots when available.

list_audit_logs

List recent audit log entries for this company. Filter by action, resource, resourceId, user, source, outcome, destructive flag, and created date range.

search_audit_logs

Search audit logs by free text across action, resource, resource ID, changes JSON, and metadata JSON.

campaign

create_campaign

Create a marketing campaign (email, SMS, or WhatsApp) in DRAFT. For email channelConfig, use subject + htmlBody + optional plainTextBody. recipientSource="list" is accepted as an alias for "individual".

delete_campaign

Delete a campaign. Only allowed in DRAFT status; sent campaigns are kept for audit history.

update_campaign

Update an existing campaign. Channel cannot be changed after creation. Pass only fields to change.

Endpoints

URL	Transport	State	Latency	Checked
https://api.favcrm.io/mcp	streamable-http	answering	202 ms	2 min ago

FavCRM — questions

Answers built from our own checks of this server.

What can FavCRM do?

It exposes 223 tools, read directly from the server on our last check. Among them: accept_team_invite_request, accept_team_invite_verify, add_knowledge_text, append_post_block, archive_survey, assign_staff_to_service and 217 more. The full list with descriptions is on this page — we take it from the server itself via tools/list, not from a README. How MCP servers expose tools in the first place →

What is FavCRM mostly used for?

Its tools cluster around post, service and restore. That is what this server is built to work with — the grouping comes from the actual tool names, not from a category we assigned.

Is FavCRM working right now?

We send a real MCP handshake every 15 minutes. Over the last 24 hours 92 of 92 checks got a reply (100.0%), average response time 367 ms. The bar chart above shows every period we have measured.

How do I connect FavCRM?

Copy the ready config from this page — we generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each with the file path that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address.

Does FavCRM need an API key?

No. FavCRM completed a full MCP handshake with us as an anonymous client and listed its tools without asking for anything. All 223 of them are readable on this page. This is what we observed, not what the docs claim.

How fast is FavCRM?

It answers our handshake in 367 ms on average, which is faster than 38% of all working MCP servers we measure. The comparison comes from our own checks across the whole registry, every 15 minutes.

Is FavCRM open source?

Yes — it is published under the MIT licence and 0 stars on GitHub. The source link is on this page, so you can read exactly what it does with your data before you connect it.