FavCRM MCP Server

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

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

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

Delete a service package by ID.

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

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

Read every membership-tier pricing configuration for one booking service.

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

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

List schedule windows for booking services.

Set the complete pricing and booking-policy configuration for one membership tier on a booking service.

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

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

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

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.

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.

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

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

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

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

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

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

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

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.

Restore a previously deleted campaign.

Restore a previously deleted CMS post category.

Restore a previously deleted DRAFT invoice.

Restore a previously deleted knowledge document.

Restore a previously deleted CMS post.

Restore a previously deleted custom post type.

Restore a previously deleted field on a post type schema.

Restore a previously deleted promotion.

Restore a previously deleted service package by ID.

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

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

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

List responses for a survey.

Get response and invitation metrics for a survey overview dashboard.

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

List automation workflows attached to a survey.

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

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

Delete a custom field definition and its stored values.

Get a custom field definition by ID.

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

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

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

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

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

Delete a customer segment.

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

Get the members that belong to a specific segment.

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

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

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

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

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

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

Create a CRM follow-up task for you or, where your assignment policy allows, another active member. Optionally link it to a CRM account or conversation you can see. dueAt must be an exact datetime with a timezone; resolve relative dates such as "tomorrow" with the user first.

Get one CRM follow-up task you may see, with its UTC due instant and the company timezone. Unseen and missing tasks return not found.

List CRM follow-up tasks you may see (portal tasks, owned by users). Filter by status, owner ("mine" or ownerId), linked account, dueWindow overdue or today (company timezone), or exact dueAfter/dueBefore datetimes with a zone. Returns the true total and pages. Unassigned tasks cannot be filtered here.

Search across CRM accounts and contacts by name, email, or phone.

Update a CRM follow-up task you can work: title, description, dueAt (exact datetime, or null to clear), owner (users.id, or null to unassign), status (done sets completion) or priority. Changing the linked account or conversation is not supported; create a new task instead.

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

Soft-delete a CRM deal from the sales pipeline.

Get detailed CRM deal information by ID.

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

Move a deal to a different pipeline stage.

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

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

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

List all product categories for the shop.

Update an existing product. Only provided fields are changed.

Create an email, SMS, WhatsApp, or push campaign in DRAFT. audienceExclusions can omit specific account IDs and recipients of previous campaign IDs. For email channelConfig, use subject + htmlBody + optional plainTextBody. recipientSource="list" is accepted as an alias for "individual".

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

Get a campaign by ID, including its recipient source, audience exclusions, channel configuration, and delivery stats.

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

Create a contact on an existing CRM account.

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

Fetch a single contact by ID.

Update fields on an existing contact.

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

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

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

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

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.

Soft-delete a knowledge document. The agent loses access immediately, but the document can be restored with restore_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 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 a CRM deal as lost. Requires a lost reason.

Mark a CRM deal as won and set close date.

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

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

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

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.

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

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

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 a promotion. Past usage records are preserved.

Get details of a specific promotion/coupon code.

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

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

Soft-delete a CRM task.

Get detailed task information by ID.

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

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.

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

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

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

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

Create a CMS post category (e.g. "Equipment", "Injection — Botox"). For sub-categories, use namespaced names — the table is flat.

Delete a CMS post category. Posts in the category are not deleted; they are simply unlinked.

Update a CMS post category.

Create an upsell/cross-sell offer rule as draft. Specify trigger type, conditions, and suggested products with optional discounts.

Get offer rule detail including associated products and discounts.

List upsell/cross-sell offer rules with optional filters.

Create a CRM tag for customer segmentation and organization.

Delete a CRM tag and remove it from all tagged entities.

Rename or recolor an existing CRM tag.

Create a support ticket for a member issue.

Get ticket counts grouped by status.

Update the status of an existing support ticket.

Step 1 of agentic team invite acceptance. Validates an invite token and sends a 6-digit verification code to the invited email. Then call accept_team_invite_verify with the code to join and receive an MCP API key.

Step 2 of agentic team invite acceptance. Verifies the emailed code, joins the invited user to the company, and returns a one-time MCP API key for that user.

Attach a previously generated ai-media job's output as the post's featuredImage. Use when generate_post_cover timed out (job kept running) or when reusing the same generation across multiple posts. Verifies the job belongs to your company and succeeded. Does NOT charge credits — credits were charged at submit time.

Attach one or more tags to a member/account. Useful for segmenting members after filtering.

Cancel a booking and create a durable refund receipt. Uses the merchant refund setting unless refundMethod is provided.

Cancel a subscription. Destructive — turns off auto-renew and prevents further billing cycles. Existing paid periods stay valid until end.

Get messages from a specific conversation thread. Shows the chat history between the merchant and a contact.

Read the cached AI summary of a conversation with freshness information. Read-only: never calls the model, never bills, never writes. Returns summary null when no cache exists. Use refresh_conversation_summary to regenerate.

Resolve pending, confirmed, and paid event registrations into unique CRM account IDs for campaign exclusions. Pass accountIds to audienceExclusions only when ready=true; cancelled registrations are omitted and unmatched guests make the result not ready.

List registrations for an event in the active company, including CRM account IDs for campaign exclusions.

Generate an AI image via kie.ai and return its public R2 URL. Use to mint reusable URLs for content blocks (image, gallery), product photos, or any field that takes an image URL — does NOT attach to a post by itself. Costs credits (see list_image_models). On poll timeout the job continues running; pass `jobId` from the response to merchant ai-media APIs to retrieve it later.

Generate an AI image and attach it as a post's featuredImage. Submits a kie.ai job, polls until complete, copies the result into the canonical post-asset R2 folder, and writes the public URL onto the post. Costs credits (see list_image_models). On poll timeout, the job continues — call attach_post_cover_from_job(postId, jobId) once it finishes to attach without paying again.

Get full order detail including line items.

Update the status of a shop order (e.g. confirm, ship, cancel).

Create a shop outlet/location. Optionally pass id to preserve a legacy UUID during migration.

Update an existing shop outlet/location by ID.

Preview a bulk customer import (max 2000 rows). Matches existing accounts by phone/email and shows create vs update actions plus points/stamps/credit deltas. Use commit_customer_import with the returned sessionId to apply.

Preview how many customers would match dynamic segment criteria before creating or updating a segment.

Step 1 of agentic signup. Sends a 6-digit verification code to the email. After the user reads the code, call register_organisation_verify with it to finish and receive an API key. Use this when a user wants to create a new FavCRM workspace from inside an MCP client.

Step 2 of agentic signup. Confirms the 6-digit code and creates the workspace. Returns an API key the agent should set as Authorization: Bearer <apiKey> for all subsequent FavCRM MCP calls in this session.

Reorder blocks by passing block IDs in the desired order. The id list must contain every existing block id exactly once.

Reorder fields on a post type. Pass field IDs in the desired display order; sortOrder is updated to match.

Create a bookable resource (room, equipment, vehicle). Used by services that have requiresResource=true.

Add an availability window for a resource. Use day-of-week + recurring=true for weekly schedules, or a specific date for one-off blocks.

List staff/team members in the business.

Add an availability window for a staff member (companyMembers.id). Use day-of-week + recurring for weekly schedules, or a specific date for one-off changes.

Create a manual, non-renewing subscription record for a member. Use a subscription action link for provider-backed recurring billing.

Fetch a single subscription with customer, tier, billing cycle, and renewal info.

Validate a campaign before sending. Resolves contactable recipient count and previews the final email subject/body without sending.

Check if a promotion code is valid for a given order. Returns isValid, discount amount, and an error code/message if invalid. Use before applying to a checkout.

Create a short-lived browser link for WhatsApp Business Embedded Signup. The user must open the link because Meta requires a browser popup to authorize and choose the WABA/phone number.

Check whether WhatsApp Business is connected for this company, including WABA/phone metadata and the latest agentic connect session state.

Append one or more blocks to the end of a post. Each block must be a valid block object: { id, version, type, data }. Types: paragraph, heading, image, list, quote, code, divider, spacer, embed, html, youtube, file, faq, callout, gallery, cta, accordion, product.

Archive a survey and remove it from active survey lists.

Assign a staff member to a booking service. Pass users.id from list_staff.userId.

Read the text/Markdown content of a file attached to a Workroom thread or sent by a customer (PDF, image, or document). Extracts on first read and caches the result. Returns status "ready" with markdown, or "skipped"/"failed"/"not_found" with a reason. Use when a message references an attachment you need to read.

Find available booking slots for a service on a specific date.

Find conversations with no usable cached AI summary (missing or malformed; legacy valid caches are never touched) and generate them, at most limit per call (default 10, max 10). Newest activity first; only conversations you may read are considered. Default dryRun=true lists candidates with no model call, billing or writes. Set dryRun=false to generate; it is billed to company credits and needs company AI summaries enabled. Stops on the first generation failure, missing AI gateway configuration (rejected before any request, not billed), disabled flag, unknown usage or lost access. Cursor rules: use executeCursor from a preview to execute from its frozen window and starting position; eligibility is rechecked. nextCursor only continues the mode that produced it. Scans at most 50 visible rows per call, so hasMore may be true with no candidates in this page.

List bookings with filters for date range, status, service, staff, or member.

List marketing campaigns (email, SMS, WhatsApp, or push) with delivery stats. Use the returned IDs when excluding recipients of previous campaigns.

List CMS post categories.

Duplicate an existing record (product, tier, campaign, post, service package, promotion, gift offer). Creates a copy in DRAFT status with "(Copy)" appended to the name.

Commit a previewed customer import. Pass the same rows and sessionId returned by preview_customer_import. Creates/updates accounts and applies points, stamps, and credit deltas.

List all companies/organisations the current user has access to. Use this to see available orgs before switching.

Search this company's reviewed knowledge base and return grounded snippets with source document IDs. Use for merchant policies, FAQs, pricing notes, brand guidance, and other uploaded references.

Mark a booking as completed. Triggers commission calculation if configured.

Confirm a pending booking.

List contacts (people linked to CRM accounts), optionally filtered by account or search.

List messaging conversations across WhatsApp, Messenger, Instagram, Threads, SMS, email, and other enabled channels. Threads items are public conversations. Shows unread counts and last message time.

Convert an account: qualify its open lead (creating one if needed) and link exactly one pipeline deal. Also promotes lifeStage lead -> active. Safe to repeat — a second call lands on the same lead and deal. Works on accounts that are already active.

Copy the complete pricing and booking-policy configuration from one membership tier to another on the same booking service.

Read-only customer brief for one account: details, tags, linked conversations with cached summaries, and open CRM tasks. Only records you may read are included. A section you cannot access is returned as null and listed in availableSections. Does not call the AI model.

Get high-level business KPIs: member count, new members this week, active subscriptions, total points issued, active promotions, rewards redeemed, messages sent.

List CRM deals (sales pipeline) with optional filters.

Detach one tag from one or more member/account records.

Credit loyalty points or stamps to a member. Use field="points" for points, "stamps" for stamps. Server records a transaction with the reason as audit context.

Enrol a member into a membership tier. Free tiers enrol immediately; paid tiers return PAYMENT_REQUIRED unless skipPriceCheck is set. Use list_tiers first to find the target tier.

Execute an available FavCRM tool by name after discovering it with search_tools. Target tool availability, input schema, module gates, and audit logging are still enforced.

Search FavCRM MCP tools, enabled skills, and feature areas for how to use the platform. Use before guessing tool names or JSON arguments.

List AI image-generation models exposed to merchants (sanitized — provider/cost details hidden). Use to pick a `modelCode` for `generate_post_cover`.

Create a draft reply suggestion that appears inline in the FavCRM Inbox composer. Use this for message.inbound events with replyPolicy="suggest"; it does not send anything to the customer.

List invoices with optional filters. Use status "OVERDUE" to find unpaid invoices past due date.

Issue a gift/reward to multiple members. Requires a gift offer ID and member IDs.

Link a room/resource to a booking service.

Get a member's current loyalty balance — points, stamps, credits, lifetime totals, and active membership tier. Returns null if the member is not enrolled.

Get detailed profile for a specific member/account by ID.

Search and filter members/accounts. Supports text search, date ranges, booking/activity history, membership tier, tags, and more. Use lastBookingBefore/inactiveDays to find inactive members.

Get a specific membership tier by ID.

Add a note to a member/account, booking, ticket, or invoice.

List notes attached to a member/account, booking, or ticket.

List notification delivery logs for the current company. Recipients are masked by default for incident-response safety.

List shop orders with optional status and search filters.

List shop outlets/locations for the company.

Pause an active subscription (status → past_due, no further auto-renew). Use resume_subscription to reactivate.

List CMS posts (blog posts and/or pages) with optional filters.

Set a contact as the primary contact for its CRM account and demote other contacts on that account.

List shop products with optional filters by name, status, or category.

List promotion/coupon codes with optional status filter.

Record a manual payment against an invoice (cash, bank transfer, cheque, card terminal). Updates invoice status to PARTIAL or PAID based on the running total.

Regenerate the AI summary of one conversation on explicit user request. Uses the model and is billed to company credits. Respects the cooldown and quiet-period rules, so it may return the current cache instead. Never sends a message or changes tags or tasks.

Replace a single block at the given index (0-based). Avoids fetching the full post and re-sending all blocks via update_post.

Report a FavCRM platform issue when an agent finds a missing MCP path, tool failure, confusing schema, CLI/docs issue, or SDK fallback. Include logs, AI analysis, references, and clarification questions so the platform team can follow up.

Create a merchant-owned Workroom approval request for a customer-facing send. The agent must not call send_message, send_whatsapp_message, send_test_campaign, or send_campaign directly.

List booking resources (rooms, equipment, etc.).

Resume a paused subscription back to active.

Revert an audited action by restoring the captured before snapshot. Only works for allowlisted target tables with full before/after audit snapshots.

List loyalty reward schemes (points/stamps programs) configured for this business.

Fetch a URL's content into the knowledge base. Server crawls the URL, stores the response body in R2, returns the new document ID. Failures store the row with status='failed'. Use for adding marketing pages, FAQ docs, or external references the agent should be aware of.

List customer segments. Segments group members by criteria for targeted campaigns.

List booking services with name, price, duration, and status.

List all shipping methods configured for the shop.

List member subscriptions. Filter by status to find active, cancelled, or past-due subscriptions.

List surveys with optional status/search filters.

Issue a new MCP access token scoped to another company/organisation. This does not mutate the current MCP connection: the client must use the returned token on later /mcp requests. Platform operators should prefer explicit-company admin tools when available.

List all available tags for the merchant.

List tasks with optional status, assignee, and account filters.

Invite a team member to this company and return a one-time MCP accept token. The invited user must verify an email code through accept_team_invite_request and accept_team_invite_verify before membership and API key issuance.

Create and submit a WhatsApp message template to Meta for approval. Text templates only (header text, body with {{1}} variables, footer) — add buttons in the app. The template is NOT usable until Meta approves it (check with list_templates). Submitting consumes the store’s Meta template allowance.

List the company's WhatsApp message templates with their Meta approval status (PENDING / APPROVED / REJECTED). Check this to see which templates are approved before referencing one in a campaign.

List support tickets with optional filters.

List all membership tiers with member counts and stats.

Search the available FavCRM tool catalog for relevant operations. Use this when the curated direct tool list does not contain the operation you need.

Undo a campaign send during its one-minute safety buffer. Use immediately when the merchant says to stop or undo a submitted campaign.

Download an external image URL into R2 and attach it as the post's featuredImage. Replaces the manual flow of pasting external URLs (which break when the source goes down). Validates content-type starts with `image/` and rejects payloads larger than 20 MB. No AI credits charged — only standard storage.

Create or update a survey automation workflow, usually triggered by survey_response_submitted.

Add a variation (size, color, etc.) to an existing product.

Void an invoice. Destructive — invoice can no longer be paid or edited; existing payments are preserved as history. Cannot void invoices that are already PAID or VOIDED.

Find or create a Workroom DM thread between a merchant user and an AI colleague. Use this when an inbound event deserves owner attention but no threadId was provided. This only prepares an internal Workroom channel.