FavCRM

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.

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.

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.

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.

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.

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.

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

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.

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

Confirm a pending booking.

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.

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.

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.

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".

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

Create a contact on an existing CRM account.

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.

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

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

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.

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

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

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

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

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.

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.

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.

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.

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

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

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.