FavCRM

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

Create a CRM tag for customer segmentation and organization.

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

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.

Create a support ticket for a member issue.

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

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.

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

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

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

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

Delete a custom field definition and its stored values.

Soft-delete a CRM deal from the sales pipeline.

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

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

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).

Delete a promotion. Past usage records are preserved.

Delete a customer segment.

Delete a service package by ID.

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

Soft-delete a CRM task.

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.

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.

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.

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.

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

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

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.

Fetch a single contact by ID.

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

Get a custom field definition by ID.

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

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

Get detailed CRM deal information by ID.

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.

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.

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.

Get a specific membership tier by ID.

Get offer rule detail including associated products and discounts.