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FavCRM

REMOTE · API.FAVCRM.IO · SCANNED AUG 4

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

Available components

+7 this week 82 Trust /100
Trust breakdown (6 categories)

How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. How we score →

Endpoint Security89
Transport & Reachability100
Schema Quality & AI Usability85
  • 100% of prompts and resources have a non-trivial description (not blank, and not just the item's name).Pass
  • AI-judged instruction clarity (excellent).Pass
  • Tool/resource definitions use about 18916 tokens (~82/item across 228 items; 223 tools + 5 resources), lean.Pass
  • Usage-examples check failed: none of the tools include examples. See how to fix → Fail
Stability & Change Management30
  • Stability observed for 9 of 30 days with no destabilising changes; credit accrues until the full window elapses.Partial
Tool Coverage100
  • 100% of tools have a non-trivial description (not blank, and not just the tool's name).Pass
  • 100% of tool parameters carry a description.Pass
  • Structured output schemas are declared (100% of tools); any adoption earns full credit.Pass
Capabilities100
  • Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.Pass
Install

Add this component to your MCP client. Where a client-specific snippet is available, pick your client below and copy it straight into your config; otherwise use the connection detail shown.

remote · api.favcrm.io

# add to Claude Code
claude mcp add --transport http io-favcrm-favcrm https://api.favcrm.io/mcp
# ~/.codex/config.toml
[mcp_servers.io-favcrm-favcrm]
url = "https://api.favcrm.io/mcp"
// opencode.json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "io-favcrm-favcrm": {
      "type": "remote",
      "url": "https://api.favcrm.io/mcp",
      "enabled": true
    }
  }
}
# add to OpenClaw
openclaw mcp add io-favcrm-favcrm --url https://api.favcrm.io/mcp --transport streamable-http
# ~/.hermes/config.yaml
mcp_servers:
  io-favcrm-favcrm:
    url: "https://api.favcrm.io/mcp"
// mcp.json
{
  "mcpServers": {
    "io-favcrm-favcrm": {
      "type": "http",
      "url": "https://api.favcrm.io/mcp"
    }
  }
}

The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.

Changelog

Every change we have recorded for this component, newest first. Security-relevant changes are always shown. ▲ marks a change for the better, ▼ a change for the worse; unmarked changes are neutral.

  • 3 Aug 26 +1

    No change was recorded against any check on this day. Stability & Change Management went from 23 to 27. That category is still filling its 30-day observation window: 7 days of observed history at the previous scan, 8 at this one. The score rises as the window fills, whether or not the server changes.

  • 1 Aug 26 +1

    No change was recorded against any check on this day. Stability & Change Management went from 17 to 20. That category is still filling its 30-day observation window: 5 days of observed history at the previous scan, 6 at this one. The score rises as the window fills, whether or not the server changes.

  • 31 Jul 26 +4
    • We updated how we score, so this day's move reflects our rubric, not a change to the server See what changed → functional
  • 30 Jul 26 0
    • We updated how we score, so this day's move reflects our rubric, not a change to the server See what changed → functional
  • 29 Jul 26 +1

    No change was recorded against any check on this day. Stability & Change Management went from 7 to 10. That category is still filling its 30-day observation window: 2 days of observed history at the previous scan, 3 at this one. The score rises as the window fills, whether or not the server changes.

  • 28 Jul 26 +1

    No change was recorded against any check on this day. Stability & Change Management went from 3 to 7. That category is still filling its 30-day observation window: 1 days of observed history at the previous scan, 2 at this one. The score rises as the window fills, whether or not the server changes.

  • 27 Jul 26 0
    • We updated how we score, so this day's move reflects our rubric, not a change to the server See what changed → functional
  • 26 Jul 26 74

    First indexed and scored.

Diagnostics

Diagnostic detail from the automated scan of this channel: what the scanner observed at each step, so you can see exactly where a check passed or failed. It is informational only and never changes the trust score.

Captured 4 Aug 2026 · Probed https://api.favcrm.io/mcp

TLS valid

Negotiated TLS 1.3 with TLS_AES_128_GCM_SHA256 .

Subject Issuer Valid from Valid until Key Signature Serial
CN=favcrm.io CN=WE1,O=Google Trust Services,C=US 13 Jun 2026 11 Sept 2026 ECDSA 256 ECDSA-SHA256 8b36e4b5d46a89d8137da5f9739177d7
SANs: favcrm.io, api.favcrm.io, *.api.favcrm.io
CN=WE1,O=Google Trust Services,C=US (CA) CN=GTS Root R4,O=Google Trust Services LLC,C=US 13 Dec 2023 20 Feb 2029 ECDSA 256 ECDSA-SHA384 7ff31977972c224a76155d13b6d685e3
CN=GTS Root R4,O=Google Trust Services LLC,C=US (CA) CN=GlobalSign Root CA,OU=Root CA,O=GlobalSign nv-sa,C=BE 15 Nov 2023 28 Jan 2028 ECDSA 384 SHA256-RSA 7fe530bf331343bedd821610493d8a1b
DNSSEC insecure

Validation of api.favcrm.io. Not signed

Zone DS Keys Algorithms Outcome
. trust_anchor 20326, 38696 8, 8 Verified
io. present 57355 8 Verified
favcrm.io. absent Unsigned (proven) parent-signed NSEC/NSEC3 proves an unsigned delegation
Authentication Challenged, unverified

The endpoint asked for a token, but we could not retrieve and validate the RFC 9728 metadata that tells a client how to obtain one.

Result Challenged, unverified
Enforced On tool calls
HTTP status 200
Header Value
strict-transport-security max-age=31536000
x-content-type-options nosniff
x-frame-options SAMEORIGIN
referrer-policy no-referrer

Protected resource metadata

Retrieved No
Problem no_resource_metadata
Transports 2 probes
Transport URL Outcome Status Location
streamable-http https://api.favcrm.io/mcp Verified 200
http (plaintext) http://api.favcrm.io/mcp HTTPS enforced 301 https://api.favcrm.io/mcp
MCP tools — 223 exposed · ~18,806 tokens

The tools this component advertises to a client, with an estimated token cost for each. Expand a tool to see its parameters and schema. The per-tool counts are indicative and are not scored directly; the schema's total context footprint is one signal in Schema Quality & AI Usability.

Tool Tokens
list_staff ~29

List staff/team members in the business.

NameTypeReqDescription
limitnumberMax results (default 20)
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

list_subscriptions ~52

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

NameTypeReqDescription
limitnumberMax results (default 20)
statusstringFilter by subscription status
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

list_survey_invitations ~48

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

NameTypeReqDescription
limitnumberMax invitations (default 50)
surveyIdstringyesSurvey ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

list_survey_workflows ~29

List automation workflows attached to a survey.

NameTypeReqDescription
surveyIdstringyesSurvey ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

list_surveys ~53

List surveys with optional status/search filters.

NameTypeReqDescription
limitnumberMax results (default 20)
searchstringSearch survey title or description
statusstringFilter by survey status
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

list_tags ~27

List all available tags for the merchant.

NameTypeReqDescription
searchstringSearch tags by name
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

list_tasks ~74

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

NameTypeReqDescription
accountIdstringFilter by related CRM account
assigneeIdstringFilter by assignee company_members.id
limitnumberMax results (default 20)
statusstringFilter by task status
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

list_templates ~61

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.

NameTypeReqDescription
limitintegerMax templates to return (default 20)
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

list_tickets ~82

List support tickets with optional filters.

NameTypeReqDescription
accountIdstringFilter by CRM account ID
categorystringFilter by category
limitnumberMax results (default 20)
prioritystringFilter by priority
searchstringSearch by subject
statusstringFilter by status
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

list_tiers ~19

List all membership tiers with member counts and stats.

Input schema present but exposes no named parameters.

NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

mark_deal_lost ~46

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

NameTypeReqDescription
dealIdstringyesThe deal ID
reasonstringyesWhy the deal was lost
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

mark_deal_won ~48

Mark a CRM deal as won and set close date.

NameTypeReqDescription
closingDatestringOptional close date (YYYY-MM-DD)
dealIdstringyesThe deal ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

mark_invoice_sent ~50

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

NameTypeReqDescription
invoiceIdstringyesInvoice ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

mark_no_show ~38

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

NameTypeReqDescription
bookingIdstringyesThe booking ID to mark as no-show
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

pause_subscription ~41

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

NameTypeReqDescription
subscriptionIdstringyesSubscription ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

post_workroom_message ~132

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.

NameTypeReqDescription
agentIdstringyesAI colleague ID that is a participant in the thread
contentstringyesMessage to show in Workroom. Markdown is allowed.
metadataobjectOptional generic metadata, e.g. {sourceRefs:[{type:"inbox_conversation",id:"..."}]}
threadIdstringyesWorkroom thread ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

preview_customer_import ~72

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.

NameTypeReqDescription
filenamestringOriginal filename for audit
rowsarrayyes
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

preview_segment_count ~44

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

NameTypeReqDescription
criteriaDynamic criteria to preview. Omit or null to count all active customers.
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

query_company_knowledge ~90

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.

NameTypeReqDescription
limitintegerMaximum matching snippets (default 5)
maxSnippetCharsintegerMaximum characters per snippet (default 600)
querystringyesQuestion or keywords to search for in company knowledge
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

query_favcrm_platform ~92

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

NameTypeReqDescription
areastringRestrict search area (default all)
limitintegerMaximum results (default 8)
querystringyesPlain-language capability question, e.g. "create a booking" or "send a campaign safely"
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

record_invoice_payment ~114

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.

NameTypeReqDescription
amountstringyesPayment amount as decimal string, e.g. "100.00"
invoiceIdstringyesInvoice ID to record payment against
methodstringyesPayment method
notestringInternal note about this payment
referencestringExternal reference (cheque number, bank transfer ID)
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

register_organisation_request ~172

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.

NameTypeReqDescription
countrystringISO 3166-1 alpha-2 country code (HK, US, GB, ...)
emailstringyesOwner email — receives a 6-digit code (10 min TTL)
industrystringVertical — drives default templates
organisationNamestringyesBusiness / brand name (used as the first company name too)
timezonestringIANA timezone (e.g. Asia/Hong_Kong); falls back to country default
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

register_organisation_verify ~86

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.

NameTypeReqDescription
codestringyes6-digit code from the verification email
requestIdstringyesFrom register_organisation_request
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

remove_post_block ~55

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

NameTypeReqDescription
indexintegeryes0-based index of the block to remove
postIdstringyesThe post ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

reorder_post_blocks ~66

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

NameTypeReqDescription
orderedBlockIdsarrayyesBlock IDs in the desired order; must match the existing set exactly
postIdstringyesThe post ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

reorder_post_type_fields ~61

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

NameTypeReqDescription
orderedFieldIdsarrayyesField IDs in the desired order
postTypeIdstringyesPost type ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

replace_post_block ~71

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

NameTypeReqDescription
blockyesReplacement block
indexintegeryes0-based index of the block to replace
postIdstringyesThe post ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

report_agent_issue ~264

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.

NameTypeReqDescription
actualBehaviorstringyesWhat actually happened
aiAnalysisstringyesAgent analysis of likely root cause and impact
areastringyesIssue area
clarificationQuestionsarrayQuestions the platform team should ask the agent/user to resolve ambiguity
environmentobjectRuntime context such as MCP URL, CLI version, token type, client, sandbox, model, OS
expectedBehaviorstringyesWhat the agent or user expected to happen
logsarrayRelevant error messages, command output, or stack traces
referencesarraySource links, file paths, docs, screenshots, or IDs that support the report
severitystringyesImpact level
stepsTriedarrayyesConcrete steps the agent tried before reporting
titlestringyesShort issue title
toolCallsarrayRelevant MCP/CLI/SDK calls, arguments, and outcomes
workaroundstringTemporary workaround used, if any
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

request_send_approval ~136

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.

NameTypeReqDescription
actionTypestringyesThe customer-facing action to execute only after merchant approval
agentIdstringyesAI colleague ID that is a participant in the thread
payloadobjectyesExact tool payload to execute if the merchant approves
summarystringyesHuman-readable draft/recipient/campaign summary shown above the approval buttons
threadIdstringyesWorkroom thread ID where the approval button should appear
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

restore_campaign ~24

Restore a previously deleted campaign.

NameTypeReqDescription
campaignIdstringyesCampaign ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

restore_category ~26

Restore a previously deleted CMS post category.

NameTypeReqDescription
categoryIdstringyesCategory ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

restore_invoice ~28

Restore a previously deleted DRAFT invoice.

NameTypeReqDescription
invoiceIdstringyesInvoice ID to restore
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

restore_knowledge_document ~28

Restore a previously deleted knowledge document.

NameTypeReqDescription
documentIdstringyesKnowledge document ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

restore_post ~26

Restore a previously deleted CMS post.

NameTypeReqDescription
postIdstringyesThe post ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

restore_post_type ~29

Restore a previously deleted custom post type.

NameTypeReqDescription
postTypeIdstringyesPost type ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

restore_post_type_field ~43

Restore a previously deleted field on a post type schema.

NameTypeReqDescription
fieldIdstringyesField ID
postTypeIdstringyesPost type ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

restore_promotion ~25

Restore a previously deleted promotion.

NameTypeReqDescription
promotionIdstringyesPromotion ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

restore_service_package ~31

Restore a previously deleted service package by ID.

NameTypeReqDescription
packageIdstringyesService package ID to restore
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

resume_subscription ~26

Resume a paused subscription back to active.

NameTypeReqDescription
subscriptionIdstringyesSubscription ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

revert_audit_action ~63

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

NameTypeReqDescription
auditLogIdstringyesAudit log ID to revert
reasonstringReason for reverting this action
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

scrape_knowledge_url ~88

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.

NameTypeReqDescription
urlstringyesURL to fetch (must be https / http and publicly reachable)
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

search_audit_logs ~77

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

NameTypeReqDescription
createdAfterstringISO timestamp lower bound
createdBeforestringISO timestamp upper bound
limitintegerMaximum rows to return
querystringyesText to search for
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

search_crm ~46

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

NameTypeReqDescription
limitnumberMax per entity (default 10)
querystringyesSearch string
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

search_members ~320

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.

NameTypeReqDescription
createdAfterstringISO date — accounts created after this date
createdBeforestringISO date — accounts created before this date
hasBookingbooleanFilter to members with/without any booking
hasMembershipbooleanFilter to members with active membership
inactiveDaysnumberMembers with no activity in the last N days
lastActivityAfterstringISO date — members with activity after this date
lastActivityBeforestringISO date — members with no activity since this date
lastBookingAfterstringISO date — members who have a booking after this date
lastBookingBeforestringISO date — members whose last booking is before this date (or have no bookings)
lifeStagestringFilter by life stage
limitnumberMax results (default 20)
membershipStatusstringFilter by membership status
orderstringSort order
searchstringName, email, or phone to search
sortstringSort column: name, email, or createdAt
sourcestringFilter by account source
tagIdsarrayFilter by tag IDs
tierIdstringFilter by membership tier ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

search_tools ~144

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

NameTypeReqDescription
includeInputSchemabooleanInclude full JSON input schemas for returned tools. Defaults to false to keep context small.
limitintegerMaximum results (default 8, max 20)
querystringPlain-language tool search, e.g. "delete a segment" or "set custom field values"
scopestringOptional exact scope filter, e.g. contacts, customer_segments, invoices
writebooleanFilter to write tools (true) or read-only tools (false)
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

set_custom_field_values ~65

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

NameTypeReqDescription
entityIdstringyesEntity ID
entityTypestringyesEntity type
valuesarrayyesValues to upsert
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

set_primary_contact ~43

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

NameTypeReqDescription
contactIdstringyesThe contact ID to make primary
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

set_resource_availability ~134

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

NameTypeReqDescription
datestringYYYY-MM-DD for a specific date instead of dayOfWeek
dayOfWeekstringDay of week (0=Sun..6=Sat)
endTimestringyesHH:MM (24h)
isRecurringbooleanDefault true
resourceIdstringyesResource ID
startTimestringyesHH:MM (24h)
typestringDefault available
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

set_segment_members ~57

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

NameTypeReqDescription
accountIdsarrayyesCRM account IDs to set as segment members
segmentIdstringyesThe segment ID
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.

set_staff_availability ~142

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.

NameTypeReqDescription
datestringYYYY-MM-DD for a specific date instead of dayOfWeek
dayOfWeekstringDay of week (0=Sun..6=Sat)
endTimestringyesHH:MM (24h)
isRecurringbooleanDefault true
memberIdstringyescompanyMembers.id of the staff
startTimestringyesHH:MM (24h)
typestringDefault available
NameTypeReqDescription
datayesTool result payload — shape varies per tool, see the tool description
renderTypestringyesUI rendering hint for the result
summarystringyesOne-line human-readable summary of the action

No examples provided.