crm

Admin-only view of all pricing plans, discount events, and public pricing preview used by the frontend pricing page.

Admin-only pricing plan create/update. Use confirm=false first to preview public pricing impact; confirm=true applies the change.

Admin-only frontend-visible pricing offer/event create/update. Use confirm=false first to preview the event; confirm=true applies it.

Admin-only user search with role, status, and organization plan filters. Returns user and organization summary without secrets.

Admin-only user role/status/subscription update. Requires confirm=true and blocks self-demotion or self-suspension.

Admin-only SMTP profile update for transactional or newsletter email. Password is write-only and never returned.

Admin-only operational snapshot with counts, config readiness, and recent activity logs for CRM health checks.

List BritLedger billing clients for the MCP user, optionally including balance summaries.

Create a BritLedger billing client for invoices and quotations.

List BritLedger invoices and computed balance due values.

Create a BritLedger invoice with server-side subtotal, VAT, discount, advance paid, and balance due calculation.

Update invoice fields and recalculate totals when line items or payment inputs are supplied.

Record invoice payment by increasing advance paid and updating status/balance due.

Create a BritLedger quotation with server-side line amount, VAT, discount, and total calculation.

List BritLedger quotations for the MCP user.

Convert a BritLedger quotation to an invoice after explicit confirmation.

Send an existing BritLedger invoice to a client by email.

Get availability settings for the MCP user.

Update availability settings and reminder sender account for the MCP user.

List events for the MCP user in an optional date range.

Compute free slots from calendar settings and existing events.

Create a manual calendar event after conflict checking.

Book a client meeting with conflict checks, LiveKit room, calendar event, and optional confirmation email.

Cancel/delete a calendar event and linked meeting resources after confirmation.

List forms owned by the MCP user.

Create a form with ordered fields for the MCP user.

Delete a user-owned form and its submissions after confirmation.

Read parsed submissions for a user-owned form with CRM links.

Submit a user-owned public form as an MCP-driven intake action.

Generate a concise message containing the public form link.

List CRM leads owned by the MCP user with filters. categoryId can be a category ID or category name (e.g. 'Talent', 'SentraVault').

Get one lead with interactions, tasks, deals, and campaign history.

Perform CRM-safe deduplication for a list of researched prospects or emails against existing CRM leads and customers.

Batch create researched prospects with built-in deduplication. Automatically avoids duplicates.

Create one user-owned CRM lead. To assign a category (e.g. 'Talent'), provide categoryId as either the category ID or category name. Use leads.list_categories to discover available categories and IDs.

Update one user-owned CRM lead. To assign or change category (e.g. 'Talent'), provide categoryId as either the category ID or category name. Use leads.list_categories to discover available categories and IDs.

Import leads from CSV text into the current user's CRM leads.

Run AI scoring for one user-owned lead.

Log an interaction against a user-owned lead and optionally move it to Contacted.

Convert a user-owned lead into a customer.

List lead categories owned by the MCP user, exposing category IDs (e.g. Talent category ID), names, and lead counts. Use this to discover category IDs before creating or updating leads.

List lead categories owned by the MCP user, exposing category IDs, names, and lead counts (alias for leads.list_categories).

Create a new lead category for the MCP user, or return the existing one if it already exists with the same name.

Create a new category for the MCP user (alias for leads.create_category).

List active CRM email accounts available to the MCP user without exposing secrets.

Fetch recent mailbox messages and optionally filter them by text.

Read one message body from a user-owned mailbox.

Create a reply draft for an inbox message. This tool does not send.

Send or queue an email from a user-owned connected mailbox. Supports accountId, from, or senderEmail.

Archive, trash, spam, read, unread, star, or unstar multiple mailbox messages.

Preview recipients, sender accounts, duplicates, and invalid emails before launching.

Launch an email outreach campaign after explicit confirmation.

List campaign history and metrics for the MCP user.

Get one campaign with lead-level delivery status and metrics.

Create and launch a follow-up campaign for eligible recipients from an existing campaign.

Scan this MCP user's connected inboxes for outreach replies and update campaign lead reply status.