FavCRM

io.favcrm/favcrm · v1.0.0 · sales-and-crm

FavCRM is healthy: it completed an MCP handshake in 2724 ms and exposes 238 tools.

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

Endpoint: https://api.favcrm.io/mcp (streamable-http)

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Facts

Users (last 30 days)	0
Handshake	Healthy
Auth needed	None
Tool count	238
Latency	2724 ms
Last checked (UTC)	2026-10-16T03:40:09.497Z

Health history

Checked (UTC)	Status	Latency	Error
2026-10-16T03:40:09.497Z	Healthy	2724
2026-10-15T00:25:48.763Z	Healthy	3126

Tools (100)

`search_members`	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_member_profile`	Get detailed profile for a specific member/account by ID.
`preview_customer_import`	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.
`commit_customer_import`	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.
`create_account`	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.
`update_account`	Update CRM account/customer profile fields such as name, phone, email, life stage, owner, notes, or member code.
`delete_account`	Soft-delete a CRM account/customer. This releases the primary phone for future reuse while keeping account history for audit.
`list_tags`	List all available tags for the merchant.
`create_tag`	Create a CRM tag for customer segmentation and organization.
`update_tag`	Rename or recolor an existing CRM tag.
`delete_tag`	Delete a CRM tag and remove it from all tagged entities.
`attach_tags`	Attach one or more tags to a member/account. Useful for segmenting members after filtering.
`detach_tags`	Detach one tag from one or more member/account records.
`list_tiers`	List all membership tiers with member counts and stats.
`get_membership_tier`	Get a specific membership tier by ID.
`issue_rewards`	Issue a gift/reward to multiple members. Requires a gift offer ID and member IDs.
`enrol_membership`	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.
`get_loyalty_balance`	Get a member's current loyalty balance — points, stamps, credits, lifetime totals, and active membership tier. Returns null if the member is not enrolled.
`earn_loyalty_points`	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.
`get_dashboard_stats`	Get high-level business KPIs: member count, new members this week, active subscriptions, total points issued, active promotions, rewards redeemed, messages sent.
`list_bookings`	List bookings with filters for date range, status, service, staff, or member.
`get_booking_detail`	Get full booking details including line items, status history, and participants.
`get_booking_stats`	Get booking counts: today, this week, this month, and breakdown by status.
`get_available_slots`	Find available booking slots for a service on a specific date.
`list_services`	List booking services with name, price, duration, and status.
`get_service_detail`	Get full service details including addons, staff, resources, and tier pricing.
`get_service_tier_pricing`	Read every membership-tier pricing configuration for one booking service.
`set_service_tier_pricing`	Set the complete pricing and booking-policy configuration for one membership tier on a booking service.
`copy_service_tier_pricing`	Copy the complete pricing and booking-policy configuration from one membership tier to another on the same booking service.
`create_service`	Create a bookable service. Sets duration, price, capacity, and policies. Use list_service_categories first if you want to attach to an existing category.
`update_service`	Update an existing booking service. Pass only the fields you want to change.
`create_service_schedule`	Create a bookable schedule window for a service, including recurring weekly/daily availability.
`list_service_schedules`	List schedule windows for booking services.
`update_service_schedule`	Update a service schedule window. Pass only fields to change.
`assign_staff_to_service`	Assign a staff member to a booking service. Pass users.id from list_staff.userId.
`link_resource_to_service`	Link a room/resource to a booking service.
`list_service_categories`	List service categories (groups for booking services like "Treatments", "Classes").
`create_service_category`	Create a service category (e.g. "Treatments", "Classes") to group bookable services.
`create_resource`	Create a bookable resource (room, equipment, vehicle). Used by services that have requiresResource=true.
`set_resource_availability`	Add an availability window for a resource. Use day-of-week + recurring=true for weekly schedules, or a specific date for one-off blocks.
`set_staff_availability`	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.
`get_booking_settings`	Get global booking settings for the customer booking flow, cancellation rules, visibility options, and confirmation requirements.
`update_booking_settings`	Update global booking settings. Pass only the fields you want to change.
`list_tickets`	List support tickets with optional filters.
`get_ticket_stats`	Get ticket counts grouped by status.
`create_ticket`	Create a support ticket for a member issue.
`update_ticket_status`	Update the status of an existing support ticket.
`list_surveys`	List surveys with optional status/search filters.
`create_survey`	Create a survey with custom question blocks. Publish it later or set status to published for immediate portal access.
`get_survey`	Get survey detail, including blocks, publishing status, visibility, settings, and response count.
`update_survey`	Update a survey draft or publishing configuration. Use questionBlocks to replace the ordered form block list.
`archive_survey`	Archive a survey and remove it from active survey lists.
`get_survey_stats`	Get response and invitation metrics for a survey overview dashboard.
`get_survey_responses`	List responses for a survey.
`list_survey_invitations`	List survey invitation history without exposing token hashes or old invitation tokens.
`create_survey_invitation`	Create a token-auth survey invitation for a specific member/account or contact.
`list_survey_workflows`	List automation workflows attached to a survey.
`upsert_survey_workflow`	Create or update a survey automation workflow, usually triggered by survey_response_submitted.
`list_deals`	List CRM deals (sales pipeline) with optional filters.
`get_deal`	Get detailed CRM deal information by ID.
`create_deal`	Create a CRM sales pipeline deal, optionally linked to a customer account and contact.
`update_deal`	Update a CRM deal. Pass only fields to change; use null for nullable links/fields to clear them.
`delete_deal`	Soft-delete a CRM deal from the sales pipeline.
`update_deal_stage`	Move a deal to a different pipeline stage.
`mark_deal_won`	Mark a CRM deal as won and set close date.
`mark_deal_lost`	Mark a CRM deal as lost. Requires a lost reason.
`convert_lead`	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.
`list_contacts`	List contacts (people linked to CRM accounts), optionally filtered by account or search.
`get_contact`	Fetch a single contact by ID.
`create_contact`	Create a contact on an existing CRM account.
`update_contact`	Update fields on an existing contact.
`set_primary_contact`	Set a contact as the primary contact for its CRM account and demote other contacts on that account.
`delete_contact`	Delete a secondary contact. Primary contacts are protected; set another primary contact or delete the account instead.
`list_custom_fields`	List custom field definitions for CRM entities such as account, contact, deal, or booking.
`get_custom_field`	Get a custom field definition by ID.
`create_custom_field`	Create a custom field definition for CRM entities. Use options for select or multiselect fields.
`update_custom_field`	Update a custom field definition label, type, options, required flag, or sort order.
`delete_custom_field`	Delete a custom field definition and its stored values.
`get_custom_field_values`	Get custom field values for a CRM entity such as an account, contact, deal, or booking.
`set_custom_field_values`	Set or clear custom field values for a CRM entity. Values are stored as strings; pass null to clear a value.
`list_tasks`	List tasks with optional status, assignee, and account filters.
`get_task`	Get detailed task information by ID.
`create_task`	Create a task. Optionally link to a CRM account or assign to a team member.
`update_task`	Update a task (status, priority, assignee, due date, completion).
`delete_task`	Soft-delete a CRM task.
`search_crm`	Search across CRM accounts and contacts by name, email, or phone.
`list_invoices`	List invoices with optional filters. Use status "OVERDUE" to find unpaid invoices past due date.
`get_invoice`	Fetch a single invoice with line items, payment history, and customer detail.
`create_invoice`	Create a new invoice for a customer. Optionally include line items inline. Returns the new invoiceId.
`record_invoice_payment`	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.
`mark_invoice_sent`	Mark an invoice as sent to the customer (transitions DRAFT → OPEN). Use after delivering the invoice via email or share link. Idempotent.
`void_invoice`	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.
`delete_invoice`	Delete a DRAFT invoice. Only invoices that have never been sent can be deleted; otherwise use void_invoice.
`restore_invoice`	Restore a previously deleted DRAFT invoice.
`get_invoice_stats`	Outstanding totals, overdue counts, and revenue this period. Used by the weekly-snapshot playbook.
`list_event_registrations`	List registrations for an event in the active company, including CRM account IDs for campaign exclusions.
`get_event_campaign_exclusions`	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_subscriptions`	List member subscriptions. Filter by status to find active, cancelled, or past-due subscriptions.
`get_subscription`	Fetch a single subscription with customer, tier, billing cycle, and renewal info.
`create_subscription`	Create a manual, non-renewing subscription record for a member. Use a subscription action link for provider-backed recurring billing.