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FavCRM

CRM bookings, contacts, messaging workflows

1982 ms

answered our call

State
Answered
Protocol
MCP 2025-06-18
Tools listed
200
Answered
3 of the last 3 calls

How to reach it

  • MCP, HTTPhttps://api.favcrm.io/mcp

What it can do

ToolWhat it says it does
accept_team_invite_requestStep 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.
accept_team_invite_verifyStep 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.
append_post_blockAppend 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_surveyArchive a survey and remove it from active survey lists.
assign_staff_to_serviceAssign a staff member to a booking service. Pass users.id from list_staff.userId.
attach_post_cover_from_jobAttach 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…
attach_tagsAttach one or more tags to a member/account. Useful for segmenting members after filtering.
cancel_bookingCancel a booking and create a durable refund receipt. Uses the merchant refund setting unless refundMethod is provided.
cancel_subscriptionCancel a subscription. Destructive. Manual records are marked cancelled. Provider-backed records are cancelled with the payment provider — Stripe is scheduled to stop at the period end and QFPay is cancelled at the gateway — so auto-renew turns off and paid access continues until the period ends…
check_plan_operationPreflight whether an intended operation is allowed by token scopes, enabled modules, subscription state, and quota. Provide toolName, quotaCode, or moduleCode.
cloneDuplicate 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_customer_importCommit 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.
complete_bookingMark a booking as completed. Triggers commission calculation if configured.
confirm_bookingConfirm a pending booking.
convert_leadConvert 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_service_tier_pricingCopy the complete pricing and booking-policy configuration from one membership tier to another on the same booking service.
create_accountCreate 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_bookingCreate 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_campaignCreate 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_categoryCreate a CMS post category (e.g. "Equipment", "Injection — Botox"). For sub-categories, use namespaced names — the table is flat.
create_contactCreate a contact on an existing CRM account.
create_custom_fieldCreate a custom field definition for CRM entities. Use options for select or multiselect fields.
create_dealCreate a CRM sales pipeline deal, optionally linked to a customer account and contact.
create_inbox_reply_suggestionCreate 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_invoiceCreate a new invoice for a customer. Optionally include line items inline. Returns the new invoiceId.
create_noteAdd a note to a member/account, booking, ticket, or invoice.
create_plan_upgrade_linkCreate 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_postCreate 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…
create_post_typeDefine 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.
create_post_type_fieldAdd 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_promotionCreate 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_resourceCreate a bookable resource (room, equipment, vehicle). Used by services that have requiresResource=true.
create_segmentCreate a new customer segment. Use STATIC for manual member lists, DYNAMIC for criteria-based auto-filtering.
create_serviceCreate a bookable service. Sets duration, price, capacity, and policies. Use list_service_categories first if you want to attach to an existing category.
create_service_categoryCreate a service category (e.g. "Treatments", "Classes") to group bookable services.
create_service_packageCreate a service package/prepaid session bundle. Use applicableType=SELECTED with applicableItems to limit the package to specific booking services or events.
create_service_scheduleCreate a bookable schedule window for a service, including recurring weekly/daily availability.
create_subscriptionCreate a manual, non-renewing subscription record for a member. Use a subscription action link for provider-backed recurring billing.
create_surveyCreate a survey with custom question blocks. Publish it later or set status to published for immediate portal access.
create_survey_invitationCreate a token-auth survey invitation for a specific member/account or contact.
create_tagCreate a CRM tag for customer segmentation and organization.
create_taskCreate a task. Optionally link to a CRM account or assign to a team member.
create_team_member_inviteInvite 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_templateCreate 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_ticketCreate a support ticket for a member issue.
create_whatsapp_connect_linkCreate 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.
delete_accountSoft-delete a CRM account/customer. This releases the primary phone for future reuse while keeping account history for audit.
delete_campaignDelete a campaign. Only allowed in DRAFT status; sent campaigns are kept for audit history.
delete_categoryDelete a CMS post category. Posts in the category are not deleted; they are simply unlinked.
delete_contactDelete a secondary contact. Primary contacts are protected; set another primary contact or delete the account instead.
delete_custom_fieldDelete a custom field definition and its stored values.
delete_dealSoft-delete a CRM deal from the sales pipeline.
delete_invoiceDelete a DRAFT invoice. Only invoices that have never been sent can be deleted; otherwise use void_invoice.
delete_postDelete a CMS post by ID. Soft-deleted posts can be restored with restore_post.
delete_post_typeDelete a custom post type. Built-in types cannot be deleted. Fails if any posts of this type still exist — delete those first.
delete_post_type_fieldRemove 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_promotionDelete a promotion. Past usage records are preserved.
delete_segmentDelete a customer segment.
delete_service_packageDelete a service package by ID.
delete_tagDelete a CRM tag and remove it from all tagged entities.

And 140 more tools.

In its maker's words

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

Website
favcrm.io
Source
github.com/favcrm/mcp
Publisher
favcrm.io
Listed from
the official MCP Registry as io.favcrm/favcrm
Version
1.0.0, updated 8 Jun 2026
Kinds of work
Messaging and support, Shops and payments, Sales and marketing

The domain it lives on

favcrm.io
registered 17 May 2024 (2 years ago), at NAMECHEAP INC, its home page is a working site

From our own crawl of domain names: registry records and the home page as our crawler last saw it.

Every call we made

WhenWhat happenedTime
Answered1982 ms
Answered2744 ms
Answered1338 ms

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