FavCRM — Agentic CRM

By favcrmMCP server

**Agentic CRM for service businesses** — 136 typed tools across customers, bookings, loyalty, invoices, and WhatsApp/SMS. Hosted at `api.favcrm.io/mcp`. ### What it does - **Customers & loyalty** — segments, memberships, rewards, points - **Bookings** — create, confirm, cancel, no-show; capacity-aware schedules - **Commerce** — invoices, payments, products, orders, inventory - **Communications** — WhatsApp, SMS, email with templates - **CRM core** — contacts, tasks, tickets, deals, campaigns ### Auth API key (`fav_mcp_...`). Sign up free at [favcrm.io](https://favcrm.io) → Settings → API K

SEO & MarketingLibrary synced Nov 6, 2026

https://favcrm.io/

Follow the source guide for connection and authentication details.

Available tools

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.

list_tags

List all available tags for the merchant.

attach_tags

Attach one or more tags to a member/account. Useful for segmenting members after filtering.

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.

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_deals

List CRM deals (sales pipeline) with optional filters.

update_deal_stage

Move a deal to a different pipeline stage.

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.

list_tasks

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

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).

send_whatsapp_message

Disabled for agents. Use request_send_approval so the merchant can approve the exact WhatsApp draft in Workroom.

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.

list_subscriptions

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

list_campaigns

List marketing campaigns (email, SMS, WhatsApp) with delivery stats.

create_campaign

Create a marketing campaign (email, SMS, or WhatsApp) in DRAFT. For email channelConfig, use subject + htmlBody + optional plainTextBody. recipientSource="list" is accepted as an alias for "individual".

update_campaign

Update an existing campaign. Channel cannot be changed after creation. Pass only fields to change.

delete_campaign

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

send_campaign

Disabled for agents. Use request_send_approval so the merchant can approve the exact campaign send in Workroom.

validate_campaign

Validate a campaign before sending. Resolves contactable recipient count and previews the final email subject/body without sending.

send_test_campaign

Disabled for agents. Use request_send_approval so the merchant can approve the exact test email in Workroom.

list_notification_logs

List notification delivery logs for the current company. Recipients are masked by default for incident-response safety.

list_conversations

List messaging conversations across channels (WhatsApp, SMS, email, etc). Shows unread counts and last message time.

create_broadcast

Create a DRAFT WhatsApp or SMS broadcast campaign. The broadcast is NOT sent — admin must review and send it from the Broadcasts page.

clone

Duplicate an existing record (product, tier, campaign, post, service package, promotion, gift offer). Creates a copy in DRAFT status with "(Copy)" appended to the name.

list_notes

List notes attached to a member/account, booking, or ticket.

create_note

Add a note to a member/account, booking, ticket, or invoice.

confirm_booking

Confirm a pending booking.

cancel_booking

Cancel a booking. Optionally provide a reason.

complete_booking

Mark a booking as completed. Triggers commission calculation if configured.

mark_no_show

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

list_promotions

List promotion/coupon codes with optional status filter.

get_promotion

Get details of a specific promotion/coupon code.

create_promotion

Create 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.

update_promotion

Update an existing promotion. Pass only the fields you want to change.

delete_promotion

Delete a promotion. Past usage records are preserved.

validate_promotion

Check if a promotion code is valid for a given order. Returns isValid, discount amount, and an error code/message if invalid. Use before applying to a checkout.

list_reward_schemes

List loyalty reward schemes (points/stamps programs) configured for this business.

list_staff

List staff/team members in the business.

list_resources

List booking resources (rooms, equipment, etc.).

list_service_packages

List service packages/prepaid session bundles with optional search, status, sorting, and pagination.

get_service_package

Get service package detail including applicability and selected booking service/event items.

create_service_package

Create a service package/prepaid session bundle. Use applicableType=SELECTED with applicableItems to limit the package to specific booking services or events.

update_service_package

Update an existing service package. Pass only the fields you want to change.

delete_service_package

Delete a service package by ID.

list_my_companies

List all companies/organisations the current user has access to. Use this to see available orgs before switching.

switch_company

Switch the current session to a different company/organisation. Returns a new access token scoped to the target company. All subsequent tool calls will operate on the new company.

list_posts

List CMS posts (blog posts and/or pages) with optional filters.

get_post

Get detailed CMS post including content blocks, categories, and tags.

create_post

Create 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 schema defined with create_post_type_field.

update_post

Update an existing CMS post (any post type). Only provided fields are changed.

delete_post

Delete a CMS post by ID. Permanent — categories detach automatically (cascade), but blocks/meta are not recoverable.

list_image_models

List AI image-generation models exposed to merchants (sanitized — provider/cost details hidden). Use to pick a `modelCode` for `generate_post_cover`.

generate_image

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_post_cover

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.

attach_post_cover_from_job

Attach 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 charged at submit time.

upload_post_cover_from_url

Download an external image URL into R2 and attach it as the post's featuredImage. Replaces the manual flow of pasting external URLs (which break when the source goes down). Validates content-type starts with `image/` and rejects payloads larger than 20 MB. No AI credits charged — only standard storage.

list_categories

List CMS post categories.

create_category

Create a CMS post category (e.g. "Equipment", "Injection — Botox"). For sub-categories, use namespaced names — the table is flat.

update_category

Update a CMS post category.

delete_category

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

list_post_types

List all post types defined for this company (built-in: blog_post, page; plus any custom types).

create_post_type

Define 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.

list_post_type_fields

List the custom field schema for a post type. Use this before creating posts to know which keys to pass in meta and what types they expect.

create_post_type_field

Add 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.

update_post_type

Update a custom post type. Built-in types (blog_post, page) cannot be modified.

delete_post_type

Delete a custom post type. Built-in types cannot be deleted. Fails if any posts of this type still exist — delete those first.

update_post_type_field

Update a field on a post type schema. Changing fieldType or flipping required=true is blocked when posts already use the field unless force=true is passed.

delete_post_type_field

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).

reorder_post_type_fields

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

append_post_block

Append 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, file, faq, callout, gallery, cta, accordion, product.

replace_post_block

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

remove_post_block

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

reorder_post_blocks

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

create_booking

Create 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.

get_conversation_messages

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

find_or_create_workroom_thread

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.

post_workroom_message

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.

request_send_approval

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.

send_message

Disabled for agents. Use request_send_approval so the merchant can approve the exact draft in Workroom.

list_segments

List customer segments. Segments group members by criteria for targeted campaigns.

get_segment_members

Get the members that belong to a specific segment.

create_segment

Create a new customer segment. Use STATIC for manual member lists, DYNAMIC for criteria-based auto-filtering.

list_products

List shop products with optional filters by name, status, or category.

get_product

Get full product detail including images, options, and variations.

create_product

Create a new shop product as DRAFT. Merchant can review and activate from the portal.

update_product

Update an existing product. Only provided fields are changed.

list_product_categories

List all product categories for the shop.

create_product_category

Create a product category. Use parentId to create subcategories under an existing category.

create_variation

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

list_orders

List shop orders with optional status and search filters.

get_order

Get full order detail including line items.

update_order_status

Update the status of a shop order (e.g. confirm, ship, cancel).

list_offer_rules

List upsell/cross-sell offer rules with optional filters.

get_offer_rule

Get offer rule detail including associated products and discounts.

create_offer_rule

Create an upsell/cross-sell offer rule as draft. Specify trigger type, conditions, and suggested products with optional discounts.

list_knowledge_documents

List merchant knowledge base documents (uploads + scraped URLs). Use to discover what raw sources exist for the LLM-wiki pattern. Pass `updatedAfter` for delta sync. Content bytes are fetched separately via GET /v6/merchant/ai/knowledge/{id}/content — this tool returns metadata only.

list_shipping_methods

List all shipping methods configured for the shop.