favcrm.io

Search and filter members/accounts.

Get detailed profile for a specific member/account by ID.

Preview a bulk customer import (max 2000 rows).

Commit a previewed customer import.

Create a CRM account/customer with a primary contact.

Update CRM account/customer profile fields such as name, phone, email, life stage, owner, notes, or member code.

Soft-delete a CRM account/customer.

List all available tags for the merchant.

Create a CRM tag for customer segmentation and organization.

Rename or recolor an existing CRM tag.

Delete a CRM tag and remove it from all tagged entities.

Attach one or more tags to a member/account.

Detach one tag from one or more member/account records.

List all membership tiers with member counts and stats.

Get a specific membership tier by ID.

Issue a gift/reward to multiple members.

Enrol a member into a membership tier.

Get a member's current loyalty balance — points, stamps, credits, lifetime totals, and active membership tier.

Credit loyalty points or stamps to a member.

Get high-level business KPIs: member count, new members this week, active subscriptions, total points issued, active promotions, rewards redeemed, messages sent.

List bookings with filters for date range, status, service, staff, or member.

Get full booking details including line items, status history, and participants.

Get booking counts: today, this week, this month, and breakdown by status.

Find available booking slots for a service on a specific date.

List booking services with name, price, duration, and status.

Get full service details including addons, staff, resources, and tier pricing.

Read every membership-tier pricing configuration for one booking service.

Set the complete pricing and booking-policy configuration for one membership tier on a booking service.

Copy the complete pricing and booking-policy configuration from one membership tier to another on the same booking service.

Create a bookable service.

Update an existing booking service.

Create a bookable schedule window for a service, including recurring weekly/daily availability.

List schedule windows for booking services.

Update a service schedule window.

Assign a staff member to a booking service.

Link a room/resource to a booking service.

List service categories (groups for booking services like "Treatments", "Classes").

Create a service category (e.

Create a bookable resource (room, equipment, vehicle).

Add an availability window for a resource.

Add an availability window for a staff member (companyMembers.

Get global booking settings for the customer booking flow, cancellation rules, visibility options, and confirmation requirements.

Update global booking settings.

List support tickets with optional filters.

Get ticket counts grouped by status.

Create a support ticket for a member issue.

Update the status of an existing support ticket.

List surveys with optional status/search filters.

Create a survey with custom question blocks.

Get survey detail, including blocks, publishing status, visibility, settings, and response count.

Update a survey draft or publishing configuration.

Archive a survey and remove it from active survey lists.

Get response and invitation metrics for a survey overview dashboard.

List responses for a survey.

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

Create a token-auth survey invitation for a specific member/account or contact.

List automation workflows attached to a survey.

Create or update a survey automation workflow, usually triggered by survey_response_submitted.

List CRM deals (sales pipeline) with optional filters.

Get detailed CRM deal information by ID.

Create a CRM sales pipeline deal, optionally linked to a customer account and contact.

Update a CRM deal.

Soft-delete a CRM deal from the sales pipeline.

Move a deal to a different pipeline stage.

Mark a CRM deal as won and set close date.

Mark a CRM deal as lost.

Convert an account: qualify its open lead (creating one if needed) and link exactly one pipeline deal.

List contacts (people linked to CRM accounts), optionally filtered by account or search.

Fetch a single contact by ID.

Create a contact on an existing CRM account.

Update fields on an existing contact.

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

Delete a secondary contact.

List custom field definitions for CRM entities such as account, contact, deal, or booking.

Get a custom field definition by ID.

Create a custom field definition for CRM entities.

Update a custom field definition label, type, options, required flag, or sort order.

Delete a custom field definition and its stored values.

Get custom field values for a CRM entity such as an account, contact, deal, or booking.

Set or clear custom field values for a CRM entity.

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

Get detailed task information by ID.

Create a task.

Update a task (status, priority, assignee, due date, completion).

Soft-delete a CRM task.

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

List invoices with optional filters.

Fetch a single invoice with line items, payment history, and customer detail.

Create a new invoice for a customer.

Record a manual payment against an invoice (cash, bank transfer, cheque, card terminal).

Mark an invoice as sent to the customer (transitions DRAFT → OPEN).

Void an invoice.

Delete a DRAFT invoice.

Restore a previously deleted DRAFT invoice.

Outstanding totals, overdue counts, and revenue this period.

List member subscriptions.

Fetch a single subscription with customer, tier, billing cycle, and renewal info.

Create a manual, non-renewing subscription record for a member.

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

Resume a paused subscription back to active.

Cancel a subscription.

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

Create a marketing campaign (email, SMS, or WhatsApp) in DRAFT.

Update an existing campaign.

Delete a campaign.

Restore a previously deleted campaign.

Validate a campaign before sending.

List notification delivery logs for the current company.

List messaging conversations across WhatsApp, Messenger, Instagram, Threads, SMS, email, and other enabled channels.

Create a DRAFT WhatsApp or SMS broadcast campaign.

List recent audit log entries for this company.

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

Fetch a single audit log entry by ID, including before/after snapshots when available.

Revert an audited action by restoring the captured before snapshot.

Duplicate an existing record (product, tier, campaign, post, service package, promotion, gift offer).

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

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

Confirm a pending booking.

Cancel a booking and create a durable refund receipt.

Mark a booking as completed.

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

List promotion/coupon codes with optional status filter.

Get details of a specific promotion/coupon code.

Create a promotion / discount code.

Update an existing promotion.

Delete a promotion.

Restore a previously deleted promotion.

Check if a promotion code is valid for a given order.

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

List staff/team members in the business.

List booking resources (rooms, equipment, etc.

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

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

Create a service package/prepaid session bundle.

Update an existing service package.

Delete a service package by ID.

Restore a previously deleted service package by ID.

Show the current organisation plan, subscription/payment state, enabled modules, and quota usage.

Preflight whether an intended operation is allowed by token scopes, enabled modules, subscription state, and quota.

List active FavCRM plans with prices, quotas, included modules, and whether each is the current plan.

Create a Stripe Checkout link for a new paid subscription, or a Stripe Billing Portal link for an existing Stripe subscription.

Invite a team member to this company and return a one-time MCP accept token.

Step 1 of agentic team invite acceptance.

Step 2 of agentic team invite acceptance.

Check whether WhatsApp Business is connected for this company, including WABA/phone metadata and the latest agentic connect session state.

Create a short-lived browser link for WhatsApp Business Embedded Signup.

List all companies/organisations the current user has access to.

Issue a new MCP access token scoped to another company/organisation.

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

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

Create a new CMS post (blog_post, page, or any custom post type).

Update an existing CMS post (any post type).

Delete a CMS post by ID.

Restore a previously deleted CMS post.

List AI image-generation models exposed to merchants (sanitized — provider/cost details hidden).

Generate an AI image via kie.

Generate an AI image and attach it as a post's featuredImage.

Attach a previously generated ai-media job's output as the post's featuredImage.

Download an external image URL into R2 and attach it as the post's featuredImage.

List CMS post categories.

Create a CMS post category (e.

Update a CMS post category.

Delete a CMS post category.

Restore a previously deleted CMS post category.

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

Define a new custom post type (e.

List the custom field schema for a post type.

Add a custom field to a post type schema.

Update a custom post type.

Delete a custom post type.

Restore a previously deleted custom post type.

Update a field on a post type schema.

Remove a field from a post type schema.

Restore a previously deleted field on a post type schema.

Reorder fields on a post type.

Append one or more blocks to the end of a post.

Replace a single block at the given index (0-based).

Remove the block at the given index (0-based).

Reorder blocks by passing block IDs in the desired order.

Create a new booking for a member.

Get messages from a specific conversation thread.

Find or create a Workroom DM thread between a merchant user and an AI colleague.

Read the text/Markdown content of a file attached to a Workroom thread or sent by a customer (PDF, image, or document).

Post an internal message from an AI colleague into a Workroom thread.

Create a draft reply suggestion that appears inline in the FavCRM Inbox composer.

Create a merchant-owned Workroom approval request for a customer-facing send.

List customer segments.

Get customer segment details including type, criteria, and live member count.

Get the members that belong to a specific segment.

Create a new customer segment.

Update an existing customer segment by id.

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

Replace the members of a STATIC customer segment with the given account IDs.

Delete a customer segment.

List the company's WhatsApp message templates with their Meta approval status (PENDING / APPROVED / REJECTED).

Create and submit a WhatsApp message template to Meta for approval.

List shop outlets/locations for the company.

Create a shop outlet/location.

Update an existing shop outlet/location by ID.

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

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

Create a new shop product as DRAFT.

Update an existing product.

List all product categories for the shop.

Create a product category.

Add a variation (size, color, etc.

List shop orders with optional status and search filters.

Get full order detail including line items.

Update the status of a shop order (e.

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

Get offer rule detail including associated products and discounts.

Create an upsell/cross-sell offer rule as draft.

Search FavCRM MCP tools, enabled skills, and feature areas for how to use the platform.

Search the available FavCRM tool catalog for relevant operations.

Execute an available FavCRM tool by name after discovering it with search_tools.

Search this company's reviewed knowledge base and return grounded snippets with source document IDs.

List merchant knowledge base documents (uploads + scraped URLs).

Fetch a single knowledge document with metadata + extraction/review status.

Fetch a URL's content into the knowledge base.

Add a free-form text document to the knowledge base.

Soft-delete a knowledge document.

Restore a previously deleted knowledge document.

List all shipping methods configured for the shop.

Report a FavCRM platform issue when an agent finds a missing MCP path, tool failure, confusing schema, CLI/docs issue, or SDK fallback.

Step 1 of agentic signup.

Step 2 of agentic signup.