The CRM and ops, as tools.

Every tool calls the same API the CRM does, carrying your personal connection identity. Row-level security applies to an agent exactly as it applies to you: nothing here can reach a record you could not already open.

ENDPOINT

Personal OAuth connection setup is disabled.

The current server can serve admitted private bearer clients. Consumer AI clients require the OAuth setup to be configured and separately enabled before connecting; copying a personal session token is not that setup.

READ

ALWAYS ON

list_invoices: See describe for its scope, record semantics and limits.
get_invoice: See describe for its scope, record semantics and limits.
get_project_billing: See describe for its scope, record semantics and limits.
list_billing_issuers: See describe for its scope, record semantics and limits.
get_invoice_pdf: See describe for its scope, record semantics and limits.
list_meetings: See describe for its scope, record semantics and limits.
get_meeting: See describe for its scope, record semantics and limits.
list_workflows: See describe for its scope, record semantics and limits.
get_workflow: See describe for its scope, record semantics and limits.
get_workflow_context: See describe for its scope, record semantics and limits.
list_company_files: See describe for its scope, record semantics and limits.
get_transcript_file: See describe for its scope, record semantics and limits.
describe: See describe for its scope, record semantics and limits.
list_crm_members: See describe for its scope, record semantics and limits.
search_contacts: See describe for its scope, record semantics and limits.
get_contact: See describe for its scope, record semantics and limits.
list_document_templates: See describe for its scope, record semantics and limits.
list_engagement_documents: See describe for its scope, record semantics and limits.
preview_document: See describe for its scope, record semantics and limits.
list_team: See describe for its scope, record semantics and limits.
get_team_member: See describe for its scope, record semantics and limits.
search_accounts: See describe for its scope, record semantics and limits.
get_account: See describe for its scope, record semantics and limits.
list_account_activity: See describe for its scope, record semantics and limits.
get_pipeline_summary: See describe for its scope, record semantics and limits.
list_open_actions: See describe for its scope, record semantics and limits.
list_actions: See describe for its scope, record semantics and limits.
list_decisions: See describe for its scope, record semantics and limits.
get_deal: See describe for its scope, record semantics and limits.
list_engagements: See describe for its scope, record semantics and limits.
list_agreements: See describe for its scope, record semantics and limits.
list_deliverables: See describe for its scope, record semantics and limits.
list_engagement_files: See describe for its scope, record semantics and limits.
get_engagement_file: See describe for its scope, record semantics and limits.
list_deliverable_files: See describe for its scope, record semantics and limits.
get_deliverable_file: See describe for its scope, record semantics and limits.
get_business_context: See describe for its scope, record semantics and limits.
get_client_email_context: See describe for its scope, record semantics and limits.
prepare_client_email_draft: See describe for its scope, record semantics and limits.
get_service_ladder: See describe for its scope, record semantics and limits.
get_go_conditions: See describe for its scope, record semantics and limits.

WRITE

ENABLED

billing_command: See describe for its scope, record semantics and limits.
create_meeting: See describe for its scope, record semantics and limits.
update_meeting: See describe for its scope, record semantics and limits.
archive_meeting: See describe for its scope, record semantics and limits.
start_meeting_run: See describe for its scope, record semantics and limits.
complete_meeting_run: See describe for its scope, record semantics and limits.
review_meeting_proposal: See describe for its scope, record semantics and limits.
review_meeting_summary: See describe for its scope, record semantics and limits.
create_workflow: See describe for its scope, record semantics and limits.
update_workflow: See describe for its scope, record semantics and limits.
publish_workflow: See describe for its scope, record semantics and limits.
upload_transcript_file: See describe for its scope, record semantics and limits.
archive_company_file: See describe for its scope, record semantics and limits.
generate_document: See describe for its scope, record semantics and limits.
record_team_member: See describe for its scope, record semantics and limits.
update_team_member: See describe for its scope, record semantics and limits.
append_work_arrangement: See describe for its scope, record semantics and limits.
create_account: See describe for its scope, record semantics and limits.
move_account_stage: See describe for its scope, record semantics and limits.
update_account: See describe for its scope, record semantics and limits.
log_activity: See describe for its scope, record semantics and limits.
create_engagement: See describe for its scope, record semantics and limits.
record_agreement: See describe for its scope, record semantics and limits.
create_contact: See describe for its scope, record semantics and limits.
update_contact: See describe for its scope, record semantics and limits.
update_engagement: See describe for its scope, record semantics and limits.
create_step: See describe for its scope, record semantics and limits.
create_task: See describe for its scope, record semantics and limits.
upload_document: See describe for its scope, record semantics and limits.
create_deliverable: See describe for its scope, record semantics and limits.
update_deliverable: See describe for its scope, record semantics and limits.
complete_deliverable: See describe for its scope, record semantics and limits.
create_action: See describe for its scope, record semantics and limits.
update_action: See describe for its scope, record semantics and limits.
reopen_action: See describe for its scope, record semantics and limits.
update_business_context: See describe for its scope, record semantics and limits.
complete_action: See describe for its scope, record semantics and limits.
record_decision: See describe for its scope, record semantics and limits.

MCP_ENABLE_WRITES=false disables record writes globally. Personal read-only grants also refuse writes; owner-only records remain owner-only.