FavCRM — Agentic CRM

Tools (50)

• 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".