Getting Started
Integrations
Every tool Customermates exposes over MCP, grouped by surface, with safety flags and one-line purpose.
TL;DR — 57 tools across entities, widgets, webhooks, custom columns, and admin. Every destructive tool is flagged and starts its description with IRREVERSIBLE. Every tool that replaces a relationship array warns about it and points to link_entities / unlink_entities.
Three flags per tool:
Full JSON Schema for every tool is available live at POST /api/v1/mcp with method: "tools/list".
One set of tools works against any of the five entity types (contact, organization, deal, service, task).
| Tool | Read | Destructive | Purpose |
|---|---|---|---|
get_entity_configuration | ✓ | Editable fields, custom column ids, filter syntax for one entity. Call before any create/update. | |
filter_entity | ✓ | Search, filter, sort, paginate. Returns {id, name} per item plus total. | |
count_entity | ✓ | Cheap total with optional filters. | |
search_all_entities | ✓ | Free-text across all five entity types in one call. | |
get_entities | ✓ | Batch fetch full records by id; mixed entity types allowed. | |
update_entity_notes | Replace markdown notes on 1–100 records. | ||
append_entity_notes | Append markdown without overwriting. Blank line inserted between old and new. | ||
update_entity_custom_fields | Per-column merge: only columns you include are changed. value: null clears a column. | ||
delete_entities | ✓ | IRREVERSIBLE delete of 1–100 records by id. | |
link_entities | Add ids to a relationship without touching others. Safer than update_* replace. | ||
unlink_entities | Remove ids from a relationship without touching others. |
One create and one update per entity. Create caps at 100; update caps at 100.
| Entity | Create | Update |
|---|---|---|
| Contact | create_contacts | update_contacts |
| Organization | create_organizations | update_organizations |
| Deal | create_deals | update_deals |
| Service | create_services | update_services |
| Task | create_tasks | update_tasks |
The update tools accept a partial payload. Passing null on any relationship array is rejected with a hint to use link_entities / unlink_entities.
| Tool | Read | Destructive | Purpose |
|---|---|---|---|
list_widgets | ✓ | List every widget {id, name}. | |
get_widgets | ✓ | Fetch full configuration for ids. | |
create_widget | Create a dashboard widget. | ||
update_widget | Partial update. Replacing filter arrays warns in the description. | ||
delete_widget | ✓ | IRREVERSIBLE delete. |
| Tool | Read | Destructive | Purpose |
|---|---|---|---|
list_webhooks | ✓ | List configured webhooks. | |
get_webhook | ✓ | Fetch one by id (includes secret). | |
create_webhook | Subscribe to events. | ||
update_webhook | Partial update. | ||
delete_webhook | ✓ | IRREVERSIBLE delete. | |
list_webhook_deliveries | ✓ | Recent delivery attempts with status codes. | |
resend_webhook_delivery | Re-send a past delivery. Useful for retrying a failed endpoint. |
Eight types; each has its own create and update tool so weak models don't have to reason about discriminated unions.
| Create | Update |
|---|---|
create_plain_custom_column | update_plain_custom_column |
create_date_custom_column | update_date_custom_column |
create_datetime_custom_column | update_datetime_custom_column |
create_currency_custom_column | update_currency_custom_column |
create_single_select_custom_column | update_single_select_custom_column |
create_link_custom_column | update_link_custom_column |
create_email_custom_column | update_email_custom_column |
create_phone_custom_column | update_phone_custom_column |
Plus:
| Tool | Read | Destructive | Purpose |
|---|---|---|---|
list_custom_columns | ✓ | All custom columns, optionally filtered by entity type. | |
delete_custom_column | ✓ | IRREVERSIBLE. Removes the column and every stored value. Widgets that reference it may break. |
| Tool | Read | Purpose |
|---|---|---|
get_current_user | ✓ | Your own profile. |
update_my_profile | Your own firstName / lastName / country / avatarUrl. | |
list_users | ✓ | Team members. |
get_company | ✓ | Company profile. |
update_company | Company name, address, default currency. | |
list_roles | ✓ | Roles and permissions. |
link_entities and unlink_entities.update_X_custom_column".delete_* tool has destructiveHint: true and an IRREVERSIBLE description prefix.filters field includes a concrete JSON example in its description.