Business
outlit
Use when accessing Outlit customer intelligence through the `outlit` CLI, Outlit MCP tools, Pi tools, or @outlit/tools, including customer lookups, users, workspace users, timeline…
Data
servicegraph
The branded entry point to ServiceGraph — use whenever the user explicitly names ServiceGraph: "use ServiceGraph to…", "what datasets does ServiceGraph have", "search ServiceGraph …
Web
steedos-builtin-objects
Steedos platform built-in objects reference (~93 objects). TRIGGER: lookup/master_detail field referencing built-in object; built-in object names, fields, relationships; core entit…
Automation
integration-zoho-crm
Connect Zoho CRM (leads, contacts, deals, accounts across standard and custom modules) to a self-hosted Hermes Agent over SSH. Uses Zoho's first-party hosted MCP (URL-embedded secr…
Automation
integration-salesforce
Connect Salesforce (enterprise CRM) to a self-hosted Hermes Agent over SSH. Path A — first-party hosted MCP (OAuth + PKCE, requires browser consent). Path B — headless REST via Cli…
Automation
pp-tribe-crm
Every Tribe CRM feature, plus an offline SQLite cache, OData passthrough, and pipeline/aging/since views the web UI... Trigger phrases: `tribe`, `tribe crm`, `klant aanmaken in tri…
Documentation
lossless-crm-interface-guidelines
Conventions for reading and writing Twenty CRM instances (Lossless, Palmer AI, The Water Foundation) via MCP. Covers instance routing, the custom object model (Investment, Deal Sou…
Business
sumble-account-research
Guides sellers through account research and prospecting on Sumble MCP by first clarifying goals—specific account or brainstorm—and deliverable type (sequences, plans, decks, or cal…
Business
quotes-and-quote-templates
Configure standard Salesforce Quotes, customize quote templates for PDF generation, email quotes to customers, sync quotes to opportunity products, or set up discount approval work…
Business
key-relationship-health
Monitors the health of the executive's most important relationships — key customers, partners, advisors, and senior hires — based on email engagement patterns, sentiment, and open …
DevOps
erp-crm-cutover-protocol
Guides Dynamics 365 ERP/CRM cutover through mock migration, data reconciliation, runbook execution, rollback testing, and Success by Design gate approval before go-live. Coordinate…
Business
screening-and-shortlisting
Screens and ranks Grasp tables or universes into qualified, prioritized, or top-N outputs for companies, buyers, targets, competitors, investors, or deals. Handles screening, short…
Business
decision-process-mapper
Maps a prospect's buying process from recent calls, extracting stated decision criteria, timelines, steps, and approvers via conversation intelligence and account research. Identif…
General
sales-gohighlevel
Integrates with GoHighLevel (HighLevel) via v2 REST API and 50+ webhooks for CRM, pipelines, funnels, messaging, workflows, calendars, payments, and SaaS-mode sub-accounts. Support…
General
sales-sponsy
Integrates Sponsy for newsletter sponsorship workflows: ad inventory calendar, sponsor CRM, advertiser portals, automated reporting, and workflow automation. Use when spreadsheet m…
Business
client-offer-history
Reconstructs complete offer history for a specific client from email—every offer made, pricing, property, outcomes, and feedback received. Use to brief clients on past activity or …
Web
hubspot-agency-multi-portal
Manage 10-100 HubSpot portals for agency clients with credential isolation, per-portal audit trails for billing and compliance, and bulk onboarding workflows. Use for onboarding ne…
Automation
sales-systemeio
Provides Systeme.io REST API integration: manage contacts, tags, funnels, orders, subscriptions, and webhooks via api.systeme.io with X-API-Key auth and cursor pagination. Handles …
Automation
highlevel
Connects any AI coding agent to GoHighLevel CRM via official API v2. Handles contacts, conversations, calendars, pipelines, invoices, workflows and 30+ endpoint groups through natu…
Automation
outreachmagic
Syncs outreach events, replies, and lead attributes from Smartlead, Instantly, Heyreach, and other platforms into a local SQLite database for agent querying. Supports pipeline view…
Automation
whatsapp-voice
Transcribe WhatsApp voice messages using local Whisper CLI. Use when: owner or contact sends an audio/ogg voice message. Combines Whisper transcription + CRM update + task creation…
Design
admin-pulse-crm
Clean SaaS admin UI: light slate canvas, sky-blue accents, subtle borders, rounded cards. Sidebar workspace switcher, topbar search/filters, KPI tiles with sparklines, stage-progre…
Business
closecrm-enrich-manual-lead-recruiting
Enriches a manually created Close CRM lead (company with open role) for recruiting outreach: discovers all employees via company site, LinkedIn, and web; adds decision-makers as co…
Research
tech-stack-snapshot
Generates a technographic snapshot for companies by pulling CRM, marketing, sales, analytics, and data tools from ZoomInfo. Groups products by category, flags integration opportuni…
Business
sales-bizdev-agent
AI sales and business development agent that manages lead pipelines, prepares outreach messages, tracks deals, updates CRM data, and produces weekly pipeline reports. Use when aske…
Automation
sales-kartra
Integrates with Kartra's API for coaches and course creators: builds funnels, automations, memberships, checkouts, webinars, affiliates, and calendars. Handles inbound calls (POST …
General
autotask-api
Integrates with the Autotask REST API in JUICT projects. Handles Azure Key Vault auth with env-var fallback, zone-aware base URLs, verified endpoints, and common pitfalls when quer…
Business
Pipeline Health
Assesses CRM pipeline health by deriving stage-velocity benchmarks from closed-won deals, detecting stalled opportunities via activity patterns, and measuring raw and quality-adjus…
Business
sales-buzzabout
Optimizes Buzzabout usage for social listening by surfacing audience pain points, trends, and competitor strategies when credits are limited or results lack depth. Supports REST AP…
Productivity
contacts-event
Tracks complex multi-party disputes or evolving situations for a contact by building a layered event dossier and cause-and-effect chronology. Uses five-layer tagging to separate fi…
Business
sales-membervault
Integrates MemberVault's Zapier triggers/actions and webhooks for granting access on external purchases, routing hot leads to CRMs, and connecting email services that MemberVault l…
Business
biz-crm-strategy
Strategic CRM framework covering segmentation (RFM/CLV), journey orchestration, CDP architecture, loyalty programs, B2B key-account management, and governance—applicable to VIP des…
Automation
rarefriend-skills
Cross-agent skills for Rarefriend personal CRM — search contacts, LinkedIn network, Google Calendar, Google Contacts, Microsoft Outlook email and calendar. Requires Rarefriend MCP.…
Business
usell-sales-workflow
Proactive sales agent for Usell that handles inbound lead messages and re-engages stalled pipeline contacts after 24h of inactivity. Detects intent, applies stage-appropriate techn…
Automation
sales-ruzuku
Integrates Ruzuku course and membership platform via Zapier for enrollment, student sync, and event routing to CRMs or follow-ups. Supports Zapier triggers like New Student Enrolle…
Business
odoo-crm
Connects to self-hosted Odoo Community through JSON-RPC for CRM tasks like lead creation, activity logging, and contact searches, plus draft invoice creation (never posting without…
Automation
whmcs-mcp
Manages WHMCS operations including clients, billing, tickets, services, domains, orders, projects, and CRM leads. Supports complex admin tasks such as status changes, product confi…
Automation
sales-referral-factory
Builds and manages referral programs across SaaS, ecommerce, and services: campaign templates, referral links/codes, reward automation (cash, credits, commissions), fraud checks, w…
Business
add-contact
Adds one or more contact records to Carta CRM via the MCP server. Collects contact details conversationally and creates them when the user requests "add a contact", "create a conta…
Business
ae-cs-handoff
Generates AE-to-CSM handoff briefs that capture engagement timelines, stakeholder details, requirements, success criteria, and relationship state. Accepts ZoomInfo company ID or na…
Web
sales-waitlister
Integrates with Waitlister's waitlist platform for hosted landing pages, points-based referrals, email broadcasts, REST API, and HMAC-signed webhooks. Supports plan selection, sign…
Business
renewal-prep
Gathers renewal context—value delivered, risk signals, and stakeholder status—from recent activity and account data. Accepts ZoomInfo ID or company name/domain; surfaces only evide…
Business
sumble-account-scoring
Builds a self-contained Python + HTML/JS account-scoring web app from Sumble and CRM data. Interviews for ICP, generates ranked lists with real-time re-weighting, category filters,…
Web
products-and-pricebooks
Configures Salesforce product catalog and pricing: creates Product2 records, sets up Standard and custom Pricebooks, manages PricebookEntry records, enables multi-currency pricing,…
Automation
aireadylife-social-op-monthly-sync
Full social data sync on the 1st of each month. Reviews all relationship health scores, identifies who needs a check-in, and updates the outreach queue for the month. Triggers: "so…
Automation
automate-crm
Integrates natural language commands with CRM board automations to create, inspect, or disable rules without technical identifiers. Handles requests like pipeline workflows, deal n…
Productivity
daily-crm-brief
Generates a morning CRM briefing by merging pipeline-tracker and hypothesis-ledger data into a concise snapshot: hot leads, overdue follow-ups, and copy-paste-ready email drafts, e…
Automation
people
Sync Apple Contacts to Notion 'People' database. Track last_contacted, relationship_strength, recent_topics, next_nudge_due. Foundation for relationship intelligence including birt…
Automation
crm-record-operations
Search, read, and modify CRM customer and contact records with strict separation between retrieval and modification. Handles lookups, updates, and deal creation across Salesforce, …
Business
hubspot-suite
Manages HubSpot CRM, marketing, sales, service, and CMS via full API coverage—objects, associations, workflows, reporting, pipelines, content, and commerce. Supports Private App ke…
Automation
aireadylife-social-op-relationship-review
Monthly relationship health check that reviews contact recency, flags relationships going cold, and generates a prioritized outreach queue. Triggers: "relationship review", "who sh…
Security
datenschutz-crm-arbeitsrecht
Manages GDPR-compliant data processing in franchise systems: joint controller agreements under Art. 26, processor contracts under Art. 28, accountability duties, and penalty risk a…
Business
qbr-prep
Assembles a QBR prep pack with value moments, adoption themes, risks, and open items from CRM data and conversation intelligence. Identifies accounts by ZoomInfo ID, name, or domai…
Automation
engagement-timeline
Builds a chronological timeline of meetings and emails for an account or contact by ZoomInfo ID, name, domain, or recent activity. Defaults to the last 90 days with type breakdowns…
Automation
crm-email-manual-send
Sends CRM template emails by matching local HTML files to templates in a logged-in lead page, selecting each template, confirming, and verifying follow-up records. Handles single o…
Business
first-sales-process-builder
Designs and documents the first repeatable sales process from prospecting through close. Use when building an initial pipeline, defining stages, or creating a consistent sales meth…
Automation
hubspot-lifecycle-and-lists
Audit and manage HubSpot lifecycle stages and list segmentation while preserving CRM data integrity. Handles stage progression guards, list criteria drift, orphan detection, lead-s…
Productivity
commitment-ledger
Track commitments and obligations between parties across recent conversations, identifying account or contact via ZoomInfo ID or name. Surfaces outstanding items for accountability…
Business
consumer-goods-cloud-setup
Configure Consumer Goods Cloud for visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, and image recognition. Not f…
Productivity
relationship-stewardship
Audits and strengthens professional relationships over time using signal-based rhythms, lightweight CRM, and thoughtful touchpoints. Reference for reviving dormant connections or e…
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