FavCRM — Agentic CRM

Name: FavCRM — Agentic CRM
Author: favcrm

Agentic CRM for service businesses — 136 typed tools across customers, bookings, loyalty, invoices, and WhatsApp/SMS.

CommunityOnlineNo sign-inGlobalFreeCan modify data

What it can do

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 me
Get Member Profile: Get detailed profile for a specific member/account by ID.
List Tags: List all available tags for the merchant.

What data it sees

Do you need an account

No: the server works without sign-in

Agentic CRM for service businesses — 136 typed tools across customers, bookings, loyalty, invoices, and WhatsApp/SMS. Hosted at api.favcrm.io/mcp.

What it does

Customers & loyalty — segments, memberships, rewards, points
Bookings — create, confirm, cancel, no-show; capacity-aware schedules
Commerce — invoices, payments, products, orders, inventory
Communications — WhatsApp, SMS, email with templates
CRM core — contacts, tasks, tickets, deals, campaigns

Auth

API key (fav_mcp_...). Sign up free at favcrm.io → Settings → API Keys.

Free tier: 100 customers + 200 bookings/month. No credit card.

Quickstart

Install snippets, examples, and smoke tests: github.com/favcrm/mcp

Server tool list (60)

Raw names from tools/list. Only developers need these.

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".
update_campaign	Update an existing campaign. Channel cannot be changed after creation. Pass only fields to change.
delete_campaign	Delete a campaign. Only allowed in DRAFT status; sent campaigns are kept for audit history.
send_campaign	Disabled for agents. Use request_send_approval so the merchant can approve the exact campaign send in Workroom.
validate_campaign	Validate a campaign before sending. Resolves contactable recipient count and previews the final email subject/body without sending.
send_test_campaign	Disabled for agents. Use request_send_approval so the merchant can approve the exact test email in Workroom.
list_notification_logs	List notification delivery logs for the current company. Recipients are masked by default for incident-response safety.
list_conversations	List messaging conversations across channels (WhatsApp, SMS, email, etc). Shows unread counts and last message time.
create_broadcast	Create a DRAFT WhatsApp or SMS broadcast campaign. The broadcast is NOT sent — admin must review and send it from the Broadcasts page.
clone	Duplicate an existing record (product, tier, campaign, post, service package, promotion, gift offer). Creates a copy in DRAFT status with "(Copy)" appended to the name.
list_notes	List notes attached to a member/account, booking, or ticket.