Crm MCP Server

GoLegally CRM

Contacts, companies, deals, tasks, notes and conversations in GoLegally CRM.

How it works

This package connects your AI assistant to one hosted MCP server at https://golegally-crm.mcp.pretuned.ai/mcp. It runs nothing on your computer. Your requests and the data they return go between your assistant and that server, and you sign in before it can reach your account.

Skills

• crm-activities: Activities: List activities, List activities for a company, List activities for a contact, List activities for a deal
• crm-agentconfig: AgentConfig: Agent config list, Agent config create, Agent config get by id, Agent config update
• crm-audiences: Audiences: Audiences, Keep a segment on an ad platform, Where audiences can go, Stop keeping it
• crm-automations: Automations: List all automations, What an automation can be built from, Ready-made sequences, Get run detail with per-action logs
• crm-automations-builder: Automations builder: Create an automation workflow, Edit automation (replaces actions if provided), Test a draft of an automation
• crm-billing: Billing: The billing connection, and what can be connected, Disconnect billing, Connect a billing service with its keys
• crm-channel-links: Channel links: List a site's short links, Add a short link, Change a short link, Delete a short link
• crm-channelconfig: ChannelConfig: Channel config list, Channel config create, Channel config get by id, Channel config update
• crm-companies: Companies: List companies, Create a company, Get company by ID, Edit a company
• crm-contacts: Contacts: List possible duplicate contacts, Mark two contacts as not duplicates, List contacts with pagination, search and their company, Create a contact
• crm-dashboard: Dashboard: Compact KPI metrics for dashboard cards, Full dashboard summary — metrics, leads, tasks, activities, pipeline
• crm-deals: Deals: List deals with pagination and search, Create a deal, Get pipeline summary (every stage, with its deal count and value), List a deal's files
• crm-email-marketing: Email marketing: List addresses never mailed, Add an address never mailed, Take an address off the list, List newsletters
• crm-event-notifications: Event Notifications: List event notifications, Create an event notification (webhook subscription)
• crm-inbox: Inbox: Inbox list conversations, Inbox get conversation messages, Inbox list conversation tickets, Inbox hand off
• crm-invoices: Invoices: A deal's invoices, newest first, Issue an invoice for a deal through the billing service, and send it, What a deal needs to be invoiced
• crm-lead-forms: Lead forms: List a site's lead forms, Add a lead form, Get how a site's lead forms are drawn, Change a lead form
• crm-marketing-attribution: Marketing attribution: Get the attribution report
• crm-marketing-campaigns: Marketing campaigns: List campaigns, Add a campaign, Get a campaign, Change a campaign
• crm-marketing-catalogue: Marketing catalogue: List ad platforms and conversion triggers
• crm-marketing-channel-rules: Marketing channel rules: List channel rules, Save channel rules
• crm-marketing-contact-links: Marketing contact links: Get a contact reference for a link
• crm-marketing-conversions: Marketing conversions: List conversions sent to ad platforms, Get a conversion with its calls, Send a failed conversion again
• crm-marketing-destinations: Marketing destinations: List connected ad platforms, Connect an ad platform, Disconnect an ad platform, Set an ad platform's conversion rules
• crm-marketing-events: Marketing events: List the events the site sends
• crm-marketing-funnels: Marketing funnels: List funnels, Add a funnel, Change a funnel, Delete a funnel
• crm-marketing-home: Marketing home: Marketing at a glance
• crm-marketing-identify: Marketing identify: Identify a website visitor as a contact
• crm-marketing-insight: Marketing insight: Get a page's clicks and scroll, Get a page's script errors, Get a page's forms, List pages with insight
• crm-marketing-internal-traffic: Marketing internal traffic: Get the team's own addresses, Save the team's own addresses, Leave out the caller's own visits
• crm-marketing-recordings: Marketing recordings: List visit recordings, Get a visit recording, Delete a visit recording, Get a part of a recording
• crm-marketing-sale-signal: Marketing sale signal: Get what counts as a sale
• crm-marketing-sites: Marketing sites: List tracked websites, Add a tracked website, Change a tracked website, Remove a tracked website
• crm-marketing-spend: Marketing spend: List spend imports
• crm-marketing-touchpoints: Marketing touchpoints: Record a marketing touch
• crm-marketing-traffic: Marketing traffic: Break traffic down, Who is on the site now, Get traffic totals, List the pages viewed
• crm-marketing-visitors: Marketing visitors: List visitors, Get a visitor, Link a visitor to a contact, Unlink a visitor from its contact
• crm-messagetemplates: MessageTemplates: Message templates download, Message templates list, Message templates create, Message templates update
• crm-notes: Notes: List notes by filter, Create a note, List notes for a contact, Get note by ID
• crm-orders: Orders: List orders, Record an order, Get an order, Attach an order to a company
• crm-payment-links: Payment links: List payment links, newest first, What can be sold, read from the billing service now, What the send dialog needs, The billing service's total for a sale
• crm-pipelines: Pipelines: List all active pipelines, Create a pipeline with optional stages, Get pipeline with stages, Edit pipeline metadata
• crm-properties: Properties: List property definitions by object type, Create a property definition, List property groups by object type, Create a property group
• crm-segments: Segments: Lead score rules, Add a score rule, Change a score rule, Remove a score rule
• crm-settings: Settings: Team alerts and the marketing summary, Set team alerts and the marketing summary, When this organization may send marketing messages, Set when this organization may send marketing messages
• crm-smsconnect: SmsConnect: Sms connect connect, Sms connect markets, Sms connect save market, Sms connect remove market
• crm-supportrequests: SupportRequests: Support requests list, Support requests create, Support requests get by ticket ref, Support requests get by id
• crm-tags: Tags: List all tags, Create a tag, Tag an entity (contact/deal/company), List tags for a specific entity
• crm-tasks: Tasks: List tasks, Create a task, Get task by ID, Edit a task

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