MCP tools reference

This page lists every tool the FlyCRM MCP server offers. An AI client calls these tools to work with your CRM. You can turn off any tool in Settings > MCP. See Connecting an AI client to MCP.

Each tool acts with the CRM permissions of the signed-in user. A read tool returns only records that user can see. A write tool changes only records that user can change.

Search and read tools

These tools find and fetch records. They do not change data.

Tool	What it does
search_contacts	Find contacts by name, email, or other fields
search_companies	Find companies by name or other fields
search_leads	Find leads by name, source, or status
search_deals	Find deals by name, stage, or value
search_quotes	Find quotes and invoices
get_contact	Fetch one contact by id
get_company	Fetch one company by id
get_lead	Fetch one lead by id
get_deal	Fetch one deal by id
get_quote	Fetch one quote or invoice by id
get_task	Fetch one task by id

List tools

These tools return the options and settings an AI needs to fill a field correctly.

Tool	What it does
list_pipelines	List pipelines and their stages
list_statuses	List the contact and company statuses
list_tags	List the tags in use
list_lead_sources	List the lead sources
list_users	List the CRM users
list_tasks	List tasks, with filters
list_activities	List activities on a record

Create tools

These tools add new records.

Tool	What it does
create_contact	Create a contact
create_company	Create a company
create_lead	Create a lead
create_deal	Create a deal
create_task	Create a task

Update tools

These tools change an existing record.

Tool	What it does
update_contact	Change a contact
update_company	Change a company
update_lead	Change a lead
update_deal	Change a deal
update_task	Change a task

Action tools

These tools do a specific CRM action. Some change data in ways that are hard to undo.

Tool	What it does
convert_lead	Convert a lead into a contact, company, and deal
move_deal_stage	Move a deal to another pipeline stage
close_deal	Mark a deal won or lost
log_activity	Log a note, call, email, or meeting
tag_record	Add a tag to a record
delete_record	Delete a record

CAUTION: The delete_record tool removes data. Turn it off in Settings > MCP unless you need an AI to delete records. Once off, no client can call it.

Report tools

Tool	What it does
get_pipeline_report	Return the pipeline report — deals and value by stage

Support tool

Tool	What it does
support	Return help information about FlyCRM and the MCP tools

Control which tools are on

You do not have to offer every tool. In Settings > MCP, add a tool to the disabled list to turn it off. A common setup turns off delete_record and keeps the rest. Match the tools to what you trust the AI to do.