MCP tool catalog
The Expedify MCP server exposes 165 tools across 7 modules — the same capabilities as the REST API, shaped as agent intents. Every tool is generated from the server's own definitions, so this catalog can't drift.
| Module | Tools | What it covers |
|---|---|---|
| CRM | 57 | Contacts, companies, deals, tasks, notes and activities — search, CRUD, and associations. |
| Workflows | 19 | Author, validate, run, and debug automation workflows from an agent. |
| Knowledge Base | 13 | Manage knowledge bases + documents, and search / ask (RAG) over them. |
| Analytics | 24 | Datasets, charts, dashboards, and running SQL / NL→SQL queries. |
| Channels | 29 | Marketing templates, assets, segments, and campaigns (create, preview, and send). |
| Settings | 18 | Integrations and webhooks — browse/list/test the org's connected integrations (read-only; never exposes credentials), and manage incoming & outgoing webhooks (provision incoming webhook URLs to wire into a Webhook Trigger node; manage outgoing event subscriptions). |
| Automation | 5 | Blueprints — read, author, validate, and compile visual Blueprints into tested workflows. |
Per-org workflow tools
Beyond these static tools, any workflow in your org you expose as an MCP tool appears in an authenticated tools/list as its own run_… tool (this is a flag on the workflow — not the marketplace). See Workflow tools.