MCP tool catalog
The Expedify MCP server exposes 224 tools across 9 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 | 87 | Contacts, companies, deals, tasks, notes and activities — search, CRUD, and associations. |
| CRM Config | 24 | The org's SHAPE rather than its records: deal stages, contact lifecycle stages, custom fields, task types, standard-field options and field layout. Export the whole shape as one document and apply it back — idempotently, with a dry run. |
| 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 | 25 | Datasets, charts, dashboards, and running SQL / NL→SQL queries. |
| Channels | 29 | Marketing templates, assets, segments, and campaigns (create, preview, and send). |
| Settings | 20 | 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 | 6 | Blueprints — read, author, validate, and compile visual Blueprints into tested workflows. |
| Search | 1 | Cross-entity find-by-name — locate a workflow, chart, dashboard, or dataset by keyword, then fetch it with the matching get tool. |
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.