MCP Server
Tools Reference
Complete list of all 86 MCP tools organized by module
The Metadot MCP server provides 86 tools across 15 modules. All module tools require a workspace_id parameter — call list_workspaces first to discover available IDs.
| Module | Tools | Read | Write | App ID |
|---|
| Common (whoami, search, workspaces) | 3 | 3 | 0 | — |
| CRM (contacts, companies, leads, activities, pipelines) | 17 | 11 | 6 | crm |
| Tickets | 5 | 2 | 3 | tickets |
| Stackr (kanban boards, lists, cards) | 9 | 5 | 4 | stackr |
| Projects (projects, tasks) | 7 | 4 | 3 | projects |
| Assets | 4 | 2 | 2 | assets |
| BookMe (calendars, bookings) | 6 | 4 | 2 | bookme |
| InvoiceMe (invoices, customers) | 9 | 5 | 4 | invoiceme |
| Knowledge Base (articles, categories) | 4 | 2 | 2 | knowledge |
| Inventory (items, transactions) | 5 | 2 | 3 | inventory |
| Suppliers | 4 | 2 | 2 | suppliers |
| Changelog (entries, topics) | 3 | 2 | 1 | changelog |
| Workflows (automations, executions) | 4 | 3 | 1 | workflows |
| Polls | 4 | 3 | 1 | polls |
| Forms | 2 | 2 | 0 | — |
| Total | 86 | 52 | 34 | |
These tools are always available regardless of which apps are enabled.
| Tool | Description |
|---|
whoami | Returns authenticated user info and API key scopes |
list_workspaces | Lists all accessible workspaces (IDs, names, slugs, roles) |
search | Full-text search across all modules. Prefix with t: tickets, c: contacts, i: invoices, a: assets, p: projects, k: knowledge, s: stackr |
| Tool | Type | Description |
|---|
crm_search_contacts | read | Search contacts by name, email, or phone |
crm_get_contact | read | Get a single contact by ID |
crm_create_contact | write | Create a new contact |
crm_update_contact | write | Update an existing contact |
crm_search_companies | read | Search companies by name or domain |
crm_get_company | read | Get a single company by ID |
crm_create_company | write | Create a new company |
crm_search_leads | read | Search leads |
crm_get_lead | read | Get a single lead by ID |
crm_create_lead | write | Create a new lead (requires pipeline) |
crm_search_activities | read | Search activities (calls, meetings, emails, tasks) |
crm_create_activity | write | Log a new activity |
crm_list_pipelines | read | List all pipelines in the workspace |
crm_list_stages | read | List stages in a pipeline |
crm_search_opportunities | read | Search opportunities/deals |
crm_get_opportunity | read | Get a single opportunity by ID |
crm_create_opportunity | write | Create a new opportunity/deal |
| Tool | Type | Description |
|---|
tickets_list | read | List tickets with status/priority/assignee filters |
tickets_get | read | Get a single ticket with messages |
tickets_create | write | Create a new ticket |
tickets_update | write | Update ticket subject, description, priority |
tickets_add_message | write | Add a reply or internal note to a ticket |
| Tool | Type | Description |
|---|
stackr_list_boards | read | List all boards |
stackr_get_board | read | Get a single board |
stackr_create_board | write | Create a new board |
stackr_get_lists | read | Get all lists in a board |
stackr_create_list | write | Create a new list in a board |
stackr_get_cards | read | Get all cards in a list |
stackr_get_card | read | Get a single card |
stackr_create_card | write | Create a new card in a list |
stackr_move_card | write | Move a card to a different list/position |
| Tool | Type | Description |
|---|
projects_list | read | List projects with pagination |
projects_get | read | Get a single project by slug |
projects_create | write | Create a new project |
projects_list_tasks | read | List tasks with filters |
projects_get_task | read | Get a single task |
projects_create_task | write | Create a task in a project |
projects_update_task | write | Update a task |
| Tool | Type | Description |
|---|
assets_search | read | Search assets by name, tag, or serial number |
assets_get | read | Get a single asset |
assets_create | write | Create a new asset |
assets_update | write | Update an existing asset |
| Tool | Type | Description |
|---|
bookme_list_calendars | read | List booking calendars with stats |
bookme_get_calendar | read | Get a single calendar |
bookme_list_bookings | read | List bookings for a calendar |
bookme_get_booking | read | Get a single booking |
bookme_create_booking | write | Create a new booking |
bookme_cancel_booking | write | Cancel a booking |
| Tool | Type | Description |
|---|
invoiceme_get_settings | read | Get invoice settings (currency, terms) |
invoiceme_list_customers | read | List all customers |
invoiceme_get_customer | read | Get a single customer |
invoiceme_list_invoices | read | List invoices with status filter |
invoiceme_get_invoice | read | Get a single invoice |
invoiceme_create_draft | write | Create a draft invoice |
invoiceme_send_invoice | write | Send a draft invoice |
invoiceme_mark_paid | write | Mark invoice as paid |
invoiceme_void_invoice | write | Void an invoice |
| Tool | Type | Description |
|---|
knowledge_search_articles | read | Search articles by keyword/category/status |
knowledge_get_article | read | Get a single article with content |
knowledge_create_article | write | Create a new article (defaults to draft) |
knowledge_update_article | write | Update an existing article |
| Tool | Type | Description |
|---|
inventory_search_items | read | Search items with low-stock filter |
inventory_get_item | read | Get a single item with stock levels |
inventory_create_item | write | Create a new item |
inventory_update_item | write | Update an existing item |
inventory_create_transaction | write | Record stock movement (receive/ship/adjust/transfer) |
| Tool | Type | Description |
|---|
suppliers_search | read | Search suppliers by name/category/status |
suppliers_get | read | Get a single supplier |
suppliers_create | write | Create a new supplier |
suppliers_update | write | Update an existing supplier |
| Tool | Type | Description |
|---|
changelog_search_entries | read | Search changelog entries |
changelog_list_topics | read | List all topics |
changelog_create_entry | write | Create a new changelog entry |
| Tool | Type | Description |
|---|
workflow_list | read | List workflows (optionally filter by active) |
workflow_get | read | Get a workflow with its steps |
workflow_create | write | Create a new workflow automation |
workflow_list_executions | read | List execution history |
| Tool | Type | Description |
|---|
polls_list | read | List all polls with stats |
polls_get | read | Get a poll with questions/options |
polls_create | write | Create a new poll |
polls_get_results | read | Get vote results |
| Tool | Type | Description |
|---|
forms_list | read | List forms with submission stats |
forms_get | read | Get a single form with fields |