GoLegally CRM

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

Publisher

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