Mob

Get the unified timeline for a contact (activities, life events, notes, etc.)

Update contact fields

Find contacts you haven't interacted with recently - the "who am I neglecting?" query. Returns contacts sorted by staleness (longest since last interaction first). Contacts with zero interactions are included and sorted first.

Add, update, or remove a custom field on a contact

Export all CRM data as a JSON object (contacts, relationships, notes, activities, life events, reminders, gifts, debts, tasks, tags)

Get CRM statistics and overview (contact counts, activity counts, pending items, etc.)

Create, list, update, settle, delete, restore, or summarize debts. • action="create": Track a new debt. Requires contact_id, amount, direction. Optional currency, reason, incurred_at. • action="list": List debts. Optional contact_id, status, page, per_page, include_deleted. • action="update": Update a debt. Requires id. Optional amount, currency, direction, reason, incurred_at. • action="settle": Mark a debt as settled. Requires id. • action="delete": Soft-delete a debt. Requires id. • action="restore": Restore a soft-deleted debt. Requires id. • action="summary": Get net balance summary for a…

Get food preferences for a contact (dietary restrictions, allergies, favorites, dislikes)

Set or update food preferences for a contact. Replaces all fields - pass all known preferences, not just changes.

List gifts, optionally filtered by contact, status, or direction. Add occasion, sort_by, sort_order, or omit contact_id for a cross-contact gift tracker with summary stats.

Create, update, delete, or restore a gift for a contact. • action="create": Track a gift idea, plan, or record a given/received gift. Requires contact_id, name, and direction. Optional description, url, estimated_cost, currency, occasion, status, date. • action="update": Update an existing gift (change status, add details, etc.). Requires id. Optional name, description, url, estimated_cost, currency, occasion, status, direction, date. • action="delete": Soft-delete a gift. Requires id. • action="restore": Restore a soft-deleted gift. Requires id.

Search across all entity types (contacts, notes, activities, life events, gifts, tasks, reminders, debts, relationships, contact methods, addresses, custom fields) in a single query. Returns grouped results by entity type with snippets and contact context.

Create, list, update, delete, or restore life events for a contact. • action="create": Record a new life event. Requires contact_id, event_type, and title. Optional description, occurred_at, related_contact_ids. • action="list": List life events for a contact. Requires contact_id. Optional page, per_page, include_deleted. • action="update": Update a life event. Requires id. Optional event_type, title, description, occurred_at, related_contact_ids. • action="delete": Soft-delete a life event. Requires id. • action="restore": Restore a soft-deleted life event. Requires id.

Open a page to manage push notification subscriptions in your browser. Enables/disables web push notifications for birthday reminders and other alerts.

View or update your personal settings (timezone, birthday reminder preferences). • action="get": View current settings • action="update": Update settings. Optional fields: timezone (IANA timezone like "America/New_York"), birthday_reminder_offsets (array of day offsets like [0,7,30] where 0=day-of, 7=week-before), reminder_offsets (array of day offsets like [0,7,30] for advance notice on custom reminders), birthday_reminder_time (HH:MM 24-hour format for when to send reminders)

List and search notes. When contact_id is provided alone, lists that contact's notes (pinned first). Add query, tag_name, is_pinned, or omit contact_id to search across all contacts.

Create, update, delete, or restore a note for a contact. • action="create": Add a new note. Requires contact_id and body. Optional title, is_pinned. • action="update": Update an existing note. Requires id. Optional title, body, is_pinned. • action="delete": Soft-delete a note. Requires id. • action="restore": Restore a soft-deleted note. Requires id.

Create a custom notification

List notifications (newest first)

Mark notification(s) as read. Pass id for a single notification, or all=true for all.

IMPORTANT: Call this tool FIRST before any other tool to load essential CRM context. Returns a compact overview of the user's data: the current user's identity (name, email, contact_id), all tags, the 200 most recently updated contacts (id, name, and tag IDs), and the 10 most recent notes. This primes your context so you can reference contacts by name, understand the user's tag taxonomy, and see recent activity without needing separate list calls. Always call this at the start of a conversation.

Add, update, remove, or list relationships between contacts. • action="add": Create a relationship between two contacts. Automatically creates the inverse relationship. Requires contact_id, related_contact_id, and relationship_type. To create relationships involving yourself, use your own contact_id from the prime tool. Relationships describe how contacts relate to each other (e.g. Bandit is Bingo's parent). • action="update": Update a relationship. Also updates the inverse relationship. Requires id. Optionally set relationship_type and/or notes. • action="remove": Remove a relationship and it…

Create, list, update, complete, snooze, delete, or restore reminders. • action="create": Create a reminder for a contact. Requires contact_id, title, and reminder_date. Optional description, frequency. • action="list": List reminders, optionally filtered by contact or status. Optional contact_id, status, page, per_page, include_deleted. • action="update": Update a reminder. Requires id. Optional title, description, reminder_date, frequency. • action="complete": Mark a reminder as completed. For recurring reminders, advances to the next occurrence. Requires id. • action="snooze": Snooze a remin…

Manage tags and contact tagging. • action="list": List all tags for the authenticated user. No additional fields required. • action="create": Create a new tag (or return existing if name already exists). Requires name. • action="update": Update a tag name. Requires id and name. • action="delete": Delete a tag. Requires id. • action="tag_contact": Tag a contact. Creates the tag if it doesn't exist. Requires name (the tag name) and contact_id. • action="untag_contact": Remove a tag from a contact. Requires id (the tag ID) and contact_id.

Create, list, update, complete, delete, or restore tasks. • action="create": Create a task. Requires title. Optional description, contact_id, due_date, priority. • action="list": List tasks. Optional contact_id, status, priority, page, per_page, include_deleted. • action="update": Update a task. Requires id. Optional title, description, contact_id, due_date, priority, status. • action="complete": Mark a task as completed. Requires id. • action="delete": Soft-delete a task. Requires id. • action="restore": Restore a soft-deleted task. Requires id.

Find contacts with birthdays coming up within a time window or in a specific month. Returns contacts sorted by soonest birthday first, with age calculations when available.

Find upcoming and overdue reminders across all contacts. Returns reminders sorted by date (overdue first, then soonest upcoming).