Moxie MCP server

Create a Client

Create a new client record in moxie CRM.

21 fields

Create a Contact

Create a new contact record in moxie CRM.

9 fields

Create a Task

Create a task in project.

11 fields

Create a Project

Creates a new project in moxie CRM.

13 fields

List Clients

Retrieve every client and prospect in the workspace.

Search Clients

Find clients by name, phone, contact email or contact name, or look one up by id.

2 fields

Search Contacts

Find contacts by first name, last name or email, or look one up by id.

2 fields

Search Projects

List a client's projects, look up one project by id, or list every project.

2 fields

List Pipeline Stages

Retrieve the opportunity pipeline stages of the workspace.

List Workspace Users

Retrieve the users of the workspace and their access.

List Invoice Templates

Retrieve the invoice template names of the workspace.

Add Ticket Comment

Add a comment to a ticket.

4 fields

Record Payment

Record a payment against an open invoice.

7 fields

Approve Task

Approve a task that is waiting for client approval.

3 fields

Attach File from URL

Attach a file from a public URL to a client, project, task, opportunity, expense or ticket.

4 fields

Create Expense

Record an expense, optionally billable to a client.

12 fields

Submit Lead Form

Submit a Moxie lead or discovery form, which adds a lead to the pipeline.

20 fields

Create Invoice

Create an invoice with line items. It stays a draft unless you turn on Send Invoice.

12 fields

Create Opportunity

Add a deal to the sales pipeline.

7 fields

Create or Update Calendar Event

Create a Moxie calendar event, or update one by id.

10 fields

Create Ticket

Open a support ticket.

5 fields

Log Time

Log a time entry against a client, project and task.

7 fields

Delete Calendar Event

Delete a Moxie calendar event.

1 field

Get Email Template

Get the subject and HTML content of an email template.

1 field

Get Workspace Account

Get the business name, address, tax id and currency of the workspace.

List Email Templates

List the email templates of the workspace.

List Form Names

List the names of the lead and discovery forms.

List Project Types

List the project types with their task stages and custom fields.

List Task Stages

List the task stages of a project type.

1 field

List Tasks

List tasks, optionally filtered by project, client, stage or archived state.

4 fields

List Tickets

List tickets, optionally filtered by client, open state or archived state.

3 fields

List Vendors

List the vendor names of the workspace.

Search Agreements

List agreements (contracts), for one client or by id.

2 fields

Search Open Invoices

List outstanding invoices, for one client or by invoice id.

2 fields

Search Tasks

Find tasks by name or description, or look one up by id.

2 fields

Search Tickets

Find tickets by text, id or ticket number.

3 fields

Update Client

Update details of an existing client. Empty fields keep their current value.

22 fields

Update Contact

Update details of an existing contact. Empty fields keep their current value.

13 fields

Update Expense

Update fields on an existing expense.

16 fields

Update Opportunity

Move a deal to another pipeline stage or update its details. Empty fields keep their current value.

11 fields

Update Project

Update details of an existing project. Empty fields keep their current value.

11 fields

Update Task

Update a task, move it to another stage or change its assignees. Empty fields keep their current value.

11 fields

Update Ticket Status

Change the status of a ticket.

3 fields

Upload Attachment

Upload a file and attach it to a client, project, task, opportunity, expense or ticket.

3 fields

Custom API Call

Make a custom API call to a specific endpoint

10 fields

Client Created

Triggered when a new client is created.

1 field

Client Updated

Triggered when an existing client is updated.

1 field

Client Deleted

Triggered when an existing client is deleted.

1 field

Project Created

Triggered when a new project is created.

1 field

Project Updated

Triggered when an existing project is updated.

1 field

Project Completed

Triggered when an existing project is completed.

1 field

Task Created

Triggered when a new task is created.

1 field

Task Updated

Triggered when an existing task is updated.

1 field

Task Deleted

Triggered when an existing task is deleted.

1 field

Client Task Approval

Triggered when a task is moved to client approval.

1 field

Form Submitted

Triggered when a new form is submitted.

1 field

Time Entry Created

Triggered when a new time entry is created.

1 field

Time Entry Updated

Triggered when an existing time entry is updated.

1 field

Time Entry Deleted

Triggered when an existing time entry is deleted.

1 field

Meeting Scheduled

Triggered when a new meeting is scheduled.

1 field

Meeting Updated

Triggered when an existing meeting is updated.

1 field

Meeting Cancelled

Triggered when a meeting is cancelled.

1 field

Opportunity Created

Triggered when a new pipeline opportunity is created.

1 field

Opportunity Updated

Triggered when an existing opportunity is updated.

1 field

Opportunity Deleted

Triggered when an existing pipeline opportunity is deleted.

1 field

Invoice Sent

Triggered when an invoice is sent.

1 field

Payment Received

Triggered when a payment is received.

1 field

Invoice Voided

Triggered when a sent invoice is voided.

1 field

Invoice Written Off

Triggered when an invoice is written off.

1 field

Agreement Sent

Triggered when an agreement is sent to a client.

1 field

Agreement Viewed

Triggered when a client views an agreement.

1 field

Agreement Signed

Triggered when an agreement is signed.

1 field

Ticket Created

Triggered when a new support ticket is created.

1 field

Ticket Updated

Triggered when a ticket is updated.

1 field

Ticket Closed

Triggered when a ticket is closed.

1 field

Ticket Comment Added

Triggered when a comment is added to a ticket.

1 field

Ticket Deleted

Triggered when a ticket is deleted.

1 field