{ "version": 1, "sdk_version": "0.20.0", "path": "/functions/v1/mcp", "auth": { "type": "oauth", "issuer": "https://ikisxgnworeueyqydtox.supabase.co/auth/v1", "accepted_audiences": [ "authenticated" ] }, "mcp": { "server": { "name": "lavo-crm", "version": "1.12.0", "title": "Lavo CRM" }, "tools": [ { "name": "list_my_accounts", "title": "List my Lavo CRM accounts", "description": "List every Lavo CRM tenant account (workspace) the signed-in user belongs to — e.g. their real business plus any demo sandbox. Use this whenever the user asks about their accounts / workspaces / tenants, or names a specific one like 'my Snappy's account', 'the sandbox', or 'my real account'. The returned `id` (also aliased as `company_id`) is the value to pass as `company_id` to other tools. This is NOT a list of customer records — for B2B customer/contact records use `list_customers` instead.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": {} }, "outputSchema": null }, { "name": "get_customer", "title": "Get customer", "description": "Fetch a single Lavo CRM customer/contact record by ID from ONE account. Returns name, email, phones, address, status, notes, and type. If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`; otherwise the caller's default account is used.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "customer_id": { "type": "string", "minLength": 1, "description": "Customer UUID" }, "company_id": { "description": "Target account UUID from `list_my_accounts`. Omit to use the caller's default account.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "customer_id" ] }, "outputSchema": null }, { "name": "list_customers", "title": "List / search customers", "description": "Search customer/contact records within ONE Lavo CRM account by person name, email, or phone. Returns up to `limit` results (default 20). If the user names a specific account/workspace/tenant (e.g. 'Snappy's', 'the sandbox', 'my real account'), first call `list_my_accounts` and pass the matching id as `company_id`; otherwise the caller's default account is used.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "query": { "type": "string", "minLength": 1, "maxLength": 200, "description": "Search term (name, email, or phone)" }, "limit": { "description": "Max results (default 20)", "type": "integer", "minimum": 1, "maximum": 100 }, "company_id": { "description": "Target account UUID from `list_my_accounts`. Omit to use the caller's default account.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "query" ] }, "outputSchema": null }, { "name": "get_property", "title": "Get property", "description": "Fetch a service property (address record) with full detail including size, features, and owning customer. If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`; otherwise the caller's default account is used.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "property_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "Property UUID" }, "company_id": { "description": "Target account UUID from `list_my_accounts`. Omit to use the caller's default account.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "property_id" ] }, "outputSchema": null }, { "name": "list_properties", "title": "List / search service properties", "description": "List service properties (addresses) within ONE Lavo CRM account. Filter by customer_id to see all properties for one customer, or by address search string. If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`; otherwise the caller's default account is used.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "customer_id": { "description": "Only return properties belonging to this customer", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "query": { "description": "Search term matched against address, city, zip, or property name", "type": "string", "minLength": 1, "maxLength": 200 }, "limit": { "description": "Max results (default 20)", "type": "integer", "minimum": 1, "maximum": 100 }, "company_id": { "description": "Target account UUID from `list_my_accounts`. Omit to use the caller's default account.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } } }, "outputSchema": null }, { "name": "get_quote", "title": "Get quote", "description": "Fetch a Lavo CRM quote with its line items and customer info from ONE account. If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`; otherwise the caller's default account is used.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "quote_id": { "type": "string", "minLength": 1, "description": "Quote UUID" }, "company_id": { "description": "Target account UUID from `list_my_accounts`. Omit to use the caller's default account.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "quote_id" ] }, "outputSchema": null }, { "name": "list_quotes", "title": "List quotes", "description": "List Lavo CRM quotes within ONE account, with optional status and customer filters. Supports pagination. If the user names a specific account/workspace/tenant (e.g. 'Snappy's', 'the sandbox'), first call `list_my_accounts` and pass the matching id as `company_id`; otherwise the caller's default account is used.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "status": { "description": "Filter by status (e.g. draft, sent, accepted)", "type": "string" }, "customer_id": { "description": "Filter by customer UUID", "type": "string" }, "limit": { "description": "Max results (default 25)", "type": "integer", "minimum": 1, "maximum": 100 }, "offset": { "description": "Offset for pagination (default 0)", "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "company_id": { "description": "Target account UUID from `list_my_accounts`. Omit to use the caller's default account.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } } }, "outputSchema": null }, { "name": "get_job", "title": "Get job", "description": "Fetch a job with customer, property, visits, and any linked invoices. If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`; otherwise the caller's default account is used.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "job_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "Job UUID" }, "company_id": { "description": "Target account UUID from `list_my_accounts`. Omit to use the caller's default account.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "job_id" ] }, "outputSchema": null }, { "name": "list_jobs", "title": "List jobs", "description": "List jobs within ONE Lavo CRM account. Optionally filter by status, customer, or scheduled date range. Returns up to `limit` results (default 20). If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`; otherwise the caller's default account is used.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "status": { "description": "Job status filter (e.g. 'needs_scheduling', 'visit_scheduled', 'needs_invoicing', 'invoiced', 'paid')", "type": "string" }, "customer_id": { "description": "Only jobs for this customer", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "scheduled_from": { "description": "ISO date YYYY-MM-DD, inclusive lower bound on scheduled_date", "type": "string" }, "scheduled_to": { "description": "ISO date YYYY-MM-DD, inclusive upper bound on scheduled_date", "type": "string" }, "limit": { "description": "Max results (default 20)", "type": "integer", "minimum": 1, "maximum": 100 }, "company_id": { "description": "Target account UUID from `list_my_accounts`. Omit to use the caller's default account.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } } }, "outputSchema": null }, { "name": "list_visits", "title": "List visits (schedule)", "description": "List scheduled visits within ONE Lavo CRM account. Optionally filter by date range, status, customer, job, or assigned tech/user. Great for 'what's on my schedule today/this week' questions. Returns up to `limit` results (default 50). If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`; otherwise the caller's default account is used.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "date_from": { "description": "ISO date YYYY-MM-DD lower bound on visit_date", "type": "string" }, "date_to": { "description": "ISO date YYYY-MM-DD upper bound on visit_date", "type": "string" }, "status": { "description": "Visit status filter (e.g. 'scheduled', 'in_progress', 'completed', 'cancelled', 'skipped')", "type": "string" }, "customer_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "job_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "assigned_user_id": { "description": "Filter to a specific staff user", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "assigned_technician_id": { "description": "Filter to a specific technician record", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "limit": { "description": "Max results (default 50)", "type": "integer", "minimum": 1, "maximum": 200 }, "company_id": { "description": "Target account UUID from `list_my_accounts`. Omit to use the caller's default account.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } } }, "outputSchema": null }, { "name": "get_invoice", "title": "Get invoice", "description": "Fetch an invoice with line items, customer, and payment history. If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`; otherwise the caller's default account is used.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "invoice_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "Invoice UUID" }, "company_id": { "description": "Target account UUID from `list_my_accounts`. Omit to use the caller's default account.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "invoice_id" ] }, "outputSchema": null }, { "name": "list_invoices", "title": "List invoices", "description": "List invoices within ONE Lavo CRM account. Optionally filter by status (e.g. 'draft', 'sent', 'paid', 'overdue'), customer, job, or issue-date range. Returns up to `limit` results (default 20). If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`; otherwise the caller's default account is used.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "status": { "description": "Invoice status filter", "type": "string" }, "customer_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "job_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "issued_from": { "description": "ISO date YYYY-MM-DD lower bound on issue_date", "type": "string" }, "issued_to": { "description": "ISO date YYYY-MM-DD upper bound on issue_date", "type": "string" }, "limit": { "description": "Max results (default 20)", "type": "integer", "minimum": 1, "maximum": 100 }, "company_id": { "description": "Target account UUID from `list_my_accounts`. Omit to use the caller's default account.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } } }, "outputSchema": null }, { "name": "list_requests", "title": "List inbound requests / leads", "description": "List inbound request-form submissions (leads) within ONE Lavo CRM account. Filter by status ('new'|'viewed'|'reviewed'|'converted'|'archived'), customer, or created-date range. Returns up to `limit` results (default 25, newest first). If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "status": { "description": "Request status filter", "type": "string" }, "customer_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "date_from": { "description": "ISO date/time lower bound on created_at", "type": "string" }, "date_to": { "description": "ISO date/time upper bound on created_at", "type": "string" }, "limit": { "description": "Max results (default 25)", "type": "integer", "minimum": 1, "maximum": 100 }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } } }, "outputSchema": null }, { "name": "get_request", "title": "Get inbound request", "description": "Fetch a single inbound request (lead) by ID, including the raw form submission data and any conversion links.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "request_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "Request UUID" }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "request_id" ] }, "outputSchema": null }, { "name": "list_messages", "title": "List SMS messages", "description": "Read SMS message history within ONE Lavo CRM account. Filter by customer, direction ('inbound'|'outbound'), or date range. Read-only — this does NOT send anything. Returns up to `limit` results (default 50, newest first). If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "customer_id": { "description": "Filter to one customer's thread", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "direction": { "type": "string", "enum": [ "inbound", "outbound" ] }, "date_from": { "description": "ISO date/time lower bound on created_at", "type": "string" }, "date_to": { "description": "ISO date/time upper bound on created_at", "type": "string" }, "limit": { "description": "Max results (default 50)", "type": "integer", "minimum": 1, "maximum": 200 }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } } }, "outputSchema": null }, { "name": "search_everything", "title": "Global search", "description": "Search across customers, quotes, jobs, and invoices in ONE Lavo CRM account for a single term. Matches customer name/email/phone, quote/job/invoice numbers, and job titles. Returns a small top-N per entity for fast triage — follow up with `get_*` for full detail. If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "query": { "type": "string", "minLength": 1, "maxLength": 200, "description": "Search term" }, "limit_per_type": { "description": "Max results per entity type (default 5)", "type": "integer", "minimum": 1, "maximum": 25 }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "query" ] }, "outputSchema": null }, { "name": "search", "title": "Search Lavo CRM", "description": "Search across customers, quotes, jobs, and invoices in ONE Lavo CRM account and return a flat, ranked list of results. Each result has an opaque `id` — pass it to the `fetch` tool to retrieve the full record. If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "query": { "type": "string", "minLength": 1, "maxLength": 200, "description": "Search term" }, "company_id": { "description": "Target account UUID from `list_my_accounts`. Omit to use the caller's default account.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "query" ] }, "outputSchema": null }, { "name": "fetch", "title": "Fetch a Lavo CRM record", "description": "Retrieve the full detail of a single Lavo CRM record using an opaque `id` returned by the `search` tool (format `customer:`, `quote:`, `job:`, or `invoice:`). If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "id": { "type": "string", "minLength": 1, "maxLength": 100, "description": "Opaque record id from `search`, e.g. `customer:2f1c…` or `invoice:9ab3…`" }, "company_id": { "description": "Target account UUID from `list_my_accounts`. Omit to use the caller's default account.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "id" ] }, "outputSchema": null }, { "name": "list_photos", "title": "List project photos", "description": "List project photos (before/after job photos) attached to a job, quote, or invoice in ONE Lavo CRM account. Returns structured metadata (image_url, tag such as 'before'/'after', caption, ordering) plus a downloadable resource_link for each photo. Set include_image_data=true to also attach the FIRST FEW photos as REAL INLINE IMAGE DATA you can place directly into a flyer or postcard without fetching any URL — do this whenever you need the actual pixels, and narrow the set first with `tag` and `limit` (max 6 photos are inlined per call). Provide exactly one of job_id, quote_id, or invoice_id. Use this after finding the job via get_schedule / list_visits / get_job. If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "job_id": { "description": "Return photos attached to this job", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "quote_id": { "description": "Return photos attached to this quote", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "invoice_id": { "description": "Return photos attached to this invoice", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "tag": { "description": "Only return photos with this tag, e.g. 'before' or 'after' (case-insensitive)", "type": "string", "minLength": 1, "maxLength": 60 }, "limit": { "description": "Max photos to return (default 50)", "type": "integer", "minimum": 1, "maximum": 200 }, "include_image_data": { "description": "Attach the actual image bytes inline (base64) for up to the first 6 photos. Use when you need to place the real photos into a generated asset.", "type": "boolean" }, "company_id": { "description": "Target account UUID from `list_my_accounts`. Omit to use the caller's default account.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } } }, "outputSchema": null }, { "name": "get_company_branding", "title": "Company branding", "description": "Return the account's branding and mailing details: the company logo (attached as REAL IMAGE DATA you can place directly into a flyer, postcard, or document — plus a public URL and a resource_link), brand primary/secondary colors, website URL, public review link, and the company's mailing/contact address, phone, and email. Use this whenever the user asks to make something branded or asks for 'our logo' / 'our colors' / 'our address'. If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "include_image_data": { "description": "Attach the logo as inline image data (default true). Set false for a metadata-only response.", "type": "boolean" }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } } }, "outputSchema": null }, { "name": "get_dashboard_snapshot", "title": "Dashboard snapshot", "description": "Return a compact 'state of the business today' snapshot for ONE Lavo CRM account: today's payments collected, quotes currently out (status=sent), visits scheduled today, open invoice count and total AR outstanding, and new (unviewed) inbound requests. If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } } }, "outputSchema": null }, { "name": "get_schedule", "title": "Get schedule (grouped by day)", "description": "Return visits for a preset date range ('today'|'tomorrow'|'this_week'|'next_week'|'next_7_days') or an explicit date_from/date_to range, grouped by day. Optionally filter to one tech. Great for 'what's on the calendar this week' questions. If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "preset": { "description": "Convenience date range. Ignored if date_from/date_to provided.", "type": "string", "enum": [ "today", "tomorrow", "this_week", "next_week", "next_7_days" ] }, "date_from": { "description": "ISO date YYYY-MM-DD", "type": "string" }, "date_to": { "description": "ISO date YYYY-MM-DD", "type": "string" }, "assigned_user_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "assigned_technician_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } } }, "outputSchema": null }, { "name": "create_customer", "title": "Create customer", "description": "Create a new customer/contact in ONE Lavo CRM account. Sets display_name automatically from is_company + company_name OR first_name + last_name. Does NOT send anything to the customer. Does NOT set marketing/SMS consent — the customer must opt in through the normal in-app flow. If the user names a specific account/workspace/tenant, first call `list_my_accounts` and pass the matching id as `company_id`.", "annotations": { "readOnlyHint": false, "destructiveHint": false, "idempotentHint": false, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "is_company": { "description": "True if the customer is a business rather than an individual", "type": "boolean" }, "first_name": { "type": "string", "maxLength": 100 }, "last_name": { "type": "string", "maxLength": 100 }, "company_name": { "type": "string", "maxLength": 200 }, "email": { "type": "string", "maxLength": 200, "format": "email", "pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$" }, "mobile_phone": { "type": "string", "maxLength": 40 }, "work_phone": { "type": "string", "maxLength": 40 }, "home_phone": { "type": "string", "maxLength": 40 }, "customer_type": { "type": "string", "enum": [ "residential", "commercial" ] }, "source": { "description": "Where this lead came from (e.g. 'referral', 'google')", "type": "string", "maxLength": 100 }, "notes": { "type": "string", "maxLength": 4000 }, "billing_address_line1": { "type": "string", "maxLength": 200 }, "billing_address_line2": { "type": "string", "maxLength": 200 }, "billing_city": { "type": "string", "maxLength": 100 }, "billing_state": { "type": "string", "maxLength": 50 }, "billing_zip_code": { "type": "string", "maxLength": 20 }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } } }, "outputSchema": null }, { "name": "update_customer", "title": "Update customer", "description": "Update basic fields on an existing customer. Only touches name/contact/address/notes/status/source. Does NOT modify marketing or SMS consent, notification preferences, portal tokens, or provider (Stripe/Square/QBO) IDs — those still change only via the in-app flow. Recomputes display_name automatically. Does NOT send anything to the customer.", "annotations": { "readOnlyHint": false, "destructiveHint": false, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "customer_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "is_company": { "type": "boolean" }, "first_name": { "anyOf": [ { "type": "string", "maxLength": 100 }, { "type": "null" } ] }, "last_name": { "anyOf": [ { "type": "string", "maxLength": 100 }, { "type": "null" } ] }, "company_name": { "anyOf": [ { "type": "string", "maxLength": 200 }, { "type": "null" } ] }, "email": { "anyOf": [ { "type": "string", "maxLength": 200, "format": "email", "pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$" }, { "type": "null" } ] }, "mobile_phone": { "anyOf": [ { "type": "string", "maxLength": 40 }, { "type": "null" } ] }, "work_phone": { "anyOf": [ { "type": "string", "maxLength": 40 }, { "type": "null" } ] }, "home_phone": { "anyOf": [ { "type": "string", "maxLength": 40 }, { "type": "null" } ] }, "customer_type": { "type": "string", "enum": [ "residential", "commercial" ] }, "source": { "anyOf": [ { "type": "string", "maxLength": 100 }, { "type": "null" } ] }, "notes": { "anyOf": [ { "type": "string", "maxLength": 8000 }, { "type": "null" } ] }, "billing_address_line1": { "anyOf": [ { "type": "string", "maxLength": 200 }, { "type": "null" } ] }, "billing_address_line2": { "anyOf": [ { "type": "string", "maxLength": 200 }, { "type": "null" } ] }, "billing_city": { "anyOf": [ { "type": "string", "maxLength": 100 }, { "type": "null" } ] }, "billing_state": { "anyOf": [ { "type": "string", "maxLength": 50 }, { "type": "null" } ] }, "billing_zip_code": { "anyOf": [ { "type": "string", "maxLength": 20 }, { "type": "null" } ] }, "status": { "type": "string", "maxLength": 40 }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "customer_id" ] }, "outputSchema": null }, { "name": "add_customer_note", "title": "Append internal customer note", "description": "Append an internal note to a customer's `notes` field with a timestamp and 'via MCP' attribution. This is an INTERNAL note only — it is NOT sent to the customer as SMS, email, or push. Preserves existing notes (never overwrites).", "annotations": { "readOnlyHint": false, "destructiveHint": false, "idempotentHint": false, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "customer_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "note": { "type": "string", "minLength": 1, "maxLength": 4000, "description": "Internal note text to append" }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "customer_id", "note" ] }, "outputSchema": null }, { "name": "add_tag_to_customer", "title": "Add tag to customer", "description": "Attach a tag to a customer. Pass either an existing tag_id, or a tag_name to look up (case-insensitive). If tag_name doesn't exist and `create_if_missing` is true (default), a new tag is created in this account. Idempotent: re-adding an existing tag is a no-op.", "annotations": { "readOnlyHint": false, "destructiveHint": false, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "customer_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "tag_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "tag_name": { "type": "string", "minLength": 1, "maxLength": 80 }, "create_if_missing": { "description": "If tag_name doesn't exist, create it. Default true.", "type": "boolean" }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "customer_id" ] }, "outputSchema": null }, { "name": "remove_tag_from_customer", "title": "Remove tag from customer", "description": "Detach a tag from a customer. Pass either tag_id or tag_name (case-insensitive). Does NOT delete the tag itself — only the assignment. Idempotent: removing a tag that isn't assigned is a no-op.", "annotations": { "readOnlyHint": false, "destructiveHint": true, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "customer_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "tag_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "tag_name": { "type": "string", "minLength": 1, "maxLength": 80 }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "customer_id" ] }, "outputSchema": null }, { "name": "create_quote_draft", "title": "Create quote (draft)", "description": "Create a DRAFT quote (status='draft'). Never sent to the customer — the human still opens it in the Lavo CRM app to review, add tax/deposits, and send. Requires a property_address; optionally links to an existing customer_id and property_id. Line items are stored as services on the quote so it renders like any in-app quote. Use `add_line_item_to_quote` and `apply_discount_to_quote` to iterate before the human opens the draft.", "annotations": { "readOnlyHint": false, "destructiveHint": false, "idempotentHint": false, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "customer_id": { "description": "Existing customer to link; omit for a walk-in draft.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "property_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "property_address": { "description": "Street address for the property. Required unless a valid property_id is passed (in which case it's backfilled from the stored property record).", "type": "string", "minLength": 1, "maxLength": 500 }, "property_city": { "type": "string", "maxLength": 100 }, "property_state": { "type": "string", "maxLength": 50 }, "property_zip": { "type": "string", "maxLength": 20 }, "line_items": { "minItems": 1, "maxItems": 50, "type": "array", "items": { "type": "object", "properties": { "name": { "type": "string", "minLength": 1, "maxLength": 200 }, "description": { "type": "string", "maxLength": 1000 }, "quantity": { "default": 1, "type": "number", "exclusiveMinimum": 0 }, "unit_price": { "type": "number", "minimum": 0 } }, "required": [ "name", "unit_price" ] }, "description": "Line items — {name, quantity, unit_price}" }, "notes": { "description": "Customer-visible quote notes", "type": "string", "maxLength": 4000 }, "internal_notes": { "description": "Staff-only notes", "type": "string", "maxLength": 4000 }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "line_items" ] }, "outputSchema": null }, { "name": "add_line_item_to_quote", "title": "Add line item to draft quote", "description": "Append a line item to a DRAFT quote's custom_line_items and recompute total_price (services subtotal + custom items − package discount, no tax). Rejects quotes that aren't in status='draft' — edits to sent/accepted quotes must happen in-app so downstream side effects run correctly.", "annotations": { "readOnlyHint": false, "destructiveHint": false, "idempotentHint": false, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "quote_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "name": { "type": "string", "minLength": 1, "maxLength": 200 }, "description": { "type": "string", "maxLength": 1000 }, "quantity": { "default": 1, "type": "number", "exclusiveMinimum": 0 }, "unit_price": { "type": "number", "minimum": 0 }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "quote_id", "name", "unit_price" ] }, "outputSchema": null }, { "name": "apply_discount_to_quote", "title": "Apply package discount to draft quote", "description": "Apply a package-level discount (fixed dollar amount OR percent of subtotal) to a DRAFT quote and recompute total_price. Rejects quotes not in status='draft' and quotes with discount_locked=true. Pass either amount OR percent, not both. Pass amount=0 (or percent=0) to clear the discount.", "annotations": { "readOnlyHint": false, "destructiveHint": false, "idempotentHint": true, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "quote_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "amount": { "description": "Fixed dollar discount", "type": "number", "minimum": 0 }, "percent": { "description": "Percent of subtotal_before_discount", "type": "number", "minimum": 0, "maximum": 100 }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "quote_id" ] }, "outputSchema": null }, { "name": "convert_quote_to_job", "title": "Convert accepted quote to job", "description": "Create a job (status='needs_scheduling') from an already-ACCEPTED quote that isn't linked to a job yet. Does NOT send any customer notification. TWO-PHASE: call WITHOUT confirm_token to get a preview and a short-lived confirm_token (5 min TTL). Call again with the same args PLUS confirm_token to actually create the job. Copies tax/deposit/terms data from the quote onto the job.", "annotations": { "readOnlyHint": false, "destructiveHint": false, "idempotentHint": false, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "quote_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "title": { "description": "Optional job title; defaults to a summary of the quote's services.", "type": "string", "maxLength": 200 }, "description": { "type": "string", "maxLength": 2000 }, "confirm_token": { "description": "Confirmation token from the preview response. Required to actually create the job.", "type": "string" }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "quote_id" ] }, "outputSchema": null }, { "name": "schedule_visit", "title": "Schedule a visit (internal, no customer notification)", "description": "Schedule a visit on an existing job by inserting directly into the visits table. Does NOT send any confirmation SMS, email, or push — the customer is not notified. To actually notify the customer, schedule the visit inside the Lavo CRM app instead. Also flips the job to status='visit_scheduled' if it's currently 'needs_scheduling'.", "annotations": { "readOnlyHint": false, "destructiveHint": false, "idempotentHint": false, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "job_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "visit_date": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$" }, "start_time": { "description": "HH:MM (24h)", "type": "string", "pattern": "^\\d{2}:\\d{2}(:\\d{2})?$" }, "end_time": { "type": "string", "pattern": "^\\d{2}:\\d{2}(:\\d{2})?$" }, "duration_hours": { "type": "number", "exclusiveMinimum": 0, "maximum": 24 }, "assigned_user_id": { "description": "Staff user to assign (from profiles).", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "assigned_technician_id": { "description": "Technician record to assign.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "crew_assigned": { "type": "string", "maxLength": 200 }, "notes": { "description": "Customer-visible visit notes.", "type": "string", "maxLength": 4000 }, "internal_notes": { "type": "string", "maxLength": 4000 }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "job_id", "visit_date" ] }, "outputSchema": null }, { "name": "reschedule_visit", "title": "Reschedule a visit (internal, no customer notification)", "description": "Change the date/time or reassign a scheduled visit by updating the visits row directly. Does NOT send a reschedule SMS, email, or push. Only visits in status='scheduled' can be moved via MCP — completed/cancelled visits are read-only here.", "annotations": { "readOnlyHint": false, "destructiveHint": false, "idempotentHint": false, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "visit_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "visit_date": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$" }, "start_time": { "type": "string", "pattern": "^\\d{2}:\\d{2}(:\\d{2})?$" }, "end_time": { "type": "string", "pattern": "^\\d{2}:\\d{2}(:\\d{2})?$" }, "duration_hours": { "type": "number", "exclusiveMinimum": 0, "maximum": 24 }, "assigned_user_id": { "anyOf": [ { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, { "type": "null" } ] }, "assigned_technician_id": { "anyOf": [ { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, { "type": "null" } ] }, "crew_assigned": { "anyOf": [ { "type": "string", "maxLength": 200 }, { "type": "null" } ] }, "notes": { "anyOf": [ { "type": "string", "maxLength": 4000 }, { "type": "null" } ] }, "internal_notes": { "anyOf": [ { "type": "string", "maxLength": 4000 }, { "type": "null" } ] }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "visit_id" ] }, "outputSchema": null }, { "name": "create_invoice_from_job", "title": "Create draft invoice from job (internal, no send)", "description": "Create a DRAFT invoice attached to an existing job. Line items default to a single summary line at the job's estimated amount, or you can pass explicit {description, quantity, unit_price} items. Always status='draft' — nothing is sent to the customer. Totals are computed by the invoice_totals trigger. The human still opens the draft in the Lavo CRM app to review, set due date/tax details, and send.", "annotations": { "readOnlyHint": false, "destructiveHint": false, "idempotentHint": false, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "job_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "due_date": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$" }, "notes": { "type": "string", "maxLength": 4000 }, "line_items": { "description": "Optional explicit line items. Defaults to a single 'Services rendered' line at job.estimated_amount.", "maxItems": 50, "type": "array", "items": { "type": "object", "properties": { "description": { "type": "string", "minLength": 1, "maxLength": 500 }, "quantity": { "default": 1, "type": "number", "exclusiveMinimum": 0 }, "unit_price": { "type": "number", "minimum": 0 }, "is_taxable": { "type": "boolean" } }, "required": [ "description", "unit_price" ] } }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "job_id" ] }, "outputSchema": null }, { "name": "record_offline_payment", "title": "Record an offline payment (cash / check, no receipt)", "description": "Record a manual cash or check payment against an invoice by inserting a payments row directly. Does NOT send a receipt SMS or email — the customer is not notified. The invoice status, amount_paid, and (if fully paid) the linked job status are updated automatically by DB triggers. To send a receipt, record the payment in the Lavo CRM app instead.", "annotations": { "readOnlyHint": false, "destructiveHint": false, "idempotentHint": false, "openWorldHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "invoice_id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "amount": { "type": "number", "exclusiveMinimum": 0, "description": "Amount received, in the account's currency." }, "payment_method": { "type": "string", "enum": [ "cash", "check" ], "description": "Only offline methods. Card/ACH/etc. must go through the app so the processor is charged." }, "payment_date": { "description": "Defaults to today.", "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$" }, "reference": { "description": "Check number or cash reference.", "type": "string", "maxLength": 200 }, "notes": { "type": "string", "maxLength": 1000 }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "invoice_id", "amount", "payment_method" ] }, "outputSchema": null }, { "name": "quote_house_washing_price", "title": "Suggest House Washing price for an address", "description": "Run the same House Washing pricing flow the in-app House Assistant uses: DB-first (uses stored square_footage / stories / exterior / property value from the customer's property record when available), then RentCast for anything missing, then the company's configured SmartScale / property-value multipliers. Returns a suggested price. Does NOT modify any quote — after presenting the price to the user, call add_line_item_to_quote with the returned suggested_price if they approve. Pass property_id (preferred) or customer_id so this matches the price the in-app assistant would show.", "annotations": { "readOnlyHint": true, "idempotentHint": true, "openWorldHint": true, "destructiveHint": false }, "inputSchema": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "address": { "type": "string", "minLength": 1, "maxLength": 500, "description": "Street address to price (e.g. '123 Main St, Austin, TX')." }, "property_id": { "description": "Stored property to load defaults from (DB-first, matches in-app House Assistant).", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "customer_id": { "description": "If passed without property_id, resolves the customer's property whose address matches, else their primary property.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "quote_id": { "description": "Optional: link the pricing run to an existing DRAFT quote. When passed, the property record on that quote is refreshed with the looked-up RentCast data (same behavior as the in-app assistant).", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" }, "overrides": { "description": "Optional user-confirmed property values. These win over DB and RentCast.", "type": "object", "properties": { "square_footage": { "type": "number", "exclusiveMinimum": 0 }, "stories": { "type": "number", "exclusiveMinimum": 0 }, "exterior_material": { "type": "string", "maxLength": 60 }, "property_type": { "type": "string", "maxLength": 60 }, "lot_size": { "description": "Lot size in sqft.", "type": "number", "exclusiveMinimum": 0 }, "year_built": { "type": "integer", "minimum": -9007199254740991, "maximum": 9007199254740991 }, "property_value": { "type": "number", "minimum": 0 } } }, "company_id": { "description": "Target account UUID from `list_my_accounts`.", "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$" } }, "required": [ "address" ] }, "outputSchema": null } ] } }