The Lavo CRM MCP server advertises 71 tools, so an AI assistant can operate a pressure washing business directly instead of scraping the app. 33 tools read the business, 33 make internal changes, and 5 send something to a customer through Lavo CRM's own delivery pipeline, where templates, opt-outs, and quiet hours always apply. Customer sends (quotes, invoices, one-off messages and visit confirmations) always show a preview first: who it goes to, email or text, and the exact wording, and send only after you say OK. Tools cover accounts and search, customers and service properties, quotes and your own service pricing, jobs, visits and the schedule, draft invoices and offline payments, photos, branding, and reporting. 21 of the 71 are stable compatibility names kept so already-connected assistants never break. No tool can charge a card, run ACH, send a marketing campaign, delete records, or reach another company's data. The endpoint is https://api.lavocrm.com/functions/v1/mcp, authenticated with OAuth 2.1 or a personal access token. Latest version: 2.6.2.
list_payments — List payments receivedget_revenue_summary — Revenue and receivables summarylist_tags — List customer tagslist_campaigns — List marketing campaignsbulk_tag_customers — Add a tag to many customersbulk_untag_customers — Remove a tag from many customersupdate_quote_line_item — Edit a line item on a draft quoteremove_quote_line_item — Remove a line item from a draft quoteupdate_quote_draft — Edit a draft quote's notes or expiryupdate_visit — Edit a visit's notes or crewcancel_visit — Cancel a scheduled visitcreate_request — Log a new lead (request)list_my_accounts — List my Lavo CRM accountslist_customers — List customerslist_records — List / search recordsget_record — Get one record in fullget_customer_summary — Full picture of one customerget_dashboard_snapshot — Dashboard snapshotget_quote_funnel — Instant Quote funnelget_schedule — Get schedule (grouped by day)get_service_pricing — Read this account's service pricinglist_staff — List staff and technicianslist_photos — List project photosget_company_branding — Company brandingget_account_plan — Account subscription plansearch — Search Lavo CRMfetch — Fetch a Lavo CRM recordcreate_customer — Create customerupdate_customer — Update customerupdate_customer_meta — Annotate a customer (notes and tags)create_property — Add a service address to a customerconvert_request_to_customer — Turn an inbound request (lead) into a customercreate_quote_draft — Create quote (draft)add_line_item — Add a line item to a draft quote or invoiceapply_discount_to_quote — Apply package discount to draft quoteconvert_quote_to_job — Convert accepted quote to jobschedule_visit — Schedule a visit (returns a confirmation preview; sends nothing)send_visit_confirmation — Send a visit confirmation to the customer (preview, then confirm)reschedule_visit — Reschedule a visit (no notice sent; reminders follow the new date)complete_visit — Mark a visit completed, skipped, or cancelledupdate_job_status — Move a job to another statuscreate_calendar_item — Create a calendar item (no job, no revenue)update_calendar_item — Update a calendar itemcomplete_calendar_item — Mark a calendar item donedelete_calendar_item — Delete a calendar itemcreate_invoice_from_job — Create draft invoice from job (internal, no send)record_offline_payment — Record an offline payment (cash / check, no receipt)create_campaign_draft — Create a draft marketing campaignsend_to_customer — Send something to a customerquote_house_washing_price — Suggest House Washing price for an addresslist_quotes — Quoteslist_jobs — Jobslist_invoices — Invoiceslist_visits — Visitslist_properties — Propertieslist_requests — Requestslist_messages — Messagesget_customer — Customerget_quote — Quoteget_job — Jobget_invoice — Invoiceget_property — Propertyget_request — Requestadd_customer_note — Append internal customer noteadd_tag_to_customer — Add tag to customerremove_tag_from_customer — Remove tag from customeradd_line_item_to_quote — Add line item to draft quoteadd_invoice_line_item — Add line item to draft invoicesend_quote — Send or resend a quotesend_invoice — Send or resend an invoicesend_customer_message — Send a one-off customer messageNo tool can charge a card, run ACH, send a marketing campaign or SMS broadcast, delete records, or reach another company's data. Connection details: Lavo CRM MCP server documentation. Operator overview: LavoLink. Manifest: mcp-manifest.json.