Mob (Demo)

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How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "mob-demo": {
      "type": "http",
      "url": "https://demo.mobcrm.au/mcp"
    }
  }
}

42 tools

• contact_create

  Create a new contact with basic info

• contact_get

  Get full contact details including all related data in one call: contact methods, addresses, food preferences, custom fields, tags, relationships, recent notes, recent activities, life events, active reminders, open tasks, recent gifts, active debts, and debt summary

• contact_update

  Update contact fields

• contact_delete

  Soft-delete a contact (can be restored later)

• contact_restore

  Restore a soft-deleted contact

• contact_list

  List contacts with optional filters (status, favorite, company, tag, search). Returns paginated results.

• contact_merge

  Merge two contacts into one. All child records (notes, activities, tags, etc.) from the secondary contact are moved to the primary. The secondary contact is soft-deleted after merge.

• contact_find_duplicates

  Scan for potential duplicate contacts using name, email, and phone matching. Returns pairs of contacts that may be duplicates with the reason for the match.

• contact_method_manage

  Add, update, or remove a contact method (email, phone, social handle, etc.)

• address_manage

  Add, update, or remove an address for a contact

• food_preferences_get

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

• food_preferences_upsert

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

• custom_field_manage

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

• relationship_manage

  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…

• note_manage

  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…

• note_list

  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.

• tag_manage

  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…

• activity_manage

  Create, get, update, delete, or restore an activity/interaction. • action="create": Record a new activity. Requires type, occurred_at, participant_contact_ids. Optional title, description, duration_minutes, location, activity_type_id. • action="get": Get full details of an…

• activity_list

  List activities, optionally filtered by contact or type. Add days_back or since for a chronological activity journal with participant names.

• activity_type_manage

  List, create, update, or delete custom activity types

• life_event_manage

  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_timeline

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

• reminder_manage

  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…

• notification_list

  List notifications (newest first)

• notification_create

  Create a custom notification

• notification_read

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

• gift_manage

  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…

• gift_list

  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.

• debt_manage

  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. •…

• task_manage

  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. •…

• data_export

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

• data_statistics

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

• prime

  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…

• upcoming_birthdays

  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.

• global_search

  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.

• contacts_needing_attention

  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.

• upcoming_reminders

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

• batch_create_contacts

  Create multiple contacts in one call. Max 50 items per batch. Runs atomically - if any item fails, the entire batch is rolled back.

• batch_tag_contacts

  Apply a tag to multiple contacts in one call. Max 50 contacts per batch. Creates the tag if it doesn't exist. Runs atomically - if any item fails, the entire batch is rolled back.

• batch_create_activities

  Create multiple activities/interactions in one call. Max 50 items per batch. Runs atomically - if any item fails, the entire batch is rolled back.

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