Available MCP Tools
The Booked55 MCP server exposes 16 tools across five entity types. Each tool can be invoked by any MCP-compatible AI client, including ChatGPT.
Contacts
create_contact
Create a new contact with a name and optional email, phone, role, and company. If the contact belongs to a company, create the company first using create_company.
Example prompt:
Add a new contact: Jane Doe, [email protected], Sales Director at Acme Corp.update_contact
Update an existing contact's fields such as email, phone, role, notes, or company association.
Example prompt:
Update Jane Doe's phone number to +1-555-0199.search_contacts
Search contacts by name, email, or phone using regex-compatible matching. Returns matching results with contact IDs.
Example prompt:
Find all contacts whose email contains "@acme.com".bulk_add_event_to_contacts
Add an event to multiple contacts at once. Appends the event to each contact's event_ids array without creating duplicates.
Example prompt:
Add the "SaaS Connect Toronto" event to all contacts I met at that conference.bulk_update_contacts_pipeline
Update the pipeline and stage for multiple contacts at once. Updates existing pipeline items and creates new ones for contacts without a pipeline item.
Example prompt:
Move all contacts from the "Discovery" stage to "Proposal Sent" in my main pipeline.Companies
create_company
Create a new company record. Best practice: use search_company first to avoid duplicates, and search_company_ai if the regular search returns no results.
Example prompt:
Create a company called "TechStart Inc." in Toronto, Canada.get_company
Retrieve a single company by its ID, including all linked contacts and metadata.
Example prompt:
Get the details for company ID abc123.search_company
Search companies by name using regex-compatible matching.
Example prompt:
Search for companies with "consulting" in the name.search_company_ai
AI-powered company search via Perplexity. Use when the standard search_company returns no results — this tool can find companies by alternative names, descriptions, or industry context.
Example prompt:
Find the company that makes Slack (the messaging app).Events
create_event
Create a new event with a name, date, and optional location and description. Use search_event first to avoid duplicates.
Example prompt:
Create an event called "SaaS Connect Toronto" on March 15, 2026.search_event
Search events by name using regex-compatible matching.
Example prompt:
Search for events containing "SaaS" in the name.Tasks
create_task
Create a new task with a title, optional due date, priority, and contact or company association. Use search_tasks first to check for existing tasks.
Example prompt:
Create a task for John Smith: "Send proposal by Friday", high priority.list_tasks
List tasks with optional filters: contact_id, company_id, priority level, limit, and offset for pagination.
Example prompt:
Show me all high-priority tasks for this week.Pipelines
list_pipelines
List all sales pipelines (opportunities) in the workspace with their stages and items.
Example prompt:
Show me all my pipelines and their current deals.create_pipeline_item
Create a new pipeline item (deal) in a specific pipeline and stage, with optional value and linked contact or company.
Example prompt:
Add a $50,000 deal for Acme Corp in the "Qualification" stage of my main pipeline.update_pipeline_item
Update an existing pipeline item — change its stage, value, status, or other fields.
Example prompt:
Move the Acme Corp deal to the "Negotiation" stage.Tool discovery
AI clients can discover available tools programmatically via the MCP protocol. The server responds to tools/list with the full schema for every tool, including parameter types, required fields, and descriptions.
Best practices
- Search before creating: Always search for existing records before creating new ones to avoid duplicates. The AI assistant is trained to do this automatically.
- Be specific: Include names, emails, and dates in your prompts so the AI can fill in the correct parameters.
- Chain actions:You can ask the AI to perform multiple steps in sequence, e.g. "Create a company called Acme Corp, then add John Smith as a contact at that company."
Related
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