Talk to your CRM's AI agent from Claude, Cursor, and other MCP clients â read records, send email, create reminders, draft outreach, all gated by approvals.
Send a message to a Coherence agent; the agent uses its own toolset (email, reminders, calendar, social, landing pages, approvals, etc.) and returns its response
list_modules
List CRM modules in the workspace
list_module_fields
List fields on a module — useful before creating/updating records
list_records
List records in a module with search + pagination
get_record
Get a single record by ID
create_record
Create a new record
update_record
Update a record's fields
delete_record
Soft-delete a record (recoverable from trash)
list_outreach_items
List blog articles, LinkedIn posts, emails, etc.
get_outreach_item
Get a single outreach item, including its MDX content