MCP serverai.plyto/crm

Return the Plyto profile this connection is signed in as: an opaque id that stays the same across token refresh and reconnection, the person's name and email for display, and the b

Set the least a Meta campaign's shared daily budget spends on one ad set each day (a minimum spend target), so a small audience is not starved by the others in a test. Only for cam

Turn one ad set of a launched Meta campaign on (live) or off (paused) while the campaign keeps running. Use for 'turn on the plumbing ad set', 'pause the dental audience'. Two step

List every ad on a campaign with its ID, grouped by ad group. Run this BEFORE ads.creative.update or ads.creative.delete: those tools take the ad's id, never its headline text. Als

Permanently delete an UNUSED image or video from the creative library (the file and its record). Refused when the asset — or any of its placement-size siblings (same name, differen

List the creative library (images, videos) for the active business, with what each asset IS: role 'site-capture' is the real picture of their website the scan saved (the hero for a

Create a Meta audience for the business: either a custom audience from one of their Plyto contact lists, or a lookalike of an audience they already have. Use when the user wants to

Search Meta's interest and behavior catalog for detailed targeting, with approximate audience sizes. Use when the user wants to target people by interest, or asks what interests th

List the Meta custom audiences and lookalikes on the connected ad account, with their approximate sizes. Use when the user asks what audiences they have, or before targeting or bui

The change history of a campaign: every edit made through Plyto (budget, locations, keywords, bidding, status, ads), by whom and when, plus, for a live Google campaign, Google's ow

Delete a campaign that never launched (draft or failed): the campaign, its ad groups, and its draft ads are removed permanently; images stay in the creative library. A campaign tha

Create a draft ad campaign on Meta (Facebook and Instagram), Google, or ChatGPT (OpenAI's ChatGPT Ads), the platforms Plyto can actually launch and manage. Drafts are NOT live: the

Read ONE campaign's full setup as it is on Google or Meta right now: bidding strategy and any cap or target, daily budget, what counts as a conversion and whether any have recorded

Launch a DRAFT campaign on Facebook and Instagram or Google Ads, the same way the Run it button does: checks that the ad account, payment method, Page and lead capture are in place

List ad campaigns for the active business, optionally filtered by status and/or platform. Use when the user asks to see their campaigns or get an overview. The status of a launched

Where a campaign's ads show: the location targeting as the ad platform itself reports it for a live or paused campaign (Google: the places plus whether only people physically there

Set or replace the location targeting on a campaign, DRAFT or LIVE: plain place names, applied to every ad group, plus (Google) whether the ads reach only people physically in thos

Pull the current state of launched campaigns, their ad groups and their ads straight from Google Ads and Facebook, and match Plyto's records to it: live or paused at every level, t

Pause a live campaign or resume a paused one on the ad platform, the same path as the page's pause and resume buttons (platform call, audit row, undoable). Pausing needs no confirm

Edit an existing ad campaign: name, objective, daily budget, plain-English audience, or Google search keywords. Draft campaigns are freely editable. For LIVE campaigns only the bud

Add one ad (headline + primary text + CTA, plus a link except on a Meta leads campaign, where the instant form is the destination and no link is needed) to a campaign's ad set. On

Attach a creative-library image OR video clip to a draft ad (sets it as the ad's media; for image sets, launch resolves the other placement sizes by the asset's name-siblings; a vi

Turn a REAL photo from the library into a finished ad set: the photo cropped for every placement size, the headline in real type, the real logo. No image model, no credits, nothing

Compose a DESIGNED ad graphic deterministically: real type, the real logo, the real product image, proof from the claims on file. No AI image model; the only AI step is one quick l

Turn library clips and images into a FINISHED video ad: a hook line over the opening seconds, an optional caption per clip, and a closing brand card with the real logo and a button

Delete a DRAFT ad outright (its images stay in the library), or PAUSE a live Google search ad (published ads can't be deleted, but a paused ad stops serving immediately). Use when

Create a draft ad creative attached to an existing ad set. Combines an uploaded image with copy + CTA + landing URL. The creative goes live with the ad set when the campaign is lau

Edit one of the owner's REAL photos: take something out of it or change something in it (a coffee table, rugs, clutter, a sign, the background) while their product stays exactly as

Make a flyer, poster or handout the owner can download and print, post or send: their title, the facts (when, where, what is included), how to reach them, their logo and one real p

Generate AI ad photographs from a prompt + the business's brand profile, sized for Meta placements, and save them to the creative library. For a physical business the picture is th

Render a short video clip (4, 6 or 8 seconds, vertical 9:16 or wide 16:9) for Reels, Stories, TikTok-style and feed placements. Use for ANY request for a video, promo clip, reel or

Edit an existing ad's headline, description, or destination link. Drafts update in place. A live Google search ad gets a replacement version published and the old one paused, becau

Explain why live campaigns are or aren't delivering: learning phase, budget too small to enter the auction, rejected ads, audience too narrow, payment problems. Use whenever the us

Where this business's ad clicks go, or, when nobody has decided yet, the short numbered question to ask the owner (ask: one line per choice, their site's real pages checked live, a

Record where the owner wants ad clicks to go, then do what that implies: build and host the landing page (page, or an embeddable link), point the campaign's draft ads at their site

Push the landing page URLs shown in Plyto to the live ads on Google, for a campaign whose destinations were changed after launch. Use when ads are sending traffic somewhere other t

The funnel behind the ad spend, by campaign, for the last N days: spend, clicks, and every stage after the click through to a paying customer, with cost per stage. Call this BEFORE

Send a tagged test lead through a campaign's whole funnel: landing page, form, CRM contact, conversion attribution, and a dry-run Google upload check. The test lead uses an undeliv

Add a complete search ad group (keywords phrase-match by default, RSA copy) to a SPECIFIC Google campaign by id. Headlines are at most 30 characters and descriptions 90, and every

Remove an ad group you (or the user) no longer want. Draft groups are deleted outright along with their draft ads. Groups on a LIVE campaign are PAUSED in Google instead: delivery

Start a landing page A/B test on the live Google campaign. In ad groups with room it adds a copy of the strongest ad pointing at the new URL; in groups already at Google's 3-ad cap

Fill every live responsive search ad in a Google campaign up to the full 15-headline / 4-description asset counts, keeping all existing lines and pins and adding brand and ad-group

Switch a live Google campaign between clicks bidding and conversions bidding. Use maximize_clicks when a campaign shows zero or near-zero impressions on Google Search because it is

Set up Google conversion tracking for a business that is missing it. Use when a campaign launched without conversion tracking, or when the campaign page reports that setup failed.

Draft sitelinks, callouts, and a structured snippet for a DRAFT Google campaign from the brand profile and the campaign's own keywords, and save them onto the draft. They are appli

Add keywords to a live Google campaign's ad group, phrase match by default. Use to feed phrasing families that are converting, for example when winning search terms are not yet cov

Turn Google Search Partners on or off for a live campaign. Partner sites deliver cheap clicks with high click-through rates and far worse conversion than Google Search, so turning

TEMPORARILY UNAVAILABLE: Google approved Plyto for conversion reporting, and approval for customer list uploads is still pending, so this tool currently refuses with an explanation

List the Customer Match and remarketing audiences on the connected Google Ads account, with their sizes. Use when the user asks what Google audiences they have or before targeting

Build a landing page for every ad group in a campaign (or one ad group): a Plyto-hosted page whose headline says the ad's promise back in the visitor's words, brand-grounded bullet

Make ANOTHER landing page for an ad group: a second angle to test against the page ads.landing_pages.build made, a page for a new offer, a variant the owner asked for. You give the

Everything on one landing page, for reading back or editing: every line of copy, the photo, the accent color, whether it collects details (form) or sends people to a link, which ad

The landing pages Plyto hosts for this business's ads, with their links, which campaign and ad group each belongs to, and how many people have viewed each. Use before building page

Edit one landing page: pass ONLY what changes and everything else stays. 'Change the headline to X' is headline alone; 'I don't like the color' is accent alone; 'send people to my

Create a real instant form on the business's Facebook page. It becomes a live asset on their page that collects strangers' names, emails and phone numbers, and Facebook does not le

List the Facebook instant forms (lead forms) on the connected page, with how many leads each has collected. Use when the user asks about their lead forms or before pointing a campa

Create ad sets that exist only in Plyto on Meta, inside a campaign that is already launched (live or paused), PAUSED, with their finished draft ads (copy and picture) inside. Use a

Put finished draft ads (copy and picture) onto Meta inside a campaign that is already launched, live or paused, in the ad set they were added to. Use after ads.creative.add (with c

Push what an ad carries NOW (its picture set, copy, button and landing page) to the ad already on Meta, as a new creative on the same ad. Use after ads.creative.compose, ads.creati

Switch what a Meta campaign aims for: landing_page_views (people who reach the page; right for an account whose pixel has no conversions yet, or when the owner asks for visits firs

Set up the Meta pixel on the business's connected Facebook ad account: keeps the one already chosen, adopts the account's only pixel, or creates one named after the business when t

Block search terms on a Google campaign by adding them as negative keywords, so the ads stop showing for that traffic. Use after finding wasteful terms. This lowers wasted spend an

List the negative keywords already blocking traffic on a Google campaign. Use before adding more, so nothing is added twice.

Analyze recent performance for the active business: surface ads/ad sets that aren't getting impressions, ones spending without converting, and concentration patterns where a small

THE authoritative source for a campaign's spend, impressions, clicks and conversions: use this for any question about how much a campaign has spent or how it is performing. Default

The query-to-page engine: cluster what people actually searched on a live Google campaign, generate one landing page per intent cluster (headline that speaks the search back, brand

Show what people actually searched for before seeing the business's Google ads, with spend, clicks and conversions per term, and which terms are wasting money (spend with zero conv

What this workspace's client report would say for the last 7 or 30 days: ad spend, leads, cost per lead, revenue won, by campaign, and the recent leads. Read-only; agency.client_re

The client workspaces this agency workspace runs (each client is its own workspace under the agency's brand), with white-label state, who gets the reports and when the last one wen

Rewire the step graph: point a step's `next` or `branch_false` slot at another step (or null to make that path exit). Use after automations.get to see current wiring.

Create an automation: a trigger + a linear chain of steps. Created in DRAFT and it stays that way. Do NOT activate it as part of building it: tell the user what it does and let the

Force-exit an active enrollment: the contact stops at the next step boundary and receives nothing further from this automation. Use when someone asks to be left alone or was enroll

Fetch one automation with its full step graph (ordered), for inspection or before editing.

Step-by-step execution log for one enrollment: what ran, when, with what outcome/error. The debugging tool for 'why didn't Jane get the email?'

List automations with status and trigger.

List enrollments (who's in an automation and where they are), filterable by automation and state.

Pause an active automation: no new enrollments. In-flight enrollments finish their current step and then hold (W7 executor checks status).

Restore an archived automation. It comes back PAUSED (never auto-active). Activate it separately to resume enrolling. Previously-exited contacts are not re-enrolled.

Send a FAILED enrollment back to the step that failed, so the contact continues from there (nothing they already received is sent again). Use after the cause is fixed. automations.

Static dry-run: validates every step of an automation WITHOUT executing anything: action tools exist and accept their arguments (with templates resolved against dummy values), dela

Upcoming booked calls: who, when, their note, and the show-up task. Use for questions like "what calls do I have" or "who booked this week".

Create a booking page and return its public URL, ready to share, link from the website, or put in a form's thank-you message. Availability is weekly windows in 24h HH:MM, keyed by

List the business's booking pages with their public URLs, durations, and weekly availability. A booking page is where a lead picks a call time; a booked call automatically qualifie

Wait for the website scan business.update started (up to 45 seconds) and get what it read: industry, audience, value proposition, claims. Call it right after saving a website on a

Save what you learn about the business the moment the owner says it: real name, website, industry, who their customers are, what sets them apart, the phone to show on pages, where

Fetch a single activity by id.

List activities, optionally filtered by entity (contact/company/deal) or owner. Returned in reverse chronological order by happenedAt.

Log an activity: something that happened (past or scheduled). Distinguished from tasks (future intent) and notes (no structure). Use 'log a 30-min discovery call with Jane' style p

Create a company (or find-and-update if one with the same domain already exists). Domain is the natural dedup key; always pass the bare domain like 'acme.com' (not the full URL).

Fetch a single company by id. Returns null if not found.

Return all custom property values for a company as a {key: value} map.

List companies in this business. For text search use crm.companies.search.

Free-text search across company name, domain, and industry. Case-insensitive substring match.

Update fields on an existing company. Only pass fields you want to change.

Create a contact (or find-and-update if one with the same email already exists in this business). Returns the created/updated contact. Use when the user mentions adding, capturing,

Fetch a single contact by id, with where they came from: the ad campaign and search keyword that brought them (when an ad did), where they were and on what device, what they asked

Return all custom property values for a contact as a {key: value} map.

List contacts in this business with simple filters. For free-text search use crm.contacts.search. For complex filters use crm.contacts.query (W3).

Query contacts with a structured filter DSL. Use this for complex 'show me contacts where X and Y but not Z' queries. Simpler cases prefer crm.contacts.search (free text) or crm.co

Free-text search across contact email, first/last name, and phone. Case-insensitive substring match. Returns up to 20 contacts by default.

Update fields on an existing contact. Only pass fields you want to change. No-op fields are silently skipped.

Close a deal as lost: moves it to the lost stage in its pipeline. Records lostReason and emits deal.lost.

Close a deal as won: moves it to the won stage in its pipeline. Sets closedAt and emits deal.won.

Create a deal in a pipeline. If pipelineId/stageId omitted, lands in the business's default pipeline at the first open stage. Attach to a contact and/or company for full context. v

Fetch a single deal by id.

List deals with simple filters. Filter by pipeline/stage for Kanban view, or by contact/company for deal history. `open: true` returns only open-stage deals; omit for all.

Move a deal to a different stage in the same pipeline. If the target stage is a won/lost stage, this auto-sets closedAt and emits the appropriate close event.

Free-text search across deal names.

Update fields on a deal. Use crm.deals.move_stage to change stage (it handles close events). Use crm.deals.close_won / close_lost for the won/lost transitions.

Add a contact to a MANUAL list. Idempotent.

Archive a list. Membership rows are preserved but the list is hidden from default queries.

Create a contact list. Manual lists are curated by hand; dynamic lists have a filter DSL (DNF: {or:[{and:[conditions]}]}) that defines membership. For dynamic, pass `criteria`. For

Fetch a single list by id.

List all contact lists in this business.

Return the contacts that are members of a list. For manual lists this returns explicit memberships; for dynamic lists it evaluates the criteria filter against contacts (lazy recomp

Remove a contact from a manual list.

Add a freeform note attached to a contact, company, deal, or any combination. Use for 'remember that Jane prefers email over phone' style facts.

List notes, optionally filtered by attached entity.

Get the default pipeline for this business (the one new deals land in by default). Returns null if no default is set.

List all pipelines in this business (excludes archived by default).

List the ordered stages in a pipeline. Use to look up stageIds for crm.deals.move_stage.

Archive a custom property. Existing values are preserved but the property is hidden from UI and rejected for new value sets. To 'rename', archive + redefine.

Remove a custom property value from a company.

Remove a custom property value from a contact.

Remove a custom property value from a deal.

Define a new custom property on contact or company. Keys must be lowercase snake_case (e.g. 'plan_tier'). For single_select / multi_select, options is required.

Return all custom property values for a deal as a {key: value} map.

List custom property definitions for an entity type. Excludes archived by default.

Set the value of a custom property on a company.

Set the value of a custom property on a contact. Value type must match property type. For multi_select pass an array of option values.

Set the value of a custom property on a deal.

Marketing-source attribution: for every source (ad campaigns, UTM-tagged traffic, forms, inbound webhook, manual, import…; the webhook also accepts POST {email, outcome: qualified|

Apply a tag to a company. Idempotent.

Apply a tag to a contact. Idempotent: adding an already-applied tag is a no-op.

Create a new tag (or find one with the same name; idempotent). Tags are lightweight orthogonal categories like 'VIP', 'Newsletter-only', 'Cold'.

List all tags defined in this business.

List all tags applied to a company.

List all tags applied to a contact.

Remove a tag from a company. Idempotent.

Remove a tag from a contact. Idempotent.

Mark a task as cancelled (rejected, different from completed). Use when the user decides a task is no longer relevant.

Mark a task as completed. Sets completedAt to now.

Create a task: future intent ('follow up with Acme by Friday'). Distinguished from activities (past event) and notes (no structure). Auto-assigns to the calling user if assignedToU

Fetch a single task by id.

List tasks. Open tasks sort by due date (closest first). Completed tasks sort by completion (most recent first).

List the documents the owner has given you, newest first: files attached in the chat (PDF, Word, text), long messages kept as documents, and links you read and kept. Each has an id

Read a document the owner gave you (an attached PDF, Word or text file, a long message kept as a document, or a link you kept), 30,000 characters at a time; pass offset to go on. R

Create a DRAFT email marketing campaign (never sends anything). Write subject/preview/body in the brand voice; the user reviews in the composer and nothing goes out without an expl

Get one email campaign's full draft: subject, preview text, body, audience, schedule, A/B test setup and (once it has sent) its per-variant results and winner, plus the current eli

List email marketing campaigns with status, type, subject, and audience size. Use to answer 'what campaigns do we have' or find a campaign to edit.

Edit a draft or scheduled email campaign: name, subject, preview text, body, audience list, schedule, or A/B test. Plyto DOES support A/B testing on email campaigns: set abVariable

Create a reusable email template. Body and subject are plain text and support merge tags: {{contact.firstName}}, {{contact.lastName}}, {{contact.fullName}}, {{contact.email}}, {{bu

Check the business's custom sending domain: current status, and when it is still pending, exactly which DNS records have not been found yet (record type, host name, and value to ad

Aggregate send counts by status (queued/sent/delivered/opened/clicked/bounced/failed), optionally for one template and/or a recent window. Use to answer 'how did that email do?'

List recent email sends, optionally filtered to one contact or template. Shows delivery status per send.

List email templates for this business.

Set or clear the CURRENT USER's personal email signature for this business (their Gmail-style sign-off, appended when they compose one-to-one emails from a contact page). ONE-TO-ON

Create a form. Slug becomes the URL: /forms/<slug>. Fields are JSON-defined with type matching the contact property type system (text/email/url/number/date/checkbox/select/multi_se

Fetch a form by id.

Generate the JS embed snippet and iframe alternative for a form. Returns both; the user picks whichever fits their site.

List all forms in this business.

List submissions for a form, newest first.

Update a form: rename it, replace its fields, change appearance (theme), button text, thank-you behavior, or the capture list. Omitted properties keep their current value; `fields`

Permanently delete a saved memory. Destructive: confirm with the user first unless they just explicitly asked you to forget exactly this. Users can also remove memories themselves

List every durable memory you hold for this business (business-wide plus the current user's personal ones), with ids and when each was last confirmed. Use before consolidating, whe

Save (or update) a durable memory: a standing preference, playbook rule, correction, or business fact that should hold across ALL future conversations. Use when the user says "reme

Generate a branded pitch deck: a full slide presentation built from the brand kit (colors, logo, voice, approved claims) and, when a deal/company/contact id is given, grounded in t

Delete a pitch deck permanently. Its share link stops working immediately. Two-step: first call returns the deck title to confirm with the user; call again with confirm:true to del

Edit one slide of an existing pitch deck with an AI rewrite that keeps the deck's design. The share link updates instantly. Use when the user wants to tweak a deck: change wording,

List this business's pitch decks with status, share links, and view counts. The honest source for 'has anyone opened the deck'. Status 'generating' means the deck is still building

Save a custom report as a live card on the user's Reports dashboard. Use when the user asks for a report or says yes to saving an analysis. The config is re-executed on every dashb

List the saved custom reports on the Reports dashboard.

Run a report config WITHOUT saving. Use it to answer analytical questions ('deals by stage', 'contacts added per month', 'email opens last 30 days') and to sanity-check a config be

Save a blog post draft. YOU write the post (600-1200 words of genuinely useful, non-generic content in the brand voice, markdown with ## headings) and pass it here. Include a meta

List blog posts (drafts and published).

Configure the automatic blog writer: posts per week (0 disables, max 3), topic list to rotate through, and whether posts auto-publish or wait as drafts. HARD CEILING: 3 posts per w

List recent SEO/GEO audits with scores.

Run an SEO + GEO (generative engine optimization) audit on a URL. Fetches the page, robots.txt, sitemap.xml and llms.txt, runs ~15 deterministic checks (title, meta description, he

Add a section to a site, at the end or at a position (0 is the top; later sections shift down). Same shapes and photo rules as websites.create_site. 'Add pricing' means: ask nothin

Fetch and analyze an existing website (theirs or a competitor's). Returns title, description, headings, navigation links, and the page's visible text so YOU can rebuild it as a muc

Verify a site's custom domain DNS. If the records point at us, the domain goes active and the site serves on it (TLS is automatic).

Create a WEBSITE: the business's home on the web, multi-section, with a nav. NOT for landing pages: the page an ad sends people to is ads.landing_pages.build, under Marketing, Land

Get a site with its theme and every section (block ids, kinds, content) for editing. Call it before any edit so you change the right block, and read the current content back to the

List this business's websites with status and URLs.

What this business can put on a website, newest first: real photos the owner added or attached in chat (what: photo), product screenshots (product-screen), and scenes Plyto generat

Remove a section from a site. Do it the moment they ask ('take off the pricing', 'remove the gallery'): photos stay in the library, the section can be added back, and nothing is pu

Reorder a site's sections ('move pricing above the FAQ'). Pass the COMPLETE list of block ids in the new top-to-bottom order (websites.get_site returns them). Partial lists are rej

Edit part of a section. Pass ONLY the fields that change; everything else in the section is kept, so 'shorten the headline' touches the headline and nothing else. Arrays (items, st

Change a site's settings: name, SEO title and description, accent color, font pairing, corner radius, dark or light. Omitted settings keep their value, so 'make it darker' is dark: