Tools Reference

The Metadot MCP server provides 86 tools across 15 modules. All module tools require a workspace_id parameter — call list_workspaces first to discover available IDs.

Summary

Module	Tools	Read	Write	App ID
Common (whoami, search, workspaces)	3	3	0	—
CRM (contacts, companies, leads, activities, pipelines)	17	11	6	crm
Tickets	5	2	3	tickets
Stackr (kanban boards, lists, cards)	9	5	4	stackr
Projects (projects, tasks)	7	4	3	projects
Assets	4	2	2	assets
BookMe (calendars, bookings)	6	4	2	bookme
InvoiceMe (invoices, customers)	9	5	4	invoiceme
Knowledge Base (articles, categories)	4	2	2	knowledge
Inventory (items, transactions)	5	2	3	inventory
Suppliers	4	2	2	suppliers
Changelog (entries, topics)	3	2	1	changelog
Workflows (automations, executions)	4	3	1	workflows
Polls	4	3	1	polls
Forms	2	2	0	—
Total	86	52	34

Common Tools

These tools are always available regardless of which apps are enabled.

Tool	Description
whoami	Returns authenticated user info and API key scopes
list_workspaces	Lists all accessible workspaces (IDs, names, slugs, roles)
search	Full-text search across all modules. Prefix with t: tickets, c: contacts, i: invoices, a: assets, p: projects, k: knowledge, s: stackr

CRM

Tool	Type	Description
crm_search_contacts	read	Search contacts by name, email, or phone
crm_get_contact	read	Get a single contact by ID
crm_create_contact	write	Create a new contact
crm_update_contact	write	Update an existing contact
crm_search_companies	read	Search companies by name or domain
crm_get_company	read	Get a single company by ID
crm_create_company	write	Create a new company
crm_search_leads	read	Search leads
crm_get_lead	read	Get a single lead by ID
crm_create_lead	write	Create a new lead (requires pipeline)
crm_search_activities	read	Search activities (calls, meetings, emails, tasks)
crm_create_activity	write	Log a new activity
crm_list_pipelines	read	List all pipelines in the workspace
crm_list_stages	read	List stages in a pipeline
crm_search_opportunities	read	Search opportunities/deals
crm_get_opportunity	read	Get a single opportunity by ID
crm_create_opportunity	write	Create a new opportunity/deal

Tickets

Tool	Type	Description
tickets_list	read	List tickets with status/priority/assignee filters
tickets_get	read	Get a single ticket with messages
tickets_create	write	Create a new ticket
tickets_update	write	Update ticket subject, description, priority
tickets_add_message	write	Add a reply or internal note to a ticket

Stackr

Tool	Type	Description
stackr_list_boards	read	List all boards
stackr_get_board	read	Get a single board
stackr_create_board	write	Create a new board
stackr_get_lists	read	Get all lists in a board
stackr_create_list	write	Create a new list in a board
stackr_get_cards	read	Get all cards in a list
stackr_get_card	read	Get a single card
stackr_create_card	write	Create a new card in a list
stackr_move_card	write	Move a card to a different list/position

Projects

Tool	Type	Description
projects_list	read	List projects with pagination
projects_get	read	Get a single project by slug
projects_create	write	Create a new project
projects_list_tasks	read	List tasks with filters
projects_get_task	read	Get a single task
projects_create_task	write	Create a task in a project
projects_update_task	write	Update a task

Assets

Tool	Type	Description
assets_search	read	Search assets by name, tag, or serial number
assets_get	read	Get a single asset
assets_create	write	Create a new asset
assets_update	write	Update an existing asset

BookMe

Tool	Type	Description
bookme_list_calendars	read	List booking calendars with stats
bookme_get_calendar	read	Get a single calendar
bookme_list_bookings	read	List bookings for a calendar
bookme_get_booking	read	Get a single booking
bookme_create_booking	write	Create a new booking
bookme_cancel_booking	write	Cancel a booking

InvoiceMe

Tool	Type	Description
invoiceme_get_settings	read	Get invoice settings (currency, terms)
invoiceme_list_customers	read	List all customers
invoiceme_get_customer	read	Get a single customer
invoiceme_list_invoices	read	List invoices with status filter
invoiceme_get_invoice	read	Get a single invoice
invoiceme_create_draft	write	Create a draft invoice
invoiceme_send_invoice	write	Send a draft invoice
invoiceme_mark_paid	write	Mark invoice as paid
invoiceme_void_invoice	write	Void an invoice

Knowledge Base

Tool	Type	Description
knowledge_search_articles	read	Search articles by keyword/category/status
knowledge_get_article	read	Get a single article with content
knowledge_create_article	write	Create a new article (defaults to draft)
knowledge_update_article	write	Update an existing article

Inventory

Tool	Type	Description
inventory_search_items	read	Search items with low-stock filter
inventory_get_item	read	Get a single item with stock levels
inventory_create_item	write	Create a new item
inventory_update_item	write	Update an existing item
inventory_create_transaction	write	Record stock movement (receive/ship/adjust/transfer)

Suppliers

Tool	Type	Description
suppliers_search	read	Search suppliers by name/category/status
suppliers_get	read	Get a single supplier
suppliers_create	write	Create a new supplier
suppliers_update	write	Update an existing supplier

Changelog

Tool	Type	Description
changelog_search_entries	read	Search changelog entries
changelog_list_topics	read	List all topics
changelog_create_entry	write	Create a new changelog entry

Workflows

Tool	Type	Description
workflow_list	read	List workflows (optionally filter by active)
workflow_get	read	Get a workflow with its steps
workflow_create	write	Create a new workflow automation
workflow_list_executions	read	List execution history

Polls

Tool	Type	Description
polls_list	read	List all polls with stats
polls_get	read	Get a poll with questions/options
polls_create	write	Create a new poll
polls_get_results	read	Get vote results

Forms

Tool	Type	Description
forms_list	read	List forms with submission stats
forms_get	read	Get a single form with fields