Mob (Demo)

Create a new contact with basic info

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 …

Update contact fields

Soft-delete a contact (can be restored later)

Restore a soft-deleted contact

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

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.

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.

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

Add, update, or remove an address for a contact

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

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

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

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_co…

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. Require…

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.

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 exist…

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_mi…

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

List, create, update, or delete custom activity types

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_c…

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

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…

List notifications (newest first)

Create a custom notification

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

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, ur…

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.

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":…

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 …

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

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

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…

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.

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 r…

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 …

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

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

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.

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

View or update your personal settings (timezone, birthday reminder preferences). • action="get": View current settings • action="update": Update settings. Optional fields: timezone (IANA timezone like…

Open a page to manage push notification subscriptions in your browser. Enables/disables web push notifications for birthday reminders and other alerts.

Get your morning CRM overview: upcoming reminders, birthdays, pending tasks, unread notifications, and unsettled debts.

Get a comprehensive dossier on a contact before meeting them: profile, recent activity, notes, relationships, food preferences, and pending items.

Quickly log an interaction from a natural language description. Parses who, what, when, and where into a structured activity.

Intelligently onboard a new contact from freeform text - parses name, phone, email, social, birthday, work info, tags, relationships, and more.

Brainstorm personalized gift ideas for a contact based on their preferences, interests, history, and upcoming occasions.

Get a relationship health check for a contact: interaction frequency, last contact, communication patterns, and suggestions.

End-of-week reflection: activities logged, tasks completed, new contacts, and contacts who may need attention.

Search your network for people matching a specific need, skill, industry, or topic.