Tools Reference

All tools communicate via POST https://mcp.morphic.io/v1/mcp with Authorization: Bearer sk_.... Response shape: {"content": [{"type": "text", "text": "<JSON string>"}]}

Diagnostics

`ping`

Test the connection. Returns the server name and version. Parameters: none Returns: pong — morphic-mcp v0.3.5

Schema Discovery

`list_entity_types`

List all CRM object types in the workspace. Call this first to discover available slugs.

Parameter	Type	Default	Description
`page`	int ≥ 1	1	Page number
`page_size`	int 1–100	50	Items per page

{
  "items": [
    { "id": "uuid", "slug": "person", "name": "Person", "base_type": "contact", "is_enabled": true }
  ],
  "count": 3,
  "total": 3
}

`get_entity_type_schema`

Get attribute schema for one entity type — field slugs, types, required flags, select options, relation types. Call before create_entity or update_entity.

Parameter	Type	Required	Description
`object_type_slug`	string	Yes	e.g. `"person"`, `"company"`, `"deal"`

{
  "object_type_slug": "person",
  "count": 8,
  "attributes": [
    { "slug": "email", "name": "Email", "type": "email", "is_required": false },
    { "slug": "stage", "name": "Stage", "type": "select", "options": ["lead", "prospect", "customer"] },
    { "slug": "company", "name": "Company", "type": "relation", "relation_type": "many_to_one" }
  ]
}

Entities

`list_entities`

Paginated list of CRM entities.

Parameter	Type	Default	Description
`object_type_slug`	string	—	Filter by type: `"person"`, `"company"`, `"deal"`, or custom
`search`	string	—	Keyword search across fields
`is_archived`	boolean	false	Include archived entities
`page`	int ≥ 1	1
`page_size`	int 1–100	25

`get_entity`

Get a single entity by UUID including full fields, relations, and settings.

Parameter	Type	Required
`entity_id`	UUID	Yes

`create_entity`

Create a new CRM entity. Use get_entity_type_schema first to know valid field slugs.

Parameter	Type	Required	Description
`object_type_slug`	string	Yes	e.g. `"person"`
`fields`	object	Yes	Flat `{"slug": value}` dict

{
  "object_type_slug": "person",
  "fields": { "email": "alice@acme.com", "name": "Alice", "stage": "lead" }
}

`update_entity`

PATCH one or more fields on an existing entity. Only provided fields change.

Parameter	Type	Required
`entity_id`	UUID	Yes
`fields`	object	Yes

`set_entity_field`

Set a single field by attribute slug. More surgical than update_entity.

Parameter	Type	Required
`entity_id`	UUID	Yes
`slug`	string	Yes
`value`	any	Yes

`link_entities`

Create a relation between two entities (e.g. link a person to a company). The attribute slug is resolved to its UUID automatically and cached per session.

Parameter	Type	Required	Description
`entity_id`	UUID	Yes	Source entity
`attribute_slug`	string	Yes	Relation attribute, e.g. `"company"`
`target_entity_id`	UUID	Yes	Target entity

The response includes a relation_id UUID. Save it if you may need unlink_entities later.

`unlink_entities`

Remove a relation between two entities.

Parameter	Type	Required
`entity_id`	UUID	Yes
`relation_id`	UUID	Yes — returned by `link_entities`

`search_entities`

Semantic / vector search using HydraDB. Finds entities by concept rather than exact field match. Returns UUIDs + relevance scores — call get_entity to hydrate full records.

Parameter	Type	Default	Description
`query`	string	—	Natural language, e.g. `"follow up with Alice about pricing"`
`object_type_slug`	string	—	Restrict to one type
`limit`	int 1–50	10	Max results

{ "items": [{ "entity_id": "uuid", "score": 0.92, "title": "Alice Johnson" }], "total": 3 }

If search_entities returns empty, the workspace vector index may not be built yet. Use list_entities with the search parameter instead — it does keyword matching and is always available.

`archive_entity`

Archive a CRM entity — it’s hidden from default listings but recoverable.

Parameter	Type	Default	Description
`entity_id`	UUID	—	Entity to archive
`unarchive`	boolean	false	Set `true` to restore

`delete_entity`

Soft-delete an entity. Marks it as deleted and hides it from all queries.

Prefer archive_entity if you might need to recover the entity. Deletion is not easily reversible.

Parameter	Type	Required
`entity_id`	UUID	Yes

Activities & Tasks

Activities are the unified store for logged interactions (emails, calls, meetings) and tasks.

`list_activities`

Parameter	Type	Description
`entity_id`	UUID	Filter by linked entity
`entity_type`	string	`person` `company` `deal`
`activity_type`	string	`email` `meeting` `call` `task` `note` `stage_change`
`status`	string	`not_started` `pending` `completed` `cancelled`
`page` / `page_size`	int	Pagination (default 1 / 25)

`get_activity`

Parameter	Type	Required
`activity_id`	UUID	Yes

`create_activity`

Parameter	Type	Required	Description
`activity_type`	string	Yes	`task` `email` `call` `meeting` `note` `stage_change`
`subject`	string	No	Title / summary
`description`	string	No	Full notes
`entity_id`	UUID	No	Linked entity
`entity_type`	string	No	`person` `company` `deal`
`due_date`	ISO8601	No	e.g. `"2026-07-01T10:00:00Z"`
`priority`	string	No	`low` `medium` `high`
`status`	string	No	`not_started` `pending` `completed`

`update_activity`

activity_id (UUID, required) + any of: subject, description, status, priority, due_date, outcome

`complete_task`

Mark a task or activity as completed.

Parameter	Type	Required
`activity_id`	UUID	Yes

Notes

`list_notes`

Parameter	Type	Description
`entity_id`	UUID	Filter by entity
`entity_type`	string	`person` `company` `deal`
`page` / `page_size`	int	Pagination (default 1 / 25)

`create_note`

Parameter	Type	Required	Description
`entity_id`	UUID	Yes	Entity to attach note to
`entity_type`	string	Yes	`person` `company` `deal`
`body`	string	Yes	Note content (markdown supported)
`title`	string	No	Optional note title

`update_note`

note_id (UUID, required) + any of: body, title, pinned

`delete_note`

Permanently deletes the note. Cannot be undone.

Parameter	Type	Required
`note_id`	UUID	Yes

Knowledge Base

`list_kb_documents`

Parameter	Type	Default	Description
`parent_id`	UUID	—	Parent folder; omit for root
`fetch_all`	boolean	false	Return all documents across all levels
`page` / `page_size`	int	1 / 25

`search_kb_documents`

Parameter	Type	Default
`q`	string	— (required)
`page` / `page_size`	int	1 / 10 (max 50)

`get_kb_document`

Parameter	Type	Required
`document_id`	UUID	Yes

`get_workspace_context`

Fetch the workspace’s AI context — a curated text blob for agent priming. Call this at the start of each session. Parameters: none

Task Suggestions

`list_task_suggestions`

AI-generated suggested next actions for a CRM entity.

Parameter	Type	Required	Default
`entity_type`	string	Yes
`entity_id`	UUID	Yes
`status`	string	No	`suggested`
`page` / `page_size`	int	No	1 / 10

`accept_task_suggestion`

Accept a suggestion, converting it into a real task activity.

Parameter	Type	Required
`suggestion_id`	UUID	Yes
`due_date`	ISO8601	No

​Diagnostics

​ping

​Schema Discovery

​list_entity_types

​get_entity_type_schema

​Entities

​list_entities

​get_entity

​create_entity

​update_entity

​set_entity_field

​link_entities

​unlink_entities

​search_entities

​archive_entity

​delete_entity

​Activities & Tasks

​list_activities

​get_activity

​create_activity

​update_activity

​complete_task

​Notes

​list_notes

​create_note

​update_note

​delete_note

​Knowledge Base

​list_kb_documents

​search_kb_documents

​get_kb_document

​get_workspace_context

​Task Suggestions

​list_task_suggestions

​accept_task_suggestion

Diagnostics

`ping`

Schema Discovery

`list_entity_types`

`get_entity_type_schema`

Entities

`list_entities`

`get_entity`

`create_entity`

`update_entity`

`set_entity_field`

`link_entities`

`unlink_entities`

`search_entities`

`archive_entity`

`delete_entity`

Activities & Tasks

`list_activities`

`get_activity`

`create_activity`

`update_activity`

`complete_task`

Notes

`list_notes`

`create_note`

`update_note`

`delete_note`

Knowledge Base

`list_kb_documents`

`search_kb_documents`

`get_kb_document`

`get_workspace_context`

Task Suggestions

`list_task_suggestions`

`accept_task_suggestion`