For the complete documentation index, see llms.txt. This page is also available as Markdown.

Tools

Every agency MCP tool for projects, clients, team members, sections, and portal sidebar links.

The agency MCP Server exposes tools an assistant can call on your behalf at the reseller level. Each tool applies to your white-label agency, not to review or customer data inside a single client business. The assistant sees only tools that match the Read, Write, and Delete scopes you approved during sign-in.

List-style tools return paginated results. When a list is long, the assistant may need to request additional pages.


Customer businesses (projects)

Tool
Permission
What it does

List Projects

Read

View all customer businesses under your agency

Create Project

Write

Provision a new client business

Duplicate Project

Write

Copy an existing project's configuration into a new business

Update Project Overrides

Write

Adjust feature limits and flags for one business (customers, locations, seats, links, tags, widgets, email/SMS caps, optional modules)

Suspend Project

Write

Temporarily disable access for a client business

Unsuspend Project

Write

Restore access for a suspended business

Delete Project

Delete

Remove a client business when fully offboarded

Update Project Overrides can adjust limits such as:

  • Maximum customers, locations, members, links, tags, or widgets

  • Daily and monthly email and SMS request caps

  • Optional modules (advanced forms, API access, webhooks, ambassador tools)


Clients (portal users)

Tool
Permission
What it does

List Clients

Read

View people invited to your branded client portal

Invite Client

Write

Send a portal invitation with role, project access, and optional section restrictions

Update Client

Write

Change a client's role, project assignments, or section access

Resend Client Invite

Write

Resend a pending invitation

Delete Client

Delete

Remove a client seat

When inviting or updating clients, the assistant can limit which console sections a person sees. Use List Sections first to discover available section identifiers.


Agency team members

Tool
Permission
What it does

List Team Members

Read

View internal agency staff with console access

Invite Team Member

Write

Send an agency team invitation

Resend Team Member Invite

Write

Resend a pending team invitation

Delete Team Member

Delete

Remove someone from the agency team


Console sections

Tool
Permission
What it does

List Sections

Read

Retrieve the catalog of console areas (reviews, messaging, and similar surfaces)

Use this catalog when shaping Invite Client or Update Client calls so portal users only see the areas you intend.


Tool
Permission
What it does

List External Links

Read

View extra sidebar shortcuts shown to all portal clients

Create External Link

Write

Add a new sidebar link (label and destination URL)

Update External Link

Write

Rename or change the destination of an existing link

Delete External Link

Delete

Remove a sidebar link

These links appear in your branded client portal for every client, alongside core product navigation.


Tool behavior notes

Pagination. List tools accept page and limit parameters. Agencies with many client businesses or portal users may need paginated requests.

Project identifiers. Tools that act on one business require a project ID (numeric). Ask the assistant to list projects first if you refer to businesses by name.

Section restrictions. Section slugs come from List Sections. They mirror the visibility options you see when inviting clients in the agency console.

Suspension versus deletion. Suspend Project pauses access without removing data. Delete Project is permanent offboarding.

For setup steps and example chat prompts, see MCP Server.

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