Copilot CRM (Assembly) MCP Server

create_client

Creates a new client record with identity properties (name, email) and optional company linkages. Create a new client in the portal

get_client_details

Resolves granular profile data, including contact information, associated company linkages, and system-level metadata. Get detailed information about a specific client

list_clients

Resolves client identity properties including unique identifiers, names, emails, and account status across the portal system boundary. List all clients in your Copilot CRM

list_companies

Resolves corporate entity properties such as company IDs, legal names, and primary contact associations. List all companies in your Copilot CRM

list_custom_fields

Resolves custom field definitions, including field keys, data types, and display labels used across various entities. Retrieve definitions for custom fields used in CRM

list_files

Resolves file metadata including filenames, storage paths, upload timestamps, and access permissions. List files uploaded to the Copilot portal

list_forms

Resolves form definitions, including titles, submission endpoints, and configuration metadata. List intake or feedback forms available

list_invoices

Resolves billing data including amounts, due dates, payment status, and client/company bill-to associations. List all invoices and their statuses

list_portal_messages

Resolves portal message threads, including sender/receiver identity, message content summary, and timestamps. List messages sent through the client portal

update_client

Modifies specific attributes like name or account status while preserving other entity properties. Update existing client details