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DoubleScale

MCP

MCP Tools Reference

DoubleScale publishes WordPress Abilities as MCP tools. Tool names use the format doublescale/tool-name. An agent should always call doublescale/get-context first to learn which modules and tools are available for the connecting user.

How permissions work

  • Every tool runs as the user tied to the API key or Application Password.
  • Read tools require the same CRM read permissions as wp-admin.
  • Write tools (create contact, update deal, add note, send invoice, etc.) require the corresponding write permissions.
  • Sales-scoped roles may see only their own deals, invoices, and proposals — summaries respect that scope.
  • Support agents may see only tickets assigned to them unless they have a manager role.
  • Send invoice, send proposal, and reply to ticket email the customer immediately. Use them only when the user has asked you to send.

Core

Tool Description
doublescale/get-context Start here. Returns who you are, active modules, callable tools, site currency and timezone.
doublescale/list-my-notifications Your own notifications, newest first. Cannot read another user’s bell.
doublescale/get-notification-summary Unread notification counts by category.
doublescale/mark-notifications-read Mark one of your notifications read, or all of them.

Contacts

Tool Description
doublescale/list-contacts Search and page through contacts.
doublescale/get-contact Full contact record with optional relationship and engagement counts.
doublescale/list-contact-segments All tags and lists with IDs.
doublescale/create-contact Add a new contact. Does not email them.
doublescale/update-contact Update name, phone, or company.
doublescale/create-contacts-bulk Add many contacts in one call.
doublescale/update-contacts-bulk Update name, phone, or company on many contacts.
doublescale/add-contact-tags Attach existing tags to contacts.
doublescale/remove-contact-tags Detach tags from contacts. The tag itself stays.
doublescale/add-contact-lists Put contacts on existing lists.
doublescale/remove-contact-lists Take contacts off lists. The list itself stays.
doublescale/list-custom-fields Contact custom field definitions (id, name, type, options).
doublescale/get-contact-custom-fields Stored custom field values on one contact.
doublescale/set-contact-custom-fields Set custom field values on one contact.
doublescale/get-contact-score Current lead score and level for one contact (recalculated on read).
doublescale/list-top-leads Contacts ranked by stored lead score, highest first.
doublescale/list-lead-score-levels Score bands and point thresholds.
doublescale/list-lead-score-rules Rules that add or subtract points.
doublescale/list-page-visits Pages known contacts have viewed.
doublescale/get-visit-summary Most-viewed pages and distinct visitors over a date range.

Activities

Tool Description
doublescale/get-contact-timeline Chronological history for one contact.
doublescale/list-activities Recent CRM activity across the site.
doublescale/list-activity-types Activity type vocabulary.
doublescale/add-contact-note Append a note to a contact.
doublescale/add-contact-notes-bulk Append notes to many contacts in one call.
doublescale/log-call Record a completed call.
doublescale/log-calls-bulk Record many completed calls in one call.

Deals & pipelines

Tool Description
doublescale/list-deals List deals with stage and pipeline.
doublescale/get-deal One deal with full details.
doublescale/list-pipelines Pipelines and stages.
doublescale/get-deal-summary Deal counts and value by stage.
doublescale/create-deal Create a deal for a contact.
doublescale/update-deal Update deal fields or move stages.

Sales documents

Tool Description
doublescale/list-invoices List invoices.
doublescale/get-invoice One invoice with line items.
doublescale/create-invoice Create a draft invoice for an existing contact.
doublescale/update-invoice Update due date, notes, or terms.
doublescale/send-invoice Email the invoice to the customer immediately.
doublescale/list-proposals List proposals.
doublescale/get-proposal One proposal with line items.
doublescale/create-proposal Create a draft proposal for an existing contact.
doublescale/update-proposal Update subject, expiry, or terms.
doublescale/send-proposal Email the proposal to the customer immediately.
doublescale/list-invoice-recurrences Recurring invoice schedules (cadence, next run, cycles).
doublescale/get-invoice-recurrence One billing schedule and its template invoice.
doublescale/get-sales-summary Invoice totals by status.
doublescale/list-contracts List contracts.
doublescale/get-contract One contract.
doublescale/list-credit-notes List credit notes.
doublescale/get-credit-note One credit note.
doublescale/list-products Product catalog.
doublescale/get-product One product.

Campaigns & engagement

Tool Description
doublescale/list-campaigns List email, SMS, and WhatsApp campaigns.
doublescale/get-campaign One campaign with engagement stats.
doublescale/get-campaign-summary Campaign counts by status and channel.
doublescale/list-messages Sent message history with opens and clicks.
doublescale/get-engagement-summary Open and click rates site-wide or per contact.

Automations

Tool Description
doublescale/list-automations List workflows (read-only).
doublescale/get-automation One workflow with trigger and steps.

Support

Tool Description
doublescale/list-tickets List support tickets.
doublescale/get-ticket One ticket.
doublescale/get-ticket-thread Replies and notes on a ticket.
doublescale/create-ticket Open a ticket for an existing contact.
doublescale/update-ticket Change status, priority, or assigned agent.
doublescale/reply-to-ticket Reply to the customer. Emails them immediately.
doublescale/add-ticket-note Add an internal staff note. The customer never sees it.
doublescale/get-support-summary Ticket counts by status and priority.

Tasks & projects

Tool Description
doublescale/list-tasks List tasks.
doublescale/get-task One task.
doublescale/list-task-statuses Task status vocabulary.
doublescale/get-task-summary Task counts by status and priority.
doublescale/create-task Create a task linked to a contact, deal, or project.
doublescale/update-task Update a task.
doublescale/create-tasks-bulk Create many tasks in one call.
doublescale/update-tasks-bulk Update status, priority, due date, or assignee on many tasks.
doublescale/list-projects List projects.
doublescale/get-project One project.
doublescale/list-project-statuses Project board statuses.
doublescale/create-project Create a project.
doublescale/update-project Update a project.
doublescale/get-project-summary Project counts by status.

Booking

Tool Description
doublescale/list-bookings List bookings (read-only).
doublescale/get-booking One booking.
doublescale/get-booking-summary Booking counts by status.

Forms

Tool Description
doublescale/list-forms Connected forms and submission counts.
doublescale/list-form-submissions Form submissions with matched contacts.

Analytics

Tool Description
doublescale/get-revenue-report Company-wide invoiced and collected totals.
doublescale/get-contact-growth New contacts per month.

Tool availability depends on enabled modules and the connecting user’s role. Disabled modules do not publish tools. The current catalog is 92 tools when every module is on.