Use AdvisorEngine CRM MCP to take action in your AI tools

Create Household

Creates a new household.

Create Opportunity

Creates a new opportunity linked to a specified household.

Create Prospect

Creates a new prospect.

Update Client Contact Details

Keep your client records synchronized. Use this action to update the primary address, phone number, email, and contact metadata for an individual client.

Update Household Contact Information

Keep your household contact information synchronized. Use this action to update the primary email, phone number, and address.

Update Opportunity

Updates an existing opportunity for a household. Only provided fields will be updated.

Find Client

Searches for existing clients and returns their details if found.

Find Household

Finds a household