{"name":"Loomen MCP Server","version":"7.1.0","description":"Model Context Protocol server for Loomen ERP data access","endpoints":{"health":"GET /health","mcp":"POST /mcp","docs":"GET /docs","rest_api":"GET /api/v1/*","info":"GET /"},"mcp_tools":{"sales_pipeline":["get_pipeline_summary - Pipeline overview with deal counts and values by stage","get_deals_by_stage - Filter deals by stage","get_open_deals_count - Quick count of active opportunities","get_recent_deals - Recently created or updated deals","list_deals - List all deals with pagination"],"bookings_sales":["get_bookings_by_month - Monthly closed sales breakdown","get_bookings_by_source - Sales by lead source","get_closed_won_summary - Total closed/won deals summary"],"composite_analytics":["get_sales_health - Pipeline health assessment with recommendations","get_monthly_comparison - This month vs last month comparison","get_business_snapshot - Executive-level business snapshot"],"projects_operations":["get_active_projects - Jobs currently in progress","get_projects_by_status - Filter projects by status","get_project_summary - Detailed project info with costs","list_projects - List all projects with pagination"],"contracts_change_orders":["get_contract_overview - Full contract details with SOV items and approvals","list_contracts - List contracts with filtering","get_change_order_summary - Change orders for project with financial impact","get_pending_approvals - Pending approvals and overdue obligations","list_change_orders - List change orders with filtering","get_contract_compliance - Contract compliance issues and playbook findings"],"licensing_subscriptions":["get_active_licenses - Count and list active licenses with status breakdown","get_license_mrr - Calculate MRR/ARR from active licenses","get_expiring_licenses - Licenses expiring within N days for renewal pipeline","get_license_details - Full license details with instances and linked contracts"],"documents_files":["list_documents - Browse files by category, entity, or type","get_document_terms - AI-extracted terms from contract documents","get_playbook_findings - Contract compliance issues from playbook analysis","get_document_summary - Aggregate document stats and recent uploads"],"purchase_orders":["list_purchase_orders - List POs with vendor, status, and amounts","get_po_summary - Aggregate PO analytics and spending by vendor","get_supplier_directory - Supplier/vendor directory with contact info and spend","get_vendor_detail - Detailed vendor/supplier info by ID"],"contacts_companies":["get_contacts_summary - Contact count and recent additions","get_companies_count - Total company count","list_contacts - List all contacts with pagination","list_companies - List all companies with pagination"],"catalogues":["search_materials - Search materials catalog for pricing","search_equipment - Search equipment catalog for rental rates","search_services - Search subcontractor services for rates","get_travel_rates - Get travel rates for job sites","get_units_of_measure - List available units of measure","get_bid_categories - List bid/estimate categories","get_catalog_categories - List catalog categories by type"],"estimating":["create_estimate - Create a new estimate/bid for a deal","add_estimate_lines - Add line items to an estimate","get_estimate - Get full estimate details with lines","calculate_estimate_totals - Recalculate estimate totals","update_estimate_status - Update estimate status","list_estimates - List estimates with filtering","create_bid_from_transcript - Create bid from voice transcript (voice-to-bid)"],"search_schema":["get_schema - Get database schema with tables, columns, enums, relationships","search_documents - AI semantic search of documents and attachments","search_unified - Combined CRM + document search"],"project_journals":["get_project_journal - Get journal entries for a project","get_project_journal_summary - Summary of journal activity with counts by type"],"utility":["get_dashboard - Complete business overview","get_available_reports - List available data types"],"dynamic_queries":["query_table - Structured query on any table with filters, sorting, pagination","list_tables - List all available database tables","describe_table - Get table schema with column names, types, constraints"],"schema_discovery":["search_schema - Search tables, columns, relationships by keyword","get_table_info - Detailed table info with columns, relationships, examples"],"analytics_queries":["aggregate_data - SUM/AVG/COUNT/MIN/MAX with grouping on any table","get_summary_statistics - Min/max/avg/stddev for numeric columns","compare_periods - Compare two time periods for trend analysis","get_top_records - Top N records by column value"],"tasks":["list_tasks - List tasks with filtering by status, assignee, project","get_my_tasks - Get current user's assigned tasks","list_work_orders - List work orders with checklist progress","get_task_summary - Task counts by status, priority, and entity type","get_task_detail - Full task detail with checklist items"],"schedule":["list_schedule - List scheduling assignments with date/resource/project filters","get_schedule_assignments - List schedule assignments","get_dispatch_board - Dispatch board grouped by team and date","list_schedule_resources - List crews, laborers, and equipment","list_schedule_teams - List scheduling teams","get_schedule_capacity - Resource capacity utilization for date range"],"invoices":["list_invoices - List invoices with status/project/contract filters","get_invoice_summary - Aggregate invoice statistics and AR overview","get_invoice_detail - Full invoice detail with line items"],"expenses":["list_expenses - List project expenses with pagination","get_expense_summary - Expense totals by category for a project"]},"total_mcp_tools":83,"rest_endpoints":[{"method":"GET","path":"/contacts","description":"List contacts with filtering and pagination"},{"method":"GET","path":"/companies","description":"List companies with filtering and pagination"},{"method":"GET","path":"/deals","description":"List deals with stage filtering and pagination"},{"method":"GET","path":"/salespeople","description":"List salespeople"},{"method":"GET","path":"/sources","description":"List lead sources"},{"method":"GET","path":"/projects","description":"List projects with status filtering"},{"method":"GET","path":"/project-budgets","description":"List project budgets by category"},{"method":"GET","path":"/project-expenses","description":"List project expenses"},{"method":"GET","path":"/change-orders","description":"List change orders"},{"method":"GET","path":"/subcontractors","description":"List subcontractors"},{"method":"GET","path":"/subcontractor-assignments","description":"List subcontractor assignments"},{"method":"GET","path":"/suppliers","description":"List suppliers"},{"method":"GET","path":"/purchase-orders","description":"List purchase orders"},{"method":"GET","path":"/estimates","description":"List estimates/bids"},{"method":"GET","path":"/contracts","description":"List contracts"},{"method":"GET","path":"/catalog/materials","description":"Search materials catalog"},{"method":"GET","path":"/catalog/equipment","description":"Search equipment catalog"},{"method":"GET","path":"/catalog/services","description":"Search services catalog"},{"method":"GET","path":"/pipeline-summary","description":"Get pipeline summary with stage breakdown"},{"method":"GET","path":"/recent-deals","description":"Get recent deals"},{"method":"GET","path":"/bookings-summary","description":"Get bookings/closed sales summary"},{"method":"GET","path":"/contract-obligations","description":"List contract obligations"},{"method":"GET","path":"/licenses","description":"List licenses from accounting schema"},{"method":"GET","path":"/license-instances","description":"List license instances"},{"method":"GET","path":"/documents","description":"List documents/files"},{"method":"GET","path":"/document-terms","description":"List document extracted terms"},{"method":"GET","path":"/document-categories","description":"List document categories"},{"method":"GET","path":"/purchase-orders-accounting","description":"List purchase orders from accounting schema"},{"method":"GET","path":"/project-journal-entries","description":"List project journal entries with filtering"}],"authentication":"Bearer token in Authorization header or X-API-Key header","note":"This is not financial advice. Data is provided for informational purposes only."}