MCP server: all tools

Every tool exposed by @centerfy/mcp (222 in all), grouped by resource and linked to its endpoint.

Tools are named centerfy_<resource>_<action>; agency tools are centerfy_agency_* and appear only when CENTERFY_AGENCY_API_KEY is set (see MCP server for setup). Each tool’s input schema mirrors the parameters on its endpoint page.

Contacts

Tool	Endpoint	What it does
centerfy_contacts_list	List contacts	list contacts, newest first, paginated.
centerfy_contacts_get	Get a contact	get a single contact by id.
centerfy_contacts_create	Create a contact	create (or match and update) a contact.
centerfy_contacts_update	Update a contact	update a contact; only fields present in the body are changed.
centerfy_contacts_delete	Delete a contact	permanently delete a contact.

Tags

Tool	Endpoint	What it does
centerfy_tags_list	List all tags	list contact tags.
centerfy_contacts_add_tags	Add tags to a contact	add (merge) one or more tags to a contact; existing tags are preserved.
centerfy_contacts_remove_tags	Remove tags from a contact	remove tags from a contact.

Notes

Tool	Endpoint	What it does
centerfy_contacts_create_note	Create a contact note	create a note on a contact (local note only, not mirrored to GHL/HubSpot/Salesforce).
centerfy_contacts_list_notes	List contact notes	list a contact’s active notes, newest first.
centerfy_contacts_delete_note	Delete a contact note	soft-delete a contact’s note.

AI Calls

Tool	Endpoint	What it does
centerfy_contacts_make_ai_call	Make an AI call to a contact	place an outbound AI phone call to a contact. Dials the contact’s phone on file.

Phone numbers

Tool	Endpoint	What it does
centerfy_phone_numbers_list	List owned numbers	list your owned phone numbers.
centerfy_phone_numbers_get	Get a phone number	get a single owned phone number by id.
centerfy_phone_numbers_assign_agent	Assign to an agent	assign a phone number to an agent.
centerfy_phone_numbers_unassign_agent	Remove from agent	remove the agent from a phone number.

Number pools

Tool	Endpoint	What it does
centerfy_number_pools_list	List number pools	list your number pools.
centerfy_number_pools_create	Create a number pool	create a number pool.
centerfy_number_pools_get	Get a number pool	get a single number pool.
centerfy_number_pools_delete	Delete a number pool	delete a number pool.
centerfy_number_pools_update	Update a number pool	update a number pool. Rename the pool and/or replace its complete member set.
centerfy_number_pools_add_number	Add a number to a pool	add a single owned number to a pool. Idempotent.
centerfy_number_pools_remove_number	Remove a number from a pool	remove a single number from a pool. The number stays in your inventory.

Voices

Tool	Endpoint	What it does
centerfy_voices_list	List voices	list available AI voices.
centerfy_voices_preview	Preview a voice	preview a voice by name.

Agents

Tool	Endpoint	What it does
centerfy_agents_create	Create an agent	create an AI agent.
centerfy_agents_list	List AI agents	list your AI agents. Read-only; useful to discover agent_id values to pass to the make-AI-call and send-message webhooks. Optional active filter.
centerfy_agents_get	Get an agent	get a single AI agent by id. Returns the same safe field set as the list endpoint.
centerfy_agents_update	Update an agent	update an AI agent.
centerfy_agents_duplicate	Duplicate an agent	duplicate an AI agent.
centerfy_agents_archive	Archive an agent	delete (archive and deactivate) an AI agent.

Agent folders

Tool	Endpoint	What it does
centerfy_agent_folders_create	Create a folder	create an agent folder.
centerfy_agent_folders_list	List folders	list agent folders.
centerfy_agent_folders_update	Update a folder	update an agent folder.
centerfy_agent_folders_add_agent	Assign an agent	assign an agent to a folder.
centerfy_agent_folders_remove_agent	Remove an agent	remove an agent from a folder.
centerfy_agent_folders_delete	Delete a folder	delete an empty agent folder.

Tools

Tool	Endpoint	What it does
centerfy_agents_list_custom_tools	List agent custom tools	list an agent’s custom tools.
centerfy_agents_assign_custom_tool	Assign a tool to an agent	assign a custom tool to an agent.
centerfy_agents_remove_custom_tool	Remove a tool from an agent	remove a custom tool from an agent.
centerfy_custom_tools_create	Create a custom tool	create a custom tool.
centerfy_custom_tools_get	Get a custom tool	get a single custom tool.
centerfy_custom_tools_update	Update a custom tool	update a custom tool.
centerfy_custom_tools_delete	Delete a custom tool	delete a custom tool.

Knowledge bases

Tool	Endpoint	What it does
centerfy_knowledge_bases_list	List knowledge bases	List your knowledge bases, newest-first, each with its document and text-entry source counts.
centerfy_knowledge_bases_create	Create a knowledge base	Create a knowledge base. The knowledge base starts empty.
centerfy_knowledge_bases_delete	Delete a knowledge base	Delete a knowledge base, including its documents and text entries.
centerfy_knowledge_bases_enable	Enable a knowledge base	Enable a knowledge base so its agents can retrieve from it. Idempotent.
centerfy_knowledge_bases_disable	Disable a knowledge base	Disable a knowledge base so its agents stop retrieving from it. The knowledge base and its data are kept. Idempotent.
centerfy_knowledge_bases_add_text	Add a text source	Add a plain-text source to a knowledge base. The entry is queued and embedded asynchronously, not inline.
centerfy_knowledge_bases_add_faq	Add an FAQ source	Add an FAQ source to a knowledge base. The faq_pairs are combined into one entry, queued, and embedded asynchronously.
centerfy_knowledge_bases_add_url	Add a URL source	Add a URL source to a knowledge base. The page is fetched, chunked, and embedded asynchronously, not inline.
centerfy_knowledge_bases_add_file	Add a file source	add a file source to a knowledge base (multipart).
centerfy_knowledge_bases_delete_source	Delete a source	delete a source from a knowledge base.
centerfy_agents_assign_knowledge_base	Assign to an agent	Assign (connect) a knowledge base to an agent, enforcing the one-knowledge-base-per-agent policy.
centerfy_agents_remove_knowledge_base	Remove from an agent	Remove (disconnect) a knowledge base from an agent. The knowledge base and its data are untouched; only the link is deleted.

Appointments

Tool	Endpoint	What it does
centerfy_appointments_list	List appointments (date range)	list appointments in a date range.
centerfy_appointments_create	Create an appointment	create an appointment.
centerfy_appointments_get	Get an appointment	get a single appointment.
centerfy_appointments_update	Update an appointment	update an appointment.
centerfy_appointments_delete	Delete an appointment	delete an appointment.

Messages

Tool	Endpoint	What it does
centerfy_messages_send	Send a message to a contact	send a caller-supplied message to a contact on a channel. Channels: email, sms, whatsapp, facebook, instagram.
centerfy_messages_send_ai	Send an AI message to a contact	send an AI-generated message to a contact on a channel. The agent writes the text, then it is delivered.
centerfy_messages_list_for_contact	Fetch a contact’s messages	fetch a contact’s messages. Returns the most recent messages across every channel and conversation for the contact, in chronological order (oldest → newest).

Conversations

Tool	Endpoint	What it does
centerfy_conversations_list	List conversations	list conversations. The same set the inbox shows, newest first by updated_at, with offset-based pagination.
centerfy_conversations_get	Get a conversation	get a single conversation. Returns the same shape as a list row.
centerfy_conversations_list_messages	List messages in a conversation	list a conversation’s messages. Returns the most recent messages for the conversation, oldest → newest.

Calls

Tool	Endpoint	What it does
centerfy_calls_list	List call history	list call history. The same records the Call History page shows, newest first by started_at, with offset-based pagination and resolved agent and contact names.
centerfy_calls_stats	Call stats for the sub-account	call stats. Aggregate call metrics over an optional date range (default: the last 30 days): totals by direction and status, completed vs missed, calls with recordings, and total and average talk time.
centerfy_calls_get	Get a call (rich detail)	get a single call with full detail. Extends the list shape with the heavy fields: transcript, AI summary, and recording URL or number used.

Pipelines

Tool	Endpoint	What it does
centerfy_pipelines_list	List pipelines	List the sub-account’s pipelines, oldest first, each with its stages ordered by position.
centerfy_pipelines_create	Create a pipeline	Create a pipeline, optionally with its stages in display order. Stage colours are assigned automatically, the same way the app does.
centerfy_pipelines_get	Get a pipeline	Get one pipeline with its stages ordered by position.
centerfy_pipelines_update	Rename a pipeline	Rename a pipeline.
centerfy_pipelines_delete	Delete a pipeline	Delete a pipeline and its stages.
centerfy_pipelines_create_stage	Add a stage	Add a stage to a pipeline — appended to the end, or inserted at a position (later stages shift down).
centerfy_pipelines_update_stage	Update a stage	Rename, recolour or move a stage. Moving renumbers the other stages so positions stay contiguous.
centerfy_pipelines_delete_stage	Delete a stage	Delete a stage. Remaining stages are renumbered.

Opportunities

Tool	Endpoint	What it does
centerfy_opportunities_list	List opportunities	List opportunities, newest first, with optional filters.
centerfy_opportunities_create	Create an opportunity	Create an opportunity. Fires your “opportunity created” workflows, exactly like creating one in the app.
centerfy_opportunities_get	Get an opportunity	Get one opportunity.
centerfy_opportunities_update	Update an opportunity	Update an opportunity — only the fields you send change. Changing the stage fires your “pipeline stage changed” workflows.
centerfy_opportunities_move	Move an opportunity to a stage	Move an opportunity to another stage, optionally in another pipeline. Fires your “pipeline stage changed” workflows.
centerfy_opportunities_delete	Delete an opportunity	Permanently delete an opportunity.

Companies

Tool	Endpoint	What it does
centerfy_companies_list	List companies	List the sub-account’s companies alphabetically by name, each with its contact count.
centerfy_companies_create	Create a company	Create a company. Values are trimmed; empty strings are stored as null.
centerfy_companies_get	Get a company	Get one company with its contact count.
centerfy_companies_update	Update a company	Update a company — only the fields you send change. Send null (or an empty string) to clear an optional field.
centerfy_companies_delete	Delete a company	Permanently delete a company. Its contacts and opportunities are kept and simply unlinked from it.
centerfy_companies_list_contacts	List a company’s contacts	List the contacts linked to a company, newest first.

Smart Lists

Tool	Endpoint	What it does
centerfy_smart_lists_list	List smart lists	List the sub-account’s smart lists in the app’s display order. Smart lists are read-only through the API.
centerfy_smart_lists_get	Get a smart list	Get one smart list.
centerfy_smart_lists_list_contacts	List a smart list’s contacts	List the contacts in a smart list, most recently added first — the same members the app’s list view, bulk SMS/email and campaigns use.

Custom Fields

Tool	Endpoint	What it does
centerfy_custom_fields_list	List custom fields	List the sub-account’s contact custom field definitions, ordered by sort_order then name.
centerfy_custom_fields_create	Create a custom field	Create a contact custom field. The field_key (the key values are stored under) is derived from field_name the same way the app does, unless you pass one.
centerfy_custom_fields_get	Get a custom field	Get one custom field definition.
centerfy_custom_fields_update	Update a custom field	Update a custom field definition — only the fields you send change. field_key cannot be changed, because stored values are keyed by it.
centerfy_custom_fields_delete	Delete a custom field	Permanently delete a custom field definition. Values already stored on contacts are left in place, as in the app.
centerfy_contacts_get_custom_fields	Get a contact’s custom field values	Get a contact’s custom field values: the raw values keyed by field_key, plus every active (non-archived) definition paired with its value.
centerfy_contacts_set_custom_fields	Set a contact’s custom field values	Merge custom field values into a contact. Keys you don’t send are left unchanged; null clears a value.

Contact Consent

Tool	Endpoint	What it does
centerfy_contacts_set_dnc	Set DNC bypass	Turn the per-contact DNC bypass on or off — the same toggle as on the contact profile. While bypass is true, the Do Not Call check is skipped before outbound AI calls to this contact.
centerfy_contacts_unsubscribe	Unsubscribe a contact	Unsubscribe a contact from SMS and/or email — the same toggles as on the contact profile. Bulk SMS and email sends skip unsubscribed contacts.
centerfy_contacts_resubscribe	Re-subscribe a contact	Re-subscribe a contact to SMS and/or email, clearing the unsubscribe flag for those channels.

Lead Scoring

Tool	Endpoint	What it does
centerfy_lead_scoring_list_rules	List lead scoring rules	List the sub-account’s lead scoring rules, ordered by sort_order. Rules are managed in the app (Settings) and are read-only through the API.
centerfy_lead_scoring_get_contact_score	Get a contact’s lead score	Get a contact’s current lead score, lead quality and latest sentiment, plus its most recent scoring events (newest first).
centerfy_lead_scoring_recompute	Recompute a lead score	Rebuild a contact’s lead score from its baseline and all of its scoring events, and save it on the contact.

Analytics

Tool	Endpoint	What it does
centerfy_analytics_overview	Insights overview	The Reports › Insights overview: wallet balance, cost per message compared with the previous period of equal length, a daily series (spend, contacts touched, spend per contact, tool uses) and a bookings heatmap.
centerfy_analytics_agents	Agent performance	Per-agent performance: contacts first touched in the range, how many became leads, calls, spend and cost per lead. Agents with no activity are left out.
centerfy_analytics_usage	Usage summary	Resource counts (contacts, active users, phone numbers and agents) plus usage billed in the range, grouped by service type at your sub-account prices.
centerfy_analytics_email	Email performance	Outbound emails sent in the range and their tracking events (delivered, opened, clicked, bounced, complained, unsubscribed), with rates.

Call Recordings

Tool	Endpoint	What it does
centerfy_call_recordings_get	Get a recording URL	Get a short-lived signed URL to play or download a call’s recording.

Wallet

Tool	Endpoint	What it does
centerfy_wallet_get	Get the wallet balance	Get the sub-account’s current wallet balance — the same figure the app shows. Read-only.
centerfy_wallet_usage	List billed usage	List the usage records billed to the wallet (calls, messages, etc.), newest first, at your sub-account prices.

Calendars

Tool	Endpoint	What it does
centerfy_calendars_list	List calendars	List the sub-account’s calendars, sorted by name.
centerfy_calendars_create	Create a calendar	Create a calendar. Integration fields can’t be set through the API.
centerfy_calendars_get	Get a calendar	Get one calendar.
centerfy_calendars_update	Update a calendar	Update a calendar — only the fields you send change.
centerfy_calendars_delete	Delete a calendar	Permanently delete a calendar. Its appointments are kept but no longer linked to a calendar.
centerfy_calendars_free_slots	List free slots	List open booking slots on a calendar between two dates, using the same availability check your AI agents use (business hours, existing appointments and connected calendars).
centerfy_calendars_assign_agent	Assign a calendar to an agent	Give an agent a calendar it can check and book on, the same as adding it in the agent editor. Posting an already-assigned calendar updates its tool name/description.
centerfy_calendars_remove_agent	Remove a calendar from an agent	Remove a calendar from an agent. The agent can no longer check or book on it; the calendar itself is not deleted.

Scheduled Calls

Tool	Endpoint	What it does
centerfy_scheduled_calls_create	Schedule a call	Schedule an outbound AI call: once scheduled_at passes, the agent calls the contact’s phone number on file. The call is billed like any outbound call when it runs.
centerfy_scheduled_calls_list	List scheduled calls	List scheduled calls, soonest first, with optional filters.
centerfy_scheduled_calls_get	Get a scheduled call	Get one scheduled call.
centerfy_scheduled_calls_cancel	Cancel a scheduled call	Cancel a scheduled call that hasn’t started yet. The row is deleted.

Scheduled Messages

Tool	Endpoint	What it does
centerfy_scheduled_messages_create	Schedule a message	Schedule an AI-written follow-up: once scheduled_at passes, the agent writes a message from context and sends it to the contact through your connected messaging account. Messages are billed when sent.
centerfy_scheduled_messages_list	List scheduled messages	List scheduled messages, soonest first, with optional filters.
centerfy_scheduled_messages_get	Get a scheduled message	Get one scheduled message, including what was sent once it has run.
centerfy_scheduled_messages_cancel	Cancel a scheduled message	Cancel a scheduled message that hasn’t started yet. The row is deleted.

Workflows

Tool	Endpoint	What it does
centerfy_workflows_list	List workflows	List the sub-account’s workflows, newest first. Deleted workflows are not returned.
centerfy_workflows_get	Get a workflow	Get one workflow, optionally with its definition.
centerfy_workflows_enroll	Enroll contacts	Enroll up to 100 contacts into an active workflow. Enrollment is asynchronous: each contact gets a pending execution that the workflow engine then runs. Running the workflow can send emails and texts and place AI calls, which cost money.
centerfy_workflows_remove_contact	Remove a contact	Remove a contact from a workflow by cancelling all of its live executions (pending, running, waiting, waiting_for_reply or paused). No further steps run for that contact.
centerfy_workflows_activate	Activate a workflow	Activate a workflow. Executions paused by a deactivation resume, so messages and calls may go out right away.
centerfy_workflows_deactivate	Deactivate a workflow	Deactivate a workflow. Its live executions are paused and new enrollments are refused until it is activated again.
centerfy_workflows_list_executions	List executions	List a workflow’s executions (one per enrollment), most recently started first.

Reminder Templates

Tool	Endpoint	What it does
centerfy_reminder_templates_list	List reminder templates	List the sub-account’s appointment reminder templates, ordered by name.
centerfy_reminder_templates_create	Create a reminder template	Create an appointment reminder template. created_by is set to the user who created the API key.
centerfy_reminder_templates_get	Get a reminder template	Get one reminder template.
centerfy_reminder_templates_update	Update a reminder template	Update a reminder template. Only the fields you send change.
centerfy_reminder_templates_delete	Delete a reminder template	Permanently delete a reminder template.

Forms

Tool	Endpoint	What it does
centerfy_forms_list	List forms	List the sub-account’s forms and surveys, newest first. Fields and settings are not included — get a form for those.
centerfy_forms_get	Get a form	Get one form with its fields and settings. Use the field labels as keys when submitting.
centerfy_forms_list_submissions	List form submissions	List a form’s submissions, newest first.
centerfy_forms_submit	Submit a form	Submit a form on a lead’s behalf, exactly like a visitor would. The contact is matched by email, then phone, or created (lead source form). The submission fires the form’s “form submitted” workflows, which can send messages and place AI calls that cost money, and sends the form’s notification email if one is set.
centerfy_forms_list_contact_submissions	List a contact’s submissions	List every form submission linked to a contact, newest first.

Voice Widget

Tool	Endpoint	What it does
centerfy_agent_widget_get	Get widget settings	Get an agent’s website voice widget settings (orb or button), with defaults filled in.
centerfy_agent_widget_update	Update widget settings	Update an agent’s widget settings. Top-level keys you send replace the stored ones; orb, button and sandbox (including sandbox.style) are merged one level deep, so you can change a single colour. Changes apply to the live widget on every site where it’s embedded.
centerfy_agent_widget_embed	Get embed code	Get the HTML snippet to paste on a website to show the agent’s widget — the same iframe code the agent page copies.

Outbound Webhook Subscriptions

Tool	Endpoint	What it does
centerfy_outbound_webhooks_list	List subscriptions	List the sub-account’s outbound webhook subscriptions, oldest first. Secrets are never returned here — only has_secret.
centerfy_outbound_webhooks_create	Create a subscription	Subscribe a URL to one or more events. From then on, each matching change in this sub-account is POSTed to the URL as JSON. A secret token is generated and returned in this response only — store it now; it is sent with every delivery as Authorization: Bearer <token> and X-Webhook-Token.
centerfy_outbound_webhooks_get	Get a subscription	Get one subscription. The secret is not returned — only has_secret.
centerfy_outbound_webhooks_update	Update a subscription	Update a subscription. Only the fields you send change. Set is_active to false to pause deliveries without deleting the subscription.
centerfy_outbound_webhooks_delete	Delete a subscription	Delete a subscription. Deliveries stop immediately and its delivery history is deleted too.
centerfy_outbound_webhooks_rotate_secret	Rotate the secret	Replace the subscription’s secret token with a new one. The new token is returned in this response only, and the old one stops being sent immediately — update your receiver first.
centerfy_outbound_webhooks_test	Send a test event	Send an example payload for an event to the subscription’s URL right now, with the same token headers real deliveries carry plus X-Webhook-Test: true. Works even while the subscription is paused.
centerfy_outbound_webhooks_list_deliveries	List deliveries	List the subscription’s delivery attempts, newest first, with the payload sent and your endpoint’s response.
centerfy_outbound_webhooks_redeliver	Redeliver a delivery	Queue a failed or unknown delivery to be sent again within a few seconds. The stored payload is re-sent to the stored URL with the subscription’s current secret. If the delivery had used all its attempts, one more is allowed.

Team Users

Tool	Endpoint	What it does
centerfy_users_list	List team members	List the sub-account’s active team members, oldest first, with their role and profile name and email.
centerfy_users_change_role	Change a member’s role	Change a member’s sub-account role.
centerfy_users_remove	Remove a member	Remove a member from the sub-account. Their login itself is not deleted — they just lose access to this sub-account.
centerfy_users_invite	Invite a user	Invite someone to the sub-account. Sends an invitation email that is valid for 7 days. Inviting an email that already has an invitation here refreshes that invitation (new link, new 7-day expiry, new role) and emails it again.
centerfy_users_list_invitations	List invitations	List invitations that have not been accepted yet, newest first.
centerfy_users_resend_invitation	Resend an invitation	Send the invitation email again. An expired invitation first gets a new link and a fresh 7-day expiry.
centerfy_users_delete_invitation	Cancel an invitation	Cancel an invitation. Its link stops working immediately.

Campaigns

Tool	Endpoint	What it does
centerfy_campaigns_list	List campaigns	List SMS and email campaigns, newest first.
centerfy_campaigns_create	Create a campaign	Create a campaign. It is always created as a draft — nothing is sent until you start or schedule it.
centerfy_campaigns_get	Get a campaign	Get one SMS or email campaign, including its delivery counters.
centerfy_campaigns_update	Update a campaign	Update a draft or scheduled campaign — only the fields you send change. Set contact_ids or smart_list_id to null to switch recipient source.
centerfy_campaigns_delete	Delete a campaign	Permanently delete a campaign.
centerfy_campaigns_start	Send a campaign now	Start sending a draft or scheduled campaign immediately to its contact_ids, or to the smart list’s current members. Real messages go out and usage is charged to the wallet.
centerfy_campaigns_schedule	Schedule a campaign	Schedule a draft campaign, or reschedule a scheduled one, to send automatically at a future time. Messages are sent and charged to the wallet when it goes out.
centerfy_campaigns_stats	Get campaign stats	Delivery and engagement stats for a campaign. Rates are percentages rounded to one decimal.

Contract Templates

Tool	Endpoint	What it does
centerfy_contract_templates_list	List contract templates	List contract templates, newest first. Use Get a contract template for the content and field placements.
centerfy_contract_templates_get	Get a contract template	Get one contract template, including its builder content and field placements.

Contracts

Tool	Endpoint	What it does
centerfy_contracts_list	List contracts	List contracts, newest first, each with its recipients in signing order.
centerfy_contracts_create	Create a contract	Create a draft contract from a template: copies its title, content, field placements and prepared PDF, and creates one recipient per template role. Nothing is emailed until you send it.
centerfy_contracts_get	Get a contract	Get one contract with its content, field placements, recipients and signing status.
centerfy_contracts_send	Send for signature	Send the contract for signature: marks it sent and emails a signing link to every signer who hasn’t signed (with sequential signing, only the first signing-order group). Can also re-send a contract that is already sent.
centerfy_contracts_remind	Remind signers	Email a reminder to signers who haven’t signed yet (with sequential signing, only the current signing-order group), or to one recipient.
centerfy_contracts_void	Void a contract	Void a contract. Its signing links stop working. This can’t be undone.
centerfy_contracts_audit	Get the audit trail	Get the contract’s audit trail, oldest event first.
centerfy_contracts_pdf	Download the signed PDF	Get a short-lived download link for the signed PDF.

Reviews

Tool	Endpoint	What it does
centerfy_reviews_list	List reviews	List reviews imported from your connected review platforms, most recently reviewed first. Read-only.
centerfy_reviews_get	Get a review	Get one review.

Review Requests

Tool	Endpoint	What it does
centerfy_review_requests_list	List review requests	List review requests that were sent or attempted (from the app or the API), newest first.
centerfy_review_requests_send	Send a review request	Send a contact a “please review us” SMS or email right away, using the review link and message templates from your Reviews settings. A real message is sent; SMS usage is charged to the wallet.

Invoices

Tool	Endpoint	What it does
centerfy_invoices_list	List invoices	List invoices, newest first, with optional filters.
centerfy_invoices_create	Create an invoice	Create a pending invoice from line items. The invoice number (INV-YYYY-NNNN) is assigned automatically. Nothing is emailed.
centerfy_invoices_get	Get an invoice	Get one invoice.
centerfy_invoices_update	Update an invoice	Update an invoice — only the fields you send change. Changing the line items recalculates the amount, and a changed amount clears the existing payment link.
centerfy_invoices_delete	Delete an invoice	Permanently delete a void invoice. A quote it was generated from stays, unlinked from the invoice.
centerfy_invoices_mark_paid	Mark an invoice paid	Record a payment received outside Centerfy: sets the invoice to paid and adds its amount to the contact’s revenue. No money is moved.
centerfy_invoices_send	Email an invoice	Email the invoice to its contact, including its line items, total, due date and payment link (if any). The invoice’s status is not changed.

Quotes

Tool	Endpoint	What it does
centerfy_quotes_list	List quotes	List quotes and estimates, newest first.
centerfy_quotes_create	Create a quote	Create an open quote or estimate from line items. The number (QUO-YYYY-NNN or EST-YYYY-NNN) is assigned automatically. Nothing is emailed.
centerfy_quotes_get	Get a quote	Get one quote or estimate.
centerfy_quotes_update	Update a quote	Update a quote — only the fields you send change. Setting status to accepted or won creates a pending invoice for the quote total (if it doesn’t have one yet) and fires your quote status workflows. A changed total clears the payment link.
centerfy_quotes_delete	Delete a quote	Permanently delete a quote. Deleting a quote also deletes every invoice generated from it.
centerfy_quotes_create_payment_link	Create a payment link	Create a Stripe checkout link for the quote total on the sub-account’s connected Stripe account. Every call also creates a new pending invoice. The link is saved on the quote and included when you email it.
centerfy_quotes_send	Email a quote	Email the quote or estimate to its contact (with its payment link, if any) and set its status to sent.
centerfy_quotes_pdf	Get the printable quote	Get the printable quote document as an HTML string — the same page the app opens to print or save as PDF.

Phone Number Purchasing

Tool	Endpoint	What it does
centerfy_phone_numbers_search_available	Search available numbers	Search US local numbers you can buy. Read-only — nothing is reserved or charged. Numbers already on the platform are left out.
centerfy_phone_numbers_purchase	Buy a phone number	Buy a phone number for this sub-account. This costs money: the purchase is charged to the wallet (your saved card may be charged to cover it), and the number renews and is billed every 30 days until released. Optionally assign it to an agent in the same call.
centerfy_phone_numbers_import	Import a number (SIP)	Bring a number you already own from another provider, connected over SIP. Not charged. The SIP credentials are stored for outbound calling and are never returned.
centerfy_phone_numbers_release	Release a phone number	Release a phone number — permanent and cannot be undone. A purchased number goes back to the carrier and stops renewing (it may not be possible to buy it back); an imported number has its SIP setup removed. Any agent loses the number immediately.

Agency · Sub-Accounts

Tool	Endpoint	What it does
centerfy_agency_sub_accounts_list	List sub-accounts	List the agency’s sub-accounts, newest first. Deleted sub-accounts are never returned.
centerfy_agency_sub_accounts_create	Create a sub-account	Provision a sub-account and email its owner a sub_account_owner invitation (valid 7 days). Limits and features come from the agency defaults, or from the named agency pricing plan; the agency’s signup credit (if any) is added to the new wallet.
centerfy_agency_sub_accounts_get	Get a sub-account	Get one sub-account, including its features and settings.
centerfy_agency_sub_accounts_update	Update sub-account settings	Merge keys into the sub-account’s settings object. Keys you send overwrite existing ones; keys you don’t send are kept.
centerfy_agency_sub_accounts_archive	Archive a sub-account	DESTRUCTIVE. Archive a sub-account and its direct child sub-accounts (sets archived_at, is_active = false), then release and delete their platform phone numbers and stop knowledge-base rebilling — the same flow as the agency Sub-Accounts page.
centerfy_agency_sub_accounts_unarchive	Unarchive a sub-account	Restore an archived sub-account and its archived direct children (archived_at cleared, is_active = true).
centerfy_agency_sub_accounts_pause	Pause a sub-account	Pause a sub-account on the agency’s behalf (paused_reason = manual_agency). Its users see the paused screen in the app.
centerfy_agency_sub_accounts_unpause	Unpause a sub-account	Lift an agency pause (paused_reason = manual_agency) and clear the pause fields.
centerfy_agency_sub_accounts_usage	Get sub-account usage	Usage counts, limits and current wallet balance of a sub-account.

Agency · Sub-Account Users

Tool	Endpoint	What it does
centerfy_agency_sub_account_users_list	List members and invitations	List a sub-account’s active members (oldest first) plus its pending invitations (unaccepted and unexpired).
centerfy_agency_sub_account_users_invite	Invite a user	Invite a user to a sub-account and send the invitation email (valid 7 days). Inviting an email that already has a pending invitation refreshes it (new token and expiry) and re-sends it instead of creating a duplicate.
centerfy_agency_sub_account_users_remove	Remove a member	DESTRUCTIVE. Remove a member from a sub-account (deletes their membership; the user account itself is kept).

Agency · Sub-Account API Keys

Tool	Endpoint	What it does
centerfy_agency_sub_account_api_keys_list	List API keys	List a sub-account’s API keys, newest first. Keys are masked — the full key is never returned here.
centerfy_agency_sub_account_api_keys_create	Create an API key	Create a sub-account API key (cfy_ followed by 32 random bytes, base64url). The full key is returned in this response only — it is not stored (only a SHA-256 hash, prefix and last four are) and can’t be retrieved again.
centerfy_agency_sub_account_api_keys_revoke	Revoke an API key	DESTRUCTIVE. Revoke a sub-account API key by deleting it. Integrations using it stop working immediately.

Agency · Agency Wallet

Tool	Endpoint	What it does
centerfy_agency_wallet_get	Get the agency wallet balance	The agency’s own (organization-level) wallet balance — not a sub-account wallet.