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EazePro AI assistant connector

A universal Streamable HTTP MCP endpoint with OAuth 2.1 authorization code, S256 PKCE, rotating refresh tokens, exact resource audience validation, and one workspace per grant.

POSThttps://www.eazepro.tech/api/connectors/mcp

Discovery and identity

Protected-resource metadata is available at /.well-known/oauth-protected-resource/api/connectors/mcp. Authorization-server, OpenID Connect, and JWKS discovery use standard well-known routes under the EazePro authorization server. HTTPS Client ID Metadata Documents are accepted only from configured trusted provider domains; arbitrary remote CIMD hosts are rejected before fetch.

Permission presets

Read Only grants the workspace, sales read, operations read, finance read, and driver-progress scopes allowed by the user’s current role. Sales Assistant may additionally grant eazepro:sales:write to active Owner, Manager, or Sales memberships. Full access adds eazepro:cli:read and eazepro:cli:write for the 77 business operations in the published npm CLI 1.5.0. Existing grants do not upgrade automatically: reconnect and explicitly choose Full access. Every call rechecks consent, membership, role, scope, and tenant ownership.

Tools

Read

get_workspace_contextlist_leadsget_leadlist_due_followupsget_sales_summarylist_scheduleget_orderget_receivablesget_revenue_summaryget_today_deliveries

Optional CRM writes

create_leadupdate_leadmove_lead_stageset_lead_followupadd_lead_activity

The tools above remain available under the existing presets. Full access additionally supports role-permitted orders, quotes, invoices, payment recording/refunds, products, customers, drivers, team invitations and notifications. It does not expose account credentials, API-key management, arbitrary SMS or card charging.

Full access: CLI parity

Each tool below uses the same validated business operation as @eazeprotech/eazepro-cli@1.5.0. Writes require confirm: true after user approval; dryRun: true previews without executing. Inspect records before retrying an uncertain write. Original API pagination and date limits apply to these tools. OAuth handles login/workspace selection instead of the CLI’s credential commands.

cli_calendar_listREAD

Read calendar list. Uses the same validated operation as the EazePro CLI.

cli_customer_createWRITE

Update customer create. Uses the same validated operation as the EazePro CLI.

cli_customer_deleteWRITE

Update customer delete. Uses the same validated operation as the EazePro CLI.

cli_customer_get_by_idREAD

Read customer get By Id. Uses the same validated operation as the EazePro CLI.

cli_customer_listREAD

Read customer list. Uses the same validated operation as the EazePro CLI.

cli_customer_updateWRITE

Update customer update. Uses the same validated operation as the EazePro CLI.

cli_driver_cancel_login_invitationWRITE

Update driver cancel Login Invitation. Uses the same validated operation as the EazePro CLI.

cli_driver_createWRITE

Update driver create. Uses the same validated operation as the EazePro CLI.

cli_driver_deleteWRITE

Update driver delete. Uses the same validated operation as the EazePro CLI.

cli_driver_get_by_idREAD

Read driver get By Id. Uses the same validated operation as the EazePro CLI.

cli_driver_listREAD

Read driver list. Uses the same validated operation as the EazePro CLI.

cli_driver_updateWRITE

Update driver update. Uses the same validated operation as the EazePro CLI.

cli_driver_payout_listREAD

Read driver Payout list. Uses the same validated operation as the EazePro CLI.

cli_driver_payout_mark_paidWRITE

Records a driver payout; does not transfer money.

cli_driver_payout_mark_unpaidWRITE

Reverses payout acknowledgement; does not refund money.

cli_driver_portal_active_trackingREAD

Reads current driver tracking locations for the connected workspace.

cli_driver_portal_today_deliveriesREAD

Read driver Portal today Deliveries. Uses the same validated operation as the EazePro CLI.

cli_estimate_createWRITE

Update estimate create. Uses the same validated operation as the EazePro CLI.

cli_estimate_get_by_idREAD

Read estimate get By Id. Uses the same validated operation as the EazePro CLI.

cli_estimate_listREAD

Read estimate list. Uses the same validated operation as the EazePro CLI.

cli_estimate_sendWRITE

Update estimate send. Uses the same validated operation as the EazePro CLI.

cli_estimate_updateWRITE

Update estimate update. Uses the same validated operation as the EazePro CLI.

cli_invoice_downloadWRITE

Generates invoice PDF data; may update document metadata.

cli_invoice_generate_from_orderWRITE

Update invoice generate From Order. Uses the same validated operation as the EazePro CLI.

cli_invoice_get_by_idREAD

Read invoice get By Id. Uses the same validated operation as the EazePro CLI.

cli_invoice_get_payment_linkWRITE

Creates or returns a customer payment link; may create a payment-provider session.

cli_invoice_listREAD

Read invoice list. Uses the same validated operation as the EazePro CLI.

cli_invoice_mark_as_paidWRITE

Records a received payment; may send its receipt. Does not charge a card.

cli_invoice_refundWRITE

Issues a real refund. Verify invoice, amount and reason with the user before confirming.

cli_invoice_resendWRITE

Sends the invoice or an unpaid reminder email. Set reminder=true only for an outstanding invoice.

cli_invoice_sendWRITE

Update invoice send. Uses the same validated operation as the EazePro CLI.

cli_invoice_updateWRITE

Update invoice update. Uses the same validated operation as the EazePro CLI.

cli_notification_delivery_healthREAD

Read notification delivery Health. Uses the same validated operation as the EazePro CLI.

cli_notification_get_unread_countREAD

Read notification get Unread Count. Uses the same validated operation as the EazePro CLI.

cli_notification_listREAD

Read notification list. Uses the same validated operation as the EazePro CLI.

cli_notification_mark_all_as_readWRITE

Marks the connected user’s workspace notifications read.

cli_notification_mark_as_readWRITE

Update notification mark As Read. Uses the same validated operation as the EazePro CLI.

cli_order_cancelWRITE

Update order cancel. Uses the same validated operation as the EazePro CLI.

cli_order_createWRITE

Update order create. Uses the same validated operation as the EazePro CLI.

cli_order_get_by_idREAD

Read order get By Id. Uses the same validated operation as the EazePro CLI.

cli_order_listREAD

Read order list. Uses the same validated operation as the EazePro CLI.

cli_order_updateWRITE

Update order update. Uses the same validated operation as the EazePro CLI.

cli_payment_listREAD

Read payment list. Uses the same validated operation as the EazePro CLI.

cli_payment_resend_receiptWRITE

Update payment resend Receipt. Uses the same validated operation as the EazePro CLI.

cli_product_createWRITE

Update product create. Uses the same validated operation as the EazePro CLI.

cli_product_deleteWRITE

Update product delete. Uses the same validated operation as the EazePro CLI.

cli_product_get_by_idREAD

Read product get By Id. Uses the same validated operation as the EazePro CLI.

cli_product_listREAD

Read product list. Uses the same validated operation as the EazePro CLI.

cli_product_updateWRITE

Update product update. Uses the same validated operation as the EazePro CLI.

cli_reports_dashboardREAD

Read reports dashboard. Uses the same validated operation as the EazePro CLI.

cli_reports_direct_month_ordersREAD

Read reports direct Month Orders. Uses the same validated operation as the EazePro CLI.

cli_reports_ordersREAD

Read reports orders. Uses the same validated operation as the EazePro CLI.

cli_reports_revenueREAD

Read reports revenue. Uses the same validated operation as the EazePro CLI.

cli_reports_unpaid_balancesREAD

Read reports unpaid Balances. Uses the same validated operation as the EazePro CLI.

cli_sales_add_activityWRITE

Records history only; EMAIL_OUT does not send email. Supply externalSource and externalId for retry-safe creation.

cli_sales_dashboardREAD

Read sales dashboard. Uses the same validated operation as the EazePro CLI.

cli_sales_due_follow_upsREAD

Read sales due Follow Ups. Uses the same validated operation as the EazePro CLI.

cli_sales_get_companyREAD

Read sales get Company. Uses the same validated operation as the EazePro CLI.

cli_sales_get_leadREAD

Read sales get Lead. Uses the same validated operation as the EazePro CLI.

cli_sales_get_personREAD

Read sales get Person. Uses the same validated operation as the EazePro CLI.

cli_sales_link_leadWRITE

Update sales link Lead. Uses the same validated operation as the EazePro CLI.

cli_sales_list_activitiesREAD

Read sales list Activities. Uses the same validated operation as the EazePro CLI.

cli_sales_list_companiesREAD

Read sales list Companies. Uses the same validated operation as the EazePro CLI.

cli_sales_list_leadsREAD

Read sales list Leads. Uses the same validated operation as the EazePro CLI.

cli_sales_list_peopleREAD

Read sales list People. Uses the same validated operation as the EazePro CLI.

cli_sales_move_leadWRITE

Update sales move Lead. Uses the same validated operation as the EazePro CLI.

cli_sales_save_companyWRITE

Creates or updates a company. Find an existing matching company before creating.

cli_sales_save_leadWRITE

Creates or updates a complete lead form. For updates first read the lead and preserve unchanged fields; supply its current version. Creation requires externalSource and externalId for retry-safe intake.

cli_sales_save_personWRITE

Creates or updates a person. Find an existing matching email before creating.

cli_team_inviteWRITE

Sends a team or driver login invitation. Existing role restrictions apply.

cli_team_listREAD

Read team list. Uses the same validated operation as the EazePro CLI.

cli_third_party_catalogREAD

Read third Party catalog. Uses the same validated operation as the EazePro CLI.

cli_third_party_getREAD

Read third Party get. Uses the same validated operation as the EazePro CLI.

cli_third_party_listREAD

Read third Party list. Uses the same validated operation as the EazePro CLI.

cli_third_party_paymentWRITE

Records or reverses payment acknowledgement; does not charge or refund money.

cli_third_party_saveWRITE

Creates or replaces a complete partner pickup form. Reuse requestId on retries; updates require the current version.

cli_third_party_statusWRITE

Update third Party status. Uses the same validated operation as the EazePro CLI.

Limits and audit

Reads are limited to 60 calls and writes to 10 calls per user, workspace, OAuth client, provider, and rolling minute. List pages are capped at 50; schedule ranges at 31 days; revenue ranges at 366 days. Audit records contain provider, client, workspace, user, tool, outcome, duration, and time—not tool arguments or returned customer payloads.

Revocation and support

Users can revoke a grant in Settings → Connected apps. Matching access and refresh tokens are revoked and subsequent tool calls fail. See the Privacy Policy, Terms, and Security, or contact info@codepaper.com.