LegendCFS Server

Model Context Protocol (MCP) server powering the LegendCFS agentic CRM for Advanced Planning Services.

Architecture

• Runtime: Node.js + Express
• Transport: Auto-detects stdio (local dev) or SSE over HTTP (Hostinger/production)
• Database: Supabase (PostgreSQL)
• Integrations: Whitepages Pro API, VideoSDK (live streaming)
• Deployment: Hostinger Node.js hosting with Passenger (auto-deploys from main branch)

Tools (24)

Intake & Logistics

Tool	Description
create_lead	Creates a new CRM lead
link_leads	Links two leads with a relationship
get_lead_network	Gets all relationships for a lead
update_lead	Updates lead contact info, status, address, and history
update_agent_profile	Updates a human agent's profile
get_available_leads	Retrieves unassigned leads
create_case	Creates a funeral case
update_case_status	Updates case status

Arrangements & Content

Tool	Description
get_case_status	Gets current case status
schedule_event	Schedules a service event (auto-provisions livestream if needed)
get_events	Lists events for a case
add_merchandise	Adds merchandise to a case
publish_obituary	Publishes an obituary
extract_family_tree	Logs a family member
get_family_tree	Gets all family members for a lead

Compliance & Finance

Tool	Description
check_signature_status	Checks authorization signature status
draft_invoice	Creates an invoice draft
verify_insurance_policy	Logs an insurance policy

Marketplace

Tool	Description
find_vendor	Finds vendors by category
log_vendor_referral	Logs a vendor referral

Live Streaming

Tool	Description
create_live_stream	Creates a VideoSDK live stream
register_stream_attendee	Registers a stream viewer as a lead
send_pubsub_message	Sends a real-time message to a stream

Intelligence

Tool	Description
query_whitepages	Queries Whitepages for background info (cleaned payload)

Setup

1. Copy .env.example to .env and fill in your keys
2. npm install
3. node index.js (stdio mode) or set PORT=3000 for HTTP/SSE mode

Security

Set MCP_AUTH_TOKEN in production. The /sse and /message endpoints require Authorization: Bearer <token>.