Integration

Ambivo integration

Ambivo is a CRM, accounting and ERP platform for small and mid-sized businesses. Create, update, list and aggregate leads, contacts, accounts, deals (opportunities), orders, invoices and tasks, poll records created or updated in a time window, read comments, look up a person's pipeline journey or leads by marketing source, read sales reports (pipeline, deal timeline, leaderboard, agent goals, users) and manage appointments. The Security Q&A module, the raw entity-data passthrough and setting agent goals are not exposed. Authentication is an access token generated in the Ambivo account under Integrations, sent as a Bearer token in the Authorization header.

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When this happens, do that in Ambivo.Built from the 54 Ambivo tools below, on the connection you add once.

What you can do with Ambivo

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Aggregate, 7 operations

aggregate_accountsAggregate accountsPOSTAggregate accounts by group-by fields, ideal for dashboards, charts, and analytics.
aggregate_contactsAggregate contactsPOSTAggregate contacts by group-by fields, ideal for dashboards, charts, and analytics.
aggregate_dealsAggregate dealsPOSTAggregate deals/opportunities by group-by fields, ideal for dashboards, charts, and analytics.
aggregate_invoicesAggregate invoicesPOSTAggregate invoices by group-by fields, ideal for dashboards, charts, and analytics.
aggregate_leadsAggregate leadsPOSTAggregate leads by group-by fields, ideal for dashboards, charts, and analytics. Use this endpoint to generate counts, sums, averages, min/max grouped by one or more lead fields.
aggregate_ordersAggregate ordersPOSTAggregate orders by group-by fields, ideal for dashboards, charts, and analytics.
aggregate_tasksAggregate tasksPOSTAggregate tasks by group-by fields, ideal for dashboards, charts, and analytics. Use this endpoint to build task distribution charts, workload views, or priority breakdowns.

Created, 5 operations

list_created_contactsList created contactsGETRetrieve contacts created within a time window (default: last 4 hours). Returns contacts whose `created_ts` falls within the specified date range.
list_created_dealsList created dealsGETRetrieve deals/opportunities created within a time window (default: last 4 hours). Returns deals whose `timestamp` (creation time) falls within the specified date range.
list_created_invoicesList created invoicesGETRetrieve invoices created within a time window (default: last 4 hours). Returns invoices whose `timestamp` (creation time) falls within the specified date range.
list_created_leadsList created leadsGETRetrieve leads created within a time window (default: last 4 hours). Returns leads whose `created_ts` falls within the specified date range.
list_created_ordersList created ordersGETRetrieve orders created within a time window (default: last 4 hours). Returns orders whose `timestamp` (creation time) falls within the specified date range.

Appointment, 4 operations

create_appointmentCreate appointmentPOSTCreates an appointment. title and appt_date (epoch seconds) are required; duration defaults to 30 minutes and status to scheduled.
delete_appointmentDelete appointmentDELETEDeletes an appointment by id.
list_appointmentsList appointmentsGETLists appointments, optionally filtered by date range, user, type and outcome. Page with last_id.
update_appointmentUpdate appointmentPATCHUpdates an appointment by id. Send only the fields to change.

Lead, 4 operations

create_leadCreate leadPOSTCreate a new lead. Adds a lead record to the CRM. Only `name` is required; all other fields are optional.
list_leadsList leadsGETRetrieve leads with optional filtering, sorting, pagination, and date range. Returns a list of leads matching your criteria.
lookup_leads_by_sourceLookup leads by sourcePOSTLists leads from one marketing source (lead_source), with their pipeline journey. Paged with page_size and page_num.
update_leadUpdate leadPATCHUpdate an existing lead by ID. Send only the fields you want to change. Unset fields are left unchanged. Returns 400 if no fields are provided.

Task, 4 operations

create_taskCreate taskPOSTCreates a task. name is required; link it to a record with subject_type and subject, assign it with userid. status defaults to assigned and action to general.
delete_taskDelete taskDELETEPermanently deletes a task by id.
list_tasksList tasksGETRetrieve tasks with optional filtering, sorting, and pagination. Tasks represent actionable work items linked to CRM entities (leads, contacts, accounts, opportunities, etc.).
update_taskUpdate taskPATCHUpdates a task by id. Send only the fields to change.

Account, 3 operations

create_accountCreate accountPOSTCreate a new account (company/organization). Only `name` is required. Defaults: source="Unknown", status="customer", relationship_type="customer".
list_accountsList accountsGETRetrieve accounts (companies/organizations) with optional filtering, sorting, and pagination. Accounts represent business entities such as customers, vendors, or partners.
update_accountUpdate accountPATCHUpdate an existing account by ID. Send only the fields you want to change. Returns 400 if no fields are provided.

Contact, 3 operations

create_contactCreate contactPOSTCreate a new contact. Adds a contact record to the CRM. Only `name` is required; all other fields are optional.
list_contactsList contactsGETRetrieve contacts with optional filtering, sorting, pagination, and date range. Contacts are qualified individuals who have been converted from leads or added directly.
update_contactUpdate contactPATCHUpdate an existing contact by ID. Send only the fields you want to change. Unset fields are left unchanged. Returns 400 if no fields are provided.

Invoice, 3 operations

create_invoiceCreate invoicePOSTCreates an invoice for an account. invoice_num, account_id, total_amount and invoice_line_list are required; stage defaults to draft and invoice_type to sales.
list_invoicesList invoicesGETRetrieve invoices with optional filtering, sorting, pagination, and date range. Returns invoices matching your criteria.
update_invoiceUpdate invoicePATCHUpdate an existing invoice by ID. Send only the fields you want to change. Returns 400 if no fields are provided.

Order, 3 operations

create_orderCreate orderPOSTCreates a sales order or quote. account_id or contact_id is required; stage defaults to draft and order_type to sales.
list_ordersList ordersGETRetrieve orders with optional filtering, sorting, pagination, and date range. Returns orders matching your criteria.
update_orderUpdate orderPATCHUpdates an order by id. Send only the fields to change.

Updated, 3 operations

list_updated_dealsList updated dealsGETRetrieve deals/opportunities updated within a time window (default: last 4 hours). Returns deals whose `updated_ts` falls within the specified date range.
list_updated_invoicesList updated invoicesGETRetrieve invoices updated within a time window (default: last 4 hours). Returns invoices whose `updated_ts` falls within the specified date range.
list_updated_ordersList updated ordersGETRetrieve orders updated within a time window (default: last 4 hours). Returns orders whose `updated_ts` falls within the specified date range.

Deal, 2 operations

list_dealsList dealsGETRetrieve deals/opportunities with optional filtering, sorting, pagination, and date range. Deals (also called opportunities) represent potential revenue.
list_deals_reportList deals reportGETLists deals with report filters: date range, user_id and stage.

Opportunity, 2 operations

create_opportunityCreate opportunityPOSTCreate a new opportunity/deal. At least one of `account_id` or `contact_id` is required to link the deal to an existing account or contact.
update_opportunityUpdate opportunityPATCHUpdate an existing opportunity/deal by ID. Send only the fields you want to change. Returns 400 if no fields are provided.

Status updated, 2 operations

list_status_updated_contactsList status updated contactsGETRetrieve contacts whose status was updated within a time window (default: last 1 hour). Returns contacts where `status_update_date` falls within the specified range.
list_status_updated_leadsList status updated leadsGETRetrieve leads whose status was updated within a time window (default: last 1 hour). Returns leads where `status_update_date` falls within the specified range.

Agent goal, 1 operation

get_agent_goalsGet agent goalsGETPer-agent commission goal for a year, with the amount earned and progress toward the goal.

Comment, 1 operation

list_commentsList commentsGETLists the comments on one record: pass entity_type (lead, contact, account, order, invoice or opportunity) and entity_id.

Event, 1 operation

ingest_eventIngest eventPOSTIngests an event (event_type from list_event_types, e.g. lead.created) and routes it to the matching handler, which creates or updates the record in data. idempotency_key prevents duplicates.

Leaderboard, 1 operation

get_leaderboardGet leaderboardGETRanks agents by lead progression and win rate between start_date and end_date (ISO dates, inclusive).

Person, 1 operation

lookup_personLookup personPOSTSearch for a person by email, phone, internal ID, or external ID and retrieve their complete journey through the sales pipeline (lead → contact → opportunity).

Pipeline, 1 operation

get_deals_pipelineGet deals pipelineGETPer-stage summary of the deal pipeline between start_date and end_date (ISO dates, inclusive), for all agents or one user_id.

Timeline, 1 operation

get_deals_timelineGet deals timelinePOSTDeal count and total value bucketed by month or week between start_date and end_date, for all agents or one user_id.

Type, 1 operation

list_event_typesList event typesGETLists the event types ingest_event accepts.

User, 1 operation

list_usersList usersGETLists the users of the Ambivo account (the agents), with the ids other reports take as user_id.

Use Ambivo from Claude Code, Cursor or Codex

Connect Ambivo in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Ambivo operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Ambivo

Create your workspace
Sign up free. Nothing to install.
Connect Ambivo once
Add your Ambivo connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.