Products & tools

At a glance: hdls is a portfolio of 37 headless SaaS backends — CRM, Support, Billing, Inventory, and more — that you operate entirely from your AI assistant over MCP. Connect once to the concierge to discover and install what you want, then connect your assistant to each product's own endpoint to call its purpose-built, named tools (create_account, search_accounts, summarize_account, …). Every product can be tailored with custom fields without ever touching the schema.

The flagship trio most workspaces start with is CRM, Support, and Contacts — but all 37 install the same way.

New here? Start with Getting connected to link your assistant, then come back to pick your products.

Looking for one product in depth? Every product has its own reference page — jump straight to it from the catalog below.

💬 Just ask

"What can hdls do? Show me the products I can turn on."

"Turn on the CRM and the helpdesk for my workspace."

You don't call these tools yourself — just tell your assistant; the technical reference below is for when you want the details.

The mental model

Concept	What it is
Workspace	Your tenant. One isolated world of data.
Product	A backend you install into your workspace (CRM, Support, …). Each has a slug like `crm`.
Concierge	The control plane at `https://hdls.ai/api/mcp`. Discover, install, invite, find skills.
Product endpoint	Where you do the actual work: `https://hdls.ai/api/mcp/<slug>` (e.g. `/api/mcp/crm`).
Named tools	Each product exposes verbs you call directly — `create_account`, `move_deal_stage`, etc.

Two things are always true:

You never pass a tenant_id. Your credential is pinned to one workspace, and isolation is enforced automatically by Postgres row-level security.
Auth is one-click. Connect via OAuth 2.1 — no API keys to paste. (Scoped API keys exist for server-to-server jobs.) For more on how isolation and auth work, see Security & trust.

Roles

Actions are gated by your role: reader < member < admin < owner. Where a tool is admin- or owner-only, it's called out below. To add people and set their roles, see Teams.

Discovering products

You don't have to know slugs up front. Connect your assistant to the concierge at https://hdls.ai/api/mcp, then let it discover the catalog.

`list_products` — the whole catalog (any role)

Returns every product with its description, its named tools, its dedicated endpoint, and an installed flag for your workspace.

Tool: list_products
Arguments: {}

Each entry comes back like this:

{
  "slug": "crm",
  "name": "hdls CRM",
  "category": "Customer relationship management",
  "installed": true,
  "endpoint": "https://hdls.ai/api/mcp/crm",
  "tools": ["create_account", "search_accounts", "summarize_account", "..."]
}

That one call is your whole capability map — you can see what every product can do without connecting to any of them.

`describe_product` — one product in depth (any role)

Tool: describe_product
Arguments: { "slug": "crm" }

Returns the product's endpoint, installed flag, and a tools array of { name, description }, plus a how_to_use hint telling you whether you still need to install it.

`install_product` — enable it (admin/owner only)

Tool: install_product
Arguments: { "slug": "crm" }

Admin or owner only. Members and readers won't see this tool.
Idempotent — installing an already-installed product is a no-op.
Installing is instant: it records that your workspace uses the product, and its named tools become reachable at /api/mcp/<slug>.
Then connect. Point your MCP client at the product's endpoint (same OAuth, no new login) to actually call its tools. Installing does not add the product's tools to the concierge connection.

To remove a product later, uninstall_product({ "slug": "crm" }) — owner only. Uninstalling never deletes data; it just stops your workspace using the product.

💬 Just ask

"Install the CRM, then connect me to it so I can start adding accounts."

"Which products do I already have turned on?"

The catalog

hdls ships 37 products. Each links to its full reference page. list_products is always the authoritative, live source for what exists right now.

Customer & revenue

Product	Slug	What it manages
hdls CRM	`crm`	Accounts, contacts, deals, and activity timelines (replaces Salesforce, HubSpot)
hdls Contacts	`contacts`	Detailed people records with emails, phones, notes, and lists
hdls Success	`csm`	Accounts, health scores, success plans, and touchpoints
hdls Support	`support`	Tickets, conversations, and a knowledge base (replaces Zendesk, Intercom)
hdls Feedback	`feedback`	Feature requests, votes, and roadmap
hdls Reviews	`reviews`	Reviews, ratings, and responses
hdls Give	`donations`	Donors, donations, and campaigns

Sales, contracts & finance

Product	Slug	What it manages
hdls Billing	`billing`	Customers, subscriptions, and invoices
hdls Contracts	`contracts`	Contracts, clauses, and signatures
hdls Sign	`esign`	Envelopes, signers, and signatures
hdls Procure	`procurement`	Purchase orders, vendors, and approvals
hdls Expenses	`expenses`	Expenses, reports, and approvals

Operations

Product	Slug	What it manages
hdls Inventory	`inventory`	Items, stock levels, and locations
hdls Assets	`assets`	Assets, assignments, and maintenance
hdls Fleet	`fleet`	Vehicles, maintenance, and inspections
hdls Field	`fieldservice`	Jobs, technicians, and site visits
hdls Scheduling	`scheduling`	Availability, event types, and bookings
hdls ITSM	`itsm`	Incidents, changes, problems, and CIs
hdls PIM	`pim`	Products, attributes, and categories

People & teams

Product	Slug	What it manages
hdls People	`hr`	Employees, time off, and org structure
hdls Hire	`ats`	Candidates, jobs, and interview feedback
hdls Learn	`lms`	Courses, lessons, and enrolments
hdls Members	`memberships`	Members, plans, and access
hdls Goals	`okrs`	Objectives, key results, and check-ins
hdls Tasks	`tasks`	Tasks, projects, and comments
hdls Time	`timetracking`	Time entries, timesheets, and approvals
hdls Chat	`chat`	Channels, messages, members, and cross-org connections

Content & knowledge

Product	Slug	What it manages
hdls Content	`cms`	Content entries, types, and assets
hdls Docs	`docs`	Pages, spaces, and links
hdls Drive	`drive`	Folders, files, shares, and versions
hdls Forms	`forms`	Forms, questions, and submissions
hdls Bookmarks	`bookmarks`	Folders and saved links
hdls Skills	`skills`	Folders, skills, versions, and shares

Data, events & automation

Product	Slug	What it manages
hdls Analytics	`analytics`	Events, users, and funnels
hdls Events	`events`	Events, streams, and webhooks
hdls Workflows	`workflows`	If-this-then-that rules, actions, and run history

Governance

Product	Slug	What it manages
hdls Comply	`compliance`	Controls, evidence, and audits

The tool grammar (learn it once)

Every product's named tools follow the same verb_noun grammar, so once you know one product the rest read the same way:

Pattern	Meaning
`create_<noun>`	Create a new record
`update_<noun>`	Update an existing record by `id`
`search_<nouns>` / `list_<nouns>`	Search by free-text and/or column filters (tenant-scoped, paginated)
`move_<noun>_stage`	Advance a record through its pipeline (sets `stage`)
`log_activity`	Append to the append-only activity timeline
`summarize_<noun>`	Fetch a record plus its recent activity in one call

Products also add a few purpose-built verbs of their own — assign_asset, record_donation, request_signature, find_slots, and so on — listed in full on each product's reference page.

Worked example: the CRM

Install the CRM, connect to https://hdls.ai/api/mcp/crm, and create your first record. The headline entity is the account — create it first, then hang contacts and deals off it.

Tool: create_account
Arguments: { "name": "Northwind Traders", "domain": "northwind.example" }

You never pass an owner or tenant; those are stamped for you. For the full ten-tool walkthrough — updating, searching, moving a deal through its pipeline, logging activity, and reading it all back with summarize_account — see the hdls CRM reference.

Custom fields: tailor a product without changing its schema

Need a field hdls doesn't ship — say a renewal_likelihood score on accounts? Add it as a custom field. The value lives alongside the record under its data object; you set and read it through the normal record tools. No migration, no DDL.

These three tools are available on every product endpoint:

list_custom_fields (reader+) — see every team field plus your own personal fields.
add_custom_field (member+ for personal; admin+ for team) — define a field with a type of text | number | boolean | date | select. scope defaults to personal (only you see it).
promote_custom_field (admin/owner) — share a personal field with the whole workspace.

Set a custom field's value with a normal update_<noun> call:

Tool: update_account
Arguments: { "id": "<account-id>", "values": { "data": { "renewal_likelihood": 82 } } }

Gotcha: custom fields are a managed-platform feature. They're available on hdls-hosted products; a bring-your-own-database connection doesn't have them.

💬 Just ask

"Add a renewal_likelihood score to my accounts and set Northwind's to 82."

"What custom fields do we have on contacts?"

The generic engine (escape hatch)

The named product tools cover day-to-day work cleanly. When you need something lower-level — a raw query or an ad-hoc insert — a generic engine lives at the concierge endpoint https://hdls.ai/api/mcp as the low-level fallback. It exposes record-level tools such as:

Tool	What it does
`query_records`	Query a table by free-text and/or filters
`insert_record`	Insert a row

Same automatic tenant isolation applies — you still never pass a tenant_id. Reach for these only when a named product tool doesn't fit; for normal work, the per-product tools are faster and self-describing. The product endpoints (/api/mcp/<slug>) deliberately do not expose these generic tools — they live only on the concierge endpoint.

Quick reference

You want to…	Connect to	Call
See every product and its tools	`…/api/mcp` (concierge)	`list_products`
Inspect one product in detail	`…/api/mcp` (concierge)	`describe_product`
Enable a product (admin/owner)	`…/api/mcp` (concierge)	`install_product`
Do CRM work	`…/api/mcp/crm`	`create_account`, `search_accounts`, `move_deal_stage`, `summarize_account`, …
Add your own field	any `…/api/mcp/<slug>`	`add_custom_field`
Invite a teammate	`…/api/mcp` (concierge)	`invite_teammate`
Raw query / insert (fallback)	`…/api/mcp` (concierge)	`query_records`, `insert_record`