Wayfront MCP Skill

What Wayfront Is

Wayfront is a client portal and agency management platform built for productized digital agencies. It centralises sales, onboarding, project delivery, billing, and support into one platform. Each agency runs their own workspace; clients log in through a branded portal to view orders, tickets, invoices, and subscriptions.

How to Discover Tools at Runtime

Before using any tool, inspect the tool schema returned by tools/list. Each tool's description and input schema tells you:

• What entity it queries
• Which actions it supports (list and/or show)
• Which fields are filterable and sortable

This skill is schema-first. New Wayfront MCP endpoints appear automatically — you don't need to update this skill. Always check the live schema for the authoritative field list and capabilities.

Data Model Overview

Workspace
├── Clients
│   ├── Orders           — service delivery units
│   │   ├── OrderMessages
│   │   └── OrderTasks
│   ├── Tickets          — support requests
│   │   └── TicketMessages
│   ├── Invoices         — payment records
│   └── Subscriptions    — recurring billing plans
├── Services             — product/service catalogue
├── Tags                 — labels applied to orders, tickets, clients
├── Coupons              — discount codes
├── Templates            — email/portal templates
├── Team                 — staff/employee accounts
└── Logs                 — system activity audit trail

Key Relationships

Purity Filter Syntax

Most list actions accept a filters object using Purity-style operators.

Operators

Sorting

Pass sort as an array of field strings with optional :asc or :desc suffix (default :asc):

["created_at:desc"]
["status:asc", "created_at:desc"]

Pagination

{ "limit": 20, "page": 1 }

Default: limit=20, page=1. Maximum: limit=100.

Check pagination.last_page in the response to detect multi-page results.

Template-specific filters

TemplateTool uses name_prefix and search instead of Purity filters:

• name_prefix: filter by template name prefix (e.g. "email.", "portal.", "custom.")
• search: search by name or content substring

Common Workflow Patterns

1. Look up a client and their recent orders

1. ClientTool list  {"filters": {"email": {"$contains": "acme"}}}
2. Note the client id from result
3. OrderTool list   {"filters": {"user_id": {"$eq": "<client_id>"}}, "sort": ["created_at:desc"], "limit": 5}

2. Find open tickets and pull their messages

1. TicketTool list  {"filters": {"status": {"$eq": "open"}}, "sort": ["created_at:desc"]}
2. Note ticket number (e.g. "TKT-42")
3. TicketTool show  {"action": "show", "ticket_number": "TKT-42"}
4. TicketMessageTool list {"action": "list", "ticket_number": "TKT-42", "sort": ["created_at:asc"]}

3. Check a client's subscription and unpaid invoices

1. ClientTool show      {"action": "show", "client_id": "<id>"}
2. SubscriptionTool list {"filters": {"user_id": {"$eq": "<id>"}}}
3. InvoiceTool list     {"filters": {"user_id": {"$eq": "<id>"}, "status": {"$eq": "unpaid"}}}

4. Find all overdue invoices

InvoiceTool list {
  "filters": {
    "$and": [
      {"status": {"$eq": "unpaid"}},
      {"due_date": {"$lt": "<today_iso>"}}
    ]
  },
  "sort": ["due_date:asc"],
  "limit": 50
}

5. Get all tasks for a specific order

1. OrderTool show     {"action": "show", "order_number": "ORD-99"}
2. OrderTaskTool list {"action": "list", "order_number": "ORD-99"}

6. Search templates

TemplateTool list {"action": "list", "name_prefix": "email.", "search": "invoice"}
TemplateTool show {"action": "show", "template_name": "email.invoice_paid"}

Error Handling

• If a show returns not found, fall back to list with a strict filter to confirm the record exists.
• If pagination returns last_page > 1, iterate with page: 2, page: 3, etc. to collect all records.
• If a nested tool returns not found for the parent, verify the parent exists first using the parent tool's show action.

Rate Limiting

• There is no published hard rate limit, but avoid tight loops making hundreds of sequential calls.
• Use limit: 100 (max) when you need many records, and paginate rather than making per-record calls.
• For bulk lookups (e.g. "get all clients with unpaid invoices"), use list with filters — don't fetch clients one by one.
• Chain tools logically: fetch the parent record once, then query children using the parent's ID/number.

Tips

• Always call list before show when you don't have a specific ID — it's safer and surfaces the right identifier.
• Ticket and order identifiers are numbers (e.g. TKT-7, ORD-42), not numeric IDs.
• The TagTool returns all tags at once — no filtering needed. Use the tag IDs when filtering other tools.
• TemplateTool shows both database overrides and filesystem defaults — is_modified: true means the template has been customised.
• UserActivityTool and LogTool are useful for debugging — they show what happened and when.
• Each tool enforces permission scopes on the MCP token. If a tool returns a permission error, the token needs that scope enabled in Wayfront settings.