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Retainvo

retainvo.com · visit site →

Probe-verified · tier 2 · checked 26 Sep 2026

Client management software for small practices with ongoing clients, offering free onboarding checklists and worksheets, and Retainvo Pro for client records, documents, status, history, and client portals.

CRM and sales softwarecustomer support software also inproductivity and documents software also inUScrm-sales-softwarecustomer-support-softwareproductivity-documents-software

What we tested

Probed live on 26 Sep 2026 against rubric v1.2. 2 of 5 checks passed. 2 unknown.

PROBE-VERIFIEDtier 2 of 3
?Markdown negotiationAccept: text/markdown · unknown
✓llms.txt/llms.txt
✓API catalogRFC 9727
—MCP endpoint answers tools/listinitialize → tools/list, no credentials
—MCP server card
/.well-known/mcp/server-card.json · absent
not scored
—Platform-supplied
not applicable — no MCP endpoint answered
not scored
—Other agent files at well-known paths
agent-skills/index.json · oauth-authorization-server · oauth-protected-resource · http-message-signatures-directory · none found
not scored

Context

168 sites in the index share the category CRM and sales software. 31 transactional sites share it.

How we grade

Three tiers. Every listing shows which one it has reached, and when. The rubric.

tier 1
Declared
The site says agents are welcome in its robots.txt. A permission, not a capability.
✓
tier 2
Probe-verified
We fetched the site and tested each signal ourselves. Dated, repeatable, re-checked on a schedule.
this site · 26 Sep 2026
tier 3
Behaviourally verified
An agent completed the action end to end — booked, bought, submitted — and it worked.
coming
Own this site?

1 check did not pass when we last looked: MCP endpoint answers tools/list. Each is a small, specific fix; the rubric says exactly what we look for.

Behavioural verification — an agent completing your key actions end to end, with the date published here — opens to a small founding cohort first. Leave an email to be in it.

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Record generated from a live database query. Method: about the index.

How we found this site: probe discovery. This site didn’t declare agent access — we found it by checking the open web. Everything above was tested the same way, against the same rubric, on the date shown. How we choose what to check, and how to opt out →