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Conecto CRM

Working Security A

chat.conecto/crmv1.0.0 Domain verified

Contacts, companies and deals, with every email, call and meeting on one record. Pay per action.

Sales & CRM

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Call this server's tools from your browser. Nothing to install.

https://api.conecto.chat/mcp/crm

Authorization (required)

Your Conecto key, sent as Bearer conecto_sk_... One POST to https://api.conecto.chat/v1/signup returns a key with $1 of free credit. Chat apps that sign in with OAuth add https://api.conecto.chat/v1/mcp instead: one connection for every area.

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Tool list from our last check. Connect live to refresh it.

account_add_approval_rule

Make a tool wait for a person: every call of it, those whose argument is over a number (like invoices_create_credit_note when amount is over 500), or those whose argument is one of some values (like connect_call when method is POST, PUT, PATCH or DELETE). A held call answers approval_required with an approval_id and asks the approver; when they approve, call again with the same arguments, once (a call no person answers for adds the approval: header X-Conecto-Approval, or _meta.approvalId over MCP). The approver is an email, a saved channel, or a team (its managers, or everyone in it); each approver gets a link of their own, and the person whose call it is never approves it. With two_people_over, calls whose argument is over it need two people. Bills like Xero's bill approval: purchasing_create_bill with argument total holds bills over an amount, tax included; a rule on purchasing_pay_bill also holds batches with such a payment. Removing a rule is the owner's, on their account page, when the account has an owner email. $0.001. Costs $0.001 per call; nothing if it fails.

toolstring, required

overnumber

Calls with argument over this are held.

valuesarray

Calls with argument equal to one of these (any case) are held.

argumentstring

An argument of the tool (or total, for purchasing_create_bill).

approversstring

Who in approver_team approves.

approver_teamstring

A team (account_list_teams).

approver_emailstring

two_people_overnumber

Calls whose argument is over this need two people; higher than over.

approver_channelstring

A saved notify channel.

This tool isn't marked read-only, so it may change something on the server or in an account you connected.

I understand, run it anyway

Conecto CRM MCP server | mcptry

Conecto CRM

Working Security A

chat.conecto/crmv1.0.0 Domain verified

Contacts, companies and deals, with every email, call and meeting on one record. Pay per action.

Sales & CRM

Watch Watch Website Registry entry

Maintain this server? Claim it

Try it

Call this server's tools from your browser. Nothing to install.

https://api.conecto.chat/mcp/crm

Authorization (required)

Requests go through mcptry because browsers can't call most MCP servers directly. Header values are sent to the server for that request only and are never stored or logged.

Tool list from our last check. Connect live to refresh it.

account_add_approval_rule

toolstring, required

overnumber

Calls with argument over this are held.

valuesarray

Calls with argument equal to one of these (any case) are held.

argumentstring

An argument of the tool (or total, for purchasing_create_bill).

approversstring

Who in approver_team approves.

approver_teamstring

A team (account_list_teams).

approver_emailstring

two_people_overnumber

Calls whose argument is over this need two people; higher than over.

approver_channelstring

A saved notify channel.

This tool isn't marked read-only, so it may change something on the server or in an account you connected.

I understand, run it anyway

Tools (69)

account_add_approval_rule

Argument	Type	Description
over	number	Calls with argument over this are held.
tool*	string
values	array	Calls with argument equal to one of these (any case) are held.
argument	string	An argument of the tool (or total, for purchasing_create_bill).
approvers	string	Who in approver_team approves.
approver_team	string	A team (account_list_teams).
approver_email	string
two_people_over	number	Calls whose argument is over this need two people; higher than over.
approver_channel	string	A saved notify channel.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "tool"
  ],
  "properties": {
    "over": {
      "type": "number",
      "description": "Calls with argument over this are held."
    },
    "tool": {
      "type": "string",
      "maxLength": 80,
      "minLength": 1
    },
    "values": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 60,
        "minLength": 1
      },
      "maxItems": 20,
      "minItems": 1,
      "description": "Calls with argument equal to one of these (any case) are held."
    },
    "argument": {
      "type": "string",
      "maxLength": 60,
      "description": "An argument of the tool (or total, for purchasing_create_bill)."
    },
    "approvers": {
      "enum": [
        "managers",
        "everyone"
      ],
      "type": "string",
      "default": "managers",
      "description": "Who in approver_team approves."
    },
    "approver_team": {
      "type": "string",
      "maxLength": 80,
      "description": "A team (account_list_teams)."
    },
    "approver_email": {
      "type": "string",
      "maxLength": 254
    },
    "two_people_over": {
      "type": "number",
      "description": "Calls whose argument is over this need two people; higher than over."
    },
    "approver_channel": {
      "type": "string",
      "maxLength": 80,
      "description": "A saved notify channel."
    }
  },
  "additionalProperties": false
}

account_assign_team

Move a form, a meeting type, a job, an inbox, a phone number, a newsletter, the website chat, a rental, a pipeline, a table or a website to a team. What happens through it is charged to that team from now on (a form's responses, a number's calls, an inbox's tickets), and its rental moves with it. Something a bot makes already belongs to the bot's team. Only a key of the company-wide team without limits moves things between teams. $0.001. Costs $0.001 per call; nothing if it fails.

Argument	Type	Description
id	string	Its id, slug, name, address or number; not needed for the chat.
kind*	string
team*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "kind",
    "team"
  ],
  "properties": {
    "id": {
      "type": "string",
      "maxLength": 254,
      "description": "Its id, slug, name, address or number; not needed for the chat."
    },
    "kind": {
      "enum": [
        "form",
        "meeting_type",
        "job",
        "inbox",
        "phone_number",
        "newsletter",
        "chat",
        "rental",
        "pipeline",
        "table",
        "website"
      ],
      "type": "string"
    },
    "team": {
      "type": "string",
      "maxLength": 80,
      "minLength": 1
    }
  },
  "additionalProperties": false
}

account_audit_log

The account's admin and security actions, newest first: keys made and revoked, limits and auto-reload, the owner's sign-ins, connectors, exports, vault reads and writes, credentials set and everything deleted. Ordinary work is in the call log (account_list_calls). verify: true also checks the hash chain, which breaks where an entry was changed or removed. Free.

read-only

Argument	Type	Description
limit	integer
since	string
action	string	Only actions starting with this, like "key." or "tool.vault_".
verify	boolean

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "limit": {
      "type": "integer",
      "default": 50,
      "maximum": 500,
      "minimum": 1
    },
    "since": {
      "type": "string",
      "format": "date-time",
      "maxLength": 40
    },
    "action": {
      "type": "string",
      "maxLength": 60,
      "description": "Only actions starting with this, like \"key.\" or \"tool.vault_\"."
    },
    "verify": {
      "type": "boolean",
      "default": false
    }
  },
  "additionalProperties": false
}

account_balance

The account balance, how much of it is credit bought (AI visibility and the phone run only on that) and how much free and bonus credit, what running calls are holding, this key's daily budget, the auto-reload state, and how much of this month's free reads and downloads is used. Free.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {},
  "additionalProperties": false
}

account_dashboard_link

A one-time link to a page showing one area as it is when the page opens, for when the person you work for asks to see it themselves: a recruiter looks at the applicants, a bookkeeper at what is due. Do the work and answer with the area's own tools first; a link never replaces that. When an answer would be a long list they would rather look through, offer a link and make it once they say yes. The page is made from the area's own reads as this key, so it shows only what this key may see. It opens once and keeps for an hour; an unopened link ends after 7 days. Free.

read-only

Argument	Type	Description
area*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "area"
  ],
  "properties": {
    "area": {
      "enum": [
        "analytics",
        "code",
        "crm",
        "calendar",
        "chat",
        "account",
        "admin",
        "email",
        "helpdesk",
        "documents",
        "esign",
        "hiring",
        "outreach",
        "prospects",
        "lookups",
        "companies",
        "longlists",
        "mergers",
        "valuation",
        "newsletters",
        "notify",
        "projects",
        "schedules",
        "speech",
        "uptime",
        "vault",
        "web",
        "tables",
        "links",
        "images",
        "files",
        "forms",
        "helpcenter",
        "imports",
        "invoices",
        "books",
        "inventory",
        "whistleblowing",
        "connect",
        "microsoft365",
        "googleworkspace",
        "hubspot",
        "salesforce",
        "directory",
        "hr",
        "social",
        "purchasing",
        "phone",
        "websites",
        "views",
        "visibility",
        "markets"
      ],
      "type": "string"
    }
  },
  "additionalProperties": false
}

account_data_locations

Where each area's data is stored and processed: the company that runs each place, the country or region, and what it holds. Every area keeps its records in the database and runs on Conecto's servers; some also use a service named here (email, phone, PDFs, search). For the business's records of processing and its transfer assessments (GDPR Art. 30 and 44). Free.

read-only

Argument	Type	Description
areas	array	Areas to show, like ["email", "phone"]; all when left out.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "areas": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 40
      },
      "maxItems": 50,
      "description": "Areas to show, like [\"email\", \"phone\"]; all when left out."
    }
  },
  "additionalProperties": false
}

account_emit_event

Send an event you name, custom.<name> (custom.lead_qualified, custom.order_shipped), to every channel subscribed to it (notify_subscribe with "custom.*" or its name: Slack, Teams, a webhook to Zapier, Make, n8n or the business's own systems) and to account_events, where another team's bot can pick it up. data is any JSON object (up to 10 KB); sent_by is added with this bot's name and team. $0.005 for each channel it goes to; free when no channel is subscribed. Costs $0.005 per channel it goes to; nothing if none are found.

Argument	Type	Description
data	object
kind*	string	custom. and a name of lowercase letters, digits, dots, dashes and _.
link	string
text	string
title*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "kind",
    "title"
  ],
  "properties": {
    "data": {
      "type": "object"
    },
    "kind": {
      "type": "string",
      "pattern": "^custom\\.[a-z0-9][a-z0-9_.-]*$",
      "maxLength": 66,
      "minLength": 8,
      "description": "custom. and a name of lowercase letters, digits, dots, dashes and _."
    },
    "link": {
      "type": "string",
      "pattern": "^https://",
      "maxLength": 1000
    },
    "text": {
      "type": "string",
      "maxLength": 4000
    },
    "title": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1
    }
  },
  "additionalProperties": false
}

account_erase_person

Erases one person across every area when they ask (GDPR Art. 17), once you know it is them (they wrote from that address, or confirmed it). Their CRM contact, chat visitor, past meetings and calls are anonymised, so deals stay without them, and a meeting they were only a guest at drops them; their chats, CRM history, form and routing form answers, job applications with the CV, newsletter subscriptions and events are deleted, and the call log's contents that name them are cleared. Kept, each with its reason in the result: accounting records, employment records, signed documents, the audit log, the account's own settings, upcoming meetings, and emails and tickets (outreach emails and replies too) unless correspondence is true. Their address goes on the suppression lists, so it is never mailed again: outreach campaigns stop for them at once. Can't be undone; the owner is emailed. A key of a team other than the company-wide one gets owner_required: pass the request to the owner. Free. Free.

destructive

Argument	Type	Description
email	string	The person's email address.
phone	string	Their phone number in international format, like +1 503 555 0145.
correspondence	boolean	Also delete their emails and tickets, when no law requires keeping them.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "email": {
      "type": "string",
      "maxLength": 254,
      "description": "The person's email address."
    },
    "phone": {
      "type": "string",
      "maxLength": 40,
      "description": "Their phone number in international format, like +1 503 555 0145."
    },
    "correspondence": {
      "type": "boolean",
      "default": false,
      "description": "Also delete their emails and tickets, when no law requires keeping them."
    }
  },
  "additionalProperties": false
}

account_events

What happened in this account that someone outside the bot did, oldest first: applications, bookings, form responses, signatures, replies, emails received, goals reached on the website; and the custom events bots sent with account_emit_event. Kept 30 days. Poll with after = the last event_id you saw. Free.

read-only

Argument	Type	Description
after	integer	Only events after this event_id.
kinds	array	Event names or areas ("hiring.*"); all when left out.
limit	integer

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "after": {
      "type": "integer",
      "minimum": 0,
      "description": "Only events after this event_id."
    },
    "kinds": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "maxItems": 30,
      "description": "Event names or areas (\"hiring.*\"); all when left out."
    },
    "limit": {
      "type": "integer",
      "default": 50,
      "maximum": 200,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

account_export_all

Everything this account holds, in ZIP files of up to 24 MB saved to its file store: every record of every area as JSON Lines, and the stored files themselves, with a README saying what is where. Credentials are left out. Runs in the background: poll the call with account_get_call; the result has a download link for each part. The parts open only for this key and for the owner's and admins' own keys that neither only read nor only draft. A key of a team other than the company-wide one gets owner_required. Free (EU Data Act). One at a time, three a day; the owner is emailed when an export is made. Free. Runs in the background: the reply has a call_id; poll it with the account_get_call tool or GET /v1/calls/<id>.

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {},
  "additionalProperties": false
}

account_export_person

Everything account_find_person finds about one person in one ZIP in the file store: their records as JSON Lines (credentials left out) and the files those records point to, like a CV. Give the person the download link when they ask for a copy of their data (GDPR Art. 15 and 20), once you know it is them. The ZIP opens only for this key and for the owner's and admins' own keys that neither only read nor only draft. A key of a team other than the company-wide one gets owner_required: pass the request to the owner. Free; 20 a day. Free.

Argument	Type	Description
email	string	The person's email address.
phone	string	Their phone number in international format, like +1 503 555 0145.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "email": {
      "type": "string",
      "maxLength": 254,
      "description": "The person's email address."
    },
    "phone": {
      "type": "string",
      "maxLength": 40,
      "description": "Their phone number in international format, like +1 503 555 0145."
    }
  },
  "additionalProperties": false
}

account_find_person

Every record this account holds about one person, by their email address or phone number, across every area: CRM, chats, emails, tickets, forms, bookings, calls, applications, invoices, orders, newsletters, HR and the call log, with their chats and CRM history. For a person who asks what the business keeps about them (GDPR Art. 15). Shows each kind with its count and ids; account_export_person gives them a copy, account_erase_person erases what may go. Free.

read-only

Argument	Type	Description
email	string	The person's email address.
phone	string	Their phone number in international format, like +1 503 555 0145.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "email": {
      "type": "string",
      "maxLength": 254,
      "description": "The person's email address."
    },
    "phone": {
      "type": "string",
      "maxLength": 40,
      "description": "Their phone number in international format, like +1 503 555 0145."
    }
  },
  "additionalProperties": false
}

account_get_brand

The name, logo, colour and footer line the business's emails and published pages carry. Free.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {},
  "additionalProperties": false
}

account_get_call

One call by id: its status (queued, running, succeeded, failed), cost and result. Use it to poll a background call until it finishes. Free.

read-only

Argument	Type	Description
call_id*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "call_id"
  ],
  "properties": {
    "call_id": {
      "type": "string",
      "maxLength": 36,
      "minLength": 36
    }
  },
  "additionalProperties": false
}

account_get_limits

The limits a business can ask Conecto to raise (calls a minute, new email addresses a day, phone numbers and more): each one's standard and current value and the most that can be asked for, and the business's requests with their answers. Free.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {},
  "additionalProperties": false
}

account_list_approval_rules

The tools that wait for a person's approval, with their thresholds and approvers. Free.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {},
  "additionalProperties": false
}

account_list_calls

Recent calls on this account, newest first, optionally only failed or succeeded ones, or one area's. Free.

read-only

Argument	Type	Description
area	string
limit	integer
status	string

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "area": {
      "enum": [
        "analytics",
        "code",
        "crm",
        "calendar",
        "chat",
        "account",
        "admin",
        "email",
        "helpdesk",
        "documents",
        "esign",
        "hiring",
        "outreach",
        "prospects",
        "lookups",
        "companies",
        "longlists",
        "mergers",
        "valuation",
        "newsletters",
        "notify",
        "projects",
        "schedules",
        "speech",
        "uptime",
        "vault",
        "web",
        "tables",
        "links",
        "images",
        "files",
        "forms",
        "helpcenter",
        "imports",
        "invoices",
        "books",
        "inventory",
        "whistleblowing",
        "connect",
        "microsoft365",
        "googleworkspace",
        "hubspot",
        "salesforce",
        "directory",
        "hr",
        "social",
        "purchasing",
        "phone",
        "websites",
        "views",
        "visibility",
        "markets"
      ],
      "type": "string"
    },
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "status": {
      "enum": [
        "reserved",
        "running",
        "succeeded",
        "failed"
      ],
      "type": "string"
    }
  },
  "additionalProperties": false
}

account_list_email_templates

Every email Conecto sends to the business's customers (bookings, applications, interviews, tests, signatures, invoices and quotes, newsletter sign-ups), with when it goes out and its subject, headline and opening words as they are now, and the {variables} each can use. Free.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {},
  "additionalProperties": false
}

account_list_teams

The account's teams, the company-wide one first: each with its areas, whether it only reads, its budget (hard or soft, and its period) and alert line, this period's spend, its ERP code, whether it is paused, its keys, and its people with who manages it. A person's own assistant works within their teams. Free.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {},
  "additionalProperties": false
}

account_owner_link

A link that signs the business owner into their Conecto page, with no password: the balance, adding credit, auto-reload, limits, what the bots did, people, rentals and keys. page opens it where the owner is needed, like people for a role only the owner gives, or settings for joining by email domain. It works once, within 30 minutes; hand it to the owner. Free.

read-only

Argument	Type	Description
page	string

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "page": {
      "enum": [
        "home",
        "tools",
        "activity",
        "apps",
        "billing",
        "add_credit",
        "limits",
        "people",
        "settings"
      ],
      "type": "string",
      "default": "home"
    }
  },
  "additionalProperties": false
}

account_pause_team

Stops every key of a team at once, this one too if it is the team's: their calls are refused until the owner starts the team again on their account page. For a bot that misbehaves or a team that spends too fast. Free. Free.

Argument	Type	Description
team*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "team"
  ],
  "properties": {
    "team": {
      "type": "string",
      "maxLength": 80,
      "minLength": 1
    }
  },
  "additionalProperties": false
}

account_refund_topup

Refund a top-up paid in the last 24 hours that none of has been used yet: its credit, with the first top-up's bonus, leaves the balance, and the card gets the credit back with its tax. The service fee is kept. Without topup_id, the newest top-up (GET /v1/topups lists them with their ids). Free. Free.

destructive

Argument	Type	Description
topup_id	integer

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "topup_id": {
      "type": "integer",
      "minimum": 1
    }
  },
  "additionalProperties": false
}

account_request_limit

Ask Conecto to raise one of the business's limits: which one (or other, saying which), the number it needs, and why, in 40 to 2,000 characters. Conecto reviews it and approves (maybe with less) or declines; the answer comes as the account.limit_request_answered event and by email to the owner, who is also told now. For an account that has topped up; one request per limit at a time, five in 30 days. Free. Free.

Argument	Type	Description
limit*	string	The limit, as account_get_limits names it, or other.
other	string	With limit other: which limit, like "rows in one table".
amount*	integer	The number the business needs, in the limit's unit (5000 calls a minute).
reason*	string	What the business does that needs it, and why the current limit is too low.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "limit",
    "amount",
    "reason"
  ],
  "properties": {
    "limit": {
      "enum": [
        "calls_per_minute",
        "key_calls_per_minute",
        "downloads_per_hour",
        "new_email_recipients_per_day",
        "documents_emailed_per_day",
        "orders_emailed_per_day",
        "phone_numbers",
        "confirmation_calls_per_day",
        "connections",
        "storage_blocks",
        "prospects_per_month",
        "outreach_mailboxes",
        "other"
      ],
      "type": "string",
      "description": "The limit, as account_get_limits names it, or other."
    },
    "other": {
      "type": "string",
      "maxLength": 200,
      "description": "With limit other: which limit, like \"rows in one table\"."
    },
    "amount": {
      "type": "integer",
      "maximum": 1000000000,
      "minimum": 1,
      "description": "The number the business needs, in the limit's unit (5000 calls a minute)."
    },
    "reason": {
      "type": "string",
      "maxLength": 2000,
      "minLength": 40,
      "description": "What the business does that needs it, and why the current limit is too low."
    }
  },
  "additionalProperties": false
}

account_save_team

A department, location or project group of the account, like Support, Finance or the Hamburg shop. Its keys (POST /v1/keys with "team") can only work in its areas, only read when read_only is on, and spend against its budget (monthly_budget_usd per budget_period: a month, a fiscal quarter or year, or a project total): a hard budget refuses the call that would pass it, a soft one only warns. At alert_percent you get the event account.budget_alert and the owner an email, once a period. erp_code is the team's cost center in the company's ERP, for statements. drafts_only makes every write of its keys wait for one of its managers (or the owner), for a new bot that should only draft. mailboxes are the Microsoft 365 or Google mailboxes its keys may act as. You may make a team and narrow one; widening its areas, letting it write, ending drafts only, switching a hard budget to soft, and raising or removing a budget are the owner's, on their account page, when the account has an owner email. The company-wide team holds every key no other team does and is never limited to areas. $0.001. Costs $0.001 per call; nothing if it fails.

Argument	Type	Description
name*	string
areas	array \| null	The areas its keys may work in (account tools always); null for every area.
budget	string	hard refuses calls past the budget; soft only warns.
erp_code	string \| null
new_name	string	Renames the team; its keys, spend and budget stay with it.
mailboxes

account_search

One search over what this account holds: what its files say (PDFs, Word, Excel, PowerPoint, text), table rows, help center articles, CRM contacts, companies and deals, emails, tickets, quotes and invoices, book entries, stock items and project tasks. Every word must appear (any case); titles rank first, then the newest. Each result says which tool opens it. Narrow it with areas. Free.

read-only

Argument	Type	Description
areas	array
limit	integer
query*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "areas": {
      "type": "array",
      "items": {
        "enum": [
          "files",
          "tables",
          "helpcenter",
          "crm",
          "email",
          "helpdesk",
          "invoices",
          "books",
          "inventory",
          "projects"
        ],
        "type": "string"
      },
      "minItems": 1
    },
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 50,
      "minimum": 1
    },
    "query": {
      "type": "string",
      "maxLength": 200,
      "minLength": 2
    }
  },
  "additionalProperties": false
}

account_set_brand

The business's name as the sender, its logo (a PNG, JPEG, WebP or GIF from the file store), its colour and a footer line (an address, a legal line), on every email to its customers (bookings, applications, tests, signatures, invoices, newsletters, replies) and on its published pages (forms, booking, careers, newsletters, status, views). Only what you pass changes; an empty string clears it. Mail from Conecto to you keeps Conecto's look. Costs $0.001 per call; nothing if it fails.

Argument	Type	Description
colour	string	Hex, like #1a73e8; empty for none.
footer	string
remove_logo	boolean
sender_name	string
logo_file_id	string

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "colour": {
      "type": "string",
      "maxLength": 7,
      "description": "Hex, like #1a73e8; empty for none."
    },
    "footer": {
      "type": "string",
      "maxLength": 200
    },
    "remove_logo": {
      "type": "boolean",
      "default": false
    },
    "sender_name": {
      "type": "string",
      "maxLength": 120
    },
    "logo_file_id": {
      "type": "string",
      "maxLength": 36,
      "minLength": 36
    }
  },
  "additionalProperties": false
}

account_set_email_template

Change an email's subject, headline or opening words in the business's own voice, with {variables} from account_list_email_templates (like {name} or {when}). The facts under them (times, places, amounts, links and buttons) stay as they are. Only what you pass changes; an empty string brings back the original words. Plain text; a blank line starts a new paragraph. Costs $0.001 per call; nothing if it fails.

Argument	Type	Description
email*	string	Like booking_booked or invoice_sent.
opening	string
subject	string
headline	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "email"
  ],
  "properties": {
    "email": {
      "type": "string",
      "maxLength": 40,
      "description": "Like booking_booked or invoice_sent."
    },
    "opening": {
      "type": "string",
      "maxLength": 4000
    },
    "subject": {
      "type": "string",
      "maxLength": 200
    },
    "headline": {
      "type": "string",
      "maxLength": 120
    }
  },
  "additionalProperties": false
}

account_set_owner_email

When the account was made without the owner's email: send that person a link to confirm they own it. Once they confirm, the owner gets the account's warnings and approval requests, and only the owner raises limits. Nothing changes until they open the link. Free. Free.

Argument	Type	Description
email*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "email"
  ],
  "properties": {
    "email": {
      "type": "string",
      "maxLength": 254,
      "minLength": 3
    }
  },
  "additionalProperties": false
}

crm_add_note

Add a note to a contact (by contact id or email), a deal or a company: what was said, decided or learned. A note on a deal also shows on its company's and contact's timelines. Costs $0.01 per call; nothing if it fails.

Argument	Type	Description
body*	string
email	string
title	string
deal_id	integer
company_id	integer
contact_id	integer

Input schema (JSON)

{
  "type": "object",
  "required": [
    "body"
  ],
  "properties": {
    "body": {
      "type": "string",
      "maxLength": 20000
    },
    "email": {
      "type": "string",
      "maxLength": 254
    },
    "title": {
      "type": "string",
      "maxLength": 200
    },
    "deal_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    },
    "company_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    },
    "contact_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

crm_archive_company

Hide a company from crm_find_companies, crm_search, duplicates and exports. Its people, deals and notes stay as they are, and crm_get_company still reads it (archived: true). Saving it again, even by name, does not bring it back; crm_restore_company does. Costs $0.001 per call; nothing if it fails.

destructive

Argument	Type	Description
company_id*	integer

Input schema (JSON)

{
  "type": "object",
  "required": [
    "company_id"
  ],
  "properties": {
    "company_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

crm_archive_contact

Hide a contact from searches and lists. Its history is kept; crm_update_contact cannot un-archive, crm_restore_contact does. Costs $0.001 per call; nothing if it fails.

destructive

Argument	Type	Description
contact_id*	integer

Input schema (JSON)

{
  "type": "object",
  "required": [
    "contact_id"
  ],
  "properties": {
    "contact_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

crm_complete_task

Mark a task done (or cancelled). Costs $0.01 per call; nothing if it fails.

Argument	Type	Description
status	string
task_id*	integer

Input schema (JSON)

{
  "type": "object",
  "required": [
    "task_id"
  ],
  "properties": {
    "status": {
      "enum": [
        "done",
        "cancelled"
      ],
      "type": "string",
      "default": "done"
    },
    "task_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

crm_create_task

A follow-up on a contact, with an optional due time (ISO 8601) and priority. Costs $0.01 per call; nothing if it fails.

Argument	Type	Description
email	string
title*	string
due_at	string	ISO 8601, e.g. 2026-10-20T09:00:00Z
details	string
priority	string
contact_id	integer

Input schema (JSON)

{
  "type": "object",
  "required": [
    "title"
  ],
  "properties": {
    "email": {
      "type": "string",
      "maxLength": 254
    },
    "title": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1
    },
    "due_at": {
      "type": "string",
      "maxLength": 40,
      "description": "ISO 8601, e.g. 2026-10-20T09:00:00Z"
    },
    "details": {
      "type": "string",
      "maxLength": 5000
    },
    "priority": {
      "enum": [
        "low",
        "normal",
        "high",
        "urgent"
      ],
      "type": "string"
    },
    "contact_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

crm_define_field

Add a field of your own to contacts, companies or deals, such as a "plan" picked from a list or a "renewal_date", or change its label, description or options. From then on values sent in custom_fields are checked against its type (text, number, boolean, date as YYYY-MM-DD, select from options, url, email, phone), and you can filter and sort on it. A field that holds values keeps its type; delete it and define it again to change the type. Costs $0.001 per call; nothing if it fails.

Argument	Type	Description
key*	string	snake_case, e.g. "renewal_date"
type*	string
label	string
object*	string
options	array	select only: the allowed values
description	string	What the field means, for whoever reads it next.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "object",
    "key",
    "type"
  ],
  "properties": {
    "key": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]{0,39}$",
      "description": "snake_case, e.g. \"renewal_date\""
    },
    "type": {
      "enum": [
        "text",
        "number",
        "boolean",
        "date",
        "select",
        "url",
        "email",
        "phone"
      ],
      "type": "string"
    },
    "label": {
      "type": "string",
      "maxLength": 80
    },
    "object": {
      "enum": [
        "contact",
        "company",
        "deal"
      ],
      "type": "string"
    },
    "options": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 100,
        "minLength": 1
      },
      "maxItems": 100,
      "description": "select only: the allowed values"
    },
    "description": {
      "type": "string",
      "maxLength": 300,
      "description": "What the field means, for whoever reads it next."
    }
  },
  "additionalProperties": false
}

crm_delete_field

Delete a custom field and its value on every record. This cannot be undone. Costs $0.001 per call; nothing if it fails.

destructive

Argument	Type	Description
key*	string
object*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "object",
    "key"
  ],
  "properties": {
    "key": {
      "type": "string",
      "maxLength": 40,
      "minLength": 1
    },
    "object": {
      "enum": [
        "contact",
        "company",
        "deal"
      ],
      "type": "string"
    }
  },
  "additionalProperties": false
}

crm_delete_pipeline

Delete an empty pipeline (by id or name). A pipeline that holds deals cannot be deleted: move them to another pipeline first with crm_move_deal. The last pipeline cannot be deleted. Costs $0.001 per call; nothing if it fails.

destructive

Argument	Type	Description
pipeline*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "pipeline"
  ],
  "properties": {
    "pipeline": {
      "type": "string",
      "maxLength": 80,
      "minLength": 1
    }
  },
  "additionalProperties": false
}

crm_delete_segment

Delete a saved segment; the records stay as they are. Costs $0.001 per call; nothing if it fails.

destructive

Argument	Type	Description
object*	string
segment*	string	Name or id

Input schema (JSON)

{
  "type": "object",
  "required": [
    "object",
    "segment"
  ],
  "properties": {
    "object": {
      "enum": [
        "contact",
        "company",
        "deal"
      ],
      "type": "string"
    },
    "segment": {
      "type": "string",
      "maxLength": 80,
      "minLength": 1,
      "description": "Name or id"
    }
  },
  "additionalProperties": false
}

crm_delete_tag

Delete a tag and take it off every contact, company and deal. Costs $0.001 per call; nothing if it fails.

destructive

Argument	Type	Description
name*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 60,
      "minLength": 1
    }
  },
  "additionalProperties": false
}

crm_export

Contacts, companies or deals as CSV text (one row each; tags and custom fields as columns), with the same filters, tag and segment as the find tools: for a spreadsheet or for the owner. Archived contacts and companies are left out. Up to 500 rows a call; continue with next_offset. Free.

read-only

Argument	Type	Description
tag	string	Only records with this tag.
sort	string	Field to sort by, "-" first for descending, e.g. "-amount" or "renewal_date".
limit	integer
object*	string
offset	integer
filters	array	Conditions that must all match, e.g. [{"field": "lifecycle_stage", "op": "eq", "value": "customer"}, {"field": "renewal_date", "op": "lte", "value": "today+30"}]. field: a standard field, "tag", or a custom field key (crm_list_fields lists them all). op: eq, ne, contains, starts_with, in (value is a list), gt, gte, lt, lte, is_empty, is_set. Dates take YYYY-MM-DD or today, today+N, today-N.
segment	string	A saved segment (crm_save_segment), by name or id.

Input schema (JSON)

crm_find_companies

Search companies by name or domain, or by filters on any field, tag or custom field, or by a saved segment. Archived companies are left out unless include_archived is true. Returns a page, the total, and next_offset for the next page. Free.

read-only

Argument	Type	Description
tag	string	Only records with this tag.
sort	string	Field to sort by, "-" first for descending, e.g. "-amount" or "renewal_date".
limit	integer
query	string
offset	integer
filters	array	Conditions that must all match, e.g. [{"field": "lifecycle_stage", "op": "eq", "value": "customer"}, {"field": "renewal_date", "op": "lte", "value": "today+30"}]. field: a standard field, "tag", or a custom field key (crm_list_fields lists them all). op: eq, ne, contains, starts_with, in (value is a list), gt, gte, lt, lte, is_empty, is_set. Dates take YYYY-MM-DD or today, today+N, today-N.
segment	string	A saved segment (crm_save_segment), by name or id.
lifecycle_stage	string

crm_find_contacts

Search the CRM by name, email, company or phone, or by filters on any field, tag or custom field, or by a saved segment. Returns a page of contacts (most recently seen first unless `sort` says otherwise), the total, and next_offset for the next page. Free.

read-only

Argument	Type	Description
tag	string	Only records with this tag.
sort	string	Field to sort by, "-" first for descending, e.g. "-amount" or "renewal_date".
limit	integer
query	string
offset	integer
filters	array	Conditions that must all match, e.g. [{"field": "lifecycle_stage", "op": "eq", "value": "customer"}, {"field": "renewal_date", "op": "lte", "value": "today+30"}]. field: a standard field, "tag", or a custom field key (crm_list_fields lists them all). op: eq, ne, contains, starts_with, in (value is a list), gt, gte, lt, lte, is_empty, is_set. Dates take YYYY-MM-DD or today, today+N, today-N.
segment	string	A saved segment (crm_save_segment), by name or id.
lifecycle_stage	string

crm_find_deals

Deals by pipeline, stage, status (open, won, lost), company or contact, or by filters on any field, tag or custom field, or by a saved segment; most recently changed first unless `sort` says otherwise. Deals that have not moved in 14 days: filters [{"field": "status", "op": "eq", "value": "open"}, {"field": "stage_entered_at", "op": "lt", "value": "today-14"}]. Free.

read-only

Argument	Type	Description
tag	string	Only records with this tag.
sort	string	Field to sort by, "-" first for descending, e.g. "-amount" or "renewal_date".
limit	integer
query	string
stage	string
offset	integer
status	string
filters	array	Conditions that must all match, e.g. [{"field": "lifecycle_stage", "op": "eq", "value": "customer"}, {"field": "renewal_date", "op": "lte", "value": "today+30"}]. field: a standard field, "tag", or a custom field key (crm_list_fields lists them all). op: eq, ne, contains, starts_with, in (value is a list), gt, gte, lt, lte, is_empty, is_set. Dates take YYYY-MM-DD or today, today+N, today-N.

crm_find_duplicates

Contacts or companies that are probably the same: contacts with the same email in any case, the same phone number in any format, or the same name at the same company; companies with the same domain, or the same name once "Inc", "Ltd", "GmbH" and the like are dropped. Archived ones are left out. Merge each group with crm_merge_contacts or crm_merge_companies. Free.

read-only

Argument	Type	Description
limit	integer
object	string

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "object": {
      "enum": [
        "contact",
        "company"
      ],
      "type": "string",
      "default": "contact"
    }
  },
  "additionalProperties": false
}

crm_get_company

One company, by id or name, with its tags, custom fields, people, deals (open ones first) and notes, each note with who wrote it (by and via, as crm_timeline gives them). An archived company is read too (archived: true). Free.

read-only

Argument	Type	Description
name	string
company_id	integer

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 255
    },
    "company_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

crm_get_contact

One contact with its tags, custom fields, recent activity, open tasks and deals, by id or email, and came_from: the website visit that led to their first chat, booking, form or signup (channel, source, campaign, landing page), when the site is counted. crm_timeline has everything that happened with them. Free.

read-only

Argument	Type	Description
email	string
contact_id	integer

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "email": {
      "type": "string",
      "maxLength": 254
    },
    "contact_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

crm_get_customer

One read before you answer someone: the contact (or company) and what is open with them across Conecto: open deals, help desk tickets, unpaid invoices and open quotes (with the balance due per currency), documents waiting for their signature, their next meetings, the last email, chat and call, their newsletters, and where they first came from on the website. By contact_id, email or company_id (then its contacts' records too). Each list shows up to 5; each area's own tools have the rest. Free.

read-only

Argument	Type	Description
email	string
company_id	integer
contact_id	integer

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "email": {
      "type": "string",
      "maxLength": 254
    },
    "company_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    },
    "contact_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

crm_get_deal

One deal with its pipeline and stage, its stage history (each stage and the days it stayed there), its notes with who wrote each (by and via, as crm_timeline gives them), and its contact and company. Free.

read-only

Argument	Type	Description
deal_id*	integer

Input schema (JSON)

{
  "type": "object",
  "required": [
    "deal_id"
  ],
  "properties": {
    "deal_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

crm_list_fields

The fields you can read, filter and sort on for contacts, companies and deals: the standard ones and the custom fields defined with crm_define_field (type, options, description, and how many records hold a value). Free.

read-only

Argument	Type	Description
object	string

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "object": {
      "enum": [
        "contact",
        "company",
        "deal"
      ],
      "type": "string"
    }
  },
  "additionalProperties": false
}

crm_list_pipelines

The deal pipelines in order, each with its stages in order: id, name, probability (the chance a deal there is won, 0-100), outcome (open, won or lost), and how many deals sit there with their value by currency. Every account starts with "Sales": New, Qualified, Meeting, Proposal, Negotiation, Won, Lost. Free.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {},
  "additionalProperties": false
}

crm_list_segments

The saved segments, each with its filters and how many records match right now. Free.

read-only

Argument	Type	Description
object	string

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "object": {
      "enum": [
        "contact",
        "company",
        "deal"
      ],
      "type": "string"
    }
  },
  "additionalProperties": false
}

crm_list_tags

Every tag with how many contacts, companies and deals carry it. Free.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {},
  "additionalProperties": false
}

crm_list_tasks

Tasks by status (default open), optionally for one contact or due before a time, soonest first, each with the contact it is about (id, name, email). Free.

read-only

Argument	Type	Description
limit	integer
status	string
contact_id	integer
due_before	string

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "limit": {
      "type": "integer",
      "default": 25,
      "maximum": 100,
      "minimum": 1
    },
    "status": {
      "enum": [
        "open",
        "done",
        "cancelled"
      ],
      "type": "string",
      "default": "open"
    },
    "contact_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    },
    "due_before": {
      "type": "string",
      "maxLength": 40
    }
  },
  "additionalProperties": false
}

crm_merge_companies

Merge duplicate companies into the one you keep. Its empty fields are filled from the others, tags and custom fields are combined (the kept company wins where both have a value), and their people, deals and notes move to it. The merged companies are deleted. Costs $0.01 per call; nothing if it fails.

destructive

Argument	Type	Description
keep_id*	integer
merge_ids*	array

Input schema (JSON)

{
  "type": "object",
  "required": [
    "keep_id",
    "merge_ids"
  ],
  "properties": {
    "keep_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    },
    "merge_ids": {
      "type": "array",
      "items": {
        "type": "integer",
        "maximum": 9007199254740992,
        "minimum": 1
      },
      "maxItems": 10,
      "minItems": 1
    }
  },
  "additionalProperties": false
}

crm_merge_contacts

Merge duplicate contacts into the one you keep. Its empty fields are filled from the others, tags and custom fields are combined (the kept contact wins where both have a value), and every note, task, email, chat, call, ticket and deal moves to it. The merged contacts are archived; their emails still find the kept contact. Costs $0.01 per call; nothing if it fails.

destructive

Argument	Type	Description
keep_id*	integer
merge_ids*	array

Input schema (JSON)

{
  "type": "object",
  "required": [
    "keep_id",
    "merge_ids"
  ],
  "properties": {
    "keep_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    },
    "merge_ids": {
      "type": "array",
      "items": {
        "type": "integer",
        "maximum": 9007199254740992,
        "minimum": 1
      },
      "maxItems": 10,
      "minItems": 1
    }
  },
  "additionalProperties": false
}

crm_move_deal

Move a deal to a stage (by name or id), optionally of another pipeline. A won or lost stage closes the deal (give lost_reason when it is lost); an open stage reopens it. Each move is kept in the deal's history: crm_get_deal shows how many days it stayed in each stage. Costs $0.01 per call; nothing if it fails.

Argument	Type	Description
stage*	string
deal_id*	integer
pipeline	string
lost_reason	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "deal_id",
    "stage"
  ],
  "properties": {
    "stage": {
      "type": "string",
      "maxLength": 60,
      "minLength": 1
    },
    "deal_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    },
    "pipeline": {
      "type": "string",
      "maxLength": 80
    },
    "lost_reason": {
      "type": "string",
      "maxLength": 500
    }
  },
  "additionalProperties": false
}

crm_pipeline_report

How a pipeline is doing: open deals by stage with their value and weighted value (value x probability), deals won and lost in a period (this month by default) with the win rate, average deal won, average days to close and lost reasons, a forecast of open deals by expected close month, and how many open deals have not moved for stale_days. Values are per currency. Free.

read-only

Argument	Type	Description
since	string	First day of the period: YYYY-MM-DD or today-30. Default: the 1st of this month.
until	string	Last day of the period (included). Default: today.
pipeline	string	Name or id; default: the first pipeline.
stale_days	integer

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "since": {
      "type": "string",
      "maxLength": 10,
      "description": "First day of the period: YYYY-MM-DD or today-30. Default: the 1st of this month."
    },
    "until": {
      "type": "string",
      "maxLength": 10,
      "description": "Last day of the period (included). Default: today."
    },
    "pipeline": {
      "type": "string",
      "maxLength": 80,
      "description": "Name or id; default: the first pipeline."
    },
    "stale_days": {
      "type": "integer",
      "default": 30,
      "maximum": 365,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

crm_restore_company

Bring an archived company back into the lists, searches, duplicates and exports. Costs $0.001 per call; nothing if it fails.

Argument	Type	Description
company_id*	integer

Input schema (JSON)

{
  "type": "object",
  "required": [
    "company_id"
  ],
  "properties": {
    "company_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

crm_restore_contact

Bring an archived contact back. Costs $0.001 per call; nothing if it fails.

Argument	Type	Description
contact_id*	integer

Input schema (JSON)

{
  "type": "object",
  "required": [
    "contact_id"
  ],
  "properties": {
    "contact_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

crm_save_companies

Create or update up to 100 companies in one call, each exactly like crm_save_company (matched by name). Each one succeeds or fails on its own; the reply lists which, and you pay only for the ones saved. Costs $0.01 per record saved; nothing if none are found.

Argument	Type	Description
companies*	array

Input schema (JSON)

{
  "type": "object",
  "required": [
    "companies"
  ],
  "properties": {
    "companies": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "name"
        ],
        "properties": {
          "name": {
            "type": "string",
            "maxLength": 255,
            "minLength": 1
          },
          "tags": {
            "type": "array",
            "items": {
              "type": "string",
              "maxLength": 60,
              "minLength": 1
            },
            "maxItems": 20,
            "description": "Tags to add, e.g. [\"vip\"]; a new tag is made on first use. crm_tag_records removes tags."
          },
          "notes": {
            "type": "string",
            "maxLength": 20000
          },
          "domain": {
            "type": "string",
            "maxLength": 255
          },
          "website": {
            "type": "string",
            "maxLength": 500
          },
          "industry": {
            "type": "string",
            "maxLength": 120
          },
          "custom_fields": {
            "type": "object",
            "description": "Custom fields as {\"key\": value}, merged into the existing ones; null clears one. Keys defined with crm_define_field are checked against their type.",
            "maxProperties": 60,
            "additionalProperties": {
              "type": [
                "string",
                "number",
                "boolean",
                "null"
              ],
              "maxLength": 1000
            }
          },
          "employee_count": {
            "type": "integer",
            "minimum": 0
          },
          "lifecycle_stage": {
            "enum": [
              "prospect",
              "onboarding",
              "customer",
              "churned"
            ],
            "type": "string"
          }
        },
        "additionalProperties": false
      },
      "maxItems": 100,
      "minItems": 1
    }
  },
  "additionalProperties": false
}

crm_save_company

Create a company, or update the one with this name (case-insensitive). With company_id, update that company instead, and a name renames it. Only the fields you send change; tags are added, custom fields merged. Costs $0.01 per call; nothing if it fails.

Argument	Type	Description
name	string	Required unless company_id is given; with it, the company's new name.
tags	array	Tags to add, e.g. ["vip"]; a new tag is made on first use. crm_tag_records removes tags.
notes	string
domain	string
website	string
industry	string
company_id	integer
custom_fields	object	Custom fields as {"key": value}, merged into the existing ones; null clears one. Keys defined with crm_define_field are checked against their type.
employee_count	integer
lifecycle_stage	string

crm_save_contact

Create a contact, or update the one with this email if it already exists. Only the fields you send change; tags are added, custom fields merged. Without an email a new contact is always created. Costs $0.01 per call; nothing if it fails.

Argument	Type	Description
name	string
tags	array	Tags to add, e.g. ["vip"]; a new tag is made on first use. crm_tag_records removes tags.
email	string
notes	string
phone	string
title	string
company	string	Company name; also links or creates the company record.
language	string
location	string
timezone	string
custom_fields	object

crm_save_contacts

Create or update up to 100 contacts in one call, each exactly like crm_save_contact (matched by email; without an email a new contact is made). Each one succeeds or fails on its own; the reply lists which, and you pay only for the ones saved. Costs $0.01 per record saved; nothing if none are found.

Argument	Type	Description
contacts*	array

Input schema (JSON)

{
  "type": "object",
  "required": [
    "contacts"
  ],
  "properties": {
    "contacts": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "name": {
            "type": "string",
            "maxLength": 255
          },
          "tags": {
            "type": "array",
            "items": {
              "type": "string",
              "maxLength": 60,
              "minLength": 1
            },
            "maxItems": 20,
            "description": "Tags to add, e.g. [\"vip\"]; a new tag is made on first use. crm_tag_records removes tags."
          },
          "email": {
            "type": "string",
            "format": "email",
            "maxLength": 254
          },
          "notes": {
            "type": "string",
            "maxLength": 20000
          },
          "phone": {
            "type": "string",
            "maxLength": 60
          },
          "title": {
            "type": "string",
            "maxLength": 255
          },
          "company": {
            "type": "string",
            "maxLength": 255,
            "description": "Company name; also links or creates the company record."
          },
          "language": {
            "type": "string",
            "maxLength": 60
          },
          "location": {
            "type": "string",
            "maxLength": 255
          },
          "timezone": {
            "type": "string",
            "maxLength": 60
          },
          "custom_fields": {
            "type": "object",
            "description": "Custom fields as {\"key\": value}, merged into the existing ones; null clears one. Keys defined with crm_define_field are checked against their type.",
            "maxProperties": 60,
            "additionalProperties": {
              "type": [
                "string",
                "number",
                "boolean",
                "null"
              ],
              "maxLength": 1000
            }
          },
          "lifecycle_stage": {
            "enum": [
              "lead",
              "trial",
              "onboarding",
              "customer",
              "at_risk",
              "churned",
              "advocate"
            ],
            "type": "string"
          }
        },
        "additionalProperties": false
      },
      "maxItems": 100,
      "minItems": 1
    }
  },
  "additionalProperties": false
}

crm_save_deal

Create a deal (no deal_id) or update one (with deal_id): pipeline and stage, amount, expected close date, next step, the company and contact it belongs to, tags and custom fields. A new deal starts at the first stage of its pipeline unless you give one. Costs $0.01 per call; nothing if it fails.

Argument	Type	Description
tags	array	Tags to add, e.g. ["vip"]; a new tag is made on first use. crm_tag_records removes tags.
stage	string	Stage name or id in that pipeline, e.g. "Proposal". A new deal without one starts at the first stage. crm_move_deal moves deals too.
title	string
amount	number
deal_id	integer
currency	string
pipeline	string	Pipeline name or id (crm_list_pipelines). Default: the deal's own, else the first pipeline.
next_step	string
close_date	string	YYYY-MM-DD: when it is expected to close
company_id

crm_save_pipeline

Create a deal pipeline, or change one (by pipeline_id, or the pipeline with this name): its name, its position among the pipelines, and its stages in order. A stage that still holds deals cannot be dropped; move them first with crm_move_deal. Costs $0.001 per call; nothing if it fails.

Argument	Type	Description
name*	string
stages	array	All the stages, in order. Keep a stage (and its deals) by giving its id or its current name. Won and Lost are added when no stage has those outcomes; open stages without a probability get one spread evenly.
position	integer
pipeline_id	integer

Input schema (JSON)

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 80,
      "minLength": 1
    },
    "stages": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "name"
        ],
        "properties": {
          "id": {
            "type": "integer",
            "maximum": 9007199254740992,
            "minimum": 1
          },
          "name": {
            "type": "string",
            "maxLength": 60,
            "minLength": 1
          },
          "outcome": {
            "enum": [
              "open",
              "won",
              "lost"
            ],
            "type": "string",
            "default": "open"
          },
          "probability": {
            "type": "integer",
            "maximum": 100,
            "minimum": 0
          }
        },
        "additionalProperties": false
      },
      "maxItems": 30,
      "minItems": 1,
      "description": "All the stages, in order. Keep a stage (and its deals) by giving its id or its current name. Won and Lost are added when no stage has those outcomes; open stages without a probability get one spread evenly."
    },
    "position": {
      "type": "integer",
      "maximum": 100,
      "minimum": 0
    },
    "pipeline_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

crm_save_segment

Save filters under a name, such as "customers renewing within 30 days" (a new name creates a segment, an existing one replaces its filters). Use it with the segment argument of crm_find_contacts, crm_find_companies, crm_find_deals and crm_export. Relative dates (today+30) are worked out each time. Costs $0.001 per call; nothing if it fails.

Argument	Type	Description
name*	string
sort	string	Default sort, e.g. "-amount".
object*	string
filters*	array	Conditions that must all match, e.g. [{"field": "lifecycle_stage", "op": "eq", "value": "customer"}, {"field": "renewal_date", "op": "lte", "value": "today+30"}]. field: a standard field, "tag", or a custom field key (crm_list_fields lists them all). op: eq, ne, contains, starts_with, in (value is a list), gt, gte, lt, lte, is_empty, is_set. Dates take YYYY-MM-DD or today, today+N, today-N.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "object",
    "name",
    "filters"
  ],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 80,
      "minLength": 1
    },
    "sort": {
      "type": "string",
      "maxLength": 61,
      "description": "Default sort, e.g. \"-amount\"."
    },
    "object": {
      "enum": [
        "contact",
        "company",
        "deal"
      ],
      "type": "string"
    },
    "filters": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "field",
          "op"
        ],
        "properties": {
          "op": {
            "enum": [
              "contains",
              "eq",
              "gt",
              "gte",
              "in",
              "is_empty",
              "is_set",
              "lt",
              "lte",
              "ne",
              "starts_with"
            ],
            "type": "string"
          },
          "field": {
            "type": "string",
            "maxLength": 60,
            "minLength": 1
          },
          "value": {
            "description": "Text, a number, true/false, a date, or a list for \"in\"."
          }
        },
        "additionalProperties": false
      },
      "maxItems": 20,
      "minItems": 1,
      "description": "Conditions that must all match, e.g. [{\"field\": \"lifecycle_stage\", \"op\": \"eq\", \"value\": \"customer\"}, {\"field\": \"renewal_date\", \"op\": \"lte\", \"value\": \"today+30\"}]. field: a standard field, \"tag\", or a custom field key (crm_list_fields lists them all). op: eq, ne, contains, starts_with, in (value is a list), gt, gte, lt, lte, is_empty, is_set. Dates take YYYY-MM-DD or today, today+N, today-N."
    }
  },
  "additionalProperties": false
}

crm_search

Find contacts, companies and deals in one call from whatever you have: a name, an email, a phone number (any format), a domain, a company name or a deal title. Use it to turn what someone told you into record ids. Free.

read-only

Argument	Type	Description
limit	integer
query*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "default": 5,
      "maximum": 25,
      "minimum": 1
    },
    "query": {
      "type": "string",
      "maxLength": 200,
      "minLength": 2
    }
  },
  "additionalProperties": false
}

crm_tag_records

Add and remove tags on up to 100 contacts, companies or deals at once, such as everyone who came to a webinar. A new tag is made on first use; tags match in any case. Find tagged records with the tag argument of the find tools. Costs $0.001 per record tagged; nothing if none are found.

Argument	Type	Description
add	array
ids*	array
object*	string
remove	array

Input schema (JSON)

{
  "type": "object",
  "required": [
    "object",
    "ids"
  ],
  "properties": {
    "add": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 60,
        "minLength": 1
      },
      "maxItems": 20
    },
    "ids": {
      "type": "array",
      "items": {
        "type": "integer",
        "maximum": 9007199254740992,
        "minimum": 1
      },
      "maxItems": 100,
      "minItems": 1
    },
    "object": {
      "enum": [
        "contact",
        "company",
        "deal"
      ],
      "type": "string"
    },
    "remove": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 60,
        "minLength": 1
      },
      "maxItems": 20
    }
  },
  "additionalProperties": false
}

crm_timeline

Everything that happened with a contact, a company (all its people) or a deal, or in the whole CRM when you name none of them, newest first: notes, tasks, emails from your inboxes, website chats, phone calls (with their summary), tickets, meetings, deal stage moves and deal notes, each with its contact_id where it has one. Each says who made it: `by` is the name of the key whose bot did (like "Ben, through Claude"), a person, a form or an import, or null; `via` is "dashboard" when a person made it on a dashboard link the key made, "ai_app" when the key's AI app did. Read it before you write to someone. For the next page pass next_before as `before`. Free.

read-only

Argument	Type	Description
email	string
limit	integer
types	array	Only these kinds of entries.
before	string	ISO 8601: only entries before this time.
deal_id	integer
company_id	integer
contact_id	integer

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "email": {
      "type": "string",
      "maxLength": 254
    },
    "limit": {
      "type": "integer",
      "default": 30,
      "maximum": 100,
      "minimum": 1
    },
    "types": {
      "type": "array",
      "items": {
        "enum": [
          "note",
          "activity",
          "task",
          "email",
          "chat",
          "call",
          "ticket",
          "meeting",
          "deal_stage"
        ],
        "type": "string"
      },
      "maxItems": 9,
      "description": "Only these kinds of entries."
    },
    "before": {
      "type": "string",
      "maxLength": 40,
      "description": "ISO 8601: only entries before this time."
    },
    "deal_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    },
    "company_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    },
    "contact_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

crm_update_contact

Change fields on an existing contact by id. Only the fields you send change; tags are added, custom fields merged. Costs $0.01 per call; nothing if it fails.

Argument	Type	Description
name	string
tags	array	Tags to add, e.g. ["vip"]; a new tag is made on first use. crm_tag_records removes tags.
email	string
notes	string
phone	string
title	string
company	string	Company name; also links or creates the company record.
language	string
location	string
timezone	string
contact_id*	integer

Input schema (JSON)

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 80,
      "minLength": 1
    },
    "areas": {
      "type": [
        "array",
        "null"
      ],
      "items": {
        "type": "string"
      },
      "maxItems": 50,
      "description": "The areas its keys may work in (account tools always); null for every area."
    },
    "budget": {
      "enum": [
        "hard",
        "soft"
      ],
      "type": "string",
      "description": "hard refuses calls past the budget; soft only warns."
    },
    "erp_code": {
      "type": [
        "string",
        "null"
      ],
      "maxLength": 40
    },
    "new_name": {
      "type": "string",
      "maxLength": 80,
      "minLength": 1,
      "description": "Renames the team; its keys, spend and budget stay with it."
    },
    "mailboxes": {
      "type": [
        "array",
        "null"
      ],
      "items": {
        "type": "string",
        "maxLength": 254
      },
      "maxItems": 20,
      "description": "The Microsoft 365 or Google mailboxes its keys may act as; null for every mailbox the connection lists."
    },
    "read_only": {
      "type": "boolean",
      "description": "Its keys only read, and get links that act for whoever opens them as \"[redacted]\"."
    },
    "drafts_only": {
      "type": "boolean",
      "description": "Every write of its keys waits for a person, and they get links that act for whoever opens them as \"[redacted]\"."
    },
    "alert_percent": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1
    },
    "budget_period": {
      "enum": [
        "month",
        "quarter",
        "year",
        "project"
      ],
      "type": "string",
      "description": "What the budget is for: a month, a quarter or a year of the account's fiscal calendar, or a project total until budget_ends_on."
    },
    "budget_ends_on": {
      "type": [
        "string",
        "null"
      ],
      "format": "date",
      "description": "The last day of a project budget, like 2026-12-31."
    },
    "sees_sensitive": {
      "type": "boolean",
      "description": "false hides suppliers' bank details and HR notes and contracts from its keys; only the owner turns it on."
    },
    "monthly_budget_usd": {
      "type": [
        "number",
        "null"
      ],
      "maximum": 1000000,
      "minimum": 0,
      "description": "null counts the spend without a cap."
    }
  },
  "additionalProperties": false
}

{
  "type": "object",
  "required": [
    "object"
  ],
  "properties": {
    "tag": {
      "type": "string",
      "maxLength": 60,
      "description": "Only records with this tag."
    },
    "sort": {
      "type": "string",
      "maxLength": 61,
      "description": "Field to sort by, \"-\" first for descending, e.g. \"-amount\" or \"renewal_date\"."
    },
    "limit": {
      "type": "integer",
      "default": 500,
      "maximum": 500,
      "minimum": 1
    },
    "object": {
      "enum": [
        "contact",
        "company",
        "deal"
      ],
      "type": "string"
    },
    "offset": {
      "type": "integer",
      "default": 0,
      "minimum": 0
    },
    "filters": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "field",
          "op"
        ],
        "properties": {
          "op": {
            "enum": [
              "contains",
              "eq",
              "gt",
              "gte",
              "in",
              "is_empty",
              "is_set",
              "lt",
              "lte",
              "ne",
              "starts_with"
            ],
            "type": "string"
          },
          "field": {
            "type": "string",
            "maxLength": 60,
            "minLength": 1
          },
          "value": {
            "description": "Text, a number, true/false, a date, or a list for \"in\"."
          }
        },
        "additionalProperties": false
      },
      "maxItems": 20,
      "description": "Conditions that must all match, e.g. [{\"field\": \"lifecycle_stage\", \"op\": \"eq\", \"value\": \"customer\"}, {\"field\": \"renewal_date\", \"op\": \"lte\", \"value\": \"today+30\"}]. field: a standard field, \"tag\", or a custom field key (crm_list_fields lists them all). op: eq, ne, contains, starts_with, in (value is a list), gt, gte, lt, lte, is_empty, is_set. Dates take YYYY-MM-DD or today, today+N, today-N."
    },
    "segment": {
      "type": "string",
      "maxLength": 80,
      "description": "A saved segment (crm_save_segment), by name or id."
    }
  },
  "additionalProperties": false
}

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "tag": {
      "type": "string",
      "maxLength": 60,
      "description": "Only records with this tag."
    },
    "sort": {
      "type": "string",
      "maxLength": 61,
      "description": "Field to sort by, \"-\" first for descending, e.g. \"-amount\" or \"renewal_date\"."
    },
    "limit": {
      "type": "integer",
      "default": 25,
      "maximum": 100,
      "minimum": 1
    },
    "query": {
      "type": "string",
      "maxLength": 200
    },
    "offset": {
      "type": "integer",
      "default": 0,
      "minimum": 0
    },
    "filters": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "field",
          "op"
        ],
        "properties": {
          "op": {
            "enum": [
              "contains",
              "eq",
              "gt",
              "gte",
              "in",
              "is_empty",
              "is_set",
              "lt",
              "lte",
              "ne",
              "starts_with"
            ],
            "type": "string"
          },
          "field": {
            "type": "string",
            "maxLength": 60,
            "minLength": 1
          },
          "value": {
            "description": "Text, a number, true/false, a date, or a list for \"in\"."
          }
        },
        "additionalProperties": false
      },
      "maxItems": 20,
      "description": "Conditions that must all match, e.g. [{\"field\": \"lifecycle_stage\", \"op\": \"eq\", \"value\": \"customer\"}, {\"field\": \"renewal_date\", \"op\": \"lte\", \"value\": \"today+30\"}]. field: a standard field, \"tag\", or a custom field key (crm_list_fields lists them all). op: eq, ne, contains, starts_with, in (value is a list), gt, gte, lt, lte, is_empty, is_set. Dates take YYYY-MM-DD or today, today+N, today-N."
    },
    "segment": {
      "type": "string",
      "maxLength": 80,
      "description": "A saved segment (crm_save_segment), by name or id."
    },
    "lifecycle_stage": {
      "enum": [
        "prospect",
        "onboarding",
        "customer",
        "churned"
      ],
      "type": "string"
    },
    "include_archived": {
      "type": "boolean",
      "default": false
    }
  },
  "additionalProperties": false
}

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "tag": {
      "type": "string",
      "maxLength": 60,
      "description": "Only records with this tag."
    },
    "sort": {
      "type": "string",
      "maxLength": 61,
      "description": "Field to sort by, \"-\" first for descending, e.g. \"-amount\" or \"renewal_date\"."
    },
    "limit": {
      "type": "integer",
      "default": 25,
      "maximum": 100,
      "minimum": 1
    },
    "query": {
      "type": "string",
      "maxLength": 200
    },
    "offset": {
      "type": "integer",
      "default": 0,
      "minimum": 0
    },
    "filters": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "field",
          "op"
        ],
        "properties": {
          "op": {
            "enum": [
              "contains",
              "eq",
              "gt",
              "gte",
              "in",
              "is_empty",
              "is_set",
              "lt",
              "lte",
              "ne",
              "starts_with"
            ],
            "type": "string"
          },
          "field": {
            "type": "string",
            "maxLength": 60,
            "minLength": 1
          },
          "value": {
            "description": "Text, a number, true/false, a date, or a list for \"in\"."
          }
        },
        "additionalProperties": false
      },
      "maxItems": 20,
      "description": "Conditions that must all match, e.g. [{\"field\": \"lifecycle_stage\", \"op\": \"eq\", \"value\": \"customer\"}, {\"field\": \"renewal_date\", \"op\": \"lte\", \"value\": \"today+30\"}]. field: a standard field, \"tag\", or a custom field key (crm_list_fields lists them all). op: eq, ne, contains, starts_with, in (value is a list), gt, gte, lt, lte, is_empty, is_set. Dates take YYYY-MM-DD or today, today+N, today-N."
    },
    "segment": {
      "type": "string",
      "maxLength": 80,
      "description": "A saved segment (crm_save_segment), by name or id."
    },
    "lifecycle_stage": {
      "enum": [
        "lead",
        "trial",
        "onboarding",
        "customer",
        "at_risk",
        "churned",
        "advocate"
      ],
      "type": "string"
    },
    "include_archived": {
      "type": "boolean",
      "default": false
    }
  },
  "additionalProperties": false
}

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "tag": {
      "type": "string",
      "maxLength": 60,
      "description": "Only records with this tag."
    },
    "sort": {
      "type": "string",
      "maxLength": 61,
      "description": "Field to sort by, \"-\" first for descending, e.g. \"-amount\" or \"renewal_date\"."
    },
    "limit": {
      "type": "integer",
      "default": 25,
      "maximum": 100,
      "minimum": 1
    },
    "query": {
      "type": "string",
      "maxLength": 200
    },
    "stage": {
      "type": "string",
      "maxLength": 60
    },
    "offset": {
      "type": "integer",
      "default": 0,
      "minimum": 0
    },
    "status": {
      "enum": [
        "open",
        "won",
        "lost"
      ],
      "type": "string"
    },
    "filters": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "field",
          "op"
        ],
        "properties": {
          "op": {
            "enum": [
              "contains",
              "eq",
              "gt",
              "gte",
              "in",
              "is_empty",
              "is_set",
              "lt",
              "lte",
              "ne",
              "starts_with"
            ],
            "type": "string"
          },
          "field": {
            "type": "string",
            "maxLength": 60,
            "minLength": 1
          },
          "value": {
            "description": "Text, a number, true/false, a date, or a list for \"in\"."
          }
        },
        "additionalProperties": false
      },
      "maxItems": 20,
      "description": "Conditions that must all match, e.g. [{\"field\": \"lifecycle_stage\", \"op\": \"eq\", \"value\": \"customer\"}, {\"field\": \"renewal_date\", \"op\": \"lte\", \"value\": \"today+30\"}]. field: a standard field, \"tag\", or a custom field key (crm_list_fields lists them all). op: eq, ne, contains, starts_with, in (value is a list), gt, gte, lt, lte, is_empty, is_set. Dates take YYYY-MM-DD or today, today+N, today-N."
    },
    "segment": {
      "type": "string",
      "maxLength": 80,
      "description": "A saved segment (crm_save_segment), by name or id."
    },
    "pipeline": {
      "type": "string",
      "maxLength": 80
    },
    "company_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    },
    "contact_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    }
  },
  "additionalProperties": false
}

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "tags": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 60,
        "minLength": 1
      },
      "maxItems": 20,
      "description": "Tags to add, e.g. [\"vip\"]; a new tag is made on first use. crm_tag_records removes tags."
    },
    "stage": {
      "type": "string",
      "maxLength": 60,
      "description": "Stage name or id in that pipeline, e.g. \"Proposal\". A new deal without one starts at the first stage. crm_move_deal moves deals too."
    },
    "title": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1
    },
    "amount": {
      "type": "number",
      "minimum": 0
    },
    "deal_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    },
    "currency": {
      "type": "string",
      "maxLength": 3,
      "minLength": 3
    },
    "pipeline": {
      "type": "string",
      "maxLength": 80,
      "description": "Pipeline name or id (crm_list_pipelines). Default: the deal's own, else the first pipeline."
    },
    "next_step": {
      "type": "string",
      "maxLength": 500
    },
    "close_date": {
      "type": "string",
      "maxLength": 10,
      "description": "YYYY-MM-DD: when it is expected to close"
    },
    "company_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    },
    "contact_id": {
      "type": "integer",
      "maximum": 9007199254740992,
      "minimum": 1
    },
    "description": {
      "type": "string",
      "maxLength": 20000
    },
    "lost_reason": {
      "type": "string",
      "maxLength": 500
    },
    "company_name": {
      "type": "string",
      "maxLength": 255
    },
    "contact_email": {
      "type": "string",
      "maxLength": 254
    },
    "custom_fields": {
      "type": "object",
      "description": "Custom fields as {\"key\": value}, merged into the existing ones; null clears one. Keys defined with crm_define_field are checked against their type.",
      "maxProperties": 60,
      "additionalProperties": {
        "type": [
          "string",
          "number",
          "boolean",
          "null"
        ],
        "maxLength": 1000
      }
    }
  },
  "additionalProperties": false
}

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