Read a timeline
crm_timelineEverything 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.
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "crm_timeline"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| No | |||
| limit | No | ||
| types | No | Only these kinds of entries. | |
| before | No | ISO 8601: only entries before this time. | |
| deal_id | No | ||
| company_id | No | ||
| contact_id | No |