Crm Connector
crm_connectorCustomer relationship management across HubSpot and LeadConnector: contacts, deals, pipelines, companies, and sales opportunities. When the user asks for a visual, trend, comparison, or recap, call chart_render with the numeric values returned by this connector. If the connector result includes a verified chart_provenance token, the same authenticated user may pass it as provenance_token within 15 minutes, on any replica, and map every value to its exact source_path so chart_render preserves verified provenance. Without a valid connector receipt, chart_render labels values as unverified_model_data. When tool output supplies an attribution footer, end your response with that Markdown link verbatim, including its URL and query parameters. Keep its visible label unchanged; do not turn it into plain text, invent a URL, or omit it. Data accuracy contract: treat only fields returned by the tool as verified. Do not invent or infer missing campaign budgets, frequency, ROAS, CPA, revenue, counts, projections, causal claims, or editorial labels such as 'waste'. Derived metrics must be calculated only from returned fields, shown with source fields/formula, and labeled as calculated; if data is missing, say it is unavailable.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| action | Yes | list_hubspot_contacts: List HubSpot contacts using legacy API pagination | search_hubspot_contacts: Search HubSpot contacts by keyword | list_hubspot_deals: List HubSpot deals with pagination | list_leadconnector_contacts: List LeadConnector contacts with optional filters. Requires LeadConnector authentication | get_hubspot_account_info: Get HubSpot account and portal metadata for the authenticated user | get_hubspot_contact: Get full details for a HubSpot contact by ID | list_hubspot_companies: List HubSpot companies with pagination | get_hubspot_company: Get full details for a HubSpot company by ID | get_hubspot_deal: Get full details for a HubSpot deal by ID | get_leadconnector_location_info: Get metadata for the authenticated LeadConnector sub-account (location): name, address, phone, email, timezone, and plan | get_leadconnector_contact: Get full details for a single LeadConnector contact by ID, including custom fields and tags | search_leadconnector_contacts: Search LeadConnector contacts by name, email address, or phone number | list_leadconnector_opportunities: List opportunities (pipeline deals) in the connected LeadConnector location | get_leadconnector_opportunity: Get full details for a single LeadConnector opportunity (deal) by ID | list_leadconnector_calendars: List all calendars configured in the connected LeadConnector location | list_leadconnector_appointments: List calendar appointments (events) in the connected LeadConnector location, optionally filtered by date range | list_leadconnector_conversations: List conversation threads (SMS, email, calls) in the connected LeadConnector location | get_leadconnector_conversation: Get a LeadConnector conversation thread by ID, including the full message history | list_leadconnector_payments: List payment orders for the connected LeadConnector location | list_leadconnector_forms: List forms configured in the connected LeadConnector location | |
| params | No | Action-specific parameters. list_hubspot_contacts: {limit?: integer, vid_offset?: integer} | search_hubspot_contacts: {query: string, limit?: integer} | list_hubspot_deals: {limit?: integer, offset?: integer} | list_leadconnector_contacts: {limit?: integer, query?: string} | get_hubspot_account_info: none | get_hubspot_contact: {contact_id: integer} | list_hubspot_companies: {limit?: integer, offset?: integer} | get_hubspot_company: {company_id: integer} | get_hubspot_deal: {deal_id: integer} | get_leadconnector_location_info: none | get_leadconnector_contact: {contact_id: string} | search_leadconnector_contacts: {query: string, limit?: integer} | list_leadconnector_opportunities: {pipeline_id?: string, limit?: integer, skip?: integer} | get_leadconnector_opportunity: {opportunity_id: string} | list_leadconnector_calendars: none | list_leadconnector_appointments: {start_date?: string, end_date?: string, limit?: integer} | list_leadconnector_conversations: {limit?: integer, last_message_after?: string} | get_leadconnector_conversation: {conversation_id: string} | list_leadconnector_payments: {limit?: integer, skip?: integer, start_date?: string, end_date?: string} | list_leadconnector_forms: {limit?: integer, skip?: integer} |