Manage Pipeline CRM deals, people, companies, notes and calendar entries.
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Scored across 30 tools
Most tools target a distinct resource+action, and descriptions clarify scope. However, note-listing tools (list_notes, list_deal_notes, list_person_notes) and people/deal listing tools (list_people vs list_company_people, list_deals vs list_person_deals) overlap, so an agent may need to read descriptions to choose.
Nearly all tools follow a consistent pipelinecrm_verb_noun snake_case pattern (create_deal, get_person, list_deals, update_company). Minor deviations: add_note uses 'add' instead of 'create', and deal_totals_by_stage lacks a standard verb.
30 tools is heavy for this surface; the count is inflated by redundant specialized list endpoints (list_deal_notes, list_person_notes, list_company_people) that duplicate capabilities of generic list tools with filters.
Read, create, and update are well covered for core entities (deals, people, companies, notes, calendar entries). However, delete/archive operations are missing for almost all entities (only deals support archive via update), and notes lack update/delete entirely.
Read deals, persons, organizations, activities and pipelines; create and update CRM records.
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Create, search, update, and manage data in OnePageCRM.
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