crm
Manage companies, deals, tasks, and notes effectively. Perform operations like create, update, delete, and link/unlink entities for streamlined CRM functionality on the Brevo MCP Server.
Instructions
Complete CRM functionality - manage companies, deals, tasks, and notes
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| companyData | No | Company information | |
| companyId | No | Company ID | |
| dealData | No | Deal information | |
| dealId | No | Deal ID | |
| entityId | No | Entity ID for linking/notes | |
| entityType | No | Entity type for linking/notes | |
| filters | No | Filters for listing operations | |
| limit | No | Number of items to retrieve | |
| noteData | No | Note information | |
| noteId | No | Note ID | |
| offset | No | Offset for pagination | |
| operation | Yes | CRM operation to perform | |
| taskData | No | Task information | |
| taskId | No | Task ID |
Input Schema (JSON Schema)
{
"properties": {
"companyData": {
"description": "Company information",
"type": "object"
},
"companyId": {
"description": "Company ID",
"type": "string"
},
"dealData": {
"description": "Deal information",
"type": "object"
},
"dealId": {
"description": "Deal ID",
"type": "string"
},
"entityId": {
"description": "Entity ID for linking/notes",
"type": "string"
},
"entityType": {
"description": "Entity type for linking/notes",
"enum": [
"companies",
"deals",
"contacts"
],
"type": "string"
},
"filters": {
"description": "Filters for listing operations",
"type": "object"
},
"limit": {
"default": 50,
"description": "Number of items to retrieve",
"type": "number"
},
"noteData": {
"description": "Note information",
"type": "object"
},
"noteId": {
"description": "Note ID",
"type": "string"
},
"offset": {
"default": 0,
"description": "Offset for pagination",
"type": "number"
},
"operation": {
"description": "CRM operation to perform",
"enum": [
"get_companies",
"get_company",
"create_company",
"update_company",
"delete_company",
"link_unlink_company",
"get_company_attributes",
"get_deals",
"get_deal",
"create_deal",
"update_deal",
"delete_deal",
"link_unlink_deal",
"get_deal_attributes",
"get_pipelines",
"get_tasks",
"get_task",
"create_task",
"update_task",
"delete_task",
"get_task_types",
"get_notes",
"get_note",
"create_note",
"update_note",
"delete_note"
],
"type": "string"
},
"taskData": {
"description": "Task information",
"type": "object"
},
"taskId": {
"description": "Task ID",
"type": "string"
}
},
"required": [
"operation"
],
"type": "object"
}