crm

crm

Manage companies, deals, tasks, and notes with full CRM functionality. Perform operations like creating, updating, deleting, linking, and retrieving data to streamline business workflows.

Instructions

Complete CRM functionality - manage companies, deals, tasks, and notes

Input Schema

Name	Required	Description
`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"
}

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Instructions

Input Schema

Input Schema (JSON Schema)

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