Get a Rootr CRM node (pipelines, fields, counts)
rootr_crm_getRetrieve CRM node details: pipelines, stages, custom fields, config, entity counts, and access level. Optionally include pipeline value, forecast, and win-rate summary.
Instructions
Fetch a Rootr (루터) CRM node: its pipelines (with stages), custom field definitions, config, entity counts, and your access level. Call this before rootr_crm_update or before creating deals so you know the exact pipeline/stage ids. Set includeSummary to also merge in rootr_crm_get's stage-value/forecast/win-rate summary in one call. Part of a Rootr (루터) CRM node: a full sales CRM (companies, contacts with lifecycle stages + auto lead-scoring, multi-pipeline deals/kanban, activity timeline, follow-up tasks), auto-linked into the knowledge graph.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| crmId | Yes | CRM node id | |
| includeSummary | No | If true, also fetch and merge the CRM summary (pipeline value/forecast/win-rate/tasks) as `summary` |