list_crm_records
Retrieve CRM records (deals, opportunities) filtered by owner, contact, account, stage, or date range. Sort and paginate results to find specific entries.
Instructions
List CRM records (deals, opportunities, or other CRM entities).
Args: user: Filter by owner login name (e.g. 'john.doe'). Use list_users to find login names. contact: Filter by contact internal ID (e.g. 'contact_674eda46162a8403430453'). NOT a person's name — call list_contacts(search='...') first to find the ID. account: Filter by account internal ID (e.g. 'account_674eda46162a8403430453'). NOT a company name — call list_accounts(search='...') first to find the ID. stage: Filter by stage: OPEN or CLOSE. date_from: Filter records created on or after this date (YYYY-MM-DD). date_to: Filter records created on or before this date (YYYY-MM-DD). sort: Field to sort by (default: edited). sort_dir: Sort direction: asc or desc (default: desc). skip: Pagination offset (default: 0). take: Number of records to return (default: 50, max: 200).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| skip | No | ||
| sort | No | edited | |
| take | No | ||
| user | No | ||
| stage | No | ||
| account | No | ||
| contact | No | ||
| date_to | No | ||
| sort_dir | No | desc | |
| date_from | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |