Get current authenticated Nimble user info and account details.

List contacts with optional keyword search.

Args: record_type: Filter by 'person', 'company', or 'all'. keyword: Simple search across indexed fields (name, email, etc). per_page: Results per page (default 30). page: Page number (starts at 1).

Search contacts with an advanced NSE query.

Args: query_json: JSON string with search criteria. Format: {"and": [{"field name": {"operator": "value"}}]} Operators: is, is_not, contain, not_contain, starts_with, is_empty, in, range, gt, gte, lt, lte, in_the_last, not_in_the_last, day_month_range. Example: {"and": [{"first name": {"is": "Jack"}}, {"company name": {"contain": "Acme"}}]} per_page: Results per page (default 30). page: Page number (starts at 1).

List contact IDs only (faster than a full contact listing).

Args: record_type: Filter by 'person', 'company', or 'all'. keyword: Simple search across indexed fields. per_page: Results per page (default 30). page: Page number (starts at 1).

Return standard contact listings for up to 30 explicit IDs.

Args: contact_ids: Comma-separated contact IDs (max 30).

Get a single contact by ID with all fields and tags.

Args: contact_id: The Nimble contact ID.

Create a new contact (person or company).

Args: record_type: 'person' or 'company'. first_name: First name (for person records). last_name: Last name (for person records). company_name: Company name (required for company records). email: Email address. email_modifier: Email type: 'work', 'personal', or 'other'. phone: Phone number. phone_modifier: Phone type: 'work', 'home', 'mobile', 'main', 'other'. tags: Comma-separated tags (max 5 on creation).

Update an existing contact's fields.

Args: contact_id: The Nimble contact ID. fields_json: JSON string of fields to update. Format: {"field name": [{"value": "val", "modifier": "mod"}]} Example: {"email": [{"value": "new@example.com", "modifier": "work"}]} Set a field to an empty list to remove all values for it. replace: If true, replaces all values for each field type. If false, merges with existing values.

Delete a single contact by ID.

Args: contact_id: The Nimble contact ID. deletion_method: 'regular' (errors if relations block deletion) or 'force' (delete despite relations). cleanup_email_lists: If true, also remove matching email list entries.

Delete one or more contacts by ID.

Args: contact_ids: Comma-separated contact IDs to delete.

Bulk-delete contacts matching an advanced query or keyword list.

Requires bulk delete permission for the authenticated user.

Args: query_json: JSON-encoded advanced search query. If provided, record_type is ignored by Nimble. keyword: Comma-separated list of keywords; contacts whose fields contain any of these values will be deleted. record_type: 'person', 'company', or 'all'. preflight_checks: If true, verify contacts are editable first.

List notes for a specific contact.

Args: contact_id: The Nimble contact ID. per_page: Results per page (default 5). page: Page number (starts at 1).

Get a single note by ID.

Args: note_id: The Nimble note ID.

Create a note attached to one or more contacts.

Args: contact_ids: Comma-separated contact IDs (1-10). note: Full note text (can contain HTML). note_preview: Short plain-text preview. If empty, first 100 chars of note are used.

Create a note attached to a single contact.

Args: contact_id: The Nimble contact ID. note: Full note text. note_preview: Short preview. Defaults to the full note if omitted.

Update an existing note.

Args: note_id: The Nimble note ID. contact_ids: Comma-separated contact IDs (1-10). note: Updated full note text. note_preview: Updated short preview. If empty, first 100 chars of note are used.

Delete a note by ID.

Args: note_id: The Nimble note ID.

Replace all tags on a contact.

WARNING: This is a full replace — tags not in the list will be REMOVED. To add a tag, first get current tags with get_contact, then include all existing tags plus the new one.

Args: contact_id: The Nimble contact ID. tags: Comma-separated list of tags to set.

List all contact field metadata — tabs, groups, and fields.

Returns the complete schema of available contact fields including custom fields, their types, and valid modifiers.

Create a new custom contact field.

Args: name: Field name (1-50 chars). field_kind: One of 'string', 'long_string', 'choice', 'number', 'datetime', 'boolean', 'address', 'user'. tab_id: ID of the tab this field belongs to. presentation_json: JSON string describing presentation (required for number/datetime fields, e.g. {"number_type": "integer"}). group_id: Optional group ID to nest the field under. insert_after: Optional field/group ID to insert after. multiples: Whether this field can hold multiple values.

Update an existing custom contact field.

Args: field_id: The field ID. name: New field name. presentation_json: JSON string for new presentation settings. group_id: New group ID to move the field into. tab_id: New tab ID. insert_after: Field/group ID to move this field after.

Delete a custom contact field.

Args: field_id: The field ID. preflight_checks: If true, errors if the field is in use by any contacts instead of deleting it.

Create a new contact fields group.

Args: name: Group name (1-50 chars). tab_id: ID of the tab this group belongs to. logo_id: Optional logo ID to display. insert_after: Optional field/group ID to insert after.

Create a new contact fields tab.

Args: tab_name: Tab name (1-50 chars). contact_types: Comma-separated types: 'person', 'company'. insert_after: Optional tab ID to insert after.

List contact/lead pipelines visible to the requesting user.

Move a lead (contact) into a pipeline stage.

Args: lead_id: The contact/lead ID. pipeline_id: The pipeline ID. stage_id: The target stage ID.

Exit a lead from a pipeline as won.

Args: lead_id: The contact/lead ID. pipeline_id: The pipeline ID. notes: Optional notes about the transition.

Exit a lead from a pipeline as lost.

Args: lead_id: The contact/lead ID. pipeline_id: The pipeline ID. notes: Optional notes about the transition. lost_reason: Optional lost reason.

Undo a recent won/lost transition for a lead.

Args: lead_id: The contact/lead ID. pipeline_id: The pipeline ID.

List activities (pending or past) matching filters.

Args: direction: 'pending' (future) or 'past' (old) activities. limit: Max activities to return. contact_ids: Comma-separated contact IDs to filter by. deal_ids: Comma-separated deal IDs to filter by. completed: True for only completed, False for uncompleted.

Create a task in Nimble CRM.

Args: subject: Task title. notes: Additional task notes. related_contacts: Comma-separated contact IDs to associate. related_deals: Comma-separated deal IDs to associate. due_date: Due date, e.g. YYYY-MM-DDTHH:MM:SS. tags: Comma-separated tags to apply.

List all of the current user's deals.

Args: sort: Sort spec as ":", e.g. "name:asc". limit: Max deals to return.

Get a single deal by ID.

Args: deal_id: The Nimble deal ID.

Create a new deal in Nimble CRM (deals_v2).

Args: pipeline_id: Pipeline to place the deal in. stage_id: Stage within that pipeline. fields_values_json: JSON string keyed by field id, each a list of {"value": ...} dicts. Must include the deal name field; probability is required unless the stage has a default. Example: {"63760e653af0e748fe48366a": [{"value": "Big Deal"}]} owner_id: User ID who owns the deal. currency: ISO-4217 3-letter currency code. tags: Comma-separated tags to apply.

Update an existing deal.

Args: deal_id: The Nimble deal ID. fields_values_json: JSON string keyed by field id, each a list of {"value": ...} dicts. Send an empty list to clear a field. pipeline_id: Move the deal to a different pipeline. stage_id: Move the deal to a different stage. owner_id: Reassign the deal owner. tags: Comma-separated new tag list (replaces existing tags).

Delete a deal by ID.

Args: deal_id: The Nimble deal ID.

Get the sum and count of deal amounts won in the last month.

List deal tags, optionally filtered by prefix.

Args: starts_with: Only return tags starting with this string. limit: Max tags to return.

Assign tags to all deals matching an advanced search query.

Args: query_json: JSON-encoded advanced search query for deals. tags: Comma-separated tags to assign.

Rename a deal tag.

Args: tag_name: Current tag name. new_tag: New tag name.

Delete/unlink a deal tag from all deals.

Args: tag_name: Tag name to delete.

Create a note attached to a deal.

Args: deal_id: The Nimble deal ID. title: Note title (1-256 chars). body: Note body text.

Update a deal note.

Args: deal_id: The Nimble deal ID. note_id: The note ID. title: New title. body: New body text.

Delete a note from a deal.

Args: deal_id: The Nimble deal ID. note_id: The note ID.

List a deal's overdue activities, most-overdue first.

Args: deal_id: The Nimble deal ID. limit: Max activities to return.

List deal standard fields and per-pipeline fields.

List the deal column/column-group catalogue for the user.

List all deal pipelines and their stages in Nimble CRM.

Get a single deal pipeline by ID.

Args: pipeline_id: The Nimble pipeline ID.

Create a new deal pipeline in Nimble CRM.

Args: name: Pipeline name (1-200 chars). description: Pipeline description. color: Pipeline color. default_currency: ISO-4217 3-letter currency code.

Update an existing deal pipeline's name, description, or color.

Args: pipeline_id: The Nimble pipeline ID. name: New pipeline name. description: New pipeline description. color: New pipeline color.

Delete a deal pipeline by ID. All deals in it will also be deleted!

Args: pipeline_id: The Nimble pipeline ID.

List a pipeline's deals grouped by stage.

Args: pipeline_id: The Nimble pipeline ID. sort: Sort spec as ":". limit: Max deals per stage.

List a pipeline's deals grouped by owner.

Args: pipeline_id: The Nimble pipeline ID. sort: Sort spec as ":". limit: Max deals per owner.

Archive a deal pipeline.

Args: pipeline_id: The Nimble pipeline ID.

Un-archive a deal pipeline.

Args: pipeline_id: The Nimble pipeline ID.

Add a new lost-reason option to a pipeline.

Args: pipeline_id: The Nimble pipeline ID. reason: Reason description.

Create a new stage within a deal pipeline.

Args: pipeline_id: The Nimble pipeline ID. name: Stage name. description: Stage description. expected_days: Expected number of days a deal spends in this stage. default_probability: Default win probability (0-100) for deals entering this stage.

Update an existing pipeline stage.

Args: pipeline_id: The Nimble pipeline ID. stage_id: The stage ID to update. name: New stage name. description: New stage description. expected_days: New expected days (pass -1 to leave unchanged). default_probability: New default probability 0-100 (pass -1 to leave unchanged).

Archive a pipeline stage.

Args: pipeline_id: The Nimble pipeline ID. stage_id: The stage ID to archive.

List draft messages in Nimble CRM.

Args: recipients: Comma-separated recipient filter. page: Page number (starts at 0). per_page: Results per page.

Create a draft message in Nimble CRM.

Args: subject: Message subject. body: Message body text. to: Comma-separated recipient email addresses.