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bitrix24-mcp-server

by paskal

bitrix24_crm_activity_list

List CRM timeline activities with resolved attachment details and call metadata. Identify sent documents, call direction, and duration for any lead, deal, contact, or company.

Instructions

List timeline activities (calls, emails, SMS, meetings) on a CRM lead/deal/contact/company. Use this to see a lead's call log: each phone call is one activity. Key fields: TYPE_ID (2=call, 4=email, 6=SMS, 1=meeting, 3=task), PROVIDER_TYPE_ID ('CALL' for phone), DIRECTION (1=incoming, 2=outgoing), START_TIME/END_TIME (subtract for duration), RESPONSIBLE_ID (the manager). FILES are ATTACHMENTS, not just call recordings: on an email activity they are the documents that were sent or received (счёт, спецификация, смета, КП, договор, ТЗ, чертежи). Raw Bitrix returns them as bare {id, url} with no name, so this tool resolves each one and adds name/size/kind plus a per-activity FILES_SUMMARY {documents, document_names, call_recordings, signature_images, images, other}. ALWAYS read FILES_SUMMARY.document_names before concluding that a manager sent no calculation, no price or no КП — the price is routinely in the attached PDF while the email body says only «направляю расчёт». Inline Outlook signature logos (image001.png and similar) are classified as signature_image and carry no meaning. CALL TRANSCRIPTS: the activity record itself has no transcript field (DESCRIPTION/PROVIDER_DATA are empty on calls, and Bitrix's own BitrixGPT call scoring is UI-only), but this portal runs a local speech-to-text pipeline that writes finished transcripts into the call's TIMELINE NOTE. So a missing transcript here does NOT mean there is none: check bitrix24_crm_timeline_note_get (itemId = the call activity ID) before concluding anything about a call, then fall back to bitrix24_crm_timeline_comment_list. Coverage of the note pipeline is partial (~16% of call activities, skewed to longer calls), so an absent note is not evidence that no conversation happened. For call duration/direction/recording-file-id use bitrix24_voximplant_statistic_get, which is authoritative over anything written in a note header.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMax activities to return (default cap 500 = 10 pages x 50; pass limit >= total to fetch all).
orderNoSort order, e.g. {CREATED: 'desc'}
filterNoExtra filter merged with the owner, e.g. {PROVIDER_TYPE_ID: 'CALL'} for calls only, {PROVIDER_ID: 'CRM_EMAIL'} for emails, {COMPLETED: 'Y'}, {DIRECTION: 2} for outgoing. Date-bound filters accept full ISO timestamps and are honoured: {'>=CREATED': '2026-07-20T00:00:00+03:00'}, {'<CREATED': '...'}, {'>CREATED': '...'} (verified 2026-07-28; the filter is posted as JSON so there is no key-encoding trap).
selectNoFields to return
ownerIdYesID of the lead/deal/contact/company
ownerTypeYesCRM entity type the activities belong to
resolveFilesNoResolve attachment names/sizes/kinds via disk.file.get (default true). Costs one extra REST call per 50 attachments and nothing when the result set has none. Pass false only when attachments are irrelevant and latency matters; the raw {id, url} pairs are then useless for judging what was sent.
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations provided, so description carries full burden. Discloses file resolution behavior, transcript gaps, note pipeline coverage, and signature image classification. Transparent about limitations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Long but all content is valuable. Front-loaded with purpose. Slightly verbose but justified by complexity. Could benefit from clearer sectioning, but not detrimental.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given 7 params, nested objects, no output schema, description covers input semantics, behavior, edge cases (file resolution, transcript), and references sibling tools. Fully equips agent.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, baseline 3. Description adds significant value: explains filter semantics (e.g., PROVIDER_TYPE_ID), resolveFiles default and impact, order usage. Exceeds baseline.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Description clearly states tool lists timeline activities (calls, emails, SMS, meetings) on CRM entities (lead/deal/contact/company). Distinguishes from siblings for call duration, transcripts, etc.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly says when to use (e.g., see call log) and when not to (use voximplant for call duration, timeline note for transcripts). Provides clear alternatives and fallbacks.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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