CRM

66 entities and 408 agent-callable operations in crm. Each operation is addressed as {mega_tool}/crm/{entity}/{operation} and carries the same permission check over MCP and REST.

`account`

Operation	Mega-tool	What it does
`analyze_icp_fit`	`smart_action`	Score an account against an Ideal Customer Profile (ICP) spec
`briefing`	`report_query`	Generate comprehensive account briefing
`create`	`entity_crud`	Create a new CRM account
`health_score`	`report_query`	Calculate customer health score for an account
`list`	`entity_crud`	List CRM accounts with filtering and pagination
`penetration`	`report_query`	Analyze account penetration and whitespace opportunities
`read`	`entity_crud`	Get detailed account information
`search`	`entity_crud`	Search accounts with fuzzy matching
`update`	`entity_crud`	Update an existing CRM account
`winback_sequence`	`workflow_action`	Winback playbook: finds accounts with no recent activity, optionally sends a marketing email to primary contacts, enrolls them in a winback cadence, and…

`account_enrichment`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create an account enrichment
`delete`	`entity_crud`	Delete an account enrichment (soft delete)
`list`	`entity_crud`	List account enrichments with filtering
`read`	`entity_crud`	Get detailed account enrichment
`search`	`entity_crud`	Search account enrichments
`update`	`entity_crud`	Update an account enrichment

`activity`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new CRM activity (call, email, meeting, task, note)
`daily_digest`	`report_query`	Get daily activity digest for a user
`list`	`entity_crud`	List CRM activities with filtering and pagination
`log`	`smart_action`	Log a CRM activity
`quick_call`	`smart_action`	Quickly log a call activity
`read`	`entity_crud`	Get detailed activity information
`team_performance`	`report_query`	Analyze team sales activity performance
`timeline`	`report_query`	Get activity timeline for a contact or account
`update`	`entity_crud`	Update an existing CRM activity

`analytics`

Operation	Mega-tool	What it does
`detect_email_response`	`smart_action`	Detect email response type
`detect_meeting_request`	`smart_action`	Detect meeting request in response
`detect_objection`	`smart_action`	Detect objection in response
`entity_search`	`smart_action`	Search CRM entities
`response_classify`	`smart_action`	Auto-classify email response
`team_performance`	`smart_action`	Team performance report

`approval_rule`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new approval rule
`delete`	`entity_crud`	Delete a approval rule
`list`	`entity_crud`	List approval_rules with filtering and pagination
`read`	`entity_crud`	Get detailed approval rule information
`search`	`entity_crud`	Search approval_rules with fuzzy matching
`update`	`entity_crud`	Update an existing approval rule

`approval_rule_approver`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new approval rule approver
`delete`	`entity_crud`	Delete a approval rule approver
`list`	`entity_crud`	List approval_rule_approvers with filtering and pagination
`read`	`entity_crud`	Get detailed approval rule approver information
`update`	`entity_crud`	Update an existing approval rule approver

`assignment_audit`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List assignment_audits with filtering and pagination
`read`	`entity_crud`	Get detailed assignment audit information
`search`	`entity_crud`	Search assignment_audits with fuzzy matching

`assignment_rule`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a lead-routing (assignment) rule in the caller's organization.
`list`	`entity_crud`	List assignment_rules with filtering and pagination
`read`	`entity_crud`	Get detailed assignment rule information
`search`	`entity_crud`	Search assignment_rules with fuzzy matching

`attribute_price_adjustment`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new attribute price adjustment
`delete`	`entity_crud`	Delete a attribute price adjustment
`list`	`entity_crud`	List attribute_price_adjustments with filtering and pagination
`read`	`entity_crud`	Get detailed attribute price adjustment information
`search`	`entity_crud`	Search attribute_price_adjustments with fuzzy matching
`update`	`entity_crud`	Update an existing attribute price adjustment

`cadence`

Operation	Mega-tool	What it does
`advance_step`	`workflow_action`	Manually advance enrollment to the next step
`attach_ab_test`	`workflow_action`	Create an A/B test on a cadence email step with 2-5 variants (subject and/or body overrides).
`clone_from_library`	`workflow_action`	Clone a DRAFT working cadence from a seeded GTM library blueprint (seed_gtm_cadence_library — R-B10/R-B11).
`create`	`entity_crud`	Create a new sales cadence
`engagement_attribution`	`report_query`	Rank cadences by replies / meetings driven across all enrollments.
`enroll`	`workflow_action`	Enroll a contact or lead in a cadence
`enroll_bulk`	`workflow_action`	Enroll up to 500 contacts and/or leads in one cadence in a single call.
`enrollment_due_today`	`smart_action`	Get enrollments due today (removed)
`enrollment_list`	`smart_action`	List cadence enrollments (removed)
`enrollment_status`	`smart_action`	Get cadence enrollment status (removed)
`graph`	`report_query`	Return a cadence's full graph in ONE call: its ordered steps plus the conditional branch edges (step->step routes guarded by engagement / field / score /…
`list`	`entity_crud`	List sales cadences with filtering and pagination
`pause_enrollment`	`workflow_action`	Pause an active cadence enrollment
`performance_summary`	`report_query`	Per-cadence performance KPIs: response rate, meeting booking rate, active and completed enrollments.
`preview_step_email`	`workflow_action`	Render one email step's subject and body exactly as it would send — promoted winner and A/B arm included — without sending anything.
`read`	`entity_crud`	Get detailed cadence information including steps
`resume_enrollment`	`workflow_action`	Resume a paused cadence enrollment
`send_test_email`	`workflow_action`	Send a [TEST] copy of one email step down the REAL send path (same suppression, footer and transport gates) to your own address or an org-allowlisted domain.
`step_add`	`smart_action`	Add a step to a cadence (removed)
`unenroll`	`workflow_action`	Unenroll a contact or lead from a cadence
`update`	`entity_crud`	Update an existing sales cadence

`cadence_enrollment`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new cadence enrollment
`delete`	`entity_crud`	Delete a cadence enrollment
`enrollment_funnel`	`report_query`	Enrollment status distribution (active/paused/completed/bounced/replied/opted_out) per cadence.
`list`	`entity_crud`	List cadence_enrollments with filtering and pagination
`read`	`entity_crud`	Get detailed cadence enrollment information
`search`	`entity_crud`	Search cadence_enrollments with fuzzy matching
`update`	`entity_crud`	Update an existing cadence enrollment

`cadence_step`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new cadence step
`delete`	`entity_crud`	Delete a cadence step (soft delete)
`list`	`entity_crud`	List cadence steps with filtering and pagination
`read`	`entity_crud`	Get detailed cadence step information
`search`	`entity_crud`	Search cadence steps
`step_effectiveness`	`report_query`	Open / click / reply rates per cadence step, grouped by step type and order position.
`update`	`entity_crud`	Update a cadence step

`cadence_step_branch`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Add one conditional branch edge to a cadence: route from_step -> to_step when a condition (always/field/engagement/score/random) is met.
`list`	`entity_crud`	List cadence_step_branches with filtering and pagination
`read`	`entity_crud`	Get detailed cadence step branch information
`search`	`entity_crud`	Search cadence_step_branches with fuzzy matching

`call`

Operation	Mega-tool	What it does
`approve_summary`	`workflow_action`	Human-approve an AI-generated call-summary DRAFT, creating a CRM Activity from it.
`initiate`	`workflow_action`	Place one outbound call to a phone number for the current organization.

`call_log`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new call log with associated activity.
`list`	`entity_crud`	List call logs with filtering.
`read`	`entity_crud`	Read a single call log by ID.
`update`	`entity_crud`	Update an existing call log.

`company_share`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new company share
`delete`	`entity_crud`	Delete a company share
`list`	`entity_crud`	List company_shares with filtering and pagination
`read`	`entity_crud`	Get detailed company share information
`search`	`entity_crud`	Search company_shares with fuzzy matching
`update`	`entity_crud`	Update an existing company share

`contact`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new CRM contact
`detect_duplicates`	`smart_action`	Detect duplicate contacts by fuzzy match on email/name/phone
`engagement_timeline`	`report_query`	Every email this person has received from us, merged from the four stores that hold them (crm.EmailActivity + its engagement-event log…
`list`	`entity_crud`	List CRM contacts with filtering and pagination
`read`	`entity_crud`	Get detailed contact information
`search`	`entity_crud`	Search contacts with fuzzy matching
`update`	`entity_crud`	Update an existing CRM contact

`contract_field_mapping`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new contract field mapping
`delete`	`entity_crud`	Delete a contract field mapping
`list`	`entity_crud`	List contract_field_mappings with filtering and pagination
`read`	`entity_crud`	Get detailed contract field mapping information
`search`	`entity_crud`	Search contract_field_mappings with fuzzy matching
`update`	`entity_crud`	Update an existing contract field mapping

`discount_schedule`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new discount schedule
`delete`	`entity_crud`	Delete a discount schedule
`list`	`entity_crud`	List discount_schedules with filtering and pagination
`read`	`entity_crud`	Get detailed discount schedule information
`search`	`entity_crud`	Search discount_schedules with fuzzy matching
`update`	`entity_crud`	Update an existing discount schedule

`discount_tier`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new discount tier
`delete`	`entity_crud`	Delete a discount tier
`list`	`entity_crud`	List discount_tiers with filtering and pagination
`read`	`entity_crud`	Get detailed discount tier information
`update`	`entity_crud`	Update an existing discount tier

`email`

Operation	Mega-tool	What it does
`call_script`	`smart_action`	Generate call script
`personalize`	`smart_action`	AI-personalize email content
`send`	`smart_action`	Send email now
`template_create`	`smart_action`	Create an email template
`template_list`	`smart_action`	List email templates

`email_activity`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new email activity
`delete`	`entity_crud`	Delete an email activity (soft delete by default; hard_delete=true removes permanently)
`list`	`entity_crud`	List email activities with filtering and pagination
`read`	`entity_crud`	Get detailed email activity information
`search`	`entity_crud`	Search email activities
`update`	`entity_crud`	Update an email activity

`email_template`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new email template
`delete`	`entity_crud`	Delete a email template
`list`	`entity_crud`	List email_templates with filtering and pagination
`preview`	`report_query`	Render an email template against real records and report which merge tokens resolved, which did not, and which were filled with catalog examples.
`read`	`entity_crud`	Get detailed email template information
`search`	`entity_crud`	Search email_templates with fuzzy matching
`update`	`entity_crud`	Update an existing email template
`variables`	`report_query`	List every merge field the email renderer can fill: name, group (person/company/sender/org/defaults/per_send), description, example value and the record each…

`field_mapping_template`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new field mapping template
`delete`	`entity_crud`	Delete a field mapping template
`list`	`entity_crud`	List field_mapping_templates with filtering and pagination
`read`	`entity_crud`	Get detailed field mapping template information
`search`	`entity_crud`	Search field_mapping_templates with fuzzy matching
`update`	`entity_crud`	Update an existing field mapping template

`forecast`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new forecast
`delete`	`entity_crud`	Delete a forecast (soft delete)
`list`	`entity_crud`	List forecasts with filtering and pagination
`read`	`entity_crud`	Get detailed forecast
`search`	`entity_crud`	Search forecasts
`update`	`entity_crud`	Update a forecast

`forecast_opportunity`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new forecast opportunity
`delete`	`entity_crud`	Delete a forecast opportunity
`list`	`entity_crud`	List forecast_opportunities with filtering and pagination
`read`	`entity_crud`	Get detailed forecast opportunity information
`search`	`entity_crud`	Search forecast_opportunities with fuzzy matching
`update`	`entity_crud`	Update an existing forecast opportunity

`forecast_period`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new forecast period
`delete`	`entity_crud`	Delete a forecast period
`list`	`entity_crud`	List forecast_periods with filtering and pagination
`read`	`entity_crud`	Get detailed forecast period information
`search`	`entity_crud`	Search forecast_periods with fuzzy matching
`update`	`entity_crud`	Update an existing forecast period

`fundraising_round`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List fundraising_rounds with filtering and pagination
`read`	`entity_crud`	Get detailed fundraising round information
`search`	`entity_crud`	Search fundraising_rounds with fuzzy matching

`guide`

Operation	Mega-tool	What it does
`query`	`report_query`	CRM agent playbook: where every crm id comes from and the order the workflows run in.

`investor_prospect`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List investor_prospects with filtering and pagination
`read`	`entity_crud`	Get detailed investor prospect information
`search`	`entity_crud`	Search investor_prospects with fuzzy matching

`lead`

Operation	Mega-tool	What it does
`assign`	`workflow_action`	Assign a lead by running the organization's routing rules: sets the lead owner and writes an assignment audit row.
`assignment_simulate`	`report_query`	Dry-run lead routing: evaluate the organization's active assignment rules against a lead and return who it WOULD be assigned to, without writing anything to…
`breakdown`	`report_query`	Get lead breakdown by dimension
`convert`	`workflow_action`	Convert a lead to a contact and optionally create an opportunity
`convert`	`smart_action`	Convert lead to opportunity
`create`	`entity_crud`	Create a new CRM lead
`engagement_timeline`	`report_query`	Every email this person has received from us, merged from the four stores that hold them (crm.EmailActivity + its engagement-event log…
`enrich`	`smart_action`	Enrich lead data with external sources
`full_intake_playbook`	`workflow_action`	Full lead intake playbook: qualifies the lead, routes to an owner, enrolls in a default cadence, schedules a follow-up activity, and notifies the assigned…
`icp_breakdown`	`report_query`	ICP analytics for leads: counts by tier, counts by segment, average fit score, and scored vs unscored totals (org-scoped)
`list`	`entity_crud`	List CRM leads with filtering and pagination
`priority_queue`	`smart_action`	Get lead priority queue
`qualification_checklist`	`smart_action`	Get lead qualification checklist
`qualify`	`workflow_action`	Qualify or disqualify a lead
`qualify`	`smart_action`	AI-powered lead qualification
`read`	`entity_crud`	Get detailed lead information
`reassign`	`workflow_action`	Manually reassign a lead to a specific owner (no rule evaluation) and write an assignment audit row.
`rescore_icp`	`smart_action`	Recompute and persist ICP fit scoring for a single lead (lead_id) or all org leads (all=true, capped).
`research`	`smart_action`	Research lead background
`route`	`smart_action`	Route a lead to the best owner using a configurable strategy
`search`	`entity_crud`	Search leads with fuzzy matching
`summary`	`report_query`	Lead funnel analytics by status and source
`trend`	`report_query`	Get lead trend over time
`update`	`entity_crud`	Update an existing CRM lead

`lead_enrichment`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a lead enrichment record
`delete`	`entity_crud`	Delete a lead enrichment (soft delete)
`list`	`entity_crud`	List lead enrichments with filtering and pagination
`read`	`entity_crud`	Get detailed lead enrichment
`search`	`entity_crud`	Search lead enrichments
`update`	`entity_crud`	Update a lead enrichment

`lead_import_job`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new lead import job
`delete`	`entity_crud`	Delete a lead import job
`get_transitions`	`workflow_action`	Get available transitions for a lead import job
`list`	`entity_crud`	List lead_import_jobs with filtering and pagination
`read`	`entity_crud`	Get detailed lead import job information
`search`	`entity_crud`	Search lead_import_jobs with fuzzy matching
`transition`	`workflow_action`	Transition lead import job to a new status
`update`	`entity_crud`	Update an existing lead import job

`lead_import_row`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new lead import row
`delete`	`entity_crud`	Delete a lead import row
`list`	`entity_crud`	List lead_import_rows with filtering and pagination
`read`	`entity_crud`	Get detailed lead import row information
`search`	`entity_crud`	Search lead_import_rows with fuzzy matching
`update`	`entity_crud`	Update an existing lead import row

`lead_source_campaign`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new lead source campaign
`delete`	`entity_crud`	Delete a lead source campaign
`list`	`entity_crud`	List lead_source_campaigns with filtering and pagination
`read`	`entity_crud`	Get detailed lead source campaign information
`search`	`entity_crud`	Search lead_source_campaigns with fuzzy matching
`update`	`entity_crud`	Update an existing lead source campaign

`lead_view`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new lead view
`delete`	`entity_crud`	Delete a lead view
`list`	`entity_crud`	List lead_views with filtering and pagination
`read`	`entity_crud`	Get detailed lead view information
`search`	`entity_crud`	Search lead_views with fuzzy matching
`update`	`entity_crud`	Update an existing lead view

`opportunity`

Operation	Mega-tool	What it does
`advance_stage`	`workflow_action`	Advance opportunity to the next stage
`analyze_win_loss`	`report_query`	Win/loss analysis: rates, deal sizes, and top loss reasons over a lookback window
`breakdown`	`report_query`	Get opportunity breakdown by dimension
`create`	`entity_crud`	Create a new CRM opportunity
`list`	`entity_crud`	List CRM opportunities with filtering and pagination
`lose`	`workflow_action`	Mark opportunity as lost
`read`	`entity_crud`	Get detailed opportunity information
`recommend_action`	`smart_action`	Recommend the next best action for an opportunity
`reopen`	`workflow_action`	Reopen a closed opportunity
`score_risk`	`smart_action`	Score opportunities for slipping/stalling risk and write OpportunityRisk rows
`search`	`entity_crud`	Search opportunities with fuzzy matching
`stale_pipeline_sweep`	`workflow_action`	Scans open opportunities with no activity in the last N days, tags them stale (via Activity audit note), and optionally enrolls their primary contacts in a…
`summary`	`report_query`	Opportunity pipeline value by stage and source
`trend`	`report_query`	Get opportunity trend over time
`update`	`entity_crud`	Update an existing CRM opportunity
`win`	`workflow_action`	Mark opportunity as won

`opportunity_contract`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create an opportunity contract link
`delete`	`entity_crud`	Delete an opportunity contract (soft delete)
`get_transitions`	`workflow_action`	Get available transitions for a opportunity contract
`list`	`entity_crud`	List opportunity contracts with filtering
`read`	`entity_crud`	Get detailed opportunity contract
`search`	`entity_crud`	Search opportunity contracts
`transition`	`workflow_action`	Transition opportunity contract to a new status
`update`	`entity_crud`	Update an opportunity contract

`opportunity_contract_mapping`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new opportunity contract mapping
`delete`	`entity_crud`	Delete a opportunity contract mapping
`list`	`entity_crud`	List opportunity_contract_mappings with filtering and pagination
`read`	`entity_crud`	Get detailed opportunity contract mapping information
`search`	`entity_crud`	Search opportunity_contract_mappings with fuzzy matching
`update`	`entity_crud`	Update an existing opportunity contract mapping

`phone_number`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List phone_numbers with filtering and pagination
`read`	`entity_crud`	Get detailed phone number information
`search`	`entity_crud`	Search phone_numbers with fuzzy matching

`pipeline`

Operation	Mega-tool	What it does
`conversion_analysis`	`report_query`	Analyze conversion rates through pipeline stages
`field_history`	`report_query`	List the append-only audit of tracked Opportunity field changes (stage, amount, probability, expected_close_date) across the caller's organization subtree.
`forecast`	`report_query`	Revenue forecast based on pipeline and historical data
`health`	`report_query`	Analyze pipeline health and identify potential issues
`inspect`	`report_query`	Inspect how the sales pipeline is moving over a trailing window: stage velocity (avg days between stage moves), number of deals that slipped (stage regression…
`snapshot_run`	`workflow_action`	Capture a point-in-time snapshot of every open opportunity in the caller's organization for today (or a given date).

`pricing_rule`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new pricing rule
`delete`	`entity_crud`	Delete a pricing rule
`list`	`entity_crud`	List pricing_rules with filtering and pagination
`read`	`entity_crud`	Get detailed pricing rule information
`search`	`entity_crud`	Search pricing_rules with fuzzy matching
`update`	`entity_crud`	Update an existing pricing rule

`product`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new product
`delete`	`entity_crud`	Delete a product
`list`	`entity_crud`	List products with filtering and pagination
`read`	`entity_crud`	Get detailed product information
`search`	`entity_crud`	Search products with fuzzy matching
`update`	`entity_crud`	Update an existing product

`product_attribute`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new product attribute
`delete`	`entity_crud`	Delete a product attribute
`list`	`entity_crud`	List product_attributes with filtering and pagination
`read`	`entity_crud`	Get detailed product attribute information
`search`	`entity_crud`	Search product_attributes with fuzzy matching
`update`	`entity_crud`	Update an existing product attribute

`product_bundle`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new product bundle
`delete`	`entity_crud`	Delete a product bundle
`list`	`entity_crud`	List product_bundles with filtering and pagination
`read`	`entity_crud`	Get detailed product bundle information
`update`	`entity_crud`	Update an existing product bundle

`product_category`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new product category
`delete`	`entity_crud`	Delete a product category
`list`	`entity_crud`	List product_categories with filtering and pagination
`read`	`entity_crud`	Get detailed product category information
`search`	`entity_crud`	Search product_categories with fuzzy matching
`update`	`entity_crud`	Update an existing product category

`product_price_book`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new product price book
`delete`	`entity_crud`	Delete a product price book
`list`	`entity_crud`	List product_price_books with filtering and pagination
`read`	`entity_crud`	Get detailed product price book information
`search`	`entity_crud`	Search product_price_books with fuzzy matching
`update`	`entity_crud`	Update an existing product price book

`product_price_book_entry`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new product price book entry
`delete`	`entity_crud`	Delete a product price book entry
`list`	`entity_crud`	List product_price_book_entries with filtering and pagination
`read`	`entity_crud`	Get detailed product price book entry information
`update`	`entity_crud`	Update an existing product price book entry

`product_rule`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new product rule
`delete`	`entity_crud`	Delete a product rule
`list`	`entity_crud`	List product_rules with filtering and pagination
`read`	`entity_crud`	Get detailed product rule information
`search`	`entity_crud`	Search product_rules with fuzzy matching
`update`	`entity_crud`	Update an existing product rule

`quote`

Operation	Mega-tool	What it does
`breakdown`	`report_query`	Get quote breakdown by dimension
`create`	`entity_crud`	Create a new quote
`delete`	`entity_crud`	Delete a quote
`get_transitions`	`workflow_action`	Get available transitions for a quote
`list`	`entity_crud`	List quotes with filtering and pagination
`read`	`entity_crud`	Get detailed quote information
`search`	`entity_crud`	Search quotes with fuzzy matching
`summary`	`report_query`	Quote conversion and value analytics
`transition`	`workflow_action`	Transition quote to a new status
`trend`	`report_query`	Get quote trend over time
`update`	`entity_crud`	Update an existing quote

`quote_activity`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new quote activity
`delete`	`entity_crud`	Delete a quote activity
`list`	`entity_crud`	List quote_activities with filtering and pagination
`read`	`entity_crud`	Get detailed quote activity information
`search`	`entity_crud`	Search quote_activities with fuzzy matching
`update`	`entity_crud`	Update an existing quote activity

`quote_approval`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new quote approval
`delete`	`entity_crud`	Delete a quote approval
`list`	`entity_crud`	List quote_approvals with filtering and pagination
`read`	`entity_crud`	Get detailed quote approval information
`search`	`entity_crud`	Search quote_approvals with fuzzy matching
`update`	`entity_crud`	Update an existing quote approval

`quote_document`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new quote document
`delete`	`entity_crud`	Delete a quote document
`list`	`entity_crud`	List quote_documents with filtering and pagination
`read`	`entity_crud`	Get detailed quote document information
`search`	`entity_crud`	Search quote_documents with fuzzy matching
`update`	`entity_crud`	Update an existing quote document

`quote_line`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new quote line
`delete`	`entity_crud`	Delete a quote line
`list`	`entity_crud`	List quote_lines with filtering and pagination
`read`	`entity_crud`	Get detailed quote line information
`search`	`entity_crud`	Search quote_lines with fuzzy matching
`update`	`entity_crud`	Update an existing quote line

`quote_line_group`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new quote line group
`delete`	`entity_crud`	Delete a quote line group
`list`	`entity_crud`	List quote_line_groups with filtering and pagination
`read`	`entity_crud`	Get detailed quote line group information
`search`	`entity_crud`	Search quote_line_groups with fuzzy matching
`update`	`entity_crud`	Update an existing quote line group

`quote_template`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new quote template
`delete`	`entity_crud`	Delete a quote template
`list`	`entity_crud`	List quote_templates with filtering and pagination
`read`	`entity_crud`	Get detailed quote template information
`search`	`entity_crud`	Search quote_templates with fuzzy matching
`update`	`entity_crud`	Update an existing quote template

`record_history`

Operation	Mega-tool	What it does
`list`	`entity_crud`	List the append-only change history of one CRM record (lead, opportunity, contact or account): who changed which field, from what to what, and when.

`sales`

Operation	Mega-tool	What it does
`account_briefing`	`smart_action`	Generate account briefing
`account_penetration`	`smart_action`	Account penetration report
`call_queue`	`smart_action`	Get today's call queue
`contact_map`	`smart_action`	Contact relationship map
`customer_health`	`smart_action`	Customer health score
`customer_timeline`	`smart_action`	Customer interaction timeline
`pipeline_health`	`smart_action`	Analyze pipeline health
`renewal_risk`	`smart_action`	Detect renewal risk
`revenue_forecast`	`smart_action`	Revenue forecasting
`stage_mover`	`smart_action`	Move opportunity stage
`upsell_finder`	`smart_action`	Find upsell opportunities

`sender_profile`

Operation	Mega-tool	What it does
`read`	`entity_crud`	Read a user's outbound sender profile (title, phone, calendly_url, linkedin_url, signature_html) — the values the cadence renderer substitutes for the sender…
`update`	`entity_crud`	Update your outbound sender profile.

`sharing_rule`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new sharing rule
`delete`	`entity_crud`	Delete a sharing rule
`list`	`entity_crud`	List sharing_rules with filtering and pagination
`read`	`entity_crud`	Get detailed sharing rule information
`search`	`entity_crud`	Search sharing_rules with fuzzy matching
`update`	`entity_crud`	Update an existing sharing rule

`stage_probability_mapping`

Operation	Mega-tool	What it does
`create`	`entity_crud`	Create a new stage probability mapping
`delete`	`entity_crud`	Delete a stage probability mapping
`list`	`entity_crud`	List stage_probability_mappings with filtering and pagination
`read`	`entity_crud`	Get detailed stage probability mapping information
`search`	`entity_crud`	Search stage_probability_mappings with fuzzy matching
`update`	`entity_crud`	Update an existing stage probability mapping

`tag`

Operation	Mega-tool	What it does
`apply`	`workflow_action`	Attach a managed tag to a CRM record (lead, contact, account, or opportunity).
`create`	`entity_crud`	Create a managed CRM tag in the current organization.
`list`	`entity_crud`	List tags with filtering and pagination
`read`	`entity_crud`	Get detailed tag information
`remove`	`workflow_action`	Detach a tag from a CRM record (lead, contact, account, or opportunity).
`search`	`entity_crud`	Search tags with fuzzy matching

`tasks`

Operation	Mega-tool	What it does
`complete`	`smart_action`	Mark a CRM task complete
`create_for_lead`	`smart_action`	Create a task tied to a lead
`list_pending`	`smart_action`	List pending CRM tasks
`reassign`	`smart_action`	Reassign a CRM task

`user`

Operation	Mega-tool	What it does
`get_health_metrics`	`report_query`	Sales-rep health dashboard: pipeline value, deal count, at-risk count, activity

`work_item`

Operation	Mega-tool	What it does
`complete`	`workflow_action`	Complete a work-queue item.
`snooze`	`workflow_action`	Snooze a work-queue item (any kind) until snoozed_until (ISO-8601).

`work_queue`

Operation	Mega-tool	What it does
`today`	`report_query`	Today work queue.

Parameter schemas and permission codenames are in the full reference — sign in — or call prism_introspect(dimension="capability_search", query="…") with your key.

In the full reference this application appears under entity_crud, report_query, smart_action, workflow_action.