CRM
92 entities and 509 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.
509 of 509 shown
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_brief
| Operation | Mega-tool | What it does |
|---|---|---|
list | entity_crud | List the versioned Account Intelligence briefs (background summary + talking points each citing signal and source) for an account, newest version first. |
read | entity_crud | Read one brief by `id`, or an account's current brief (or a specific `version`) by `account_id`. |
regenerate | smart_action | Regenerate an account's brief: a manual analysis run that always writes a NEW brief version. |
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 |
account_followup
| Operation | Mega-tool | What it does |
|---|---|---|
close | smart_action | Close an open follow-up by hand (status closed_manual) with an optional note. |
list | entity_crud | List follow-ups (re-reminders to the account executive until a call is logged on the account). |
read | entity_crud | Read one follow-up (next reminder, reminder k of n, snooze, closing activity). |
snooze | smart_action | Snooze an open follow-up until a future ISO date/datetime (at most 30 days out). |
account_intel
| Operation | Mega-tool | What it does |
|---|---|---|
overview | report_query | Everything Account Intelligence knows about one account: schedule state, health, current brief (summary + talking points with sources), grouped signals… |
release_field | smart_action | Hand an Account field (health_score, health_band, next_renewal_date, last_business_review_date) back to Account Intelligence after a human edited it. |
resume_account | smart_action | Clear the failure pause on an account that Account Intelligence paused after 5 consecutive failed runs. |
run_now | smart_action | Run an Account Intelligence analysis for one account now (signals, brief, plays). |
settings | report_query | The organization's Account Intelligence settings: whether the stage is on, the merged config (cadence_hours, renewal_window_days, email_ae, ai_mode, caps… |
update_settings | smart_action | Turn Account Intelligence on/off for this organization (`enabled`) and/or patch its config (`config_patch`: cadence_hours 24-720, renewal_window_days… |
account_play
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a play. |
delete | entity_crud | Soft-delete a play. |
dry_run | smart_action | Evaluate a play against an account's CURRENT active signals and explain each clause verdict. |
list | entity_crud | List the organization's Account Intelligence plays (criteria over signals + actions: open an opportunity, notify and email the account executive, follow up… |
read | entity_crud | Read one play with its criteria and actions JSON. |
update | entity_crud | Partially update a play (name, description, enabled, criteria, actions, cooldown_days, priority). |
account_play_run
| Operation | Mega-tool | What it does |
|---|---|---|
list | entity_crud | List play runs (a fired play: its opportunity, the account executive, email status, close reason). |
read | entity_crud | Read one play run, including the matched signals and the per-clause match explanation. |
account_signal
| Operation | Mega-tool | What it does |
|---|---|---|
dismiss | smart_action | Dismiss a signal (it stays dismissed until a human restores it). |
list | entity_crud | List the typed, scored, dated Account Intelligence signals for an account (renewal due, product demand, industry adoption, delivery success, unused training… |
read | entity_crud | Read one Account Intelligence signal with its citations (exact source, locator, excerpt), detector key, facts and (for AI signals) the model coordinate. |
restore | smart_action | Restore a dismissed signal to active. |
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 | Human-attributed open / click / reply rates per cadence step, grouped by step type and order position (GTM V20: a security-scanner or privacy-proxy image… |
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 |
counterparty_import
| Operation | Mega-tool | What it does |
|---|---|---|
run | workflow_action | Import counterparties from CSV text into the caller org (accounts, counterparty profiles, contacts). |
counterparty_overview
| Operation | Mega-tool | What it does |
|---|---|---|
get | report_query | One counterparty's profile page: types, LEI, domicile, eligibility, the deals it appears on with its roles (and the roles as printed in the deal documents)… |
counterparty_profile
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create the counterparty profile of one of the caller org's accounts. |
list | entity_crud | List the caller org's counterparty profiles (investor, manager, arranger, ...). |
read | entity_crud | Read one counterparty profile with its eligibilities (state computed on read). |
update | entity_crud | Update a counterparty profile (partial). |
course_entitlement
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Record that an account bought training: account_id, course_id, seats, purchased_on (YYYY-MM-DD), expires_on?, product_id?. |
delete | entity_crud | Soft-delete a course entitlement. |
list | entity_crud | List training entitlements (courses an account bought) with seats and how many contacts actually enrolled and started (learners_enrolled). |
read | entity_crud | Read one course entitlement. |
update | entity_crud | Update an entitlement: seats, purchased_on, expires_on. |
deal_counterparties
| Operation | Mega-tool | What it does |
|---|---|---|
get | report_query | The counterparties the caller's org has linked to a deal, with profile ids, types and roles. |
deal_link
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Link one of the caller org's accounts, contacts or opportunities to a deal with a role. |
delete | entity_crud | Remove one of the caller org's deal links (soft delete). |
list | entity_crud | List the caller org's own deal links (lapsed ones stay listed, flagged access_lapsed). |
read | entity_crud | Read one of the caller org's deal links. |
directory_mapping
| Operation | Mega-tool | What it does |
|---|---|---|
apply | smart_action | Apply confirmed directory mappings: one DealLink (basis=directory) per mapping, in the caller's org only. |
propose | smart_action | Propose mappings from the deal party directory the caller may see to the caller org's own accounts (match by LEI or le_key). |
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 |
open_evidence | report_query | Full open/click evidence for one crm.EmailActivity — the SAME payload the REST endpoint GET /api/crm/email-activities/{id}/open-evidence/ returns… |
read | entity_crud | Get detailed email activity information |
search | entity_crud | Search email activities |
update | entity_crud | Update an email activity |
email_reply
| Operation | Mega-tool | What it does |
|---|---|---|
preview | entity_crud | Dry-run the CRM reply capture over the last N days (1-14) of the org's reply mailbox: lists the prospect replies and auto-replies it WOULD log on CRM records… |
email_signal
| Operation | Mega-tool | What it does |
|---|---|---|
classification_census | report_query | Human-attributed open/click census over crm.EmailFetchEvent, the V20 ledger every pixel fetch and tracked-link hit is classified into (machine_scanner |… |
reclassify | workflow_action | Reclassify email opens/clicks with the current classifier and rebuild every affected metric (ARCHITECTURE §8). |
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 | smart_action | Convert lead to opportunity |
convert | workflow_action | Convert a lead to a contact and optionally create an 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 |
mark_priority_reviewed | smart_action | Record a follow-up review/touch on a lead and schedule the next one by its priority (P0 every 2 days, P1 weekly, P2 monthly, P3 none). |
priority_due | smart_action | The follow-up list: leads whose priority review is due by end of today (default P0 only — 'P0 due today'), ordered by priority then due time. |
priority_queue | smart_action | Get lead priority queue |
qualification_checklist | smart_action | Get lead qualification checklist |
qualify | smart_action | AI-powered lead qualification |
qualify | workflow_action | Qualify or disqualify a lead |
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. |
recompute_priority | smart_action | Re-run the lead-priority rules (account × position, warm source, engagement, title rubric) for one lead (lead_id) or every lead in the org (all=true; dry_run… |
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 |
set_priority | smart_action | Pin a manual outreach priority (P0 hot .. |
set_warm_source | smart_action | Mark a lead as a warm source (linkedin_connection | referral | personal), force it not warm (not_warm), or clear to auto-detect (''); then recompute its… |
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_email_candidate
| Operation | Mega-tool | What it does |
|---|---|---|
adopt | workflow_action | Adopt an email candidate as the lead's active email. |
create | entity_crud | Add an email candidate to a lead (never sets is_active_email — see 'adopt') |
delete | entity_crud | Delete a lead email candidate (soft delete) |
list | entity_crud | List a lead's email candidates |
read | entity_crud | Get a lead email candidate |
update | entity_crud | Update a lead email candidate (is_active_email is never writable here — see 'adopt') |
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 |
resolve | workflow_action | Resolve a lead-import row flagged needs_review: link it to one of its recorded candidate leads ('existing'), create a new lead sharing its evidence… |
search | entity_crud | Search lead_import_rows with fuzzy matching |
update | entity_crud | Update an existing lead import row |
lead_outreach_draft
| Operation | Mega-tool | What it does |
|---|---|---|
approve | workflow_action | Approve a pending-review outreach draft. |
approve_and_send | workflow_action | Approves, releases every outreach hold on the lead, and queues one email (or enrols in a cadence with the draft as the first email). |
approve_and_send_bulk | workflow_action | Bulk approve_and_send — up to 200 draft ids, one mode/cadence/note. |
create | entity_crud | Create an outreach draft on a lead (always lands in state=draft, version=1) |
delete | entity_crud | Delete a lead outreach draft (soft delete) |
get_transitions | workflow_action | Read-only: the legal next states for an outreach draft from its current state |
list | entity_crud | List a lead's outreach drafts |
read | entity_crud | Get a lead outreach draft |
reject | workflow_action | Reject a pending-review outreach draft. |
reject_bulk | workflow_action | Bulk reject — moves each draft (draft/pending_review) to rejected. |
reopen | workflow_action | Reopen a pending-review or rejected draft back to draft. |
review_queue | workflow_action | Review queue lead outreach draft. |
submit_for_review | workflow_action | Submit an outreach draft for review (draft -> pending_review) |
update | entity_crud | Update an outreach draft's content. |
lead_outreach_hold
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Place an outreach hold on a lead |
delete | entity_crud | Delete a RELEASED lead outreach hold record (soft delete — admin cleanup). |
list | entity_crud | List a lead's outreach holds |
place | workflow_action | Place an outreach hold on a lead. |
read | entity_crud | Get a lead outreach hold |
release | workflow_action | Release an active outreach hold |
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 |
link_clicks
| Operation | Mega-tool | What it does |
|---|---|---|
link_detail | report_query | Who has clicked ONE personal tracked link — the same §6.4 shape as person_summary, scoped to this one link's own click events. |
person_summary | report_query | Who has clicked what for one lead or contact: CRM email links, marketing email clicks and personal tracked links, in one payload. |
link_engagement
| Operation | Mega-tool | What it does |
|---|---|---|
link_detail | report_query | Time on page for ONE personal tracked link: every attributed view of the platform-hosted page it points to (same shape as person_summary). |
person_summary | report_query | Time on page for one lead or contact: every view of a platform-hosted page (a shared document) that this person reached through a tracked link — a personal… |
website_journey | report_query | Everything one lead or contact looked at on our marketing website (GTM V24): the website visitor behind the browser that clicked their tracked email link (CRM… |
open_pixel_policy
| Operation | Mega-tool | What it does |
|---|---|---|
effective | report_query | The open-tracking pixel decision (include, reason, forcing consumers) a real send would stamp right now for the given surface — the SAME resolver the mint… |
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 |
people_overlay
| Operation | Mega-tool | What it does |
|---|---|---|
get | report_query | My private overlay on a deal's party directory: {entries:[{party_id, account_id, coverage_owner, last_touch, open_requests}]}. |
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_course_link
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Map a CPQ product to an LMS course (data.product_id, data.course_id). |
delete | entity_crud | Soft-delete a product -> course mapping. |
list | entity_crud | List the product -> LMS course mapping used to turn accepted quote lines into training entitlements. |
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 |
ticket_account_link
| Operation | Mega-tool | What it does |
|---|---|---|
auto_link | smart_action | Run the deterministic ticket auto-linker (exact sender/reporter email -> one account confirms; corporate-domain match proposes; ambiguity links nothing). |
create | entity_crud | Assert that an ITSM ticket belongs to a CRM account. |
list | entity_crud | List ITSM ticket -> CRM account links (proposed|confirmed|rejected). |
read | entity_crud | Read one ticket-account link. |
update | entity_crud | Confirm or reject a (usually proposed) ticket-account link: data.status in {confirmed, rejected}. |
tracked_link
| Operation | Mega-tool | What it does |
|---|---|---|
generate | smart_action | Generate a personal tracked link for a lead or contact — a short link (https://<host>/api/crm/l/<slug>) you paste into mail sent from your OWN mail client… |
list | entity_crud | List personal tracked links, filterable by lead/contact or by links you created. |
mark_sent | smart_action | Stamp the 'I sent it' timing anchor on a tracked link — tells the click classifier when the link went out, so a hit minutes later is not mistaken for a… |
read | entity_crud | Get one personal tracked link's detail row (not its clickers — use report_query/crm/link_clicks/link_detail for that). |
set_active | smart_action | Activate or deactivate a tracked link. |
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. |
workspace_setting
| Operation | Mega-tool | What it does |
|---|---|---|
read | entity_crud | Read the caller org's CRM workspace persona (default standard). |
update | entity_crud | Set the caller org's CRM workspace persona. |
Parameter schemas and permissions
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.