MCP tools

The MCP server registers 122 tools in 18 modules, every entry of allTools in lib/mcp/tools/index.ts. Fields come from each tool's zod schema. How to connect, authenticate and add a tool: MCP server.

Module	File	Tools
Accounts	`lib/mcp/tools/crm-accounts.ts`	6
Activities	`lib/mcp/tools/crm-activities.ts`	5
Campaigns	`lib/mcp/tools/campaigns.ts`	19
Contacts	`lib/mcp/tools/crm-contacts.ts`	6
Contracts	`lib/mcp/tools/crm-contracts.ts`	5
Documents	`lib/mcp/tools/crm-documents.ts`	8
Email accounts	`lib/mcp/tools/crm-email-accounts.ts`	1
Enrichment	`lib/mcp/tools/crm-enrichment.ts`	4
Leads	`lib/mcp/tools/crm-leads.ts`	7
Opportunities	`lib/mcp/tools/crm-opportunities.ts`	6
Orders	`lib/mcp/tools/crm-orders.ts`	8
Price lists	`lib/mcp/tools/crm-price-lists.ts`	8
Products	`lib/mcp/tools/crm-products.ts`	5
Projects	`lib/mcp/tools/projects.ts`	18
Reports	`lib/mcp/tools/reports.ts`	2
Target lists	`lib/mcp/tools/crm-target-lists.ts`	7
Targets	`lib/mcp/tools/crm-targets.ts`	6
Users	`lib/mcp/tools/crm-users.ts`	1

Accounts

`crm_create_account`

Create a new CRM account

Field	Type	Required
`description`	`string`	no
`email`	`string (email)`	no
`name`	`string`	yes
`office_phone`	`string`	no
`website`	`string`	no

`crm_delete_account`

Soft-delete a CRM account by ID (sets deletedAt timestamp)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_get_account`

Get a single CRM account by ID (visible to the authenticated user)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_list_accounts`

List CRM accounts visible to the authenticated user

Field	Type	Required	Default	Description
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`

`crm_search_accounts`

Search accounts visible to the authenticated user by name or website (substring match)

Field	Type	Required	Default
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`
`query`	`string`	yes

`crm_update_account`

Update an existing CRM account by ID

Field	Type	Required
`assigned_to`	`string (uuid) \| null`	no
`description`	`string`	no
`email`	`string (email)`	no
`id`	`string (uuid)`	yes
`name`	`string`	no
`office_phone`	`string`	no
`website`	`string`	no

Activities

`crm_create_activity`

Create a CRM activity (call/meeting/note/email/visit) and link to entities

Field	Type	Required	Default
`date`	`string (date-time)`	yes
`description`	`string`	no
`duration`	`integer`	no
`links`	`object[]`	no
`outcome`	`string`	no
`status`	`"scheduled" \| "completed" \| "cancelled"`	no	`"scheduled"`
`title`	`string`	yes
`type`	`"call" \| "meeting" \| "note" \| "email" \| "visit"`	yes

`crm_delete_activity`

Soft-delete a CRM activity by ID (sets deletedAt timestamp)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_get_activity`

Get a single CRM activity by ID with entity links

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_list_activities`

List CRM activities created by the authenticated user, or all activities on a linked entity the user can read

Field	Type	Required	Default
`entityId`	`string (uuid)`	no
`entityType`	`string`	no
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`
`status`	`"scheduled" \| "completed" \| "cancelled"`	no
`type`	`"call" \| "meeting" \| "note" \| "email" \| "visit"`	no

`crm_update_activity`

Update an existing CRM activity by ID

Field	Type	Required
`date`	`string (date-time)`	no
`description`	`string`	no
`duration`	`integer`	no
`id`	`string (uuid)`	yes
`outcome`	`string`	no
`status`	`"scheduled" \| "completed" \| "cancelled"`	no
`title`	`string`	no

Campaigns

`campaigns_assign_target_list`

Assign a target list to a campaign

Field	Type	Required	Default	Description
`campaign_id`	`string (uuid)`	yes
`target_list_id`	`string (uuid)`	yes

`campaigns_create`

Create a new campaign

Field	Type	Required
`description`	`string`	no
`from_name`	`string`	no
`name`	`string`	yes
`reply_to`	`string (email)`	no
`template_id`	`string (uuid)`	no

`campaigns_create_step`

Add a step to a campaign sequence

Field	Type	Required	Default
`campaign_id`	`string (uuid)`	yes
`delay_days`	`integer`	no	`0`
`order`	`integer`	yes
`send_to`	`"all" \| "non_openers"`	no	`"all"`
`subject`	`string`	yes
`template_id`	`string (uuid)`	yes

`campaigns_create_template`

Create a campaign email template

Field	Type	Required
`content_html`	`string`	yes
`content_json`	`unknown`	yes
`description`	`string`	no
`name`	`string`	yes
`subject_default`	`string`	no

`campaigns_delete`

Soft-delete a campaign (sets deletedAt timestamp)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`campaigns_delete_step`

Delete a campaign step by ID (hard delete — step has no status field)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`campaigns_delete_template`

Soft-delete a campaign template (sets deletedAt timestamp)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`campaigns_get`

Get a campaign by ID with steps and stats summary

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`campaigns_get_stats`

Get send/open/click/unsubscribe stats for a campaign

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`campaigns_get_template`

Get a campaign template by ID

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`campaigns_list`

List campaigns the caller is allowed to see

Field	Type	Required	Default
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`
`status`	`"draft" \| "scheduled" \| "sending" \| "sent" \| "paused"`	no

`campaigns_list_templates`

List campaign email templates the caller is allowed to see

Field	Type	Required	Default	Description
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`

`campaigns_pause`

Pause an active/sending campaign

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`campaigns_remove_target_list`

Remove a target list from a campaign

Field	Type	Required	Default	Description
`campaign_id`	`string (uuid)`	yes
`target_list_id`	`string (uuid)`	yes

`campaigns_resume`

Resume a paused campaign

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`campaigns_send`

Trigger sending a campaign. Campaign must be in draft or scheduled status.

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`campaigns_update`

Update a campaign by ID

Field	Type	Required
`description`	`string`	no
`from_name`	`string`	no
`id`	`string (uuid)`	yes
`name`	`string`	no
`reply_to`	`string (email)`	no
`template_id`	`string (uuid)`	no

`campaigns_update_step`

Update a campaign step by ID

Field	Type	Required
`delay_days`	`integer`	no
`id`	`string (uuid)`	yes
`order`	`integer`	no
`send_to`	`"all" \| "non_openers"`	no
`subject`	`string`	no
`template_id`	`string (uuid)`	no

`campaigns_update_template`

Update a campaign template by ID

Field	Type	Required
`content_html`	`string`	no
`content_json`	`unknown`	no
`description`	`string`	no
`id`	`string (uuid)`	yes
`name`	`string`	no
`subject_default`	`string`	no

Contacts

`crm_create_contact`

Create a new CRM contact

Field	Type	Required
`email`	`string (email)`	no
`first_name`	`string`	no
`last_name`	`string`	yes
`mobile_phone`	`string`	no
`office_phone`	`string`	no
`position`	`string`	no

`crm_delete_contact`

Soft-delete a CRM contact by ID (sets deletedAt timestamp)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_get_contact`

Get a single CRM contact by ID (visible to the authenticated user)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_list_contacts`

List CRM contacts visible to the authenticated user

Field	Type	Required	Default	Description
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`

`crm_search_contacts`

Search contacts visible to the authenticated user by name, email, or phone (substring match)

Field	Type	Required	Default
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`
`query`	`string`	yes

`crm_update_contact`

Update an existing CRM contact by ID

Field	Type	Required
`account`	`string (uuid) \| null`	no
`assigned_to`	`string (uuid) \| null`	no
`email`	`string (email)`	no
`first_name`	`string`	no
`id`	`string (uuid)`	yes
`last_name`	`string`	no
`mobile_phone`	`string`	no
`office_phone`	`string`	no
`position`	`string`	no

Contracts

`crm_create_contract`

Create a new CRM contract with optional line items

Field	Type	Required
`account`	`string (uuid)`	no
`assigned_to`	`string (uuid)`	no
`currency`	`string`	no
`description`	`string`	no
`endDate`	`string (date-time)`	no
`lineItems`	`object[]`	no
`startDate`	`string (date-time)`	no
`title`	`string`	yes
`type`	`string`	no
`value`	`number`	yes

`crm_delete_contract`

Soft-delete a CRM contract (sets deletedAt timestamp)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_get_contract`

Get a single CRM contract by ID with line items

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_list_contracts`

List CRM contracts visible to the authenticated user

Field	Type	Required	Default
`account`	`string (uuid)`	no
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`
`status`	`"NOTSTARTED" \| "INPROGRESS" \| "SIGNED"`	no

`crm_update_contract`

Update an existing CRM contract by ID (does not modify line items — use separate operations)

Field	Type	Required
`account`	`string (uuid)`	no
`assigned_to`	`string (uuid)`	no
`currency`	`string`	no
`description`	`string`	no
`endDate`	`string (date-time)`	no
`id`	`string (uuid)`	yes
`startDate`	`string (date-time)`	no
`status`	`"NOTSTARTED" \| "INPROGRESS" \| "SIGNED"`	no
`title`	`string`	no
`type`	`string`	no
`value`	`number`	no

Documents

`crm_create_document`

Create a document record and get a presigned upload URL

Field	Type	Required
`contentType`	`string`	yes
`description`	`string`	no
`document_name`	`string`	yes
`visibility`	`string`	no

`crm_delete_document`

Soft-delete a document (sets status to DELETED)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_get_document`

Get a single document by ID

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_get_download_url`

Get a presigned download URL for a document

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_get_upload_url`

Get a presigned upload URL for an existing document

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_link_document`

Link a document to an entity (account, contact, lead, opportunity, or task)

Field	Type	Required
`document_id`	`string (uuid)`	yes
`entityId`	`string (uuid)`	yes
`entityType`	`"account" \| "contact" \| "lead" \| "opportunity" \| "task"`	yes

`crm_list_documents`

List documents, optionally filtered by linked entity type and ID

Field	Type	Required	Default
`entityId`	`string (uuid)`	no
`entityType`	`"account" \| "contact" \| "lead" \| "opportunity" \| "task"`	no
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`

`crm_unlink_document`

Remove a document link from an entity

Field	Type	Required
`document_id`	`string (uuid)`	yes
`entityId`	`string (uuid)`	yes
`entityType`	`"account" \| "contact" \| "lead" \| "opportunity" \| "task"`	yes

Email accounts

`crm_list_email_accounts`

List the authenticated user's connected email accounts

Field	Type	Required	Default	Description
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`

Enrichment

`crm_enrich_contact`

Enrich a single contact using Firecrawl + AI. Requires FIRECRAWL and OPENAI API keys configured. Returns enrichment record ID for tracking.

Field	Type	Required	Default	Description
`contactId`	`string (uuid)`	yes
`fields`	`object[]`	yes

`crm_enrich_contact_bulk`

Enrich multiple contacts in bulk (max 100). Dispatches async jobs.

Field	Type	Required	Default	Description
`contactIds`	`string (uuid)[]`	yes
`fields`	`object[]`	yes

`crm_enrich_target`

Enrich a single target with the E2B sandbox agent (async). Requires an ANTHROPIC key and E2B_API_KEY on the server.

Field	Type	Required	Default	Description
`fields`	`object[]`	yes
`targetId`	`string (uuid)`	yes

`crm_enrich_target_bulk`

Enrich multiple targets in bulk (max 100) with the E2B sandbox agent. Dispatches async jobs. Requires an ANTHROPIC key and E2B_API_KEY on the server.

Field	Type	Required	Default	Description
`fields`	`object[]`	yes
`targetIds`	`string (uuid)[]`	yes

Leads

`crm_create_lead`

Create a new CRM lead

Field	Type	Required
`campaign`	`string`	no
`company`	`string`	no
`description`	`string`	no
`email`	`string (email)`	no
`firstName`	`string`	no
`jobTitle`	`string`	no
`lastName`	`string`	yes
`lead_source_id`	`string (uuid)`	no
`lead_status_id`	`string (uuid)`	no
`lead_type_id`	`string (uuid)`	no
`phone`	`string`	no
`refered_by`	`string`	no

`crm_delete_lead`

Soft-delete a CRM lead by ID (sets deletedAt timestamp)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_get_lead`

Get a single CRM lead by ID (visible to the authenticated user)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_list_lead_options`

List the lead statuses, sources and types configured in this CRM (id + name), for lead_status_id / lead_source_id / lead_type_id

No input fields.

`crm_list_leads`

List CRM leads visible to the authenticated user

Field	Type	Required	Default	Description
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`

`crm_search_leads`

Search leads visible to the authenticated user by name, company, or email (substring match)

Field	Type	Required	Default
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`
`query`	`string`	yes

`crm_update_lead`

Update an existing CRM lead by ID

Field	Type	Required
`assigned_to`	`string (uuid) \| null`	no
`campaign`	`string`	no
`company`	`string`	no
`description`	`string`	no
`email`	`string (email)`	no
`firstName`	`string`	no
`id`	`string (uuid)`	yes
`jobTitle`	`string`	no
`lastName`	`string`	no
`lead_source_id`	`string (uuid) \| null`	no
`lead_status_id`	`string (uuid) \| null`	no
`lead_type_id`	`string (uuid) \| null`	no
`phone`	`string`	no
`refered_by`	`string`	no

Opportunities

`crm_create_opportunity`

Create a new CRM opportunity

Field	Type	Required
`budget`	`integer`	no
`close_date`	`string (date-time)`	no
`currency`	`string`	no
`description`	`string`	no
`expected_revenue`	`integer`	no
`name`	`string`	yes
`next_step`	`string`	no

`crm_delete_opportunity`

Soft-delete a CRM opportunity by ID

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_get_opportunity`

Get a single CRM opportunity by ID (visible to the authenticated user)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_list_opportunities`

List CRM opportunities visible to the authenticated user

Field	Type	Required	Default	Description
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`

`crm_search_opportunities`

Search opportunities visible to the authenticated user by name or description (substring match)

Field	Type	Required	Default
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`
`query`	`string`	yes

`crm_update_opportunity`

Update an existing CRM opportunity by ID

Field	Type	Required
`account`	`string (uuid) \| null`	no
`assigned_to`	`string (uuid) \| null`	no
`budget`	`integer`	no
`close_date`	`string (date-time)`	no
`contact`	`string (uuid) \| null`	no
`currency`	`string`	no
`description`	`string`	no
`expected_revenue`	`integer`	no
`id`	`string (uuid)`	yes
`name`	`string`	no
`next_step`	`string`	no

Orders

`crm_cancel_order`

Cancel an order

Field	Type	Required	Default	Description
`id`	`string`	yes

`crm_create_order`

Create a draft order for an account; lines are priced from the customer's price list unless unitPrice is given

Field	Type	Required
`accountId`	`string`	yes
`contactId`	`string \| null`	no
`lines`	`object[]`	yes
`note`	`string \| null`	no
`requestedDeliveryDate`	`string \| null`	no
`shipping_city`	`string \| null`	no
`shipping_country`	`string \| null`	no
`shipping_postal_code`	`string \| null`	no
`shipping_state`	`string \| null`	no
`shipping_street`	`string \| null`	no

`crm_decide_order_approval`

Approve or reject an order waiting for approval (manager or admin; a note is required to reject). Pass the order's updatedAt from crm_get_order to approve exactly the version you reviewed.

Field	Type	Required
`decision`	`"APPROVED" \| "REJECTED"`	yes
`id`	`string`	yes
`note`	`string \| null`	no
`updatedAt`	`string`	no

`crm_get_order`

Get an order with its lines and the actions you may take

Field	Type	Required	Default	Description
`id`	`string`	yes

`crm_list_orders`

List orders you can see, newest first

Field	Type	Required	Default
`accountId`	`string`	no
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`
`ownerId`	`string`	no
`status`	`"DRAFT" \| "PENDING_APPROVAL" \| "READY" \| "SENT" \| "CONFIRMED" \| "DELIVERED" \| "INVOICED" \| "PAID" \| "CANCELLED" \| "SYNC_FAILED"`	no

`crm_set_order_status`

Withdraw, reopen, retry, or advance an order to a later status (advance needs to)

Field	Type	Required
`action`	`"withdraw" \| "reopen" \| "retry" \| "advance"`	yes
`id`	`string`	yes
`to`	`"DRAFT" \| "PENDING_APPROVAL" \| "READY" \| "SENT" \| "CONFIRMED" \| "DELIVERED" \| "INVOICED" \| "PAID" \| "CANCELLED" \| "SYNC_FAILED"`	no

`crm_submit_order`

Submit a draft: READY, or PENDING_APPROVAL when a sales rep priced a line below the list

Field	Type	Required	Default	Description
`id`	`string`	yes

`crm_update_order`

Replace a draft order's header fields and full line list

Field	Type	Required
`contactId`	`string \| null`	no
`id`	`string`	yes
`lines`	`object[]`	yes
`note`	`string \| null`	no
`requestedDeliveryDate`	`string \| null`	no
`shipping_city`	`string \| null`	no
`shipping_country`	`string \| null`	no
`shipping_postal_code`	`string \| null`	no
`shipping_state`	`string \| null`	no
`shipping_street`	`string \| null`	no

Price lists

`crm_archive_price_list`

Archive a price list (manager or admin; not external lists)

Field	Type	Required	Default	Description
`id`	`string`	yes

`crm_create_price_list`

Create a price list (manager or admin)

Field	Type	Required	Default	Description
`currency`	`string`	yes
`name`	`string`	yes

`crm_delete_price_list_rule`

Delete a price list rule (manager or admin; not external lists)

Field	Type	Required	Default	Description
`id`	`string`	yes

`crm_get_price`

Compute a product's price from a price list, or from the account's list (account list → default list → product price)

Field	Type	Required
`accountId`	`string`	no
`date`	`string`	no
`priceListId`	`string`	no
`productId`	`string`	yes
`quantity`	`number`	yes

`crm_get_price_list`

Get a price list with its rules

Field	Type	Required	Default	Description
`id`	`string`	yes

`crm_list_price_lists`

List price lists (active by default)

Field	Type	Required	Default
`includeArchived`	`boolean`	no
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`
`source`	`"CRM" \| "EXTERNAL"`	no

`crm_update_price_list`

Rename a price list, change its currency or (de)activate it (manager or admin; not external lists)

Field	Type	Required
`currency`	`string`	no
`id`	`string`	yes
`isActive`	`boolean`	no
`name`	`string`	no

`crm_upsert_price_list_rule`

Create or update a price list rule (Odoo-compatible fields; manager or admin; not external lists)

Field	Type	Required
`appliesTo`	`"ALL" \| "CATEGORY" \| "PRODUCT"`	yes
`base`	`"LIST_PRICE" \| "COST" \| "PRICE_LIST"`	no
`basePriceListId`	`string \| null`	no
`categoryId`	`string \| null`	no
`computePrice`	`"FIXED" \| "PERCENTAGE" \| "FORMULA"`	yes
`dateEnd`	`string \| null`	no
`dateStart`	`string \| null`	no
`fixedPrice`	`number \| null`	no
`minQuantity`	`number \| null`	no
`percentPrice`	`number \| null`	no
`priceDiscount`	`number \| null`	no
`priceListId`	`string`	yes
`priceMaxMargin`	`number \| null`	no
`priceMinMargin`	`number \| null`	no
`priceRound`	`number \| null`	no
`priceSurcharge`	`number \| null`	no
`productId`	`string \| null`	no
`ruleId`	`string`	no

Products

`crm_create_product`

Create a new CRM product

Field	Type	Required
`billing_period`	`"MONTHLY" \| "QUARTERLY" \| "SEMIANNUALLY" \| "ANNUALLY"`	no
`categoryId`	`string (uuid)`	no
`currency`	`string`	yes
`description`	`string`	no
`is_recurring`	`boolean`	no
`name`	`string`	yes
`sku`	`string`	no
`tax_rate`	`number`	no
`type`	`"PRODUCT" \| "SERVICE"`	yes
`unit`	`string`	no
`unit_cost`	`number`	no
`unit_price`	`number`	yes

`crm_delete_product`

Soft-delete a CRM product (sets deletedAt timestamp)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_get_product`

Get a single CRM product by ID

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_list_products`

List CRM products (org-wide catalog)

Field	Type	Required	Default
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`
`status`	`"DRAFT" \| "ACTIVE" \| "ARCHIVED"`	no

`crm_update_product`

Update an existing CRM product by ID

Field	Type	Required
`billing_period`	`"MONTHLY" \| "QUARTERLY" \| "SEMIANNUALLY" \| "ANNUALLY"`	no
`categoryId`	`string (uuid)`	no
`currency`	`string`	no
`description`	`string`	no
`id`	`string (uuid)`	yes
`is_recurring`	`boolean`	no
`name`	`string`	no
`sku`	`string`	no
`status`	`"DRAFT" \| "ACTIVE" \| "ARCHIVED"`	no
`tax_rate`	`number`	no
`type`	`"PRODUCT" \| "SERVICE"`	no
`unit`	`string`	no
`unit_cost`	`number`	no
`unit_price`	`number`	no

Projects

`projects_add_comment`

Add a comment to a task

Field	Type	Required	Default	Description
`comment`	`string`	yes
`task`	`string (uuid)`	yes

`projects_assign_document`

Link a document to a task

Field	Type	Required	Default	Description
`document_id`	`string (uuid)`	yes
`task_id`	`string (uuid)`	yes

`projects_create_board`

Create a new project board

Field	Type	Required
`description`	`string`	yes
`icon`	`string`	no
`title`	`string`	yes
`visibility`	`string`	no

`projects_create_section`

Add a section (column) to a board

Field	Type	Required	Default	Description
`board`	`string (uuid)`	yes
`title`	`string`	yes

`projects_create_task`

Create a task in a board section

Field	Type	Required	Default
`content`	`string`	no
`dueDateAt`	`string (date-time)`	no
`priority`	`string`	no	`"Normal"`
`section`	`string (uuid)`	yes
`title`	`string`	yes

`projects_delete_board`

Soft-delete a project board (sets deletedAt timestamp)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`projects_delete_section`

Delete a section (must be empty — no tasks)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`projects_delete_task`

Soft-delete a task (sets status to COMPLETE)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`projects_get_board`

Get a project board with its sections and tasks

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`projects_get_task`

Get a task by ID with comments and documents

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`projects_list_boards`

List project boards the user owns or is shared with

Field	Type	Required	Default	Description
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`

`projects_list_comments`

List comments on a task

Field	Type	Required	Default
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`
`task`	`string (uuid)`	yes

`projects_list_tasks`

List tasks, optionally filtered by board, section, user, or status

Field	Type	Required	Default
`board`	`string (uuid)`	no
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`
`section`	`string (uuid)`	no
`status`	`"ACTIVE" \| "PENDING" \| "COMPLETE"`	no
`user`	`string (uuid)`	no

`projects_move_task`

Move a task to a different section and/or position

Field	Type	Required
`id`	`string (uuid)`	yes
`position`	`integer`	no
`section`	`string (uuid)`	yes

`projects_update_board`

Update a project board by ID

Field	Type	Required
`description`	`string`	no
`icon`	`string`	no
`id`	`string (uuid)`	yes
`title`	`string`	no
`visibility`	`string`	no

`projects_update_section`

Update a section title or position

Field	Type	Required
`id`	`string (uuid)`	yes
`position`	`integer`	no
`title`	`string`	no

`projects_update_task`

Update a task by ID

Field	Type	Required
`content`	`string`	no
`dueDateAt`	`string (date-time)`	no
`id`	`string (uuid)`	yes
`priority`	`string`	no
`taskStatus`	`"ACTIVE" \| "PENDING" \| "COMPLETE"`	no
`title`	`string`	no

`projects_watch_board`

Watch or unwatch a project board

Field	Type	Required	Default	Description
`board_id`	`string (uuid)`	yes
`watch`	`boolean`	no	`true`

Reports

`reports_list`

List available report configurations

Field	Type	Required	Default
`category`	`"sales" \| "leads" \| "accounts" \| "activity" \| "campaigns" \| "users"`	no
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`

`reports_run`

Run a report by category and get the data. Returns raw report data (use format param for CSV/PDF via the /api/reports/export endpoint).

Field	Type	Required
`category`	`"sales" \| "leads" \| "accounts" \| "activity" \| "campaigns" \| "users"`	yes
`dateFrom`	`string (date-time)`	no
`dateTo`	`string (date-time)`	no

Target lists

`crm_add_to_target_list`

Add one or more targets to a target list

Field	Type	Required	Default	Description
`target_ids`	`string (uuid)[]`	yes
`target_list_id`	`string (uuid)`	yes

`crm_create_target_list`

Create a new target list

Field	Type	Required	Default	Description
`description`	`string`	no
`name`	`string`	yes

`crm_delete_target_list`

Soft-delete a target list (sets deletedAt timestamp)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_get_target_list`

Get a target list by ID with its members

Field	Type	Required	Default
`id`	`string (uuid)`	yes
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`

`crm_list_target_lists`

List target lists the caller is allowed to see

Field	Type	Required	Default	Description
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`

`crm_remove_from_target_list`

Remove one or more targets from a target list

Field	Type	Required	Default	Description
`target_ids`	`string (uuid)[]`	yes
`target_list_id`	`string (uuid)`	yes

`crm_update_target_list`

Update a target list by ID

Field	Type	Required
`description`	`string`	no
`id`	`string (uuid)`	yes
`name`	`string`	no

Targets

`crm_create_target`

Create a new CRM target

Field	Type	Required
`company`	`string`	no
`email`	`string (email)`	no
`first_name`	`string`	no
`last_name`	`string`	yes
`mobile_phone`	`string`	no
`office_phone`	`string`	no
`position`	`string`	no

`crm_delete_target`

Soft-delete a CRM target by ID (sets deletedAt timestamp)

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_get_target`

Get a single CRM target by ID

Field	Type	Required	Default	Description
`id`	`string (uuid)`	yes

`crm_list_targets`

List CRM targets created by the authenticated user

Field	Type	Required	Default	Description
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`

`crm_search_targets`

Search targets by name, email, or company (substring match)

Field	Type	Required	Default
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`
`query`	`string`	yes

`crm_update_target`

Update an existing CRM target by ID

Field	Type	Required
`company`	`string`	no
`email`	`string (email)`	no
`first_name`	`string`	no
`id`	`string (uuid)`	yes
`last_name`	`string`	no
`mobile_phone`	`string`	no
`office_phone`	`string`	no
`position`	`string`	no

Users

`crm_list_users`

List NextCRM users, to resolve a person to the user ID needed by assigned_to. Returns active users by default. Managers and admins additionally see email, role, status and last login.

Field	Type	Required	Default
`limit`	`number`	no	`20`
`offset`	`number`	no	`0`
`query`	`string`	no
`status`	`"ACTIVE" \| "INACTIVE" \| "PENDING" \| "ALL"`	no

AccountsCopy Anchor Link

crm_create_accountCopy Anchor Link

crm_delete_accountCopy Anchor Link

crm_get_accountCopy Anchor Link

crm_list_accountsCopy Anchor Link

crm_search_accountsCopy Anchor Link

crm_update_accountCopy Anchor Link

ActivitiesCopy Anchor Link

crm_create_activityCopy Anchor Link

crm_delete_activityCopy Anchor Link

crm_get_activityCopy Anchor Link

crm_list_activitiesCopy Anchor Link

crm_update_activityCopy Anchor Link

CampaignsCopy Anchor Link

campaigns_assign_target_listCopy Anchor Link

campaigns_createCopy Anchor Link

campaigns_create_stepCopy Anchor Link

campaigns_create_templateCopy Anchor Link

campaigns_deleteCopy Anchor Link

campaigns_delete_stepCopy Anchor Link

campaigns_delete_templateCopy Anchor Link

campaigns_getCopy Anchor Link

campaigns_get_statsCopy Anchor Link

campaigns_get_templateCopy Anchor Link

campaigns_listCopy Anchor Link

campaigns_list_templatesCopy Anchor Link

campaigns_pauseCopy Anchor Link

campaigns_remove_target_listCopy Anchor Link

campaigns_resumeCopy Anchor Link

campaigns_sendCopy Anchor Link

campaigns_updateCopy Anchor Link

campaigns_update_stepCopy Anchor Link

campaigns_update_templateCopy Anchor Link

ContactsCopy Anchor Link

crm_create_contactCopy Anchor Link

crm_delete_contactCopy Anchor Link

crm_get_contactCopy Anchor Link

crm_list_contactsCopy Anchor Link

crm_search_contactsCopy Anchor Link

crm_update_contactCopy Anchor Link

ContractsCopy Anchor Link

crm_create_contractCopy Anchor Link

crm_delete_contractCopy Anchor Link

crm_get_contractCopy Anchor Link

crm_list_contractsCopy Anchor Link

crm_update_contractCopy Anchor Link

DocumentsCopy Anchor Link

crm_create_documentCopy Anchor Link

crm_delete_documentCopy Anchor Link

crm_get_documentCopy Anchor Link

crm_get_download_urlCopy Anchor Link

crm_get_upload_urlCopy Anchor Link

crm_link_documentCopy Anchor Link

crm_list_documentsCopy Anchor Link

crm_unlink_documentCopy Anchor Link

Email accountsCopy Anchor Link

crm_list_email_accountsCopy Anchor Link

EnrichmentCopy Anchor Link

crm_enrich_contactCopy Anchor Link

crm_enrich_contact_bulkCopy Anchor Link

crm_enrich_targetCopy Anchor Link

crm_enrich_target_bulkCopy Anchor Link

LeadsCopy Anchor Link

crm_create_leadCopy Anchor Link

crm_delete_leadCopy Anchor Link

crm_get_leadCopy Anchor Link

crm_list_lead_optionsCopy Anchor Link

crm_list_leadsCopy Anchor Link

crm_search_leadsCopy Anchor Link

crm_update_leadCopy Anchor Link

OpportunitiesCopy Anchor Link

crm_create_opportunityCopy Anchor Link

crm_delete_opportunityCopy Anchor Link

crm_get_opportunityCopy Anchor Link

crm_list_opportunitiesCopy Anchor Link

crm_search_opportunitiesCopy Anchor Link

crm_update_opportunityCopy Anchor Link

OrdersCopy Anchor Link

crm_cancel_orderCopy Anchor Link