CRM tools

Contacts, companies, deals, tasks, notes and activities — search, CRUD, and associations.

87 tools. Each is callable over MCP with a Bearer agx_ key that holds the required scope. The catalog is public (tools/list isn't scope-filtered); the scope below is enforced when the tool is called (tools/call) — a key without it is refused (default-deny).

`search_activities`

Search/list activities. Free-text q searches all fields; filters (+ optional match) and groups (+ group_match) do precise AND/OR field filtering. Paginated (limit, offset, sort, order).

Required scope: activities:read

Input

Parameter	Type	Description
`q`	string	Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>	Field filters, AND-ed by default (set match='any' to OR). Filterable: id, activity_type, activity_subtype, title, description, entity_type, entity_id, contact_id, company_id, deal_id, performed_by_email, performed_at.
`match`	enum(all, any)	Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>	Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)	Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "search_activities",
    "arguments": {
      "q": "acme"
    }
  }
}

`search_companies`

Search/list companies. Free-text q searches all fields; filters (+ optional match) and groups (+ group_match) do precise AND/OR field filtering. Paginated (limit, offset, sort, order).

Required scope: companies:read

Input

Parameter	Type	Description
`q`	string	Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>	Field filters, AND-ed by default (set match='any' to OR). Filterable: id, name, domain, website, industry, company_type, size, annual_revenue, description, city, state, country, phone, email, linkedin_url, source, status, owner_email, created_by_email, created_at, updated_at. Custom fields via cf.<key>.
`match`	enum(all, any)	Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>	Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)	Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "search_companies",
    "arguments": {
      "q": "acme"
    }
  }
}

`search_contacts`

Search/list contacts. Free-text q searches all fields; filters (+ optional match) and groups (+ group_match) do precise AND/OR field filtering. Paginated (limit, offset, sort, order).

Required scope: contacts:read

Input

Parameter	Type	Description
`q`	string	Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>	Field filters, AND-ed by default (set match='any' to OR). Filterable: id, email, first_name, last_name, phone, mobile, job_title, department, lead_status, lead_score, source, city, state, country, linkedin_url, owner_email, created_by_email, created_at, updated_at. Custom fields via cf.<key>.
`match`	enum(all, any)	Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>	Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)	Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "search_contacts",
    "arguments": {
      "q": "acme"
    }
  }
}

`search_deal_payment_schedules`

Search/list deal_payment_schedules. Free-text q searches all fields; filters (+ optional match) and groups (+ group_match) do precise AND/OR field filtering. Paginated (limit, offset, sort, order).

Required scope: deal_payment_schedules:read

Input

Parameter	Type	Description
`q`	string	Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>	Field filters, AND-ed by default (set match='any' to OR). Filterable: id, deal_id, installment_number, total_installments, due_date, amount, status, period_start, period_end, description, payment_id, paid_amount, paid_date, contact_id, company_id, created_by_email, created_at, updated_at.
`match`	enum(all, any)	Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>	Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)	Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "search_deal_payment_schedules",
    "arguments": {
      "q": "acme"
    }
  }
}

`search_deal_payments`

Search/list deal_payments. Free-text q searches all fields; filters (+ optional match) and groups (+ group_match) do precise AND/OR field filtering. Paginated (limit, offset, sort, order).

Required scope: deal_payments:read

Input

Parameter	Type	Description
`q`	string	Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>	Field filters, AND-ed by default (set match='any' to OR). Filterable: id, deal_id, amount, currency, payment_method, payment_date, reference_number, status, notes, receipt_url, contact_id, company_id, is_refund, refund_for_payment_id, refund_reason, created_by_email, created_at, updated_at.
`match`	enum(all, any)	Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>	Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)	Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "search_deal_payments",
    "arguments": {
      "q": "acme"
    }
  }
}

`search_deals`

Search/list deals. Free-text q searches all fields; filters (+ optional match) and groups (+ group_match) do precise AND/OR field filtering. Paginated (limit, offset, sort, order).

Required scope: deals:read

Input

Parameter	Type	Description
`q`	string	Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>	Field filters, AND-ed by default (set match='any' to OR). Filterable: id, name, value, currency, stage_name, probability, deal_type, expected_close_date, description, next_step, source, is_won, is_lost, deal_status, owner_email, created_by_email, created_at, updated_at. Custom fields via cf.<key>.
`match`	enum(all, any)	Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>	Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)	Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "search_deals",
    "arguments": {
      "q": "acme"
    }
  }
}

`search_notes`

Search/list notes. Free-text q searches all fields; filters (+ optional match) and groups (+ group_match) do precise AND/OR field filtering. Paginated (limit, offset, sort, order).

Required scope: notes:read

Input

Parameter	Type	Description
`q`	string	Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>	Field filters, AND-ed by default (set match='any' to OR). Filterable: id, content, entity_type, entity_id, is_pinned, created_by_email, created_at, updated_at.
`match`	enum(all, any)	Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>	Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)	Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "search_notes",
    "arguments": {
      "q": "acme"
    }
  }
}

`search_products`

Search/list products. Free-text q searches all fields; filters (+ optional match) and groups (+ group_match) do precise AND/OR field filtering. Paginated (limit, offset, sort, order).

Required scope: products:read

Input

Parameter	Type	Description
`q`	string	Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>	Field filters, AND-ed by default (set match='any' to OR). Filterable: id, name, description, sku, category, price, cost, currency, is_active, is_service, parent_product_id, created_by_email, created_at, updated_at. Custom fields via cf.<key>.
`match`	enum(all, any)	Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>	Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)	Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "search_products",
    "arguments": {
      "q": "acme"
    }
  }
}

`search_records`

Search/list CRM records of one entity_type (contact, company, deal, task, note, activity, product, deal_payment, deal_payment_schedule). Free-text q across all fields, or precise filters (AND); use match:'any' for a simple OR, or groups for mixed logic like 'A AND (B OR C)' — do it in ONE call, don't run several searches and merge. For exact field names + custom fields, call describe_entity_fields first (it's stage_name not stage, value not amount). Paginated. This searches only — it does NOT show anything to the user; when the result is final and correct, call present({type:'record_set', entity_type}) to show it in the workspace. Requires records:read.

Required scope: records:read

Input

Parameter	Type	Required	Description
`entity_type`	enum(contact, company, deal, task, note, activity, product, deal_payment, deal_payment_schedule)	✓	Which CRM entity to act on (singular).
`q`	string		Free-text search across all text fields.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Each: {field, operator (eq/neq/gt/gte/lt/lte/like/in/nin/is_empty/is_not_empty), value}. Custom fields via cf.<key>. For the exact field names of this entity_type (and its custom fields), call describe_entity_fields first — don't guess (it's stage_name not stage, value not amount). Date values may be ISO ('2026-07-12') OR relative — 'today', '10 days ago', 'last 7 days', 'in 3 days' — so for 'created in the last N days' use created_at gte 'N days ago'.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced — nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for mixed logic in ONE call, e.g. '(stage_name=Inquiry AND value>1000) AND (name~~Alice OR name~~Bob)' — do NOT run separate searches and merge.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "search_records",
    "arguments": {
      "entity_type": "contact"
    }
  }
}

`search_tasks`

Search/list tasks. Free-text q searches all fields; filters (+ optional match) and groups (+ group_match) do precise AND/OR field filtering. Paginated (limit, offset, sort, order).

Required scope: tasks:read

Input

Parameter	Type	Description
`q`	string	Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>	Field filters, AND-ed by default (set match='any' to OR). Filterable: id, title, description, type, priority, status, contact_id, company_id, deal_id, due_date, reminder_date, completed_at, assigned_to_email, assigned_by_email, created_by_email, entity_type, entity_id, labels, source, task_number, created_at, updated_at.
`match`	enum(all, any)	Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>	Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)	Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "search_tasks",
    "arguments": {
      "q": "acme"
    }
  }
}

`get_activity`

Get a single activity by id.

Required scope: activities:read

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_activity",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`get_company`

Get a single company by id.

Required scope: companies:read

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_company",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`get_contact`

Get a single contact by id.

Required scope: contacts:read

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_contact",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`get_deal`

Get a single deal by id.

Required scope: deals:read

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_deal",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`get_deal_payment`

Get a single deal_payment by id.

Required scope: deal_payments:read

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_deal_payment",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`get_deal_payment_schedule`

Get a single deal_payment_schedule by id.

Required scope: deal_payment_schedules:read

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_deal_payment_schedule",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`get_note`

Get a single note by id.

Required scope: notes:read

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_note",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`get_product`

Get a single product by id.

Required scope: products:read

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_product",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`get_record`

Fetch ONE CRM record by id. In Xen this opens the record in the workspace. Requires records:read.

Required scope: records:read

Input

Parameter	Type	Required	Description
`entity_type`	enum(contact, company, deal, task, note, activity, product, deal_payment, deal_payment_schedule)	✓	Which CRM entity to act on (singular).
`id`	string	✓	Record id (uuid).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_record",
    "arguments": {
      "entity_type": "contact",
      "id": "\u2026"
    }
  }
}

`get_task`

Get a single task by id.

Required scope: tasks:read

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_task",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`create_activity`

Create a activity. Requires the activities:write scope.

Required scope: activities:write

Input

Parameter	Type	Required	Description
`activity_type`	string	✓	e.g. call, email, note (required).
`entity_type`	string	✓	contact\|company\|deal (required).
`entity_id`	string	✓	Linked record id (required).
`activity_subtype`	any
`title`	any
`description`	any
`contact_id`	any
`company_id`	any
`deal_id`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "create_activity",
    "arguments": {
      "activity_type": "\u2026",
      "entity_type": "\u2026",
      "entity_id": "\u2026"
    }
  }
}

`create_company`

Create a company. Requires the companies:write scope.

Required scope: companies:write

Input

Parameter	Type	Required	Description
`name`	string	✓	Company name (required).
`domain`	any
`website`	any
`industry`	any
`company_type`	any
`size`	any
`annual_revenue`	any
`description`	any
`city`	any
`state`	any
`country`	any
`phone`	any
`email`	any
`linkedin_url`	any
`source`	any
`status`	any
`owner_email`	any
`tags`	any
`custom_fields`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "create_company",
    "arguments": {
      "name": "\u2026"
    }
  }
}

`create_contact`

Create a contact. Requires the contacts:write scope.

Required scope: contacts:write

Input

Parameter	Type	Description
`email`	any	Primary email (recommended; used for dedup).
`first_name`	any
`last_name`	any
`phone`	any
`mobile`	any
`job_title`	any
`department`	any
`lead_status`	any
`lead_score`	any
`source`	any
`city`	any
`state`	any
`country`	any
`linkedin_url`	any
`owner_email`	any	Assign an owner; omit to leave unassigned.
`tags`	any
`custom_fields`	any	Org-defined fields; auto-registered.

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "create_contact",
    "arguments": {}
  }
}

`create_deal`

Create a deal. Requires the deals:write scope.

Required scope: deals:write

Input

Parameter	Type	Required	Description
`name`	string	✓	Deal name (required).
`value`	any
`currency`	any
`stage_name`	any
`probability`	any
`deal_type`	any
`expected_close_date`	any		ISO date (YYYY-MM-DD).
`description`	any
`next_step`	any
`source`	any
`owner_email`	any
`tags`	any
`custom_fields`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "create_deal",
    "arguments": {
      "name": "\u2026"
    }
  }
}

`create_deal_payment`

Create a deal_payment. Requires the deal_payments:write scope.

Required scope: deal_payments:write

Input

Parameter	Type	Required	Description
`amount`	number	✓	Payment amount (required, must be > 0).
`deal_id`	any		Owner deal. Provide EXACTLY ONE of deal_id, contact_id, or company_id.
`currency`	any
`payment_method`	any
`payment_date`	any		ISO timestamp.
`reference_number`	any
`status`	any		One of: pending, completed, failed, refunded, cancelled.
`notes`	any
`receipt_url`	any
`contact_id`	any
`company_id`	any
`is_refund`	any
`refund_for_payment_id`	any
`refund_reason`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "create_deal_payment",
    "arguments": {
      "amount": 1
    }
  }
}

`create_deal_payment_schedule`

Create a deal_payment_schedule. Requires the deal_payment_schedules:write scope.

Required scope: deal_payment_schedules:write

Input

Parameter	Type	Required	Description
`installment_number`	integer	✓	Which instalment this is (1-based, ≤ total_installments; required).
`total_installments`	integer	✓	Total instalments in the plan (required).
`due_date`	string	✓	ISO date (YYYY-MM-DD) this instalment is due (required).
`amount`	number	✓	Instalment amount (required, must be > 0).
`status`	string	✓	One of: scheduled, paid, partial, overdue, cancelled (required).
`deal_id`	any		Owner deal. Provide EXACTLY ONE of deal_id, contact_id, or company_id.
`period_start`	any		ISO date.
`period_end`	any		ISO date.
`description`	any
`paid_amount`	any
`contact_id`	any
`company_id`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "create_deal_payment_schedule",
    "arguments": {
      "installment_number": 1,
      "total_installments": 1,
      "due_date": "\u2026",
      "amount": 1,
      "status": "\u2026"
    }
  }
}

`create_note`

Create a note. Requires the notes:write scope.

Required scope: notes:write

Input

Parameter	Type	Required	Description
`content`	string	✓	Note body (required).
`entity_type`	string	✓	Linked entity: contact\|company\|deal (required).
`entity_id`	string	✓	Linked record id (required).
`is_pinned`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "create_note",
    "arguments": {
      "content": "\u2026",
      "entity_type": "\u2026",
      "entity_id": "\u2026"
    }
  }
}

`create_product`

Create a product. Requires the products:write scope.

Required scope: products:write

Input

Parameter	Type	Required	Description
`name`	string	✓	Product/service name (required).
`description`	any
`sku`	any
`category`	any
`price`	any
`cost`	any
`currency`	any
`is_active`	any
`is_service`	any		True = a service line rather than a physical product.
`parent_product_id`	any		Parent product id for variants/bundles.
`custom_fields`	any		Org-defined fields; auto-registered.

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "create_product",
    "arguments": {
      "name": "\u2026"
    }
  }
}

`create_record`

Create ONE CRM record. Put the fields in data (match the create_<entity> tool's fields). Notes & activities need data.entity_type + data.entity_id (the parent they attach to). Requires records:write.

Required scope: records:write

Input

Parameter	Type	Required	Description
`entity_type`	enum(contact, company, deal, task, note, activity, product, deal_payment, deal_payment_schedule)	✓	Which CRM entity to act on (singular).
`data`	object	✓	The record's fields.

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "create_record",
    "arguments": {
      "entity_type": "contact",
      "data": {}
    }
  }
}

`create_task`

Create a task. Requires the tasks:write scope.

Required scope: tasks:write

Input

Parameter	Type	Required	Description
`title`	string	✓	Task title (required).
`description`	any
`type`	any
`priority`	any
`status`	any
`contact_id`	any
`company_id`	any
`deal_id`	any
`due_date`	any		ISO timestamp.
`reminder_date`	any
`assigned_to_email`	any
`entity_type`	any
`entity_id`	any
`labels`	any
`source`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "create_task",
    "arguments": {
      "title": "\u2026"
    }
  }
}

`update_activity`

Update a activity by id (partial). Requires the activities:write scope.

Required scope: activities:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).
`activity_subtype`	any
`title`	any
`description`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "update_activity",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`update_company`

Update a company by id (partial). Requires the companies:write scope.

Required scope: companies:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).
`name`	any
`domain`	any
`website`	any
`industry`	any
`company_type`	any
`size`	any
`annual_revenue`	any
`description`	any
`city`	any
`state`	any
`country`	any
`phone`	any
`email`	any
`linkedin_url`	any
`source`	any
`status`	any
`owner_email`	any
`tags`	any
`custom_fields`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "update_company",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`update_contact`

Update a contact by id (partial). Requires the contacts:write scope.

Required scope: contacts:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).
`email`	any
`first_name`	any
`last_name`	any
`phone`	any
`mobile`	any
`job_title`	any
`department`	any
`lead_status`	any
`lead_score`	any
`source`	any
`city`	any
`state`	any
`country`	any
`linkedin_url`	any
`owner_email`	any
`tags`	any
`custom_fields`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "update_contact",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`update_deal`

Update a deal by id (partial). Requires the deals:write scope.

Required scope: deals:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).
`name`	any
`value`	any
`currency`	any
`stage_name`	any
`probability`	any
`deal_type`	any
`expected_close_date`	any
`description`	any
`next_step`	any
`source`	any
`owner_email`	any
`tags`	any
`custom_fields`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "update_deal",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`update_deal_payment`

Update a deal_payment by id (partial). Requires the deal_payments:write scope.

Required scope: deal_payments:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).
`amount`	any
`deal_id`	any
`currency`	any
`payment_method`	any
`payment_date`	any
`reference_number`	any
`status`	any
`notes`	any
`receipt_url`	any
`contact_id`	any
`company_id`	any
`is_refund`	any
`refund_for_payment_id`	any
`refund_reason`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "update_deal_payment",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`update_deal_payment_schedule`

Update a deal_payment_schedule by id (partial). Requires the deal_payment_schedules:write scope.

Required scope: deal_payment_schedules:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).
`installment_number`	any
`total_installments`	any
`due_date`	any
`amount`	any
`status`	any
`deal_id`	any
`period_start`	any
`period_end`	any
`description`	any
`paid_amount`	any
`contact_id`	any
`company_id`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "update_deal_payment_schedule",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`update_note`

Update a note by id (partial). Requires the notes:write scope.

Required scope: notes:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).
`content`	any
`is_pinned`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "update_note",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`update_product`

Update a product by id (partial). Requires the products:write scope.

Required scope: products:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).
`name`	any
`description`	any
`sku`	any
`category`	any
`price`	any
`cost`	any
`currency`	any
`is_active`	any
`is_service`	any
`parent_product_id`	any
`custom_fields`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "update_product",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`update_record`

Update ONE CRM record by id — put changed fields in data (custom_fields merge PATCH-style). Requires records:write.

Required scope: records:write

Input

Parameter	Type	Required	Description
`entity_type`	enum(contact, company, deal, task, note, activity, product, deal_payment, deal_payment_schedule)	✓	Which CRM entity to act on (singular).
`id`	string	✓	Record id (uuid).
`data`	object	✓	Fields to change.

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "update_record",
    "arguments": {
      "entity_type": "contact",
      "id": "\u2026",
      "data": {}
    }
  }
}

`update_task`

Update a task by id (partial). Requires the tasks:write scope.

Required scope: tasks:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).
`title`	any
`description`	any
`type`	any
`priority`	any
`status`	any
`contact_id`	any
`company_id`	any
`deal_id`	any
`due_date`	any
`reminder_date`	any
`assigned_to_email`	any
`labels`	any

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "update_task",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`delete_activity`

Delete a activity by id. Requires the activities:write scope.

Required scope: activities:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "delete_activity",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`delete_company`

Delete a company by id. Requires the companies:write scope.

Required scope: companies:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "delete_company",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`delete_contact`

Delete a contact by id. Requires the contacts:write scope.

Required scope: contacts:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "delete_contact",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`delete_deal`

Delete a deal by id. Requires the deals:write scope.

Required scope: deals:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "delete_deal",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`delete_deal_payment`

Delete a deal_payment by id. Requires the deal_payments:write scope.

Required scope: deal_payments:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "delete_deal_payment",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`delete_deal_payment_schedule`

Delete a deal_payment_schedule by id. Requires the deal_payment_schedules:write scope.

Required scope: deal_payment_schedules:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "delete_deal_payment_schedule",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`delete_note`

Delete a note by id. Requires the notes:write scope.

Required scope: notes:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "delete_note",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`delete_product`

Delete a product by id. Requires the products:write scope.

Required scope: products:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "delete_product",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`delete_record`

Delete ONE CRM record by id. Destructive — the Xen orchestrator gates this behind human approval. Requires records:write.

Required scope: records:write

Input

Parameter	Type	Required	Description
`entity_type`	enum(contact, company, deal, task, note, activity, product, deal_payment, deal_payment_schedule)	✓	Which CRM entity to act on (singular).
`id`	string	✓	Record id (uuid).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "delete_record",
    "arguments": {
      "entity_type": "contact",
      "id": "\u2026"
    }
  }
}

`delete_task`

Delete a task by id. Requires the tasks:write scope.

Required scope: tasks:write

Input

Parameter	Type	Required	Description
`id`	string	✓	Record id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "delete_task",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_company_activities`

List the activities associated with a company (by the company's id). Same filters/q/paging as search_activities. Requires companies:read and activities:read.

Required scope: activities:read + companies:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, activity_type, activity_subtype, title, description, entity_type, entity_id, contact_id, company_id, deal_id, performed_by_email, performed_at.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_company_activities",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_company_contacts`

List the contacts associated with a company (by the company's id). Same filters/q/paging as search_contacts. Requires companies:read and contacts:read.

Required scope: companies:read + contacts:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, email, first_name, last_name, phone, mobile, job_title, department, lead_status, lead_score, source, city, state, country, linkedin_url, owner_email, created_by_email, created_at, updated_at. Custom fields via cf.<key>.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_company_contacts",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_company_deals`

List the deals associated with a company (by the company's id). Same filters/q/paging as search_deals. Requires companies:read and deals:read.

Required scope: companies:read + deals:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, name, value, currency, stage_name, probability, deal_type, expected_close_date, description, next_step, source, is_won, is_lost, deal_status, owner_email, created_by_email, created_at, updated_at. Custom fields via cf.<key>.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_company_deals",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_company_notes`

List the notes associated with a company (by the company's id). Same filters/q/paging as search_notes. Requires companies:read and notes:read.

Required scope: companies:read + notes:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, content, entity_type, entity_id, is_pinned, created_by_email, created_at, updated_at.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_company_notes",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_company_tasks`

List the tasks associated with a company (by the company's id). Same filters/q/paging as search_tasks. Requires companies:read and tasks:read.

Required scope: companies:read + tasks:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, title, description, type, priority, status, contact_id, company_id, deal_id, due_date, reminder_date, completed_at, assigned_to_email, assigned_by_email, created_by_email, entity_type, entity_id, labels, source, task_number, created_at, updated_at.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_company_tasks",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_contact_activities`

List the activities associated with a contact (by the contact's id). Same filters/q/paging as search_activities. Requires contacts:read and activities:read.

Required scope: activities:read + contacts:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, activity_type, activity_subtype, title, description, entity_type, entity_id, contact_id, company_id, deal_id, performed_by_email, performed_at.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_contact_activities",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_contact_companies`

List the companies associated with a contact (by the contact's id). Same filters/q/paging as search_companies. Requires contacts:read and companies:read.

Required scope: companies:read + contacts:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, name, domain, website, industry, company_type, size, annual_revenue, description, city, state, country, phone, email, linkedin_url, source, status, owner_email, created_by_email, created_at, updated_at. Custom fields via cf.<key>.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_contact_companies",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_contact_deals`

List the deals associated with a contact (by the contact's id). Same filters/q/paging as search_deals. Requires contacts:read and deals:read.

Required scope: contacts:read + deals:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, name, value, currency, stage_name, probability, deal_type, expected_close_date, description, next_step, source, is_won, is_lost, deal_status, owner_email, created_by_email, created_at, updated_at. Custom fields via cf.<key>.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_contact_deals",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_contact_notes`

List the notes associated with a contact (by the contact's id). Same filters/q/paging as search_notes. Requires contacts:read and notes:read.

Required scope: contacts:read + notes:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, content, entity_type, entity_id, is_pinned, created_by_email, created_at, updated_at.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_contact_notes",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_contact_tasks`

List the tasks associated with a contact (by the contact's id). Same filters/q/paging as search_tasks. Requires contacts:read and tasks:read.

Required scope: contacts:read + tasks:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, title, description, type, priority, status, contact_id, company_id, deal_id, due_date, reminder_date, completed_at, assigned_to_email, assigned_by_email, created_by_email, entity_type, entity_id, labels, source, task_number, created_at, updated_at.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_contact_tasks",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_deal_activities`

List the activities associated with a deal (by the deal's id). Same filters/q/paging as search_activities. Requires deals:read and activities:read.

Required scope: activities:read + deals:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, activity_type, activity_subtype, title, description, entity_type, entity_id, contact_id, company_id, deal_id, performed_by_email, performed_at.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_deal_activities",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_deal_companies`

List the companies associated with a deal (by the deal's id). Same filters/q/paging as search_companies. Requires deals:read and companies:read.

Required scope: companies:read + deals:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, name, domain, website, industry, company_type, size, annual_revenue, description, city, state, country, phone, email, linkedin_url, source, status, owner_email, created_by_email, created_at, updated_at. Custom fields via cf.<key>.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_deal_companies",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_deal_contacts`

List the contacts associated with a deal (by the deal's id). Same filters/q/paging as search_contacts. Requires deals:read and contacts:read.

Required scope: contacts:read + deals:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, email, first_name, last_name, phone, mobile, job_title, department, lead_status, lead_score, source, city, state, country, linkedin_url, owner_email, created_by_email, created_at, updated_at. Custom fields via cf.<key>.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_deal_contacts",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_deal_notes`

List the notes associated with a deal (by the deal's id). Same filters/q/paging as search_notes. Requires deals:read and notes:read.

Required scope: deals:read + notes:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, content, entity_type, entity_id, is_pinned, created_by_email, created_at, updated_at.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_deal_notes",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_deal_products`

List the products associated with a deal (by the deal's id). Same filters/q/paging as search_products. Requires deals:read and products:read.

Required scope: deals:read + products:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, name, description, sku, category, price, cost, currency, is_active, is_service, parent_product_id, created_by_email, created_at, updated_at. Custom fields via cf.<key>.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_deal_products",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_deal_tasks`

List the tasks associated with a deal (by the deal's id). Same filters/q/paging as search_tasks. Requires deals:read and tasks:read.

Required scope: deals:read + tasks:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, title, description, type, priority, status, contact_id, company_id, deal_id, due_date, reminder_date, completed_at, assigned_to_email, assigned_by_email, created_by_email, entity_type, entity_id, labels, source, task_number, created_at, updated_at.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_deal_tasks",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`list_product_deals`

List the deals associated with a product (by the product's id). Same filters/q/paging as search_deals. Requires products:read and deals:read.

Required scope: deals:read + products:read

Input

Parameter	Type	Required	Description
`id`	string	✓	The parent record's id (UUID).
`q`	string		Free-text search across ALL text fields of the record (names, email, phone, etc.) and custom field values.
`filters`	array<object>		Field filters, AND-ed by default (set match='any' to OR). Filterable: id, name, value, currency, stage_name, probability, deal_type, expected_close_date, description, next_step, source, is_won, is_lost, deal_status, owner_email, created_by_email, created_at, updated_at. Custom fields via cf.<key>.
`match`	enum(all, any)		Combine `filters` with AND (all) or OR (any). Default all.
`groups`	array<object>		Advanced: nested AND/OR. Each group = {conditions:[...], match:'all'\|'any'}; combine groups with group_match. Use for '(A AND B) OR (C AND D)'.
`group_match`	enum(all, any)		Combine `groups` with AND (all) or OR (any). Default all.
`limit`	integer
`offset`	integer
`sort`	string
`order`	enum(asc, desc)

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "list_product_deals",
    "arguments": {
      "id": "\u2026"
    }
  }
}

`link_company_to_contact`

Link a company to a contact (idempotent; optional link metadata such as role/is_primary). Requires companies:write and contacts:write.

Required scope: companies:write + contacts:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The record to link to (UUID).
`role`	string
`department`	string
`job_title`	string
`is_primary`	boolean		Mark this the primary link for the parent (made exclusive).
`start_date`	string		ISO date (YYYY-MM-DD).
`end_date`	string		ISO date (YYYY-MM-DD).
`notes`	string

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "link_company_to_contact",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`link_company_to_deal`

Link a company to a deal (idempotent; optional link metadata such as role/is_primary). Requires companies:write and deals:write.

Required scope: companies:write + deals:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The record to link to (UUID).
`role`	string
`is_primary`	boolean		Mark this the primary link for the parent (made exclusive).
`ownership_percentage`	number
`revenue_share`	number
`notes`	string

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "link_company_to_deal",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`link_contact_to_company`

Link a contact to a company (idempotent; optional link metadata such as role/is_primary). Requires contacts:write and companies:write.

Required scope: companies:write + contacts:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The record to link to (UUID).
`role`	string
`department`	string
`job_title`	string
`is_primary`	boolean		Mark this the primary link for the parent (made exclusive).
`start_date`	string		ISO date (YYYY-MM-DD).
`end_date`	string		ISO date (YYYY-MM-DD).
`notes`	string

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "link_contact_to_company",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`link_contact_to_deal`

Link a contact to a deal (idempotent; optional link metadata such as role/is_primary). Requires contacts:write and deals:write.

Required scope: contacts:write + deals:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The record to link to (UUID).
`role`	string
`is_primary`	boolean		Mark this the primary link for the parent (made exclusive).
`notes`	string

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "link_contact_to_deal",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`link_deal_to_company`

Link a deal to a company (idempotent; optional link metadata such as role/is_primary). Requires deals:write and companies:write.

Required scope: companies:write + deals:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The record to link to (UUID).
`role`	string
`is_primary`	boolean		Mark this the primary link for the parent (made exclusive).
`ownership_percentage`	number
`revenue_share`	number
`notes`	string

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "link_deal_to_company",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`link_deal_to_contact`

Link a deal to a contact (idempotent; optional link metadata such as role/is_primary). Requires deals:write and contacts:write.

Required scope: contacts:write + deals:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The record to link to (UUID).
`role`	string
`is_primary`	boolean		Mark this the primary link for the parent (made exclusive).
`notes`	string

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "link_deal_to_contact",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`link_deal_to_product`

Link a deal to a product (idempotent; optional link metadata such as role/is_primary). Requires deals:write and products:write.

Required scope: deals:write + products:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The record to link to (UUID).
`quantity`	string
`unit_price`	string
`discount_amount`	string
`discount_percent`	string
`subtotal`	string
`notes`	string
`assigned_member`	string

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "link_deal_to_product",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`link_product_to_deal`

Link a product to a deal (idempotent; optional link metadata such as role/is_primary). Requires products:write and deals:write.

Required scope: deals:write + products:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The record to link to (UUID).
`quantity`	string
`unit_price`	string
`discount_amount`	string
`discount_percent`	string
`subtotal`	string
`notes`	string
`assigned_member`	string

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "link_product_to_deal",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`link_records`

Link two CRM records via a writable junction (deal↔contact, deal↔company, contact↔company, deal↔product). Re-linking updates the link metadata (role, quantity, unit_price, is_primary…). Pass unlink: true to remove. Requires records:write.

Required scope: records:write

Input

Parameter	Type	Required	Description
`entity_type`	enum(contact, company, deal, task, note, activity, product, deal_payment, deal_payment_schedule)	✓	Which CRM entity to act on (singular).
`id`	string	✓	Source record id (uuid).
`target_type`	enum(contact, company, deal, task, note, activity, product, deal_payment, deal_payment_schedule)	✓	Which CRM entity to act on (singular).
`target_id`	string	✓	Target record id (uuid).
`metadata`	object		Optional link fields (role, quantity, unit_price, is_primary…).
`unlink`	boolean		Set true to remove the link instead of creating/updating it.

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "link_records",
    "arguments": {
      "entity_type": "contact",
      "id": "\u2026",
      "target_type": "contact",
      "target_id": "\u2026"
    }
  }
}

`unlink_company_from_contact`

Remove the link between a company and a contact. Requires companies:write and contacts:write.

Required scope: companies:write + contacts:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The linked record's id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "unlink_company_from_contact",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`unlink_company_from_deal`

Remove the link between a company and a deal. Requires companies:write and deals:write.

Required scope: companies:write + deals:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The linked record's id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "unlink_company_from_deal",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`unlink_contact_from_company`

Remove the link between a contact and a company. Requires contacts:write and companies:write.

Required scope: companies:write + contacts:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The linked record's id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "unlink_contact_from_company",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`unlink_contact_from_deal`

Remove the link between a contact and a deal. Requires contacts:write and deals:write.

Required scope: contacts:write + deals:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The linked record's id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "unlink_contact_from_deal",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`unlink_deal_from_company`

Remove the link between a deal and a company. Requires deals:write and companies:write.

Required scope: companies:write + deals:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The linked record's id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "unlink_deal_from_company",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`unlink_deal_from_contact`

Remove the link between a deal and a contact. Requires deals:write and contacts:write.

Required scope: contacts:write + deals:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The linked record's id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "unlink_deal_from_contact",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`unlink_deal_from_product`

Remove the link between a deal and a product. Requires deals:write and products:write.

Required scope: deals:write + products:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The linked record's id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "unlink_deal_from_product",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`unlink_product_from_deal`

Remove the link between a product and a deal. Requires products:write and deals:write.

Required scope: deals:write + products:write

Input

Parameter	Type	Required	Description
`id`	string	✓	The source record's id (UUID).
`target_id`	string	✓	The linked record's id (UUID).

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "unlink_product_from_deal",
    "arguments": {
      "id": "\u2026",
      "target_id": "\u2026"
    }
  }
}

`batch_create_records`

Create up to 200 records of one entity ATOMICALLY (any invalid record rejects the whole batch with per-index errors; nothing is written). Record fields match the corresponding create_<entity> tool. Requires the records:write scope.

Required scope: records:write

Input

Parameter	Type	Required	Description
`entity`	enum(activities, companies, contacts, deal_payment_schedules, deal_payments, deals, notes, products, tasks)	✓	Which CRM entity the batch targets.
`records`	array<object>	✓	Records to create; fields per entity match create_<entity>.
`suppress_automations`	boolean		Skip workflow automations for this batch (bulk-import mode). Vector sync / search indexing still runs. Default false: automations fire per record.

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "batch_create_records",
    "arguments": {
      "entity": "activities",
      "records": []
    }
  }
}

`batch_delete_records`

Delete up to 200 records of one entity ATOMICALLY by id list (any unknown id rejects the whole batch; nothing is deleted). Requires the records:write scope. Destructive — the Xen orchestrator gates this behind human approval.

Required scope: records:write

Input

Parameter	Type	Required	Description
`entity`	enum(activities, companies, contacts, deal_payment_schedules, deal_payments, deals, notes, products, tasks)	✓	Which CRM entity the batch targets.
`ids`	array<string>	✓	Record ids (uuids) to delete.
`suppress_automations`	boolean		Skip workflow automations for this batch (bulk-import mode). Vector sync / search indexing still runs. Default false: automations fire per record.

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "batch_delete_records",
    "arguments": {
      "entity": "activities",
      "ids": []
    }
  }
}

`batch_update_records`

Update up to 200 records of one entity ATOMICALLY — each item is {id, ...fields to change} (fields match update_<entity>; custom_fields merge PATCH-style). Any invalid item or unknown id rejects the whole batch. Requires the records:write scope.

Required scope: records:write

Input

Parameter	Type	Required	Description
`entity`	enum(activities, companies, contacts, deal_payment_schedules, deal_payments, deals, notes, products, tasks)	✓	Which CRM entity the batch targets.
`updates`	array<object>	✓	Per-record updates: {id, ...fields}.
`suppress_automations`	boolean		Skip workflow automations for this batch (bulk-import mode). Vector sync / search indexing still runs. Default false: automations fire per record.

Example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "batch_update_records",
    "arguments": {
      "entity": "activities",
      "updates": []
    }
  }
}

search_activities
search_companies
search_contacts
search_deal_payment_schedules
search_deal_payments
search_deals
search_notes
search_products
search_records
search_tasks
get_activity
get_company
get_contact
get_deal
get_deal_payment
get_deal_payment_schedule
get_note
get_product
get_record
get_task
create_activity
create_company
create_contact
create_deal
create_deal_payment
create_deal_payment_schedule
create_note
create_product
create_record
create_task
update_activity
update_company
update_contact
update_deal
update_deal_payment
update_deal_payment_schedule
update_note
update_product
update_record
update_task
delete_activity
delete_company
delete_contact
delete_deal
delete_deal_payment
delete_deal_payment_schedule
delete_note
delete_product
delete_record
delete_task
list_company_activities
list_company_contacts
list_company_deals
list_company_notes
list_company_tasks
list_contact_activities
list_contact_companies
list_contact_deals
list_contact_notes
list_contact_tasks
list_deal_activities
list_deal_companies
list_deal_contacts
list_deal_notes
list_deal_products
list_deal_tasks
list_product_deals
link_company_to_contact
link_company_to_deal
link_contact_to_company
link_contact_to_deal
link_deal_to_company
link_deal_to_contact
link_deal_to_product
link_product_to_deal
link_records
unlink_company_from_contact
unlink_company_from_deal
unlink_contact_from_company
unlink_contact_from_deal
unlink_deal_from_company
unlink_deal_from_contact
unlink_deal_from_product
unlink_product_from_deal
batch_create_records
batch_delete_records
batch_update_records

search_activities​

search_companies​

search_contacts​

search_deal_payment_schedules​

search_deal_payments​

search_deals​

search_notes​

search_products​

search_records​

search_tasks​

get_activity​

get_company​

get_contact​

get_deal​

get_deal_payment​

get_deal_payment_schedule​

get_note​

get_product​

get_record​

get_task​

create_activity​

create_company​

create_contact​

create_deal​

create_deal_payment​

create_deal_payment_schedule​

create_note​

create_product​

create_record​

create_task​

update_activity​

update_company​

update_contact​

update_deal​

update_deal_payment​

update_deal_payment_schedule​

update_note​

update_product​

update_record​

update_task​

delete_activity​

delete_company​

delete_contact​

delete_deal​

delete_deal_payment​

delete_deal_payment_schedule​

delete_note​

delete_product​

delete_record​

delete_task​

list_company_activities​

list_company_contacts​

list_company_deals​

list_company_notes​

list_company_tasks​

list_contact_activities​

list_contact_companies​

list_contact_deals​

list_contact_notes​

list_contact_tasks​

list_deal_activities​

list_deal_companies​

list_deal_contacts​

list_deal_notes​

list_deal_products​

list_deal_tasks​

list_product_deals​

link_company_to_contact​

link_company_to_deal​

link_contact_to_company​

link_contact_to_deal​

link_deal_to_company​

link_deal_to_contact​

link_deal_to_product​

link_product_to_deal​

link_records​

unlink_company_from_contact​

unlink_company_from_deal​

unlink_contact_from_company​

unlink_contact_from_deal​

`search_activities`

`search_companies`

`search_contacts`

`search_deal_payment_schedules`

`search_deal_payments`

`search_deals`

`search_notes`

`search_products`

`search_records`

`search_tasks`

`get_activity`

`get_company`

`get_contact`

`get_deal`

`get_deal_payment`

`get_deal_payment_schedule`

`get_note`

`get_product`

`get_record`

`get_task`

`create_activity`

`create_company`

`create_contact`

`create_deal`

`create_deal_payment`

`create_deal_payment_schedule`

`create_note`

`create_product`

`create_record`

`create_task`

`update_activity`

`update_company`

`update_contact`

`update_deal`

`update_deal_payment`

`update_deal_payment_schedule`

`update_note`

`update_product`

`update_record`

`update_task`

`delete_activity`

`delete_company`

`delete_contact`

`delete_deal`

`delete_deal_payment`

`delete_deal_payment_schedule`

`delete_note`

`delete_product`

`delete_record`

`delete_task`

`list_company_activities`

`list_company_contacts`

`list_company_deals`

`list_company_notes`

`list_company_tasks`

`list_contact_activities`

`list_contact_companies`

`list_contact_deals`

`list_contact_notes`

`list_contact_tasks`

`list_deal_activities`

`list_deal_companies`

`list_deal_contacts`

`list_deal_notes`

`list_deal_products`

`list_deal_tasks`

`list_product_deals`

`link_company_to_contact`

`link_company_to_deal`

`link_contact_to_company`

`link_contact_to_deal`

`link_deal_to_company`

`link_deal_to_contact`

`link_deal_to_product`

`link_product_to_deal`

`link_records`

`unlink_company_from_contact`

`unlink_company_from_deal`

`unlink_contact_from_company`

`unlink_contact_from_deal`