CRM Read Tools
Tools for reading CRM records, record details, and tasks
This domain contains 3 tools for reading your CRM data. CRM records are the businesses in your sales pipeline; each record carries contacts, notes, tasks, and call logs. For write operations, see CRM Write Tools.
Tools
list_crm_records
Paginated CRM records for a workspace. Filters: pipeline stage, tag, temperature, and opted-out status; soft-deleted records are excluded.
Key parameters:
| Parameter | Type | Required | Purpose |
|---|---|---|---|
workspace_id | string (UUID) | Yes | Workspace ID |
tracking_status | enum | No | Pipeline stage: new, contacted, qualified, proposal, negotiation, closed_won, closed_lost |
tag | string | No | Only records carrying this tag |
temperature | cold / warm / hot | No | Lead temperature |
opted_out | boolean | No | Opt-out status filter |
search | string | No | Matches business name, emails, or phones |
limit / offset | number | No | Pagination (limit defaults to 50, max 200) |
Prompt your AI like this: "List the hot CRM records that are in the proposal stage."
get_crm_record
Returns one CRM record with its full context: contacts, latest notes, open tasks, and recent call logs.
Key parameters:
| Parameter | Type | Required | Purpose |
|---|---|---|---|
workspace_id | string (UUID) | Yes | Workspace ID |
crm_id | number | Yes | CRM record ID |
Prompt your AI like this: "Open the CRM record for Dentalya Clinic and summarize the latest notes and open tasks."
list_crm_tasks
Lists tasks across a workspace, filterable by status, priority, and assignee.
Key parameters:
| Parameter | Type | Required | Purpose |
|---|---|---|---|
workspace_id | string (UUID) | Yes | Workspace ID |
status | enum | No | todo, in_progress, done, cancelled |
priority | enum | No | low, medium, high |
assigned_to | string | No | User ID of the assignee |
limit / offset | number | No | Pagination (limit defaults to 50, max 200) |
Prompt your AI like this: "Show me high-priority tasks assigned to me that aren't done yet."