CRM

Create a contact in the CRM

A contact (HubSpot, Freshsales), lead (Salesforce, Zoho, Copper, Close) or person (Pipedrive, Attio). Always becomes an approval request for a person.

POSThttps://traceeai.com/api/v1/crm/contacts

CLI:tracee crm create-contact·MCP:crmaction create_contact

Authorizations

Authorizationstringheaderrequired
Bearer <key>: a personal key (tracee login or Settings → Personal keys), a workspace key, or an MCP client's OAuth token. See Authentication.

Headers

Tracee-Workspacestring
For a personal key or OAuth token that reaches several workspaces: the workspace id to act on. Workspace keys don't need it.
uuid

Body

application/json

crmstring
One CRM, for create_contact and update_contact; the connected one by default
Available options:hubspotsalesforcepipedrivezohoattioclosecopperfreshsales
emailstring
The email
up to 320 characters
first_namestring
The first name
up to 100 characters
last_namestring
The last name
up to 100 characters
companystring
The company
up to 200 characters
titlestring
The title
up to 200 characters
phonestring
The phone
up to 50 characters
websitestring
The website
up to 500 characters
stagestring
Its stage in the CRM
up to 50 characters
notestring
Context for the approver
up to 500 characters

Response

Errors

200Already done.
The action's result, exactly as the MCP tool returns it to agents. A next field, when present, names the endpoint that follows up.
202Started or still running: follow it with the id in the answer.
The action's result, exactly as the MCP tool returns it to agents. A next field, when present, names the endpoint that follows up.