TraceeDocs

CRM

Look up the CRM live

Reads the CRM itself (not the synced copy), by email or free text.

GEThttps://traceeai.com/api/v1/crm/lookup

CLI:tracee crm lookup·MCP:crmaction lookup

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

Query parameters

Lists: comma-separated or repeated
  • crmstring

    One CRM, for create_contact and update_contact; the connected one by default

    Available options:hubspotsalesforcepipedrivezohoattioclosecopperfreshsales

  • platformsstring[]

    These CRMs; every connected one by default

    up to 8 items

    Available options:hubspotsalesforcepipedrivezohoattioclosecopperfreshsales

  • emailstring

    The email

    up to 320 characters

  • querystring

    The query

    up to 200 characters

Response

Errors
  • 200Done.

    The action's result, exactly as the MCP tool returns it to agents. A next field, when present, names the endpoint that follows up.