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Tools

crm

CRM: contacts, attribution and the funnel

MCP tool

The workspace's CRM (HubSpot, Salesforce, Pipedrive, Zoho, Attio, Close, Copper or Freshsales; the same actions for each) and what Tracee attributed to it.

Actions

overview

Which CRMs are connected, contacts per CRM and per lifecycle stage, how many are attributed, the last sync.

RESTGET/crm·CLItracee crm overview

sync

sync [crm] [days]

Pull contacts changed in the window from one CRM, or every connected one, and rerun attribution.

RESTPOST/crm/sync·CLItracee crm sync

search

search [query] [stage] [limit]

Synced contacts by name, email or company, each with the campaign or post that brought them.

RESTGET/crm/contacts·CLItracee crm contacts

contact

contact contact_id|email

One contact's journey: every stage with its date, the campaign or post that brought them, and their first touch (landing page, UTMs, click ids).

RESTGET/crm/contact·CLItracee crm contact

funnel

funnel [days|from+to]

Distinct contacts per stage, split by source: each ad platform, social posts, or unattributed.

RESTGET/crm/funnel·CLItracee crm funnel

lookup

lookup [crm] email|query

Read the CRM itself, live (not the synced copy): is this person there, and as what.

RESTGET/crm/lookup·CLItracee crm lookup

create_contact

create_contact [crm] email|(first_name, last_name) [company] [title] [phone] [website] [stage] [note]

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

RESTPOST/crm/contacts·CLItracee crm create-contact

update_contact

update_contact (record_id | contact_id | email) fields={title, stage, company, phone, …} [crm] [note]

Change a contact in the CRM; an approval request for a person, showing what would change.

RESTPOST/crm/contacts/update·CLItracee crm update-contact

form_leads

form_leads [apps] [days] [query] [limit]

Leads from forms and meetings (Typeform, Tally, Jotform, Calendly, Cal.com, Eventbrite, Zoom): which forms or events feed them, the last sync, and the latest leads with their form, UTMs and what brought them. They count as contacts everywhere (search, contact, funnel).

RESTGET/crm/form-leads·CLItracee crm form-leads

platforms=[hubspot, salesforce, …] picks CRMs for overview, sync and lookup (every connected one by default); lookup then answers per CRM with a total.

For anything else in the CRM (deals, companies, notes, tasks) use apps action=search (e.g. query="update deal"); every change goes to a person for approval.

Inputs

Every call takes action and the fields that action names above.

  • actionstringrequired

    What to do: overview, sync, search, contact, funnel, lookup, create_contact, update_contact or form_leads. Each is described in the tool description.

    Available options:overviewsyncsearchcontactfunnellookupcreate_contactupdate_contactform_leads

  • crmstring

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

    Available options:hubspotsalesforcepipedrivezohoattioclosecopperfreshsales

  • platformsstring[]

    overview, sync and lookup: these CRMs; every connected one by default

    up to 8 items

    Available options:hubspotsalesforcepipedrivezohoattioclosecopperfreshsales

  • appsstring[]

    form_leads: these form and meeting apps; every one by default

    up to 7 items

    Available options:typeformtallyjotformcalendlycaleventbritezoom

  • record_idstring

    update_contact: the record's id in the CRM, from crm action=lookup

    up to 200 characters

  • fieldsobject

    update_contact: the fields to change

  • daysintegerdefault: 30

    Window in days, ending today

    1–365

  • fromstring

    funnel: start date, YYYY-MM-DD

    pattern ^\d{4}-\d{2}-\d{2}$

  • tostring

    funnel: end date, YYYY-MM-DD

    pattern ^\d{4}-\d{2}-\d{2}$

  • querystring

    For lookup, search and form_leads: the query.

    up to 200 characters

  • stagestring

    search: a lifecycle stage, e.g. MQL. create_contact: its stage in the CRM

    up to 50 characters

  • limitinteger

    For search and form_leads: the limit.

    1–100

  • contact_idstring

    contact: from action=search

    up to 200 characters

  • emailstring

    For contact, lookup, create_contact, update_contact and search: the email.

    up to 320 characters

  • first_namestring

    For create_contact: the first name.

    up to 100 characters

  • last_namestring

    For create_contact: the last name.

    up to 100 characters

  • companystring

    For search, create_contact and update_contact: the company.

    up to 200 characters

  • titlestring

    For create_contact and update_contact: the title.

    up to 200 characters

  • phonestring

    For create_contact and update_contact: the phone.

    up to 50 characters

  • websitestring

    For create_contact: the website.

    up to 500 characters

  • notestring

    create_contact and update_contact: context for the approver

    up to 500 characters