com.obriym-crm/mcp

Tools

• add_order_item

  Add a line item to an existing order by its externalId. Recomputes the order total. Use list_orders or create_order for the order externalId, and search_products to quote a real product. The result echoes the operating workspace.

  shallow
• assign_lead

  Assign a lead to a workspace member by user id, or pass assignedTo=null to unassign. Use search_leads to find the lead id and get_workspace_info to confirm the operating workspace. The result echoes the operating workspace.

  shallow
• complete_activity

  Mark an activity (task, call, or meeting) as completed by its id. Use list_activities first to find the activity id. The result echoes the operating workspace.

  shallow
• configure_pipeline

  Update an existing pipeline stage's name, default probability, or WIP limit. Provide the stage id (from list_pipeline_stages) and the fields to change. Stage order and terminal behavior are fixed. The result echoes the operating workspace.

  shallow
• convert_lead

  Convert a lead into a contact, company, and/or deal (select at least one via the input flags). Sets the lead status to converted. Use search_leads first to find the lead id. The result echoes the operating workspace.

  shallow
• create_activity

  Create an activity (task, call, meeting, email, or note). Must link to at least one lead, contact, company, or deal — use search_leads/search_contacts/search_companies/search_deals to get the entity id. The result echoes the operating workspace.

  shallow
• create_company

  Create a company (B2B account). The company name must be unique in the workspace. Enforces the workspace plan limit; the result echoes the operating workspace. Use search_companies first to avoid creating a duplicate.

  shallow
• create_contact

  Create a contact (person). Use search_companies for the companyId to link an employer. Enforces the workspace plan limit and validates the company/owner links; the result echoes the operating workspace.

  shallow
• create_deal

  Create a pipeline deal. Requires a stageId, title, and next-action note. Use list_pipeline_stages for the stageId, and search_companies/search_contacts to link a company or contact. Enforces the workspace plan limit; the result echoes the operating workspace.

  shallow
• create_lead

  Create a lead. Idempotent by externalId (re-sending the same externalId returns the existing lead). Requires an email or phone. Enforces the workspace plan limit; the result echoes the workspace it landed in. Use update_lead to change it afterward.

  shallow
• create_order

  Create an order with line items. Idempotent by externalId — use a stable unique id such as 'mcp-<uuid>' (re-sending returns the existing order). Enforces the workspace plan limit; the result echoes the operating workspace. Items snapshot productName/sku/unitPrice; use search_products first to quote real products.

  shallow
• get_activity

  Fetch one CRM activity in the selected workspace by activity id, including type, due date, completion state, assignee and linked entity. Use list_activities first when you only know the related lead/deal/contact.

  shallow
• get_company

  Fetch one CRM company in the selected workspace by company id, including status, industry, owner and contact links when present. Use search_companies first when you only know the company name.

  shallow
• get_contact

  Fetch one CRM contact in the selected workspace by contact id, including company, owner, tags and communication fields when present. Use search_contacts first when you only know a name, email or phone.

  shallow
• get_customer

  Fetch one CRM customer summary in the selected workspace by company id, including health, lifetime value and won-deal metrics. Use list_customers first when you only know the company name.

  shallow
• get_dashboard_overview

  Return the operational 'what needs attention today' snapshot for this workspace: active/qualified/stale lead counts, pipeline value, weighted forecast and overdue activities. Takes no arguments. Use get_report for period trend analytics instead.

  shallow
• get_deal

  Fetch one pipeline deal in the selected workspace by deal id, including stage, value, probability and linked company/contact data when present. Use search_deals first when you only know the title or related customer.

  shallow
• get_lead

  Fetch one CRM lead in the selected workspace by lead id, including status, source, assignee, tags, custom fields, score, notes and next action. Use search_leads first when you only know a name, email, phone or company.

  shallow
• get_order

  Fetch full order detail in the selected workspace by externalId, including line items, payments, shipments and returns. Use list_orders first when you only know the customer or date.

  shallow
• get_product

  Fetch one catalog product in the selected workspace by product id or SKU — returned in any status (draft, active, or archived; check the status field), including price, stock, category and brand fields. Provide exactly one known identifier; use search_products first when unsure (search covers active products only).

  shallow
• get_report

  Return one aggregated analytics report over a period for this workspace, selected by the report parameter: lead_source_conversion, pipeline_velocity, team_performance, or revenue_trend. Each returns aggregated rows (no per-record data); days tunes the look-back for conversion/team reports and months the span for revenue_trend. Use get_dashboard_overview for today's operational snapshot instead.

  shallow
• get_workspace_info

  Show which account and workspace this connection operates: signed-in name/email (OAuth only), workspace name, plan, connection type, and granted scopes. Call this when the user asks 'which account or workspace am I connected to?'. Sign-in connections can use list_workspaces and select_workspace to see or change the bound workspace.

  shallow
• list_activities

  List this workspace's activities (tasks, calls, meetings, emails, notes), filtered by type/assignee/overdue/completion/linked-entity and paginated. Returns summary rows (id, type, title, priority, dueDate, completed, assignee, linked lead/contact/company/deal, isOverdue) plus pagination { page, perPage, total }. Use get_activity to fetch one activity's full detail by id.

  shallow
• list_customers

  List CRM customers (companies with a won deal or delivered order), filtered by health/lifetime-value/won-deal count, sorted and paginated. Returns summary rows (companyId, name, health, lifetimeValue, wonDeals, lastActivity, owner) plus pagination { page, perPage, total }. Use get_customer to fetch one customer's detail by company id.

  shallow
• list_lead_sources

  List this workspace's lead sources (built-in plus custom), with each source's key, label and active state. Pass includeInactive to also return archived sources. Use set_lead_sources to add or archive a source; use a source key here as the source filter for search_leads.

  shallow
• list_orders

  List this workspace's orders, filtered by status/customer/created-date and paginated. Returns summary rows (externalId, status, currency, totalAmount, itemCount, timestamps) plus pagination { page, perPage, total }, newest first. Use get_order to fetch one order's full detail (line items, payments, shipments, returns) by externalId.

  shallow
• list_pipeline_stages

  List this workspace's pipeline stages in order, with each stage's id, name, kind, default probability, WIP limit and position. Use configure_pipeline to change a stage, and the stage id here as the stageId for create_deal / transition_deal.

  shallow
• list_workspaces

  List every workspace the connected user belongs to (id, name, role) and mark which one this connection currently operates. OAuth sign-in connections only. Use select_workspace to switch.

  shallow
• remove_order_item

  Remove a line item from an order. Recomputes the order total. Use get_order to find the order's externalId and the item's itemId. The result echoes the operating workspace.

  shallow
• search_companies

  List and search this workspace's companies, filtered by industry/status/owner, sorted and paginated. Returns summary rows (id, name, industry, size, status, owner, contactCount) plus pagination { page, perPage, total }. Use get_company to fetch one company's full detail by id.

  shallow
• search_contacts

  List and search this workspace's contacts, filtered by company/owner/tag, sorted and paginated. Returns summary rows (id, firstName, lastName, email, phone, jobTitle, company, owner, tags) plus pagination { page, perPage, total }. Use get_contact to fetch one contact's full detail by id.

  shallow
• search_deals

  List and search pipeline deals, filtered by stage/owner/company/contact/stale and paginated. Returns summary rows (id, title, stage, amount, probability, owner, company, contact, next-action, isStale) plus pagination { page, perPage, total }. Use get_deal to fetch one deal's full detail by id.

  shallow
• search_leads

  List and search this workspace's leads, filtered by text/status/source/created-date/stale and paginated. Returns summary rows (id, name, contact, company, status, source, assignee, tags, next-action, isStale, timestamps) plus pagination { page, perPage, total }, newest first. Use get_lead to fetch notes, position and score for one lead by id.

  shallow
• search_products

  List and search active catalog products, filtered by category/brand/price/stock/tag/type and paginated. Returns summary rows (id, name, sku, type, price, currency, unit, stock, category, brand) plus pagination { page, perPage, total }. Use get_product to fetch one product's full detail by id or SKU.

  shallow
• select_workspace

  Re-bind this OAuth connection to the workspace selected by the user. Takes effect on the next tool call. Use the organizationId returned by list_workspaces or by WORKSPACE_SELECTION_REQUIRED; never invent or guess it.

  shallow
• set_lead_sources

  Create or update a workspace lead source: set its label and active state by key (built-in or custom, lowercase_with_underscores). Idempotent — re-sending the same key updates it. Archiving the fallback 'other' source is not allowed. Use list_lead_sources to see current sources. The result echoes the operating workspace.

  shallow
• transition_deal

  Move a deal to a pipeline stage by its id. Closed-lost stages require a lostReason. Use search_deals for the deal id and list_pipeline_stages for the target stageId. The result echoes the operating workspace.

  shallow
• update_company

  Update fields on a company by id. Provide a patch with at least one field. Use search_companies first to find the company id. The result echoes the operating workspace.

  shallow
• update_contact

  Update fields on a contact by id. Provide a patch with at least one field. Use search_contacts first to find the contact id. The result echoes the operating workspace.

  shallow
• update_lead

  Update fields on an existing lead by id. Provide a patch with at least one field. Use search_leads first to find the lead id. The result echoes the operating workspace.

  shallow
• update_order_item

  Update a line item on an order (quantity, unit price, discount, name, or SKU). Recomputes the order total. Use get_order to find the order's externalId and the item's itemId. The result echoes the operating workspace.

  shallow
• update_order_status

  Move an order to a new status by externalId. Only valid transitions from the current status are allowed. Use list_orders to find the externalId and get_order to see the current status. The result echoes the operating workspace.

  shallow

Embed this server’s score

Tool count and median score across every tool in this server’s corpus — honest in a way a single cherry-picked tool’s badge wouldn’t be.

[![Vouch score](https://vouch.tools/api/servers/62ef8b11-dd7c-4528-aaa1-36e8a79502aa/badge.svg)](https://vouch.tools/servers/62ef8b11-dd7c-4528-aaa1-36e8a79502aa)