Connect Claude & ChatGPT to CentralStationCRM

179 tools for CentralStationCRM

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_company_phoneChanges dataAdd a phone number to a company by `company_id`: pass `tel` with `name` (the number), `atype` (office, officehq, mobile, fax, other), `attachable_type` = Company and `attachable_id` = the company's ID.
• add_person_phoneChanges dataAdd a phone number to a person by `person_id`: pass `tel` with `name` (the number), `atype` (office, mobile, private, fax, voip, other), `attachable_type` = Person and `attachable_id` = the person's ID.
• add_person_positionChanges dataLink a person to a company with a job position, by `person_id`: pass `position` with `person_id`, `company_id`, and optional job `name`, `department` and `primary_function`.
• create_cal_event_cal_event_attendeeChanges dataCreate a new cal event attendee for a cal event. API summary: Creates a cal event attendee.
• create_calendar_eventChanges dataCreate a calendar event: pass `cal_event` with `name`, `starts_at`, `ends_at`, `status` (new, confirmed, tentative, cancelled), `user_id` and `group_calendar_id`, plus optional location, description and linked record. If `email_invitations` is true, CentralStationCRM emails invitations to the attendees.
• create_companyChanges dataCreate a company: pass `company` with `name` and optional `background` and responsible `user_id`. Search first to avoid duplicates.
• create_company_addrChanges dataCreate a new addr for a company. API summary: Creates a basic Addr.
• create_company_avatarChanges dataCreate a new avatar for a company. API summary: create avatar.
• create_contact_addrChanges dataCreate a new addr for a contact. API summary: Creates a basic Addr.
• create_contact_assiChanges dataCreate a new assi for a contact. API summary: Creates an assi of the person.
• create_contact_avatarChanges dataCreate a new avatar for a contact. API summary: create avatar.
• create_contact_custom_fieldChanges dataCreate a new custom field for a contact. API summary: Creates a basic custom field.
• create_contact_historic_eventChanges dataCreate a new historic event for a contact. Search historic events first to avoid duplicates. API summary: Creates a basic historicevent.
• create_custom_fields_typeChanges dataCreate a new custom fields type. API summary: Creates a custom field type.
• create_dealChanges dataCreate a new deal. Search deals first to avoid duplicates. API summary: Creates a basic deal.
• create_documentChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: create attachment.
• create_group_calendarChanges dataCreate a new group calendar. API summary: Creates a group calendar.
• create_hookChanges dataCreate a new hook. API summary: Creates a hook.
• create_messageChanges dataCreate a new message. API summary: Creates a comment.
• create_message_documentVisible to othersCreate a new document for a message. Search documents first to avoid duplicates. Has effects visible outside this system. API summary: create attachment.
• create_personChanges dataCreate a person: pass `person` with `name` (last name), optional `first_name`, `title`, `gender_identity`, `background` and responsible `user_id`. Add phone numbers and company positions with the separate tools. Search first to avoid duplicates.
• create_projectChanges dataCreate a new project. Search projects first to avoid duplicates. API summary: Creates a basic project.
• create_protocolChanges dataCreate a new protocol. API summary: Creates a protocol.
• create_protocol_documentChanges dataCreate a new document for a protocol. Search documents first to avoid duplicates. API summary: create attachment.
• create_tagChanges dataCreate a new tag. Search tags first to avoid duplicates. API summary: Creates a basic tag.
• create_taskChanges dataCreate a task: pass `task` with `name`, assigned `user_id`, optional due `precise_time`, `badge` (task, call, email, visit, preparation, important) and the record it belongs to (`attachable_type` Person, Company or Deal plus `attachable_id`).
• delete_avatarDeletesPermanently delete a avatar by avatar id. Destructive action; may require approval. API summary: delete avatar.
• delete_cal_eventDeletesPermanently delete a cal event by cal event id. Destructive action; may require approval. API summary: Destroy a cal event.
• delete_cal_event_cal_event_attendeeDeletesPermanently delete a cal event attendee by cal event attendee id. Destructive action; may require approval. API summary: Destroy a cal event attendee.
• delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Destroy a company.
• delete_company_addrDeletesPermanently delete a addr by addr id. Destructive action; may require approval. API summary: Destroy a addrs.
• delete_company_avatarDeletesPermanently delete a avatar by avatar id. Destructive action; may require approval. API summary: delete avatar.
• delete_company_contact_detailDeletesPermanently delete a contact detail by contact detail id. Destructive action; may require approval. API summary: Destroy a contactdetail.
• delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Destroy a person.
• delete_contact_addrDeletesPermanently delete a addr by addr id. Destructive action; may require approval. API summary: Destroy a addrs.
• delete_contact_assiDeletesPermanently delete a assi by assi id. Destructive action; may require approval. API summary: Destroy a assi.
• delete_contact_avatarDeletesPermanently delete a avatar by avatar id. Destructive action; may require approval. API summary: delete avatar.
• delete_contact_contact_detailDeletesPermanently delete a contact detail by contact detail id. Destructive action; may require approval. API summary: Destroy a contactdetail.
• delete_contact_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Destroy a customfield.
• delete_contact_historic_eventDeletesPermanently delete a historic event by historic event id. Destructive action; may require approval. API summary: Destroy a historicevent.
• delete_contact_positionDeletesPermanently delete a position by position id. Destructive action; may require approval. API summary: Destroy a position.
• delete_contact_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Destroy a tag.
• delete_custom_fields_typeDeletesPermanently delete a custom fields type by custom fields type id. Destructive action; may require approval. API summary: Destroy a custom field type.
• delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Destroy a deal.
• delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: delete attachment.
• delete_group_calendarDeletesPermanently delete a group calendar by group calendar id. Destructive action; may require approval. API summary: Destroy a group calendar.
• delete_hookDeletesPermanently delete a hook by hook id. Destructive action; may require approval. API summary: Destroy a hook.
• delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Destroy a comment.
• delete_message_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: delete attachment.
• delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Destroy a project.
• delete_protocolDeletesPermanently delete a protocol by protocol id. Destructive action; may require approval. API summary: Destroy a protocol.
• delete_protocol_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: delete attachment.
• delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Destroy a task.
• get_avatarGet one avatar by avatar id. API summary: retrieve avatar.
• get_avatar_countGet one avatar. API summary: Retrieves total amount and total file size.
• get_cal_eventGet one cal event by cal event id. API summary: Retrieves a cal event.
• get_cal_event_cal_event_attendeeGet one cal event attendee for a cal event by cal event attendee id. API summary: Retrieves a cal event attendee.
• get_companyGet one company by `company_id`. Use `includes` (e.g. "all" or addrs tels emails deals positions) to add its details.
• get_company_addrGet one addr for a company by addr id. API summary: Retrieves the addr.
• get_company_avatarGet one avatar for a company by avatar id. API summary: retrieve avatar.
• get_company_contact_detailGet one contact detail for a company by contact detail id. API summary: Retrieves the tel.
• get_company_countGet one company. API summary: Retrieves total amount of companies.
• get_contact_addrGet one addr for a contact by addr id. API summary: Retrieves the addr.
• get_contact_assiGet one assi for a contact by assi id. API summary: Retrieves the assi.
• get_contact_avatarGet one avatar for a contact by avatar id. API summary: retrieve avatar.
• get_contact_contact_detailGet one contact detail for a contact by contact detail id. API summary: Retrieves the tel.
• get_contact_countGet one contact. API summary: Retrieves total amount of people.
• get_contact_custom_fieldGet one custom field for a contact by custom field id. API summary: Retrieves the custom field.
• get_contact_historic_eventGet one historic event for a contact by historic event id. API summary: Retrieves the historicevent.
• get_contact_positionGet one position for a contact by position id. API summary: Retrieves a position.
• get_contact_tagGet one tag for a contact by tag id. API summary: Retrieves a tag.
• get_current_userGet the CentralStationCRM user the connection belongs to, including their user ID. Use to confirm which account you are working in.
• get_custom_fields_typeGet one custom fields type by custom fields type id. API summary: Retrieves a custom field type.
• get_dealGet one deal by `deal_id`, with value, state and target date. Use `includes` to add people, company, tasks or custom fields.
• get_deal_2Get one deal by deal id. API summary: Retrieves a deal type with its stages.
• get_deal_countGet one deal. API summary: Retrieves total amount of deals.
• get_documentGet one document by document id. API summary: retrieve attachment.
• get_document_countGet one document. API summary: Retrieves total amount and total file size.
• get_filter_groupGet one filter group by filter group id. API summary: Retrieves records matching the filter group.
• get_filter_group_countGet one filter group by filter group id. API summary: Retrieves count of filtergroups matching records.
• get_group_calendarGet one group calendar by group calendar id. API summary: Retrieves a group calendar.
• get_hookGet one hook by hook id. API summary: Retrieves a hook.
• get_messageGet one message by message id. API summary: Retrieves a comment.
• get_message_2Get one message by message id. API summary: Retrieves a externalemail.
• get_message_3Get one message. API summary: Retrieves total amount of externalemails.
• get_message_4Get one message by person id. API summary: Retrieves total amount of externalemails.
• get_message_5Get one message by project id. API summary: Retrieves total amount of externalemails.
• get_message_countGet one message by company id. API summary: Retrieves total amount of externalemails.
• get_message_documentGet one document for a message by document id. API summary: retrieve attachment.
• get_message_getGet one message by deal id. API summary: Retrieves total amount of externalemails.
• get_personGet one person by `contact_id`. Use `includes` (e.g. "all" or emails tels addrs companies deals tasks) to add their details.
• get_projectGet one project by `project_id`. Use `includes` to add people, company, tasks or custom fields.
• get_project_countGet one project. API summary: Retrieves total amount of projects.
• get_protocolGet one protocol by protocol id. API summary: Retrieves a protocol.
• get_protocol_countGet one protocol. API summary: Retrieves total amount of protocols.
• get_protocol_documentGet one document for a protocol by document id. API summary: retrieve attachment.
• get_taskGet one task by `task_id`.
• get_task_2Get one task. Results are paginated. API summary: Retrieves activities count for the record, account or user.
• get_userGet one user by user id. API summary: Retrieves a user.
• list_avatarsList avatars. Optional filters: order. Results are paginated. API summary: Retrieves all avatars.
• list_cal_event_cal_event_attendeesList cal event attendees for a cal event. Optional filters: includes or order. API summary: Retrieves all cal event attendees.
• list_calendar_eventsList calendar events, filtered by `state`, a `before` date or field filters such as `filter_starts_at` and `filter_user_id`.
• list_check_connectionsList check connections. API summary: retrieves the connection status of the api key.
• list_companiesList companies with paging and `order`, filtered by tag or field filters such as `filter_name` ({"like": "..."}). Use `includes` to add details.
• list_company_addrsList addrs for a company. Optional filters: order. Results are paginated. API summary: Retrieves all addrs of the company.
• list_company_avatarsList avatars for a company. Results are paginated. API summary: Retrieves all avatars.
• list_company_contact_detailsList contact details for a company. Optional filters: order. Results are paginated. API summary: Retrieves all contactdetails of the company.
• list_company_messagesList messages for a company. Optional filters: includes. Results are paginated. API summary: Retrieves all externalemails.
• list_contact_addrsList addrs for a contact. Optional filters: order. Results are paginated. API summary: Retrieves all addrs of the person.
• list_contact_assisList assis for a contact. Optional filters: order. Results are paginated. API summary: Retrieves all assis of the person.
• list_contact_avatarsList avatars for a contact. Results are paginated. API summary: Retrieves all avatars.
• list_contact_contact_detailsList contact details for a contact. Optional filters: order. Results are paginated. API summary: Retrieves all contactdetails of the person.
• list_contact_custom_fieldsList custom fields for a contact. Optional filters: order or includes. Results are paginated. API summary: Retrieves all customfields of the person.
• list_contact_historic_eventsList historic events for a contact. Optional filters: order. Results are paginated. API summary: Retrieves all historicevents of the person.
• list_contact_messagesList messages for a contact. Optional filters: order or includes. Results are paginated. API summary: Retrieves all externalemails.
• list_contact_positionsList positions for a contact. Optional filters: order or includes. Results are paginated. API summary: Retrieves all positions.
• list_contact_tagsList tags for a contact. Results are paginated. API summary: Retrieves all tags.
• list_custom_fields_typesList custom fields types. Optional filters: order. Results are paginated. API summary: Retrieves all CustomFieldTypes of the account.
• list_deal_maildropsList maildrops for a deal. API summary: Retrieves the maildrop.
• list_deal_messagesList messages for a deal. Optional filters: order or includes. Results are paginated. API summary: Retrieves all externalemails.
• list_dealsList deals with paging and `order`, filtered by tag or field filters such as `filter_current_state`, `filter_company_id`, `filter_value` or `filter_target_date`. Use `includes` to add people, company or tasks.
• list_deals_2List deals. API summary: Retrieves all deal types of the account.
• list_documentsList documents. Optional filters: order, includes or methods. Results are paginated. API summary: Retrieves all attachments.
• list_filter_group_idsList ids for a filter group. API summary: Retrieve ids of records matching the filter group.
• list_group_calendarsList the group calendars with their IDs, needed as `group_calendar_id` when creating an event.
• list_hooksList hooks. Optional filters: includes. Results are paginated. API summary: Retrieves all hooks of the account.
• list_listsList lists. Results are paginated. API summary: Retrieves all tags.
• list_maildropsList maildrops. API summary: Retrieve the current API user maildrop for people and companies.
• list_message_documentsList documents for a message. Optional filters: includes, methods or order. Results are paginated. API summary: Retrieves all attachments.
• list_messagesList messages. Optional filters: order or methods. Results are paginated. API summary: Retrieves all comments of the account.
• list_messages_getList messages. Optional filters: order or includes. Results are paginated. API summary: Retrieves all externalemails.
• list_notesList notes (protocols such as call notes, meeting notes and logged emails), filtered by `person_id`, `company_id`, `deal_id` or `project_id`.
• list_peopleList people with paging and `order`, filtered by tag (`tag_id` or `tag_name`) or field filters such as `filter_name` ({"like": "..."}). Use `includes` (e.g. emails tels companies) to add details.
• list_project_maildropsList maildrops for a project. API summary: Retrieves the maildrop.
• list_project_messagesList messages for a project. Optional filters: order or includes. Results are paginated. API summary: Retrieves all externalemails.
• list_protocol_documentsList documents for a protocol. Optional filters: includes, methods or order. Results are paginated. API summary: Retrieves all attachments.
• list_tasksList tasks, filtered by `state` (open or closed), `user_id` or due `before` a date (YYYY-MM-DD).
• list_usersList the users of the CRM account with their IDs, e.g. to assign tasks or records. Filter with `active`.
• retrieve_activityGet one task by task id. API summary: retrieve activity.
• search_companiesFind companies by `name`. Use this before creating a company to avoid duplicates.
• search_contactsSearch contacts by type or name. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: Retrieves all records matching the contactdetails search.
• search_crmSearch the whole CRM (people, companies, deals, projects) for a `term`. Use as a first step when you only have a name.
• search_dealsFind deals by `name`.
• search_deals_2Search deals by tag id, tag name, filter id, filter account id, filter company id or filter group id. Use this to find existing deals before creating a new deal. API summary: Retrieves key information of deals.
• search_deals_3Search deals by tag id, tag name, filter id, filter account id, filter salutation or filter title. Use this to find existing deals before creating a new deal. API summary: Retrieves key information of people.
• search_deals_4Search deals by tag id, tag name, filter id, filter account id, filter company id or filter group id. Use this to find existing deals before creating a new deal. API summary: Retrieves key information of projects.
• search_deals_5Search deals by tag id, tag name, filter id, filter account id, filter group id or filter user id. Use this to find existing deals before creating a new deal. API summary: Retrieves key information of companies.
• search_documentsSearch documents by filename, includes or methods. Use this to find existing documents before creating a new document. API summary: Retrieves attachments matching the search.
• search_filter_groupsSearch filter groups by order, filter id, filter account id, filter model type, filter name or filter created at. Use this to find existing filter groups before creating a new filter group. Results are paginated. API summary: Retrieves all filtergroups of the account.
• search_historic_eventsSearch historic events by order, filter id, filter attachable id, filter attachable type, filter atype or filter name. Use this to find existing historic events before creating a new historic event. Results are paginated. API summary: Retrieves all historicevents of the account.
• search_peopleFind people by `name`, `first_name`, `email` or `phone`. Use this before creating a person to avoid duplicates.
• search_projectsFind projects by `name`.
• search_projects_2Search projects by order, includes, methods, tag id, tag name or stream updated at before. Use this to find existing projects before creating a new project. Results are paginated. API summary: Retrieves all projects.
• search_tagsSearch tags by order, filter id, filter account id, filter attachable id, filter attachable type or filter name. Use this to find existing tags before creating a new tag. Results are paginated. API summary: Retrieves all tags.
• search_tasksSearch tasks by order, includes, methods, filter id, filter account id or filter attachable type. Use this to find existing tasks before creating a new task. Results are paginated. API summary: Retrieves activities for the record.
• search_usersSearch users by name. Use this to find existing users before creating a new user. Results are paginated. API summary: Retrieves users matching the search.
• submit_companyVisible to othersMerge a company (company id). Has effects visible outside this system. API summary: merge another company.
• submit_contactVisible to othersMerge a contact (person id). Has effects visible outside this system. API summary: merge another person.
• tag_personChanges dataAdd a tag to a person by `person_id`: pass `tag` with `name`, `attachable_type` = Person and `attachable_id` = the person's ID.
• update_cal_eventChanges dataUpdate an existing cal event identified by cal event id. API summary: Update a cal event.
• update_cal_event_cal_event_attendeeChanges dataUpdate an existing cal event attendee identified by cal event attendee id. API summary: Update a cal event attendee.
• update_companyChanges dataUpdate a company by `company_id`: pass the fields to change inside `company` (name, background, user_id). Only the fields you pass change.
• update_company_addrChanges dataUpdate an existing addr identified by addr id. API summary: Update a addr.
• update_company_contact_detailChanges dataUpdate an existing contact detail identified by contact detail id. API summary: Update a contactdetail.
• update_contact_addrChanges dataUpdate an existing addr identified by addr id. API summary: Update a addr.
• update_contact_assiChanges dataUpdate an existing assi identified by assi id. API summary: Update a assi.
• update_contact_contact_detailChanges dataUpdate an existing contact detail identified by contact detail id. API summary: Update a contactdetail.
• update_contact_custom_fieldChanges dataUpdate an existing custom field identified by custom field id. API summary: Update a customfield.
• update_contact_historic_eventChanges dataUpdate an existing historic event identified by historic event id. API summary: Update a historicevent.
• update_contact_positionChanges dataUpdate an existing position identified by position id. API summary: Update a position.
• update_contact_tagChanges dataUpdate an existing tag identified by tag id. API summary: Update a tag.
• update_custom_fields_typeChanges dataUpdate an existing custom fields type identified by custom fields type id. API summary: Update a custom field type.
• update_dealChanges dataUpdate an existing deal identified by deal id. API summary: Update a deal.
• update_group_calendarChanges dataUpdate an existing group calendar identified by group calendar id. API summary: Update a group calendar.
• update_messageChanges dataUpdate an existing message identified by message id. API summary: Update a comment.
• update_personChanges dataUpdate a person by `contact_id`: pass the fields to change inside `person` (name, first_name, title, background, user_id). Only the fields you pass change.
• update_projectChanges dataUpdate an existing project identified by project id. API summary: Update a project.
• update_protocolChanges dataUpdate an existing protocol identified by protocol id. API summary: Update a protocol.
• update_taskChanges dataUpdate a task by `task_id`: pass `task` with `name` and `user_id` plus the fields to change, e.g. `finished` true to mark it done or a new `precise_time`.

Questions