Connect Claude & ChatGPT to Rings XRM

68 tools for Rings XRM

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

• create_batchVisible to othersCreate a new batch. Required: uuids. Has effects visible outside this system. API summary: Bulk activity statistics for up to 100 companies in one request.
• create_batch_post_bulk_company_recommended_pathsVisible to othersCreate a new batch. Required: uuids. Has effects visible outside this system. API summary: Bulk recommended relationship paths for up to 100 target companies.
• create_batch_post_bulk_person_activity_statsVisible to othersCreate a new batch. Required: uuids. Has effects visible outside this system. API summary: Bulk activity statistics for up to 100 persons in one request.
• create_batch_post_bulk_person_recommended_pathsVisible to othersCreate a new batch. Required: uuids. Has effects visible outside this system. API summary: Bulk recommended relationship paths for up to 100 target persons.
• create_batch_post_create_notes_batchVisible to othersCreate a new batch. Required: notes. Has effects visible outside this system. API summary: Create multiple notes in a single request (up to 50), with inline.
• create_batch_post_create_persons_batchVisible to othersCreate a new batch. Required: persons. Has effects visible outside this system. API summary: Match-or-create multiple persons in a single request (up to 50).
• create_batch_post_lookup_companies_batchVisible to othersCreate a new batch. Required: queries. Has effects visible outside this system. API summary: Look up multiple companies in a single request.
• create_batch_post_lookup_persons_batchVisible to othersCreate a new batch. Required: queries. Has effects visible outside this system. API summary: Look up multiple persons in a single request (up to 100 queries).
• create_companyChanges dataAdd a company with name, website, location, sector and description. Search first to avoid duplicates.
• create_deal_associationChanges dataCreate a new association for a deal. Required: entity type or entity uuid. API summary: Add an entity (person/company/note/file/task) to an Opportunity.
• create_listChanges dataCreate a new list. Required: kind or name. Search lists first to avoid duplicates. API summary: Create an entity list, mirroring GraphQL createEntityList.
• create_message_associationChanges dataCreate a new association for a message. Required: entity type or entity uuid. API summary: Attach an entity (person/company/file/task/opportunity) to a Note.
• create_noteChanges dataCreate a note with a `subject` and `content`, optionally linked to people, companies or opportunities via `associations`.
• create_opportunityChanges dataCreate an opportunity with `name`, `type_uuid` and `stage_uuid`, plus optional value, probability, owner, next step and associations.
• create_personChanges dataAdd a person with name, email, phone, job title, LinkedIn URL and location. Search first to avoid duplicates.
• create_taskChanges dataCreate a task with a `title`, optional content, due date, priority, assignees and linked records.
• create_task_associationChanges dataCreate a new association for a task. Required: entity type or entity uuid. API summary: Associate an entity with a task (idempotent).
• delete_contactsMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval. API summary: Delete one or more persons from the tenant's own Explorer records.
• delete_deal_associationDeletesPermanently delete a association by association uuid. Destructive action; may require approval. API summary: Remove an entity association from an Opportunity.
• delete_messageDeletesPermanently delete a message by message uuid. Destructive action; may require approval. API summary: Soft-delete a Note by UUID.
• delete_message_associationDeletesPermanently delete a association by association uuid. Destructive action; may require approval. API summary: Remove an entity association from a Note.
• delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Soft-delete a task by id. Returns 204 on success, 404 if not found.
• delete_task_associationDeletesPermanently delete a association by association uuid. Destructive action; may require approval. API summary: Remove an entity association from a task. Returns 204 on success.
• get_companyGet one company by `company_uuid`.
• get_company_ai_summaryGet Rings' AI-written relationship summary for a company by `company_uuid`.
• get_company_intro_pathsGet recommended warm-introduction paths into a company by `company_uuid`.
• get_current_userGet the Rings user this connection is signed in as.
• get_meetingGet one meeting by activity id. API summary: Get a single meeting by activity object ID.
• get_noteGet one note by `message_uuid`.
• get_opportunityGet one opportunity by `deal_uuid`.
• get_personGet one person by `contact_uuid`, with contact details and profile.
• get_person_ai_summaryGet Rings' AI-written relationship summary for a person by `person_uuid`.
• get_person_intro_pathsGet recommended warm-introduction paths to a person by `person_uuid`: who in your network can introduce you.
• get_taskGet one task by task id. API summary: Fetch a single task by id.
• list_activity_bodiesList bodies for a activity. API summary: Fetch the email body + attachments for an activity.
• list_activity_threadsList threads for a activity. API summary: List every activity sharing the given activity's Nylas thread id.
• list_company_activity_statsList activity stats for a company. Optional filters: periods, group by or sort by. API summary: Get activity statistics for a company.
• list_company_pathpowersList pathpowers for a company. API summary: Get the PathPower relationship strength score for a company.
• list_company_tasksList tasks for a company. Optional filters: type. Results are paginated. API summary: Get email and meeting activity history for a company.
• list_contact_activity_statsList activity stats for a contact. Optional filters: periods, group by or sort by. API summary: Get activity statistics for a person.
• list_contact_pathpowersList pathpowers for a contact. API summary: Get the PathPower relationship strength score for a person.
• list_contact_tasksList tasks for a contact. Optional filters: type. Results are paginated. API summary: Get email and meeting activity history for a person.
• list_list_entitiesList entities for a list. Results are paginated. API summary: List the companies or persons (UUIDs) belonging to an entity list.
• list_my_relationshipsList your own relationships, filterable by `relationship_quality`, `priority_score` and company score.
• list_opportunity_stagesList the stages of an opportunity type by `type_uuid`. Use to get a `stage_uuid`.
• list_opportunity_typesList opportunity types (pipelines). Use to get a `type_uuid` for creating opportunities.
• list_relationshipsList relationships. Optional filters: sort by, order, relationship quality, priority score, company score from or company score to. Results are paginated. API summary: List the tenant's ring relationships, ranked by relationship strength.
• list_scoresList scores. Optional filters: entity or uuids. API summary: Bulk lookup PathPower scores for up to 100 entities in one request.
• list_usersList users in your Rings workspace, for assigning owners and tasks.
• lookup_personFind a person by exact `email`, `domain` or `linkedin_url`.
• search_companiesSearch companies by `name`, `domain`, location, industry, size, funding and more. Use it to find a company's UUID.
• search_companies_lookupSearch companies by domain, linkedin url or name. Use this to find existing companies before creating a new company. Results are paginated. API summary: Lookup a company by domain, LinkedIn URL, or name.
• search_company_dealsSearch deals for a company by name, opportunity type uuid, opportunity stage uuid, opportunity stage uuids, search or owner user uuid. Use this to find existing deals before creating a new deal. Results are paginated. API summary: List opportunities associated with a specific company UUID.
• search_contact_dealsSearch deals for a contact by name, opportunity type uuid, opportunity stage uuid, opportunity stage uuids, search or owner user uuid. Use this to find existing deals before creating a new deal. Results are paginated. API summary: List opportunities associated with a specific person UUID.
• search_listsSearch lists by name, search or kind. Use this to find existing lists before creating a new list. Results are paginated. API summary: Search entity lists (named collections of companies or persons) by name.
• search_meetingsSearch meetings by text, date range, person or company.
• search_messages_searchChanges dataSearch messages. Use this to find existing messages before creating a new message. API summary: Semantic search over tenant notes.
• search_notesList notes, optionally filtered by text `search` or by an associated `entity_type` and `entity_uuid`.
• search_opportunitiesSearch opportunities (deals) by name, text, company, person, owner, type, stage, value and dates.
• search_peopleSearch people by `name`, `email`, `linkedin_url` or `uuids`, with paging and sorting. Use it to find a person's UUID.
• search_tasksSearch tasks by text, status, priority, assignee or associated record.
• submit_contactVisible to othersMerge a contact (person uuid). Has effects visible outside this system. API summary: Merge another person into this one (canonical = path {uuid}).
• update_companyChanges dataUpdate a company's details by `company_uuid`. Only the fields you pass change.
• update_listChanges dataUpdate an existing list identified by list uuid. API summary: Update an entity list's name/description/legacyexplorerstate.
• update_noteChanges dataUpdate a note's subject, content or date by `message_uuid`.
• update_opportunityChanges dataUpdate an opportunity by `deal_uuid`, e.g. move its stage, change value or next step. Only the fields you pass change.
• update_personChanges dataUpdate a person's details by `contact_uuid`. Only the fields you pass change.
• update_taskChanges dataUpdate a task by `task_id`, e.g. mark it done or change its due date. Only the fields you pass change.

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