CentralStationCRM MCP by usefulapi

The CentralStationCRM user this API key belongs to: id, name, login email, the account (subdomain) it is signed in to, timezone. Use the user id to assign records or tasks. GET /user.

無需輸入參數。

List the users of the CentralStationCRM account (id, name, email). Use the ids for responsible-user filters and for assigning records. GET /users.

List contact people. Optionally filter by tag and order by name, creation or last update. Use search_people to find a person by name, email or phone. GET /people.

Find people by last name, first name, email address or phone number (email and phone cannot be combined). Give at least one criterion. GET /people/search.

One person by id, optionally with related records (companies, deals, tags, tasks, email addresses, phone numbers, addresses). GET /people/{id}.

List companies. Optionally filter by tag and order by name, creation or last update. Use search_companies to find one by name. GET /companies.

Find companies by name. GET /companies/search.

One company by id, optionally with related records (people, deals, tags, tasks, contact details, addresses). GET /companies/{id}.

List deals (sales opportunities) with value, state (open_0/25/50/75, won, lost), pipeline and stage ids, target date. Filter by company, responsible user, pipeline or state; order by date, value, state or name. GET /deals.

Find deals by name. GET /deals/search.

One deal by id, optionally with its tags, people, company, tasks and calendar events. GET /deals/{id}.

Number and total value of all deals (optionally only those with a tag), with the account currency. GET /deals/stats.

List the deal types (pipelines) with their stages. Use the ids (and stage ids) to create deals and to move them between stages. GET /deal_types.

無需輸入參數。

List projects with state, target date and company. Filter by tag; order by date, state or name. GET /projects.

Find projects by name. GET /projects/search.

One project by id, optionally with its tags, people, company, tasks and calendar events. GET /projects/{id}.

List tasks (to-dos, calls, emails, visits) of the account. Filter by open/closed state, due-date range and responsible user. GET /tasks.

One task by id. GET /tasks/{id}.

List protocols: notes, logged emails and other history entries. Filter by the person, company, deal or project they belong to. GET /protocols.

One note / history entry by id. GET /protocols/{id}.

List calendar events (appointments, meetings) of the account. Filter by upcoming/old and date range. GET /cal_events.

Full-text search across people, companies, deals and projects for a term. GET /search.

List all tag names used in the account. GET /tags/list.

Total number of people, companies, deals or projects (optionally only those with a tag). GET /<resource>/count.

WRITE: create a contact person (last name required), optionally with email addresses and phone numbers. Nothing is sent to the contact. POST /people.

WRITE: change fields of a person. Only the fields you give are sent; the rest stays. PUT /people/{id}.

WRITE: create a company. Nothing is sent to the contact. POST /companies.

WRITE: change fields of a company. Only the fields you give are sent. PUT /companies/{id}.

WRITE: create a deal (sales opportunity). Use list_deal_types for pipeline and stage ids. Pipelines with a monetary value or target date need value and target_date (value_type defaults to total); the vendor says what is missing. Nothing is sent to the contact. POST /deals.

WRITE: change fields of a deal, for example move it to another stage or set its state to won or lost. Only the fields you give are sent. PUT /deals/{id}.

WRITE: create a task (to-do, call, email, visit...) optionally attached to a person, company or deal and assigned to a user. Nothing is sent to the contact. POST /tasks.

WRITE: change a task, for example mark it done (finished = true), rename it or reschedule it. Only the fields you give are sent. PUT /tasks/{id}.

WRITE: add a note to the history of one or more people, companies, deals or projects. Nothing is sent to the contact. POST /protocols.