{"apiVersion":"v1","directorySlug":"issence-mcp-b7d793512d","title":"issence crm","description":"CRM Inteligente para Gestão de Vendas","pageUrl":"https://www.mcpbundles.com/skills/issence-mcp-b7d793512d","connectPath":"importable","connectAction":"import_server","catalogListing":false,"bundleSlug":null,"listingKind":"remote_mcp","kind":"provider","transportUrl":"https://issence.com.br/api/mcp","hostedMcpUrl":null,"toolCount":58,"toolInventoryStatus":"observed","refreshedAt":"2026-11-03T13:26:00.516172+00:00","registryName":"br.com.issence/issence-mcp-b7d793512d","registryVersion":"2026.11.3","registryEligible":true,"tools":[{"name":"crm.pipeline.analyze","description":"Read-only. Aggregates pipeline metrics and stage breakdown for a board within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"boardId":{"type":"string"}}},"title":"Analyze pipeline","logicalName":"crm.pipeline.analyze","displayName":"Analyze pipeline","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.boards.metrics.get","description":"Read-only. Computes core KPIs for a board (win rate, open/won/lost counts, pipeline value) scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"boardId":{"type":"string"}}},"title":"Get board metrics","logicalName":"crm.boards.metrics.get","displayName":"Get board metrics","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deals.search","description":"Read-only. Searches deals by title (substring/term match) within the authenticated organization. Supports limiting results.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["query"],"properties":{"limit":{"type":"number","default":5},"query":{"type":"string"}}},"title":"Search deals","logicalName":"crm.deals.search","displayName":"Search deals","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.contacts.search","description":"Read-only. Searches contacts by name or email within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["query"],"properties":{"limit":{"type":"number","default":5},"query":{"type":"string"}}},"title":"Search contacts","logicalName":"crm.contacts.search","displayName":"Search contacts","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deals.list_by_stage","description":"Read-only. Lists open deals in a specific stage (by `stageId` or `stageName`) for a given board within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"limit":{"type":"number","default":10},"boardId":{"type":"string"},"stageId":{"type":"string"},"stageName":{"type":"string"}}},"title":"List deals by stage","logicalName":"crm.deals.list_by_stage","displayName":"List deals by stage","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deals.list_stagnant","description":"Read-only. Lists open deals not updated for N days within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"limit":{"type":"integer","default":10,"maximum":9007199254740991,"exclusiveMinimum":0},"boardId":{"type":"string"},"daysStagnant":{"type":"integer","default":7,"maximum":9007199254740991,"exclusiveMinimum":0}}},"title":"List stagnant deals","logicalName":"crm.deals.list_stagnant","displayName":"List stagnant deals","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deals.list_overdue","description":"Read-only. Lists deals that have overdue, incomplete activities within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"limit":{"type":"integer","default":10,"maximum":9007199254740991,"exclusiveMinimum":0},"boardId":{"type":"string"}}},"title":"List overdue deals","logicalName":"crm.deals.list_overdue","displayName":"List overdue deals","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deals.get","description":"Read-only. Returns full deal details (including stage, contact, and activities) scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"dealId":{"type":"string"}}},"title":"Get deal details","logicalName":"crm.deals.get","displayName":"Get deal details","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deals.move","description":"Writes data. Moves a deal to a destination stage within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"dealId":{"type":"string"},"stageId":{"type":"string"},"stageName":{"type":"string"}}},"title":"Move deal","logicalName":"crm.deals.move","displayName":"Move deal","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deals.create","description":"Writes data. Creates a new deal in a target board (or context board). May create/link a contact. Scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["title"],"properties":{"value":{"type":"number","default":0},"boardId":{"type":"string"},"contactName":{"type":"string"}}},"title":"Create deal","logicalName":"crm.deals.create","displayName":"Create deal","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deals.update","description":"Writes data. Updates mutable fields of an existing deal (e.g., title/value/priority) within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"value":{"type":"number"},"dealId":{"type":"string"},"priority":{"enum":["low","medium","high","urgent"],"type":"string"}}},"title":"Update deal","logicalName":"crm.deals.update","displayName":"Update deal","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deals.mark_won","description":"Writes data. Marks a deal as won (optionally updates value and stage when resolvable) within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"dealId":{"type":"string"},"wonValue":{"type":"number"},"dealTitle":{"type":"string"},"stageName":{"type":"string"}}},"title":"Mark deal as won","logicalName":"crm.deals.mark_won","displayName":"Mark deal as won","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deals.mark_lost","description":"Writes data. Marks a deal as lost and records a required loss reason within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["reason"],"properties":{"dealId":{"type":"string"},"reason":{"type":"string"}}},"title":"Mark deal as lost","logicalName":"crm.deals.mark_lost","displayName":"Mark deal as lost","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deals.assign","description":"Writes data. Reassigns a deal to a new owner (`newOwnerId`) within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["newOwnerId"],"properties":{"dealId":{"type":"string"},"newOwnerId":{"type":"string"}}},"title":"Assign deal owner","logicalName":"crm.deals.assign","displayName":"Assign deal owner","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.activities.create_task","description":"Writes data. Creates an activity (TASK/CALL/MEETING/EMAIL) optionally linked to a deal within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["title"],"properties":{"type":{"enum":["CALL","MEETING","EMAIL","TASK"],"type":"string","default":"TASK"},"dealId":{"type":"string"},"dueDate":{"type":"string"}}},"title":"Create activity","logicalName":"crm.activities.create_task","displayName":"Create activity","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deals.bulk_move","description":"Writes data. Moves multiple deals to a destination stage with guardrails (max deals) and optional follow-up task creation.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["dealIds"],"properties":{"boardId":{"type":"string"},"dealIds":{"type":"array","items":{"type":"string"},"minItems":1},"stageId":{"type":"string"},"maxDeals":{"type":"integer","default":50,"maximum":9007199254740991,"exclusiveMinimum":0},"stageName":{"type":"string"},"allowPartial":{"type":"boolean","default":true},"followUpType":{"enum":["CALL","MEETING","EMAIL","TASK"],"type":"string","default":"TASK"},"followUpTitle":{"type":"string"},"followUpDueInDays":{"type":"integer","default":2,"maximum":9007199254740991,"exclusiveMinimum":0},"createFollowUpTask":{"type":"boolean","default":false}}},"title":"Bulk move deals","logicalName":"crm.deals.bulk_move","displayName":"Bulk move deals","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.activities.list","description":"Read-only. Lists activities with filters (board/deal/contact, completed, date range) within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"limit":{"type":"integer","default":10,"maximum":9007199254740991,"exclusiveMinimum":0},"dealId":{"type":"string"},"toDate":{"type":"string"},"boardId":{"type":"string"},"fromDate":{"type":"string"},"completed":{"type":"boolean"},"contactId":{"type":"string"}}},"title":"List activities","logicalName":"crm.activities.list","displayName":"List activities","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.activities.complete","description":"Writes data. Marks an activity as completed within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["activityId"],"properties":{"activityId":{"type":"string"}}},"title":"Complete activity","logicalName":"crm.activities.complete","displayName":"Complete activity","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.activities.reschedule","description":"Writes data. Updates an activity’s scheduled date/time within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["activityId","newDate"],"properties":{"newDate":{"type":"string"},"activityId":{"type":"string"}}},"title":"Reschedule activity","logicalName":"crm.activities.reschedule","displayName":"Reschedule activity","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.activities.log","description":"Writes data. Logs an interaction already completed (CALL/MEETING/EMAIL/TASK), optionally linked to a deal/contact, within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["title"],"properties":{"date":{"type":"string"},"type":{"enum":["CALL","MEETING","EMAIL","TASK"],"type":"string","default":"CALL"},"dealId":{"type":"string"},"contactId":{"type":"string"}}},"title":"Log activity","logicalName":"crm.activities.log","displayName":"Log activity","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deal_notes.add","description":"Writes data. Adds a note to a deal within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["content"],"properties":{"dealId":{"type":"string"},"content":{"type":"string","minLength":1}}},"title":"Add deal note","logicalName":"crm.deal_notes.add","displayName":"Add deal note","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deal_notes.list","description":"Read-only. Lists the latest notes for a deal within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"limit":{"type":"integer","default":5,"maximum":9007199254740991,"exclusiveMinimum":0},"dealId":{"type":"string"}}},"title":"List deal notes","logicalName":"crm.deal_notes.list","displayName":"List deal notes","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.contacts.create","description":"Writes data. Creates a new contact within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["name"],"properties":{"name":{"type":"string","minLength":1},"role":{"type":"string"},"email":{"type":"string","format":"email","pattern":"^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$"},"notes":{"type":"string"},"phone":{"type":"string"},"stage":{"type":"string","default":"LEAD"},"source":{"type":"string"},"status":{"type":"string","default":"ACTIVE"},"companyName":{"type":"string"}}},"title":"Create contact","logicalName":"crm.contacts.create","displayName":"Create contact","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.contacts.update","description":"Writes data. Updates mutable contact fields within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["contactId"],"properties":{"name":{"type":"string"},"role":{"type":"string"},"email":{"type":"string","format":"email","pattern":"^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$"},"notes":{"type":"string"},"phone":{"type":"string"},"stage":{"type":"string"},"source":{"type":"string"},"status":{"type":"string"},"contactId":{"type":"string"},"companyName":{"type":"string"}}},"title":"Update contact","logicalName":"crm.contacts.update","displayName":"Update contact","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.contacts.get","description":"Read-only. Returns contact details within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["contactId"],"properties":{"contactId":{"type":"string"}}},"title":"Get contact details","logicalName":"crm.contacts.get","displayName":"Get contact details","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.deals.link_contact","description":"Writes data. Links an existing deal to an existing contact (sets `deal.contact_id`) within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["contactId"],"properties":{"dealId":{"type":"string"},"contactId":{"type":"string"}}},"title":"Link deal to contact","logicalName":"crm.deals.link_contact","displayName":"Link deal to contact","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.stages.list","description":"Read-only. Lists stages (columns) for a board within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"boardId":{"type":"string"}}},"title":"List board stages","logicalName":"crm.stages.list","displayName":"List board stages","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.stages.update","description":"Writes data. Updates stage fields (name/label/color/order/default) within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["stageId"],"properties":{"name":{"type":"string"},"color":{"type":"string"},"label":{"type":"string"},"order":{"type":"integer","maximum":9007199254740991,"minimum":-9007199254740991},"stageId":{"type":"string"},"isDefault":{"type":"boolean"}}},"title":"Update stage","logicalName":"crm.stages.update","displayName":"Update stage","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.stages.reorder","description":"Writes data. Reorders stages for a board (ordered list of stage IDs) within the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["orderedStageIds"],"properties":{"boardId":{"type":"string"},"orderedStageIds":{"type":"array","items":{"type":"string"},"minItems":2}}},"title":"Reorder stages","logicalName":"crm.stages.reorder","displayName":"Reorder stages","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.channels.list","description":"Read-only. Lists messaging channels (WhatsApp, Instagram, Email, etc.) for the authenticated organization. Credentials are never returned.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{}},"title":"List channels","logicalName":"crm.channels.list","displayName":"List channels","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.conversations.list","description":"Read-only. Lists messaging conversations with optional filters (channelId, contactId, status). Includes contact name via join. Scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"limit":{"type":"integer","default":50,"maximum":100,"minimum":1},"status":{"enum":["open","resolved"],"type":"string"},"channelId":{"type":"string","format":"uuid","pattern":"^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"},"contactId":{"type":"string","format":"uuid","pattern":"^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"}}},"title":"List conversations","logicalName":"crm.conversations.list","displayName":"List conversations","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.conversations.get","description":"Read-only. Returns a single conversation with its most recent messages, contact, and channel info. Scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["conversationId"],"properties":{"messageLimit":{"type":"integer","default":50,"maximum":100,"minimum":1},"conversationId":{"type":"string","format":"uuid","pattern":"^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"}}},"title":"Get conversation","logicalName":"crm.conversations.get","displayName":"Get conversation","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.messages.send","description":"Writes data. Queues a text message for sending in an existing conversation. The message is inserted as \"pending\" and will be dispatched by the messaging worker. Scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["conversationId","text"],"properties":{"text":{"type":"string","maxLength":4096,"minLength":1},"conversationId":{"type":"string","format":"uuid","pattern":"^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"}}},"title":"Send message","logicalName":"crm.messages.send","displayName":"Send message","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.messages.search","description":"Read-only. Full-text search over message content within the authenticated organization. Joins through conversations to enforce org scoping.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["query"],"properties":{"limit":{"type":"integer","default":20,"maximum":50,"minimum":1},"query":{"type":"string","minLength":1}}},"title":"Search messages","logicalName":"crm.messages.search","displayName":"Search messages","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.messages.retry","description":"Writes data. Resets a failed message back to \"pending\" status so it will be retried by the messaging worker. Scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["messageId"],"properties":{"messageId":{"type":"string","format":"uuid","pattern":"^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"}}},"title":"Retry failed message","logicalName":"crm.messages.retry","displayName":"Retry failed message","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.templates.list","description":"Read-only. Lists HSM (WhatsApp) message templates, optionally filtered by channel. Scoped to the authenticated organization via channel ownership.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"channelId":{"type":"string","format":"uuid","pattern":"^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"}}},"title":"List message templates","logicalName":"crm.templates.list","displayName":"List message templates","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.templates.sync","description":"Initiates a template sync with the provider (Meta). This operation requires Meta API credentials and must be performed via the web UI.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"channelId":{"type":"string","format":"uuid","pattern":"^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"}}},"title":"Sync message templates","logicalName":"crm.templates.sync","displayName":"Sync message templates","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.ai.hitl.list","description":"Read-only. Lists AI-suggested stage advances awaiting human review. Defaults to status=\"pending\". Joins deals for title. Scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"limit":{"type":"integer","default":50,"maximum":100,"minimum":1},"status":{"enum":["pending","approved","rejected"],"type":"string","default":"pending"}}},"title":"List HITL pending stage advances","logicalName":"crm.ai.hitl.list","displayName":"List HITL pending stage advances","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.ai.hitl.count","description":"Read-only. Returns the count of AI-suggested stage advances filtered by status (default: \"pending\"). Scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"status":{"enum":["pending","approved","rejected"],"type":"string","default":"pending"}}},"title":"Count HITL pending stage advances","logicalName":"crm.ai.hitl.count","displayName":"Count HITL pending stage advances","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.ai.hitl.resolve","description":"Writes data. Approves or rejects an AI-suggested stage advance. On approval, moves the deal to the target stage. Records resolved_by, resolved_at, and optional notes. Scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["advanceId","action"],"properties":{"notes":{"type":"string"},"action":{"enum":["approved","rejected"],"type":"string"},"advanceId":{"type":"string","format":"uuid","pattern":"^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"}}},"title":"Resolve HITL pending stage advance","logicalName":"crm.ai.hitl.resolve","displayName":"Resolve HITL pending stage advance","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.ai.daily_briefing","description":"Read-only. Aggregates a daily operations briefing: overdue activities, recent open deals, and pending HITL count. Scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{}},"title":"Get daily AI briefing","logicalName":"crm.ai.daily_briefing","displayName":"Get daily AI briefing","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.ai.meeting_briefing","description":"Calls AI. Generates a pre-meeting briefing for a deal using the BANT framework. Analyzes conversation history and returns actionable insights. Scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["dealId"],"properties":{"dealId":{"type":"string","format":"uuid","pattern":"^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"}}},"title":"Generate meeting briefing","logicalName":"crm.ai.meeting_briefing","displayName":"Generate meeting briefing","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.ai.patterns.list","description":"Read-only. Lists few-shot learned patterns for the authenticated organization. Patterns are stored as JSONB in organization_settings.ai_learned_patterns. Returns empty array if none configured.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{}},"title":"List AI learned patterns","logicalName":"crm.ai.patterns.list","displayName":"List AI learned patterns","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.ai.metrics","description":"Read-only. Aggregates AI conversation logs for the last 30 days: count by action_taken, total tokens used, breakdown by model, and daily activity. Scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{}},"title":"Get AI conversation metrics","logicalName":"crm.ai.metrics","displayName":"Get AI conversation metrics","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.admin.users.list","description":"Read-only. Lists all team members (profiles) for the authenticated organization. Returns id, email, name, role, avatar_url, created_at.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{}},"title":"List team members","logicalName":"crm.admin.users.list","displayName":"List team members","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.settings.ai.get","description":"Read-only. Returns AI configuration for the authenticated organization. API keys are never returned — only boolean flags (hasGoogleKey, hasOpenAIKey, hasAnthropicKey) indicate whether keys are configured.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{}},"title":"Get AI settings","logicalName":"crm.settings.ai.get","displayName":"Get AI settings","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.settings.ai.update","description":"Writes data. Updates non-sensitive AI configuration fields. API keys cannot be updated via MCP — use the web UI for key management. Scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"ai_model":{"type":"string"},"ai_enabled":{"type":"boolean"},"ai_provider":{"type":"string"},"ai_config_mode":{"enum":["zero_config","template","auto_learn","advanced"],"type":"string"},"ai_template_id":{"anyOf":[{"type":"string","format":"uuid","pattern":"^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"},{"type":"null"}]},"ai_hitl_threshold":{"type":"number","maximum":1,"minimum":0},"ai_takeover_enabled":{"type":"boolean"}}},"title":"Update AI settings","logicalName":"crm.settings.ai.update","displayName":"Update AI settings","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.settings.ai_templates.list","description":"Read-only. Lists AI qualification templates available to the authenticated organization. Includes both system-wide templates (organization_id IS NULL) and org-specific custom templates.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{}},"title":"List AI qualification templates","logicalName":"crm.settings.ai_templates.list","displayName":"List AI qualification templates","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.settings.ai_features.get","description":"Read-only. Returns the current AI feature flag state for the authenticated organization: ai_enabled, ai_takeover_enabled, and ai_config_mode.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{}},"title":"Get AI feature flags","logicalName":"crm.settings.ai_features.get","displayName":"Get AI feature flags","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.contacts.find_duplicates","description":"Read-only. Finds potential duplicate contacts by matching email or phone within the authenticated organization. Returns groups of contacts that share the same email or phone value.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{}},"title":"Find duplicate contacts","logicalName":"crm.contacts.find_duplicates","displayName":"Find duplicate contacts","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.contacts.merge","description":"Writes data. Merges two contacts: moves all deals and conversation links from the source contact to the target contact, then deletes the source contact. Scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["sourceId","targetId"],"properties":{"sourceId":{"type":"string","format":"uuid","pattern":"^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"},"targetId":{"type":"string","format":"uuid","pattern":"^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"}}},"title":"Merge contacts","logicalName":"crm.contacts.merge","displayName":"Merge contacts","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.contacts.export","description":"Read-only. Exports contacts as a JSON array with optional filters (source, dateRange). Capped at 1000 records. Scoped to the authenticated organization.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"limit":{"type":"integer","default":1000,"maximum":1000,"minimum":1},"dateTo":{"type":"string"},"source":{"type":"string"},"dateFrom":{"type":"string"}}},"title":"Export contacts","logicalName":"crm.contacts.export","displayName":"Export contacts","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.contacts.import","description":"Writes data. Imports an array of contacts into the authenticated organization. Skips records whose email already exists in the org. 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Honors business hours and minimum advance notice.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"hour_end":{"type":"integer","maximum":24,"minimum":1},"hour_start":{"type":"integer","maximum":23,"minimum":0},"search_days":{"type":"integer","maximum":30,"exclusiveMinimum":0},"days_allowed":{"type":"array","items":{"type":"integer","maximum":6,"minimum":0}},"duration_minutes":{"type":"integer","maximum":9007199254740991,"exclusiveMinimum":0},"min_notice_hours":{"type":"integer","maximum":9007199254740991,"minimum":0}}},"title":"List visit slots (SDR)","logicalName":"crm.sdr.calendar.list_visit_slots","displayName":"List visit slots (SDR)","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.sdr.calendar.check_specific_slot","description":"Read-only. Verifies whether a specific datetime is free on the connected Google Calendar. Useful when a lead proposes a specific time instead of picking from offered slots.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["start_iso"],"properties":{"start_iso":{"type":"string"},"duration_minutes":{"type":"integer","maximum":9007199254740991,"exclusiveMinimum":0}}},"title":"Check specific slot availability","logicalName":"crm.sdr.calendar.check_specific_slot","displayName":"Check specific slot availability","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.sdr.calendar.create_appointment","description":"Creates a visit on the connected Google Calendar AND inserts a row in the local appointments table for CRM tracking. Both must succeed for the call to return ok=true.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["start_iso","end_iso"],"properties":{"deal_id":{"type":"string","format":"uuid","pattern":"^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"},"end_iso":{"type":"string"},"location":{"type":"string"},"start_iso":{"type":"string"},"contact_id":{"type":"string","format":"uuid","pattern":"^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"}}},"title":"Create appointment (visit)","logicalName":"crm.sdr.calendar.create_appointment","displayName":"Create appointment (visit)","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"crm.sdr.calendar.reschedule_appointment","description":"Moves an existing appointment to a new datetime. 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