Hermon · One platform for your entire client lifecycle

• List leads — Unified contact records with journey summaries and sales state. Filter by status role, source, assigned team member, or date range.
• List contracts — Signed and pending contracts with payment plans, templates, signature state and void reasons. Use for closed-won volume and deal-size analysis.
• List payments — Transactions with amounts, paid dates and receipt proofs. The response envelope also carries real-time totals and group statistics per currency, returned under `meta`. This is the tool for cash-collected and revenue questions.
• List appointments — Booked calls with host sync state, scheduling status and meeting links. Use for show-rate, booking volume and set-to-close analysis.
• List opt-ins — Form submissions with responses and UTM tracking. Use for top-of-funnel volume and attribution by source. UTM detail lives on each record, not as a list filter.
• List programs — Active packages, contract templates and pricing.
• List sales statuses — The workspace's full set of sales statuses (id, name, role, type, colours). No pagination or filters — the whole set comes back in one call. Use it to decode the status_role and sales_status values on leads, and to map a human stage name (e.g. 'Negotiation') to the role that hermon_list_leads filters by.
• Get a single lead — Full detail for one lead by UUID, including its linked opt-ins, appointments, contracts and payments.
• Raw GET request — Escape hatch for any Hermon external endpoint or filter not covered by the tools above. Takes a path relative to https://api.hermon.io/api/external and an optional query object. Read-only: only GET requests are possible.

Schemas and invoke metadata: