issence crm

Showing 25 of 58 from the live probe.

• Analyze pipeline

  Read-only. Aggregates pipeline metrics and stage breakdown for a board within the authenticated organization.

• Get board metrics

  Read-only. Computes core KPIs for a board (win rate, open/won/lost counts, pipeline value) scoped to the authenticated organization.

• Search deals

  Read-only. Searches deals by title (substring/term match) within the authenticated organization. Supports limiting results.

• Search contacts

  Read-only. Searches contacts by name or email within the authenticated organization.

• List deals by stage

  Read-only. Lists open deals in a specific stage (by `stageId` or `stageName`) for a given board within the authenticated organization.

• List stagnant deals

  Read-only. Lists open deals not updated for N days within the authenticated organization.

• List overdue deals

  Read-only. Lists deals that have overdue, incomplete activities within the authenticated organization.

• Get deal details

  Read-only. Returns full deal details (including stage, contact, and activities) scoped to the authenticated organization.

• Move deal

  Writes data. Moves a deal to a destination stage within the authenticated organization.

• Create deal

  Writes data. Creates a new deal in a target board (or context board). May create/link a contact. Scoped to the authenticated organization.

• Update deal

  Writes data. Updates mutable fields of an existing deal (e.g., title/value/priority) within the authenticated organization.

• Mark deal as won

  Writes data. Marks a deal as won (optionally updates value and stage when resolvable) within the authenticated organization.

• Mark deal as lost

  Writes data. Marks a deal as lost and records a required loss reason within the authenticated organization.

• Assign deal owner

  Writes data. Reassigns a deal to a new owner (`newOwnerId`) within the authenticated organization.

• Create activity

  Writes data. Creates an activity (TASK/CALL/MEETING/EMAIL) optionally linked to a deal within the authenticated organization.

• Bulk move deals

  Writes data. Moves multiple deals to a destination stage with guardrails (max deals) and optional follow-up task creation.

• List activities

  Read-only. Lists activities with filters (board/deal/contact, completed, date range) within the authenticated organization.

• Complete activity

  Writes data. Marks an activity as completed within the authenticated organization.

• Reschedule activity

  Writes data. Updates an activity’s scheduled date/time within the authenticated organization.

• Log activity

  Writes data. Logs an interaction already completed (CALL/MEETING/EMAIL/TASK), optionally linked to a deal/contact, within the authenticated organization.

• Add deal note

  Writes data. Adds a note to a deal within the authenticated organization.

• List deal notes

  Read-only. Lists the latest notes for a deal within the authenticated organization.

• Create contact

  Writes data. Creates a new contact within the authenticated organization.

• Update contact

  Writes data. Updates mutable contact fields within the authenticated organization.

• Get contact details

  Read-only. Returns contact details within the authenticated organization.