Showing 25 of 31 from the live probe.
Add Lead To Client
Add a lead to an existing client folder. Returns the updated lead object with client_folder_id set.
Assign Lead
Assign a lead to a collaborator. The user will be notified by email if their notification preferences are enabled. Returns the updated lead object.
Create Lead Comment
Create a comment on a lead. Returns the created comment object with user details and attachments.
Delete
Universal delete tool that removes ANY NoCRM resource using smart ID routing. Returns confirmation of deletion. CAUTION: Deletion is permanent and cannot be undone for most resources.
Duplicate Lead
Duplicate a lead. Returns the new lead object. If step is not provided, the duplicated lead will go to the first step of the same pipeline.
Fetch
Universal fetch tool that retrieves ANY NoCRM resource using smart ID routing with colon-separated format. Supports leads, clients, users, teams, pipelines, steps, prospecting lists, webhooks, comments, attachments, and follow-ups. Returns complete resource details with metadata in MCP connector format.
Get Lead Attachment
Get temporary download URL for a lead attachment. URL expires in 180 seconds. Only works for attachments of kind 'attachment' (not accounting integrations).
List Activities
List all sales activities recorded in your NoCRM account. Use it to gather insights on past and upcoming sales interactions, helping prioritize tasks effectively. The endpoint returns information like activity types, dates, and associated lead details.
List Categories
List all categories available for classifying leads in your NoCRM system. Utilize this to organize and filter leads based on customized categories. Returns details such as category IDs and names for precise lead management.
List Clients Folders
Fetch a list of client folders from your NoCRM account. Use this to categorize and organize clients effectively. It returns folder details like folder IDs and titles, enabling better management and retrieval of client information.
List Fields
Retrieve a list of custom fields set up in your NoCRM account. Use this function to see all configurable data fields that can enhance your lead profiles. Returns field information such as field IDs and names, allowing for tailored data management.
List Follow Ups
List post-sales tasks (follow-ups) for a specific lead or user. Either lead_id or user_id is required. Returns follow-up tasks with details like IDs, titles, descriptions, statuses, tags, and task counts. Use status filter to filter by task status (todo, standby, done).
List Lead Attachments
List all attachments on a lead. Includes regular file attachments, business cards, and attachments from accounting integrations (Freshbooks, QuickBooks, Factomos). Returns attachment details with kind field indicating source.
List Lead Comments
List all comments on a lead. Returns comments with attachments, activity info, user details, and reactions.
List Leads
List all leads stored in your NoCRM system with advanced filtering, sorting, and pagination. Use this to review, process, and analyze sales opportunities. Returns detailed information on each lead including IDs, titles, statuses, amounts, probabilities, assigned users, steps, tags, and contact information. Supports filtering by status, step, user, starred status, tags, email, and date ranges. Perfect for sales pipeline management, lead analysis, and team coordination.
List Pipelines
Access a list of all sales pipelines available within your NoCRM system. Ideal for monitoring and organizing various sales workflows. Returns pipeline details, including pipeline IDs and names, helping you efficiently manage leads across different sales processes.
List Predefined Tags
Obtain a list of predefined tags that you can use to label and organize leads within your NoCRM account. Perfect for implementing a consistent tagging system for easy lead tracking and segmentation. Returns tag details including tag IDs and names.
List Prospecting Lists
List all prospecting lists (spreadsheets) created within your NoCRM system with filtering, sorting, and pagination. Use this to access and manage your sales prospecting strategies efficiently. Returns full details on each list including IDs, titles, descriptions, column names, row counts, tags, creation dates, and archive status. Perfect for organizing prospect data, managing lead generation campaigns, and tracking prospecting activities.
List Steps
Retrieve a list of all sales steps configured in your NoCRM account. Use this to view and manage the different stages your leads go through in the sales process. Returns an array of steps with details such as step IDs and names.
List Teams
Retrieve a list of all teams set up in your NoCRM system. This is helpful for organizing sales activities and assignments across different teams. It provides team details such as team IDs and names, facilitating cross-functional collaboration and reporting.
List Users
Get a list of all users within your NoCRM account. Use this to manage and assign tasks within your sales team. Returns user profiles including user IDs and roles, assisting in efficient team management.
List Webhook Events
Fetch a list of all possible webhook events that can be triggered within NoCRM. Ideal for understanding the types of events you can subscribe to for automated processes. This call returns details on each event, enabling you to set up appropriate webhook triggers.
List Webhooks
Retrieve a list of all webhooks configured in your NoCRM account. Use this endpoint to monitor or update webhook configurations to ensure integrations are functioning correctly. Returns detailed information about each webhook, including their event types and callback URLs.
Search
Universal search tool that performs natural language queries across NoCRM resources including leads, clients, users, and prospecting lists. Parses query intent and returns relevant results with IDs, titles, URLs, and relevance scores.
Update Lead Comment
Update a comment on a lead. Returns the updated comment object.
