Connect Claude & ChatGPT to CentralStationCRM

30 tools for CentralStationCRM

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_company_phoneChanges dataAdd a phone number to a company by `company_id`: pass `tel` with `name` (the number), `atype` (office, officehq, mobile, fax, other), `attachable_type` = Company and `attachable_id` = the company's ID.
• add_person_phoneChanges dataAdd a phone number to a person by `person_id`: pass `tel` with `name` (the number), `atype` (office, mobile, private, fax, voip, other), `attachable_type` = Person and `attachable_id` = the person's ID.
• add_person_positionChanges dataLink a person to a company with a job position, by `person_id`: pass `position` with `person_id`, `company_id`, and optional job `name`, `department` and `primary_function`.
• create_calendar_eventChanges dataCreate a calendar event: pass `cal_event` with `name`, `starts_at`, `ends_at`, `status` (new, confirmed, tentative, cancelled), `user_id` and `group_calendar_id`, plus optional location, description and linked record. If `email_invitations` is true, CentralStationCRM emails invitations to the attendees.
• create_companyChanges dataCreate a company: pass `company` with `name` and optional `background` and responsible `user_id`. Search first to avoid duplicates.
• create_personChanges dataCreate a person: pass `person` with `name` (last name), optional `first_name`, `title`, `gender_identity`, `background` and responsible `user_id`. Add phone numbers and company positions with the separate tools. Search first to avoid duplicates.
• create_taskChanges dataCreate a task: pass `task` with `name`, assigned `user_id`, optional due `precise_time`, `badge` (task, call, email, visit, preparation, important) and the record it belongs to (`attachable_type` Person, Company or Deal plus `attachable_id`).
• get_companyGet one company by `company_id`. Use `includes` (e.g. "all" or addrs tels emails deals positions) to add its details.
• get_current_userGet the CentralStationCRM user the connection belongs to, including their user ID. Use to confirm which account you are working in.
• get_dealGet one deal by `deal_id`, with value, state and target date. Use `includes` to add people, company, tasks or custom fields.
• get_personGet one person by `contact_id`. Use `includes` (e.g. "all" or emails tels addrs companies deals tasks) to add their details.
• get_projectGet one project by `project_id`. Use `includes` to add people, company, tasks or custom fields.
• get_taskGet one task by `task_id`.
• list_calendar_eventsList calendar events, filtered by `state`, a `before` date or field filters such as `filter_starts_at` and `filter_user_id`.
• list_companiesList companies with paging and `order`, filtered by tag or field filters such as `filter_name` ({"like": "..."}). Use `includes` to add details.
• list_dealsList deals with paging and `order`, filtered by tag or field filters such as `filter_current_state`, `filter_company_id`, `filter_value` or `filter_target_date`. Use `includes` to add people, company or tasks.
• list_group_calendarsList the group calendars with their IDs, needed as `group_calendar_id` when creating an event.
• list_notesList notes (protocols such as call notes, meeting notes and logged emails), filtered by `person_id`, `company_id`, `deal_id` or `project_id`.
• list_peopleList people with paging and `order`, filtered by tag (`tag_id` or `tag_name`) or field filters such as `filter_name` ({"like": "..."}). Use `includes` (e.g. emails tels companies) to add details.
• list_tasksList tasks, filtered by `state` (open or closed), `user_id` or due `before` a date (YYYY-MM-DD).
• list_usersList the users of the CRM account with their IDs, e.g. to assign tasks or records. Filter with `active`.
• search_companiesFind companies by `name`. Use this before creating a company to avoid duplicates.
• search_crmSearch the whole CRM (people, companies, deals, projects) for a `term`. Use as a first step when you only have a name.
• search_dealsFind deals by `name`.
• search_peopleFind people by `name`, `first_name`, `email` or `phone`. Use this before creating a person to avoid duplicates.
• search_projectsFind projects by `name`.
• tag_personChanges dataAdd a tag to a person by `person_id`: pass `tag` with `name`, `attachable_type` = Person and `attachable_id` = the person's ID.
• update_companyChanges dataUpdate a company by `company_id`: pass the fields to change inside `company` (name, background, user_id). Only the fields you pass change.
• update_personChanges dataUpdate a person by `contact_id`: pass the fields to change inside `person` (name, first_name, title, background, user_id). Only the fields you pass change.
• update_taskChanges dataUpdate a task by `task_id`: pass `task` with `name` and `user_id` plus the fields to change, e.g. `finished` true to mark it done or a new `precise_time`.

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