Connect Claude & ChatGPT to Coevera CRM

29 tools for Coevera

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

• create_accountChanges dataCreate an account with `body` fields such as name, email1, phone1, address, city, country and owner_id. Search first to avoid duplicates.
• create_appointmentChanges dataCreate an appointment with `subject`, `start_date`, `end_date` and `owner_id`, optionally linked to accounts, contacts or opportunities.
• create_contactChanges dataCreate a contact with `body` fields such as first_name, last_name, email1, phone1, position and owner_id. Search first to avoid duplicates.
• create_leadChanges dataCreate a lead with a `name`, plus optional owner_id, step_id and related account or contact.
• create_noteChanges dataAdd a `note` written by `owner_id` to an account, contact, lead/opportunity (`lead_oppty_id`) or project.
• create_opportunityChanges dataCreate an opportunity with `body` fields such as name, value, step_id, owner_id, closing_date and account or contact relations. Look up the pipeline step first.
• create_taskChanges dataCreate a task with a `subject`, plus optional due_date, priority, owner_id, description and links to accounts, contacts or opportunities.
• get_accountGet one account by its ID, with address, emails, phones and owner.
• get_appointmentGet one appointment by its ID.
• get_contactGet one contact by its ID.
• get_leadGet one lead by its ID.
• get_opportunityGet one opportunity by its ID, with value, step, closing date and owner.
• get_taskGet one task by its ID.
• list_pipeline_stepsList pipeline steps (stages) with their IDs and pipeline, for placing or moving leads and opportunities.
• list_pipelinesList sales pipelines with their IDs.
• search_accountsSearch accounts (companies). Filter by field with `filter` (e.g. {"name": "Acme"}) and `filter_op` (e.g. {"name": "icontains"}); sort with `order_by`, page with `limit` and `cursor`.
• search_appointmentsSearch appointments (meetings). Filter with `filter` and `filter_op`, sort with `order_by`, page with `limit` and `cursor`.
• search_contactsSearch contacts (people). Filter with `filter` and `filter_op` (e.g. {"email1": "[email protected]"}), sort with `order_by`, page with `limit` and `cursor`.
• search_leadsSearch leads. Filter with `filter` and `filter_op`, sort with `order_by`, page with `limit` and `cursor`.
• search_notesSearch notes. Filter with `filter` and `filter_op` (e.g. by account_id or contact_id), sort with `order_by`, page with `limit` and `cursor`.
• search_opportunitiesSearch opportunities (deals). Filter with `filter` and `filter_op` (e.g. by step_id or owner_id), sort with `order_by`, page with `limit` and `cursor`.
• search_tasksSearch tasks. Filter with `filter` and `filter_op` (e.g. by owner_id, status or due_date), sort with `order_by`, page with `limit` and `cursor`.
• search_usersSearch the CRM users in your space, to find IDs for owner_id fields.
• update_accountChanges dataUpdate an account by `account_id`; pass only the changed fields in `body`.
• update_appointmentChanges dataUpdate an appointment by its ID, e.g. reschedule it; only the fields you pass change.
• update_contactChanges dataUpdate a contact by its ID; pass only the changed fields in `body`.
• update_leadChanges dataUpdate a lead by its ID; only the fields you pass change.
• update_opportunityChanges dataUpdate an opportunity by its ID, e.g. move it to another step_id, change value or closing date; pass only changed fields in `body`.
• update_taskChanges dataUpdate a task by its ID, e.g. change status, due date or owner; only the fields you pass change.

Questions