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CRM changelog

Release notes for the CRM API and its MCP tools. Entries are grouped by month, newest first.

Upcoming

CRM: the API and MCP tools

Added — the CRM API. Search, read, add, change, tag, delete and export contacts; add notes; manage tags; import from rows or a CSV, 250 rows a call, with a preview that saves nothing; list and connect CRMs, AMSs and event platforms, and discover who they hold without writing anything (contacts from HubSpot, Salesforce and iMIS; one event’s speakers from Cvent, Swoogo, Bizzabo, ON24 and Goldcast). Paths start at /v1/organization/{orgId}/crm; the same operations are served under /v1/org/{orgId}/crm and, with the organization taken from the token, /v1/crm. They need the preview scopes read:crm / write:crm. See the CRM API overview.

Added — twelve MCP tools, from get_crm_home and find_crm_contacts to import_crm_contacts and discover_crm_people. See CRM MCP tools.

Added — the pipeline and contracts. List the pipeline’s stages and entries, add contacts, move an entry with a note, read its history, archive it and export; list, read, send, resend and void contracts sent with Sessionboard e-sign, get the PDF, list templates and add a built-in starter. Contacts gain stage, and a contact’s page gains pipeline and contracts. Sending, resending and voiding email the signer.

Added — ten MCP tools for the pipeline and contracts, from get_crm_pipeline to send_crm_contract. Archiving, sending and voiding run only with confirmed: true, after the person says yes.

Added — People and hand-offs. List everyone the organization knows with the CRM view (membership, lifecycle stage, CRM owner, pipeline stage, attendance), filter for warm opportunities, read one person’s signals, add people to contacts and export. Bring an event platform’s attendees into People, keep a source in sync, and hand a selection to Marketing, Sessions, Learning or Awards as a tag. POST …/crm/import takes as: people, and discovery says where each kind lands.

Added — six MCP tools for People: find_crm_people, find_warm_opportunities, get_crm_person, add_people_to_crm_contacts, start_crm_attendee_sync and hand_off_crm_people.

Added — People and Companies. Add, change, tag (in bulk), delete and export people; filter them by tag chips (roles, any or all_roles) and company_id. List, add, change, delete and export companies tagged sponsor or exhibitor, read one with its people, contracts and pipeline, and link or unlink the people who work there. GET …/crm/fields lists the standard fields. POST …/crm/import takes target: people | companies.

Changed — MCP tools. Seven new tools for people and companies. manage_crm_contact, delete_crm_contacts and tag_crm_contacts are replaced by manage_crm_person, delete_crm_people and tag_crm_people; import_crm_contacts is now import_crm_people.