CRM MCP tools

These tools are served by the Sessionboard MCP server. To connect an assistant, see CRM API authentication. Tools that read need read:crm; tools that change something need write:crm. None connects an app: connecting takes the person’s own keys, so they do it in Sessionboard CRM. Only send_crm_contract and void_crm_contract reach anyone, the signer, and they run only with confirmed: true, which the assistant passes after the person says yes. archive_crm_pipeline_entry needs confirmed: true too.

Tool	Hints	Description
get_crm_home	read	Contacts by type, tags, active contacts against the plan, the setup steps and the most recent contacts
find_crm_contacts	read	Search, filter (type, tag, source, event, active), sort and page contacts, with counts per type, tag and source
get_crm_contact	read	One contact with their history and the team’s notes
list_crm_tags	read	Every tag with how many contacts have it
manage_crm_tag	write, destructive	Create, rename or delete a tag (its contacts are kept)
import_crm_people	write, destructive	Preview an import of people or companies row by row, then import the rows the person agreed to, 250 at a time: people matched by email (with tags and a company), companies by name (with tags)
list_crm_sources	read	The CRMs, AMSs and event platforms people can be read from (contacts from HubSpot, Salesforce and iMIS; one event’s speakers from Cvent, Swoogo, Bizzabo, ON24 and Goldcast): connected, health, what each brings
discover_crm_people	read	Who a connected app holds, compared with your contacts, with where each kind lands (contacts or people); writes nothing, and only counts an event’s attendees, for the person to review before importing
export_crm_contacts	read	The filtered contact list as CSV, up to 1,000 rows (the Contacts page exports up to 25,000)
get_crm_pipeline	read	The stages with their counts and the pipeline entries (search, filter by stage, type, tag or event, sort, page), or one entry’s history
add_to_crm_pipeline	write	Add up to 200 contacts to the pipeline in a stage and for an event; contacts already in it are skipped
move_crm_pipeline_entry	write, destructive	Move an entry to another stage with a note, or change its event; every move is kept in its history
archive_crm_pipeline_entry	write, destructive	Take an entry off the pipeline (the contact stays), after the person says yes
list_crm_contracts	read	Contracts by status or contact, with the contact, template and dates
get_crm_contract	read	One contract with its signers and history, and the PDF link
send_crm_contract	write, destructive	Send a contract for signature from a published template, or resend one, after the person approves the template, title and recipient
void_crm_contract	write, destructive	Void a contract that is not complete, after the person says yes
list_crm_contract_templates	read	The templates and the built-in starters
add_crm_contract_starter	write	Add a speaker, sponsor or exhibitor starter template, published and ready to send
find_crm_people	read	Everyone the organization knows, with tags, companies, pipeline stage and attendance; tag chips (roles, any or all_roles), company_id, warm, attended, member, in_pipeline
find_warm_opportunities	read	People who came to 5 or more webinars or events, aren’t in the pipeline and aren’t customers
get_crm_person	read	One person with their signals and the contact they’re linked to
add_people_to_crm_contacts	write	Make contacts of up to 200 people (an existing contact with the email is linked instead)
start_crm_attendee_sync	write, destructive	Bring an event platform’s attendees for one event into People, after the person agrees to the count; or keep a source in sync
hand_off_crm_people	write	Hand a selection to Marketing, Sessions, Learning or Awards as a list, with the link that opens the app or its trial page
manage_crm_person	write, destructive	Add a person or change their name, title, tags or companies
tag_crm_people	write, destructive	Add or remove tags on up to 500 people at once
delete_crm_people	write, destructive	Delete people (their contacts, contracts and pipeline entries stay), after the person says yes
find_crm_companies	read	Companies by tag chips (sponsor, exhibitor), or one company with its people, contracts and pipeline
manage_crm_company	write, destructive	Add a company or change its name, website or tags
link_crm_company_people	write, destructive	Link people to a company (by key, or someone new by email), or unlink one
delete_crm_companies	write, destructive	Delete companies (their people stay), after the person says yes

manage_crm_contact, delete_crm_contacts and tag_crm_contacts were replaced by manage_crm_person, delete_crm_people and tag_crm_people, and import_crm_contacts by import_crm_people.