Obriym CRM

Add a line item to an existing order by its externalId. Recomputes the order total. Only allowed while the order is pending or confirmed; on any other status (processing and later, cancelled, refunded) it fails with 409 CONFLICT "Order lines can only be changed while the order is pending or confirmed". Use list_orders or create_order for the order externalId, and search_products to quote a real product. The CRM recalculates shipping eligibility from the saved priced lines; a separate whole-order discount may require source-confirmed amount correction. The result echoes the operating workspace.

Add photos to ONE product, after the photos it already has: public https image links (images, each with an optional caption), files the person attached in ChatGPT (files — ChatGPT fills it), or links returned by create_image_upload for files on the agent's own machine. Obriym downloads every image and stores its OWN COPY in the workspace's storage — the link may be temporary and nothing hotlinks to it. Limits: JPEG, PNG or WebP, at most 2 MB each (a bigger file is refused — there is no resize), at most 10 photos per product. All or nothing: if any link fails, or the total would exceed 10, nothing is stored and the reason is returned. Saves through the product form's own operation (version check, audit, channel updates). Not idempotent: repeating the call adds the photos again. Returns the product's full photo list { url, alt } — the first is the main photo. Use get_product first to see the current photos and update_product_images to reorder, caption or remove them. The result echoes the workspace.

Move a product stock by a relative delta (negative to write off, positive to add) with a reason, and record it in the stock history. This is the correct tool for a correction, a write-off or damage — it never sets an absolute number, so an order committing at the same moment is not overwritten. The reason decides the direction: write_off, damage and return_to_supplier must carry a negative delta, opening_balance a positive one, while correction and other accept either; a delta that contradicts its reason is rejected. Any other word is your own vocabulary and is accepted in either direction. The product must already track inventory; a product that does not returns a conflict rather than having tracking switched on for it. A bundle also returns a conflict: its stock is derived from its components, so adjust each component instead. Pass a stable externalId to make a retry idempotent. The new stock is pushed to every connected sales channel. The result echoes the operating workspace.

Apply a bulk price change — step 2 of 2, after preview_bulk_price_change. Send the SAME rule, scope and target and the digest the preview returned, copied verbatim and never invented. The plan is recomputed from live prices and refused with CONFLICT if it no longer matches the digest (prices moved, or the rule would compound on a retry) — preview again and show the person the new numbers. Changes real prices: a selling price reaches connected channels where the owner armed price writes; a purchase cost is never published. Returns { affected, skipped }. Needs the owner's "AI may change prices in bulk" switch (Settings → Integrations → Connect AI); without it the call is refused and you should tell the person to ask the owner. Not idempotent for percent rules — never repeat a successful apply. Confirm with the person unless they asked for the change outright. Echoes the workspace.

Archive up to 100 products — this is how an AI client removes a product. It leaves sale and every sales channel's feed, and nothing is erased: update_product with status active or draft restores it. Hard deletion is not available over MCP. A product that a non-archived bundle is made of is NOT archived: it is listed in heldByBundle with the bundles that contain it — archive or change those bundles first. Archiving also asks Prom to take the product's listings down; notAttempted counts takedowns not reached in time. To end a live eBay listing use withdraw_ebay_listings. Returns { affected, skipped, notAttempted, heldByBundle } — skipped products were already archived. Idempotent. The result echoes the workspace.

Assign a lead to a workspace member by user id, or pass assignedTo=null to unassign. Use search_leads to find the lead id and get_workspace_info to confirm the operating workspace. The result echoes the operating workspace.

Choose one eBay shipping (fulfillment) policy — or null for the connection default — for up to 25 products on one eBay site, with the same per-product rules as set_product_ebay_fulfillment_policy: no listing stores the choice; a draft or live listing has its offer updated in place and read back. The policy is checked against eBay once before any product is touched, and a product whose listing lives on another eBay site fails with marketplaceMismatch instead of being moved. Returns results per product (status updated, unchanged, saved, unverified or failed with the eBay error), counts and notAttempted (not reached in the time budget — call again with those ids). Refused until the workspace owner switches on AI publishing. Idempotent. The result echoes the workspace.

Check locally which products a marketplace will refuse and why — missing price, unusable price, blank name, unmapped category — grouped by what fixes them, without calling the marketplace. The response separates `blocked` (these products do NOT go out) from `warnings` (these DO go out, but probably will not be published as the merchant expects: a price in a currency the platform does not name, no words of their own in a language the channel reads, a placeholder description, characteristics the marketplace does not recognise). Local checks exist for prom, rozetka, google_merchant and olx; other platforms report their connection state through get_marketplace instead. If the channel is not connected the call fails with NOT_FOUND ("<channel> is not connected in this workspace") instead of reporting an empty channel — use list_marketplaces to see which are connected. This never publishes anything: it reports what would happen.

Mark an activity (task, call, or meeting) as completed by its id. Use list_activities first to find the activity id. The result echoes the operating workspace.

Update an existing pipeline stage's name, default probability, or WIP limit. Provide the stage id (from list_pipeline_stages) and ONLY the fields to change — omitted fields keep their current value; wipLimit null removes the limit. A name cannot be blank and must be unique among stages (409 CONFLICT otherwise). Stages cannot be created here, and stage order and terminal behavior are fixed. The result echoes the operating workspace.

Convert a lead into a contact, company, and/or deal (select at least one via the input flags). Sets the lead status to converted. Use search_leads first to find the lead id. The result echoes the operating workspace.

Create an activity (task, call, meeting, email, or note). Must link to at least one lead, contact, company, or deal — use search_leads/search_contacts/search_companies/search_deals to get the entity id. The result echoes the operating workspace.

Create a catalog brand with optional description, website and per-language description translations. The brand NAME is never translated: marketplaces match the vendor name verbatim, so send it exactly as the vendor is known. The slug is normalized to Latin. A name already used in this workspace is rejected, so call list_brands first to avoid duplicates. Translate only the brand's own description — add no facts the user did not give. The result is the created brand with its id (use it as brandId for create_product/update_product) and echoes the operating workspace.

Create a catalog category, optionally nested under an existing one, with optional description and per-language translations. The slug is normalized to Latin whatever is sent. The parent must exist in this workspace, and a name already used under the same parent is rejected, so call list_categories first to avoid duplicates. To link marketplace categories send marketplaceCategories ({ prom, rozetka, olx, amazon, google_merchant } with the id as a string, null to clear): look the ids up with search_marketplace_categories first and never guess them. The format is always checked on write, and against the marketplace while it is connected (OLX must be a leaf category; a Google id must exist in the Google taxonomy). Translate only the category's own name and description into each locale — add no facts the user did not give. The result is the created category with its id (use it as categoryId for create_product/update_product) and echoes the operating workspace.

Create a company (B2B account). The company name must be unique in the workspace. representationState is explicitly declared (unspecified, works_alone, or has_representatives), never inferred from contacts; an individual always uses unspecified. Enforces the workspace plan limit; the result echoes the operating workspace. Use search_companies first to avoid creating a duplicate.

Create a contact (person). Use search_companies for the companyId to link an employer. Enforces the workspace plan limit and validates the company/owner links; the result echoes the operating workspace.

Create a social post as a DRAFT — nothing is published. Give it a working title, the main text, optional hashtags, the channels (each may carry its own text), and images: public https image links (Obriym stores its own copy), files the person attached in ChatGPT (the `files` field, filled by ChatGPT), links returned by create_image_upload for local files, and/or a catalog product whose photos are attached and whose sell-out later marks the live Telegram and Threads post as sold. Each channel's text, with hashtags, must fit that channel's limit (list_content_channels). Returns the post id and warnings — a channel that is not ready, Instagram without an image — to relay to the person. Not idempotent: each call creates a new draft. Then use schedule_content_post or publish_content_post. Echoes the workspace.

Create a pipeline deal. Requires a stageId, title, and next-action note. Use list_pipeline_stages for the stageId, and search_companies/search_contacts to link a company or contact. Enforces the workspace plan limit; the result echoes the operating workspace.

Create eBay DRAFT offers for up to 25 products — real writes to the seller's eBay account, but nothing is buyer-visible until publish_ebay_drafts. Run inspect_ebay_listings first and pass only products whose nextAction is create_draft and ready is true. Each product is attempted on its own: returns created, failed (each with a reason to look up in remediation.ebayPlaybook) and notAttempted (not reached in the time budget — call again with those ids). Refused until the owner switches on AI publishing, and while draft creation is not armed on the eBay connection. Not idempotent: a product that already has a draft fails with alreadyListed. The result echoes the workspace.

Get one-time links for uploading image FILES from the agent's own machine — for clients that can read local files and send HTTP requests (Claude Code, Cursor, scripts). A chat client passes image links instead, and ChatGPT passes attached files itself through the files field. For each link, send the raw file bytes with HTTP PUT within 15 minutes — for example: curl -X PUT --data-binary @photo.jpg "<uploadUrl>". One file per link; JPEG, PNG or WebP, at most 2 MB each (a bigger file is refused — there is no resize). The PUT answers JSON with url: pass that url to add_product_images (images[].url), create_content_post (imageUrls), set_category_image or set_brand_image (url), which store their own copy. Creating links changes nothing in the CRM. Returns { uploads: [{ uploadUrl, expiresAt }], maxBytes, allowedTypes }. Needs products:write or content:write.

Create a lead. Idempotent by externalId (re-sending the same externalId returns the existing lead). Requires an email or phone. Enforces the workspace plan limit; the result echoes the workspace it landed in. Use update_lead to change it afterward.

Create an order with line items. Currency is required: use trusted source facts or CRM product prices; never guess or convert. Idempotent by externalId: re-sending the same request returns the existing order. Counts toward the plan's monthly order limit (403 PLAN_LIMIT_EXCEEDED when reached). The result echoes the operating workspace. Use search_products first. For a promo code use quote_order_promotion, then send promotion.code and promotion.expectedTotal. CRM alone calculates discounts, net totals, usage limits and free shipping. Do not invent a discount, send a legacy discountAmount, or promise free shipping from your own arithmetic.

Create a catalog product. Defaults to draft status — publish it by sending status 'active' once it is complete. Use list_categories, list_brands and list_warehouses for the ids; SKU is generated when omitted and must be unique in the workspace. Set trackInventory with an opening stock to start counting units, which is recorded as the first movement in the product stock history. A bundle (type bundle with bundleItems) holds no stock of its own: its stock, tracking and cost are derived from its components, so a stock sent for it is refused and trackInventory/costPrice are ignored. If the target warehouse is set to list new products on the marketplaces, this product joins those channels. When productGroupId names an existing product model, the product joins that model as a new article and takes the model's shared content (name, description, category, brand, characteristics, translations) instead of the values sent. Enforces the workspace plan limit; the result echoes the operating workspace.

Permanently delete ONE catalog category by id. Its products are NOT deleted but lose this category (so they also drop out of marketplace feeds that require a category); its subcategories move to the top level; its translations and linked marketplace category ids are removed. NOT reversible. Not idempotent in effect: a second call for the same id returns NOT_FOUND. Call get_category first to read productCount and subcategoryCount, and confirm with the user before deleting a category that has products. The result reports productsUncategorized and subcategoriesMovedToRoot and echoes the operating workspace.

Delete a post that has not been published — a draft, a scheduled post (its schedule goes with it) or one whose every channel failed. Its own stored images are deleted too; a linked product's photos are never touched. Refused for a post that went out on any channel: that record stays. This cannot be undone. Echoes the workspace.

Delete the eBay DRAFT offer of up to 25 products; a live listing is refused — end it with withdraw_ebay_listings first. The CRM product itself is untouched. Works even while draft creation is disarmed on the connection, but still needs the owner's AI publishing switch. Returns done, failed and notAttempted. The result echoes the workspace.

Delete a model's UNPUBLISHED eBay multi-variation draft: every variation's offer and the inventory item group are removed from eBay; the articles stay on the channel, ready for a new listing (together or one by one). A live listing is refused — end it with withdraw_ebay_variation_listing first. Refused until the workspace owner switches on AI publishing. Returns deleted. The result echoes the workspace.

Fetch one CRM activity in the selected workspace by activity id, including type, due date, completion state, assignee and linked entity. Use list_activities first when you only know the related lead/deal/contact.

Fetch one catalog category by id: name, slug, parent, description, image, translations, the linked marketplace category ids (marketplaceCategories: Prom, Rozetka, OLX, Amazon, Google Merchant, each { id, label } or null), its direct subcategories (children), and productCount and subcategoryCount. Read-only. Use list_categories first to find the id, and call this before delete_category to see what a deletion would affect.

Fetch one CRM company in the selected workspace by company id, including status, industry, owner and contact links when present. Use search_companies first when you only know the company name.

Fetch one CRM contact in the selected workspace by contact id, including company, owner, tags and communication fields when present. Use search_contacts first when you only know a name, email or phone.

Read one social post: its main text, hashtags, images, linked product, status and schedule, and per channel the text that channel gets (ownText or the main text), its length against the channel limit, whether the channel is ready, and what publishing returned there — status, link to the live post (permalink) or the network's error. Read-only. Use list_content_posts to find the id; call it after publish_content_post to report the links.

Fetch one CRM customer summary in the selected workspace by company id: a company that bought (a purchase order — processing, ready to ship, shipped, delivered or refunded, or with a settled payment — or a won deal that never became an order). Returns health, lifetimeValue (completed-order revenue plus won deals without an order), purchases (purchase orders plus won deals without an order), repeat (two or more purchases), lastPurchaseAt and wonDealsCount (every won deal). Read-only; a company with no purchase is not found. Use list_customers first when you only know the company name; use get_person_customer for a person who bought without a company.

Return the operational 'what needs attention today' snapshot for this workspace: active/qualified/stale lead counts, pipeline value, weighted forecast and overdue activities. Takes no arguments. Use get_report for period trend analytics instead.

Fetch one pipeline deal in the selected workspace by deal id, including stage, value, probability and linked company/contact data when present. Use search_deals first when you only know the title or related customer.

Read the eBay offers of up to 25 products live and return, per offer, the fulfillment, payment and return policy ids it carries now, the shipping policy name, its eBay site and status (PUBLISHED = live, UNPUBLISHED = draft), and matchesAssignment — whether it carries the product's own choice in the CRM (null when the product has none). Products with no draft or live listing are listed in withoutOffer; notAttempted were not reached in the time budget — call again with those ids. Reads only. Use get_product_ebay_fulfillment_policy for one product's full picture.

Show a product MODEL as one eBay multi-variation listing: state (none, draft, live), marketplaceId, listingId and listingUrl, the stable groupKey, and every article of the model with its sku, colour, size, channelState on eBay and inclusion — included, not_active, not_on_channel (put it on the channel with set_channel_membership) or single_listing (it has its own eBay draft or listing, which must be deleted or ended first). Also says whether eBay is connected and whether the owner armed listing creation. Reads the CRM only. Use inspect_ebay_variation_listing for eBay's own checks before saving.

Fetch one CRM lead in the selected workspace by lead id, including status, source, assignee, tags, custom fields, score, notes and next action. Use search_leads first when you only know a name, email, phone or company.

Read one lead's customer messages, oldest to newest: { at, channel, direction (inbound = from the customer, outbound = sent by the business), text (up to 2000 characters; truncated is true when cut), media ({ kind, contentType, name } or null — the file itself is never returned) }. A person who writes on two channels has two separate conversations: pass channel to read one, omit it to get all channels interleaved by time. Returns the most recent `limit` messages (default 30, max 100). Use it before drafting a reply or to answer what the customer asked. Read-only — this server cannot send messages. Use list_conversations to find leads with messages and get_lead for the lead card.

Fetch one connected marketplace in detail: every adapter on it with its setup state, last poll, last poll error, last catalog-sync outcome (`sync`, whose `lastSuccessAt` is the last run without a connection error — it survives failures, so it says how long a channel has been broken) and last product import, a classified `problem` (kind, needsReconnect, platformMessage, whatToDo) when anything failed, plus the channel sales, leads and product counts. For google_merchant each adapter also has `setup`: setupBlock (what stands in the way: not_connected, no_account, no_country, no_terms, not_armed — owner setup, not an outage), armed, lastPreviewAt, feedLabel, currency, termsAccepted, productUrlTemplate and contentLanguageOverride. Reads stored state only, never calls the marketplace. Use list_marketplaces first to see which platforms are connected, list_channel_products for the products on the channel and check_channel_readiness for what would be refused.

Read-only facts about Obriym CRM itself: approved marketing claims, conditions, limitations, review sources, plan prices/limits and integration scenarios/readiness with beta caveats; no customer data or external calls, and implementation review does not establish workspace configuration or customer results (empty assets means no screenshot supplied). Call before writing about Obriym, narrow by topic, use list_content_channels for publishing readiness, list_published_posts to avoid repeated topics and get_content_post to inspect a draft or publication result.

Fetch full order detail in the selected workspace by externalId, including line items, payments, shipments and returns. Use list_orders first when you only know the customer or date.

Fetch one person who bought without a company, by contact id: health, lifetimeValue (completed-order revenue plus won deals without an order), purchases, repeat, firstPurchaseAt, lastPurchaseAt and contact details. Read-only; a contact who never bought without a company is not found. Use list_people_customers or search_contacts first when you only know the name, email or phone; use get_customer for a company.

Fetch one catalog product in the selected workspace by product id or SKU — returned in any status (draft, active, or archived; check the status field) — with every catalog field: prices, cost, stock and trackInventory, availability, variant fields, all attributes (characteristics) and translations, identifiers, weight and dimensions, images, videos, bundle components and related products; plus its model, warehouse and supplier by name, supplierOffers (what the supplier last said: quantity, restock date, purchase price, state), every sales channel with its listing and moderation state, the collections it is in and its model's review summary. A bundle's stock and cost are derived from its components. Provide exactly one known identifier; use search_products first when unsure (search covers active products only).

Show ONE product's eBay shipping policy. Per eBay site: assignedPolicyId (the product's own choice, null when it has none), defaultPolicyId (the connection default) and effectivePolicyId with effectiveSource — product, connection_default or first_available — the policy a new draft or a go-live would carry, plus that site's policies. For a product with a draft or live listing it also reads the eBay offer live: offer.fulfillmentPolicyId is what buyers see now. Reads only. Use list_ebay_fulfillment_policies for the costs of every policy and get_ebay_offer_policies to read several products' offers at once.

Everything about ONE product's prices in one call: its own price, old price and currency; the price-list rows (other currencies); per-channel price overrides (platform, currency, price); wholesale quantity breaks per currency; the purchase cost with its currency (a bundle's cost is derived from its components and cannot be set on it); and the markup over cost per sale currency (marginPercent = price ÷ cost − 1, in percent; not a margin on the price) — the cost crossed at the workspace's stated rate, null with missingRate true when no rate is stated. Read-only. Use search_products for the id; call it before set_product_channel_price, set_product_price_tiers or upsert_product_prices so you change the right row, and after a change to confirm it. For a whole group of products use preview_bulk_price_change.

Return one aggregated analytics report over a period for this workspace, selected by the report parameter: lead_source_conversion, pipeline_velocity, team_performance, revenue_trend, product_sales (units, revenue and gross margin per brand/category/SKU) or stock_valuation (units on hand and their value per warehouse, per cost currency). Each returns aggregated rows (no per-record data); days tunes the look-back for lead_source_conversion, team_performance and product_sales, months the span for revenue_trend; pipeline_velocity and stock_valuation take no period. Use get_dashboard_overview for today's operational snapshot instead.

Show which account and workspace this connection operates: signed-in name/email (OAuth only), workspace name, plan, connection type and granted scopes — and the server itself: its version and every tool it has now (server.tools), with how to refresh an AI app whose tool list is older (server.refreshHint). Call this when the user asks 'which account or workspace am I connected to?', and when the user asks for something your tool list has no tool for: if server.tools has it, your list is outdated — relay server.refreshHint instead of saying Obriym cannot do it. Sign-in connections can use list_workspaces and select_workspace to see or change the bound workspace.

Check up to 25 products against eBay before any write, with the same live preflight the CRM's eBay channel page and the real draft and publish calls run. Per product it returns the eBay state (off, member, draft, live, ended), nextAction (create_draft, publish_draft or none), whether that step is ready and, when not, the blocking reason with details. ebayDraftSetup lists the armed eBay sites and their currencies; remediation.ebayPlaybook maps every reason to the tool that fixes it; publishingEnabled says whether the owner allows AI to publish in this workspace. Reads eBay, never writes. Use search_products first for the ids; after a fix with update_product, upsert_product_prices, upsert_product_attributes or upsert_product_translation, call it again — a reason can change or clear.

Run every check saving a model's eBay multi-variation listing would run, writing nothing: each article's required fields and price in the marketplace currency, the variation axes (colour and/or size, named as the eBay site names them), duplicate or missing variation values, the category (suggested from the title, or the saved listing's), whether it allows variations, item condition, required item specifics, one shipping policy for all articles, business policies and inventory location. Returns ready, marketplaceId, categoryId, axes, variationCount and issues (reason, message, skus). Needs a marketplace but not the owner's arming. Reads eBay. Use save_ebay_variation_listing once ready is true.