Obriym CRM

List this workspace's activities (tasks, calls, meetings, emails, notes), filtered by type/assignee/overdue/completion/linked-entity and paginated. Returns summary rows (id, type, title, priority, dueDate, completed, assignee, linked lead/contact/company/deal, isOverdue) plus pagination { page, perPage, total }. Use get_activity to fetch one activity's full detail by id.

List this workspace catalog brands with id, name, description and website. Use a brand id here as the brandId for create_product/update_product, or as the search_products brand filter.

List this workspace catalog categories as a flat array, each with id, name, slug, parentId (null for a root category), description, googleProductCategory, imageUrl, translations and marketplaceCategories (the Prom, Rozetka, OLX, Amazon and Google Merchant category ids already linked, each as { id, label } or null). Categories are workspace-global, not per warehouse. Use a category id here as the categoryId for create_product/update_product, or as the search_products category filter. Use get_category for one category's product and subcategory counts, and search_marketplace_categories to find a marketplace category id to link.

List the products that are on one marketplace, with each listing external id, what the marketplace last reported about it (`presence`, valid only when `observedAt` is set — null `observedAt` means the marketplace has never been asked about that listing, not that it is absent; Prom is reconciled every 15 minutes, other channels only when a sync or publish runs), whether the workspace paused syncing it, its price and stock. Also returns the honest totals over the whole channel and the ACTIVE products that have no listing there at all (the 'did not match by SKU' list), which is usually the answer when a push updated fewer products than expected. Use check_channel_readiness for why a product would be refused.

List the social channels this workspace can publish posts to — Telegram channel, Instagram, Facebook page, LinkedIn, Threads, Viber channel — with, per channel, whether it is ready, where it posts (destination), its public address (profile: profileUrl, publicFeedUrl — a public Telegram channel reads without signing in at t.me/s/<name>, older posts via ?before=<post id> — and readableBy: anyone, login_required or not_public), its text limit (maxTextLength) and, when not ready, the setup step the person must do in Obriym. Open the profile with your own browsing to read every post the channel already has, including ones written outside Obriym. Also returns now (the current time on the workspace's clock) and the workspace time zone — build schedule_content_post times from them — the image rules, and publishingEnabled: whether the workspace owner allows AI clients to publish or schedule. Read-only. Call it before create_content_post and only target ready channels.

List the languages this workspace writes product content in: the base language (the text stored on products, categories and brands themselves), the extra languages the owner added, and the offered set — every language the CRM shows as a translation tab. Each entry is an ISO 639-1 code with its English name. Read-only. Call it BEFORE writing any translation (upsert_product_translation, upsert_category_translation, upsert_brand_translation) and write only offered languages; never write the base language as a translation.

List the workspace's social posts, newest first, 20 per page: id, working title, status (draft, scheduled, publishing, published, partial, failed), channels, scheduled and published times. Filter by status or by part of the title. Read-only. Use get_content_post for one post's texts and per-channel results; use it to check what is already scheduled before planning more posts.

List customer conversations across every connected channel (Instagram, Messenger, WhatsApp and comments, Telegram, OLX, Prom, eBay, Threads replies, the B2B portal, buyer order pages …). One row per lead and channel, newest first: { leadId, leadName, channel, lastMessageAt, lastMessageText (first 300 characters), lastDirection (inbound = from the customer), awaitingReply (the customer wrote last) } plus pagination { page, perPage, total }. Open conversations only — converted or disqualified leads and closed threads are left out. Filter by channel, by awaitingReply, or by a text match on the customer's name or last message. Read-only: replies are written by a person in the CRM Inbox, this server cannot send messages. Use get_lead_conversation to read one thread's messages and get_lead for the lead card.

List CRM customers: companies 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. Filter by health, lifetime-value bucket, owner, name search or minimum won deals; sorted by lifetime value and paginated. Returns summary rows (id, name, 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, wonDealsCount = every won deal, lastActivityAt, owner) plus pagination { page, perPage, total }. Read-only. Use get_customer to fetch one customer's detail by company id; use list_people_customers for people who bought without a company (shop buyers).

List the eBay shipping (fulfillment) business policies the seller has on each eBay site the connection sells on: fulfillmentPolicyId, name, freeShipping, shippingCost of the first domestic service (null for CALCULATED shipping), costType, handlingTime, domestic and international services, ship-to regions, and isDefault — the connection default. productCount is how many products chose the policy themselves; staleAssignments are product choices pointing at a policy eBay no longer has. Reads the stored copy; a site never read before is read from eBay, and refresh true reads eBay now. Reads only. Use a fulfillmentPolicyId from here with set_product_ebay_fulfillment_policy, bulk_set_ebay_fulfillment_policy or set_ebay_default_fulfillment_policy; for one product's policy use get_product_ebay_fulfillment_policy.

List this workspace's lead sources (built-in plus custom), with each source's key, label and active state. Pass includeInactive to also return archived sources. Use set_lead_sources to add or archive a source; use a source key here as the source filter for search_leads.

List every marketplace connected to this workspace with its setup state, health, last activity, any current sync error with `problem` (its kind, whether a person must reconnect the account, and what to do), orders revenue per currency, leads, product counts on the channel and how many imported products are waiting to be reviewed. advertising: true marks a channel where nothing is sold (Google Merchant), so its zero revenue is structural. Answers 'which channels do I sell on and is anything broken'. Takes no arguments. Use get_marketplace for one channel in detail, list_channel_products for what is on it, and check_channel_readiness for what it will refuse.

List this workspace's orders, filtered by status/customer/created-date and paginated. Returns summary rows (externalId, status, currency, totalAmount, itemCount, timestamps) plus pagination { page, perPage, total }, newest first. Use get_order to fetch one order's full detail (line items, payments, shipments, returns) by externalId.

List people (CRM contacts) who bought without a company — shop buyers: a purchase order without a company (processing, ready to ship, shipped, delivered or refunded, or with a settled payment) or a won deal of theirs without a company that never became an order. A company's purchases never count for the person who represents it. Filter by health, lifetime-value bucket, repeat (two or more purchases) or search over name, email and phone; sorted by lifetime value and paginated. Returns rows (id = contact id, firstName, lastName, email, phone, health, lifetimeValue, purchases, repeat, firstPurchaseAt, lastPurchaseAt, lastActivityAt) plus pagination { page, perPage, total }. Read-only. Use get_person_customer for one person by contact id; use list_customers for companies.

List this workspace's pipeline stages in order, with each stage's id, name, kind, default probability, WIP limit and position. Use configure_pipeline to change a stage, and the stage id here as the stageId for create_deal / transition_deal.

List what this workspace has already published to its social channels, newest first: per post the exact text each channel got (hashtags included), the channel, permalink, publishedAt, title, contentPostId and productId, plus per channel the publishing rhythm (lastPostedAt, postsLast7Days, postsLast30Days, medianGapHours, nextScheduledAt, scheduledCount) and, in sources, the channel's public address (profileUrl, publicFeedUrl) with a note. Only posts published through Obriym are listed. Posts typed directly into the network are not stored here — before planning, compare against BOTH this list and the channel itself: open sources[].publicFeedUrl or profileUrl with your own browsing to read everything posted there (a public Telegram channel reads at t.me/s/<name>; LinkedIn and Instagram may need a login; a Viber channel is read in the Viber app; a private channel cannot be read from outside). Never claim the channel had no other posts, and say so when a channel cannot be read. Use it before planning or writing new posts: avoid repeating a topic, product or phrasing, and use the rhythm to choose dates that keep a steady flow; then create_content_post and schedule_content_post. Filter by channel or by days (YYYY-MM-DD on the workspace's clock), 20 per page. Read-only. Use list_content_posts for drafts and scheduled posts, get_content_post for one post's per-channel results.

List the workspace's suppliers: id, name, status (active or archived), the currency they invoice in and how many products each covers (productCount). Read-only. Use it as the id source for a {kind:'supplier'} scope of preview_bulk_price_change and apply_bulk_price_change — 'raise every Sipec product by 5%'. Categories, brands and warehouses come from list_categories, list_brands and list_warehouses.

List this workspace warehouses with id, name, description, phone, address (the street line), country (ISO code), city, postalCode, workingHours (free text) and pickupEnabled (whether the warehouse is offered as a self-pickup point). A product lives in at most one warehouse, and the warehouse decides the inventory-tracking default and which sales channels new products are listed on. Use a warehouse id here as the warehouseId for create_product.

List every workspace the connected user belongs to (id, name, role) and mark which one this connection currently operates. OAuth sign-in connections only. Use select_workspace to switch.

Dry run of a bulk price change — step 1 of 2; nothing is written. Give a rule (percent, fixed, fromCost, discount, endDiscount, compareAtMarkup, compareAtClear), a scope (a named category, brand, supplier, warehouse or model, or up to 100 explicit product ids) and optionally a target (the product's price, a price-list currency, or the purchase cost). Returns totalItems (how many products would change), a sample of up to 10 with from/to, old price and cost, belowCost (how many would sell below their cost), skipped grouped by reason (no price, no cost, no rate, unchanged, …), the currency, and a digest. Always show the person the counts, the sample, the skipped reasons and any belowCost warning BEFORE applying. Then call apply_bulk_price_change with the SAME rule, scope and target and this digest. Ids come from list_categories, list_brands, list_suppliers, list_warehouses (a category includes its sub-categories only with includeSubcategories) and search_products. Read-only and repeatable.

Publish a post NOW to every ready channel of it — a real, public post in the business's name that followers see at once and that cannot be taken back from Obriym. A channel already published is never sent twice, so calling it again only retries the channels that failed or were not ready. Returns, per channel, the outcome (published, failed, already_published, skipped_not_configured with the setup step, skipped_empty, skipped_unsupported), the link to the live post and the network's error. Needs the owner's "AI may publish to social channels" switch (publishingEnabled in list_content_channels). Confirm with the person before calling it unless they asked for the publication outright. Echoes the workspace.

Make the eBay DRAFT offers of up to 25 products LIVE and buyer-visible — a real publication on the seller's account. The item and offer are refreshed from the current product first, so a price, title, photo or characteristic fixed after the draft was made is published too. Pass only products whose nextAction from inspect_ebay_listings is publish_draft. Returns done, failed (with reasons) and notAttempted. Never tell the user a listing is live unless it is counted in done. Refused until the owner switches on AI publishing. The result echoes the workspace.

Publish a product model on eBay as ONE live listing with variations: saves it first exactly like save_ebay_variation_listing (so eBay gets the articles as they are now), then publishes the whole group — a real listing buyers can purchase. Returns status: blocked (with issues — reason, message, skus — and nothing written), saved (a draft on eBay) or published, plus marketplaceId, listingId, listingUrl, publishedAt, variationCount, failed (variations eBay refused, by sku — nothing is published while any) and removedSkus (articles that left the listing). A partial/uncertain publication returns reason ebayVariationReconciliationPending with retryable=true. Retry the same operation to check eBay first; never withdraw or delete to repair it. Confirmed recovery updates CRM links without publishing again. Needs listing creation armed on the eBay connection, and is refused until the workspace owner switches on AI publishing. Confirm with the user before calling. The result echoes the workspace.

Send this workspace's catalog, or just the products you name, to Google Merchant Center now — the same as the "Update now" button on the Google Merchant channel page. It is a REAL write to Google: products become or stay visible in Google Shopping. It runs only the product push the owner has ALREADY armed on the connection (otherwise it is refused) and only after the owner accepted Google's terms; it never arms anything and never changes settings. Refused until the owner switches on AI publishing. It is rarely needed: an hourly job sends the catalog anyway, so use it only when a fix must reach Google before the next run. To get one fixed product to Google immediately pass productIds (1 to 25): only those products are sent, and the result is { adapterId, adapterName, sent, failed, blocked, notOnChannel } — sent and failed (with Google's own message) name each product, blocked carries the readiness reason, notOnChannel lists ids that are not active channel members; this does not change the channel's last-run summary. Without productIds the whole catalog is sent, never-sent and changed products first, bounded by a time budget — if truncated is true, call it again. Returns { adapterId, adapterName, outcome } where outcome has pushed, failed, blocked, ready, total, truncated, lastSyncAt and failedSample (up to 5 refused products with Google's message). A failure that came back from Google carries reason (for example auth_expired) with details.needsReconnect and details.whatToDo: auth_expired, such as invalid_grant, means a person must reconnect the Google account on the adapter page, and retrying will not help. Use check_channel_readiness first to see which products would be withheld, and get_marketplace for the last run. Not idempotent. The result echoes the workspace.

Validate a known promo code against trusted cart prices, currency and buyer facts. Returns the CRM-calculated discount, net order total and delivery terms without creating an order or reserving a use. The code must be enabled for this connection's source; a personal or capture code also needs the same buyer email (or customer.externalId of a profile with it). reservesUse is false: nothing is claimed. A refusal returns a public reason (for example code_unavailable, email_mismatch, not_eligible, minimum_not_met). Promo codes run on the Team and Scale plans; on Free every code is code_unavailable. Never invent a code or discount. Then call create_order with promotion.code and promotion.expectedTotal; the CRM checks eligibility and capacity again.

Delete each product's eBay draft and create a fresh one from its current data, for up to 25 products. Needed only when a draft must move to another category or eBay site, or the reason is ebayDraftOfferMissing or ebayNoOfferId — ordinary edits are picked up by publish_ebay_drafts. A live listing is refused. If the delete succeeds but the new draft fails, that product is left with no draft and its failure says so. Refused until the owner switches on AI publishing. The result echoes the workspace.

Remove a line item from an order. Recomputes the order total. Only allowed while the order is pending or confirmed; otherwise it fails with 409 CONFLICT "Order lines can only be changed while the order is pending or confirmed". Use get_order to find the order's externalId and the item's itemId. The result echoes the operating workspace.

Save a product model on eBay as ONE listing with variations — every active article of the model on the eBay channel is a variation (its own SKU, price and stock; buyers choose colour and size). Writes the inventory items, the inventory item group and each variation's offer; a draft stays unpublished. When the listing is already LIVE this updates it in place: new variations, prices and texts reach buyers at once, and articles that no longer qualify leave it. Returns status: blocked (with issues — reason, message, skus — and nothing written), saved (a draft on eBay) or published, plus marketplaceId, listingId, listingUrl, publishedAt, variationCount, failed (variations eBay refused, by sku — nothing is published while any) and removedSkus (articles that left the listing). A partial/uncertain publication returns reason ebayVariationReconciliationPending with retryable=true. Retry the same operation to check eBay first; never withdraw or delete to repair it. Confirmed recovery updates CRM links without publishing again. Needs listing creation armed on the eBay connection, and is refused until the workspace owner switches on AI publishing. Idempotent. The result echoes the workspace.

Schedule a post to be published at a time, or cancel its schedule. Obriym itself publishes it to every ready channel of the post within about 15 minutes after that time — the AI client does not need to be running then. This is how regular publishing is set up: create several drafts, then schedule each. Needs the owner's "AI may publish to social channels" switch to schedule (see publishingEnabled in list_content_channels); cancelling (scheduledAt: null) does not. A post that is published or being published cannot be scheduled. Returns a warning when no channel of the post is ready yet. Echoes the workspace.

List and search this workspace's companies, filtered by industry/status/owner, sorted and paginated. Returns summary rows (id, name, industry, size, status, owner, contactCount) plus pagination { page, perPage, total }. Use get_company to fetch one company's full detail by id.

List and search this workspace's contacts, filtered by company/owner/tag, sorted and paginated. Returns summary rows (id, firstName, lastName, email, phone, jobTitle, company, owner, tags) plus pagination { page, perPage, total }. Use get_contact to fetch one contact's full detail by id.

List and search pipeline deals, filtered by stage/owner/company/contact/stale and paginated. Returns summary rows (id, title, stage, amount, probability, owner, company, contact, next-action, isStale) plus pagination { page, perPage, total }. Use get_deal to fetch one deal's full detail by id.

List and search this workspace's leads, filtered by text/status/source/created-date/stale and paginated. Returns summary rows (id, name, contact, company, status, source, assignee, tags, next-action, isStale, timestamps) plus pagination { page, perPage, total }, newest first. Use get_lead to fetch notes, position and score for one lead by id.

Find the category id a marketplace uses, to link it to a catalog category. Read-only. Pass the platform (prom, rozetka, olx, amazon or google_merchant) and a query, or for OLX and Rozetka a parentId to browse one level of the tree (no query and no parentId lists the top level). Sources differ: Google Merchant searches the bundled Google product taxonomy and needs no connection; OLX, Rozetka and Amazon ask the marketplace through the connected adapter (connected tells you whether one exists); Prom publishes no category directory, so only rubrics already seen on this merchant's own Prom listings are returned (partial tells you the list may be incomplete, note explains why). OLX only accepts a LEAF category: check isLeaf and keep browsing with parentId until you reach one. Results are candidates for the USER to choose from: when several fit, show them and ask, never pick one silently. Then pass the chosen id in marketplaceCategories of update_category or create_category.

List and search active catalog products, filtered by category/brand/collection/model (productGroupId — the other colours and sizes of one model)/size/color/price/stock/tag/type, or by supplier and the supplier's last stock report (supplierId, supplierStock), sorted by name, price, newest or popularity (units sold in the last 90 days), and paginated. Returns each product's catalog fields — price and prices per currency, stock (null when the shop does not count it; see trackInventory), availability, variant fields (productGroupId, color, size, material and the rest), attributes (every characteristic), category, brand — plus its model, warehouse and supplier by name and supplierOffers (what the supplier last said: quantity, restock date, purchase price, state), and pagination { page, perPage, total }. Use get_product to fetch one product's full detail by id or SKU.

Re-bind this OAuth connection to the workspace selected by the user. Takes effect on the next tool call. Use the organizationId returned by list_workspaces or by WORKSPACE_SELECTION_REQUIRED; never invent or guess it.

Set or remove the picture (logo) of ONE brand. Pass a public https image link in url (JPEG, PNG or WebP, at most 2 MB; a bigger file is refused, there is no resize) — Obriym stores its own copy and the previous picture is deleted only after the new one is in place. Pass url: null to remove the current picture. Idempotent in effect: repeating it leaves the same picture. Use list_brands to find the brand id. The result echoes the workspace.

Set or remove the picture of ONE category. Pass a public https image link in url (JPEG, PNG or WebP, at most 2 MB; a bigger file is refused, there is no resize) — Obriym stores its own copy and the previous picture is deleted only after the new one is in place. Pass url: null to remove the current picture. Idempotent in effect: repeating it leaves the same picture. Use list_categories to find the category id. The result echoes the workspace.

Mark or unmark up to 100 products for one connected sales channel (prom, rozetka, ebay, olx, …). It changes what the CRM intends to send: on Prom and Rozetka the next feed pull adds or drops the product; on eBay it only makes the product a channel member — a listing exists only after create_ebay_drafts and publish_ebay_drafts. It never arms a sync. Adding picks up active products only. Returns { affected, skipped } — skipped were already in that state. Refused until the workspace owner switches on AI publishing. Idempotent. The result echoes the workspace.

Set the eBay connection's default shipping (fulfillment) policy for one eBay site, or null to remove it. Products without their own choice carry it in every new draft and when a draft goes live; LIVE listings keep the policy they have — change those with bulk_set_ebay_fulfillment_policy. The policy is checked against eBay's live list first; with no default, listings use the first policy eBay returns. Returns marketplaceId, previousFulfillmentPolicyId, fulfillmentPolicyId and the policy. Refused until the workspace owner switches on AI publishing. Idempotent. The result echoes the workspace.

Create or update a workspace lead source: set its label and active state by key (built-in or custom, lowercase_with_underscores). Idempotent — re-sending the same key updates it. Archiving the fallback 'other' source is not allowed. Use list_lead_sources to see current sources. The result echoes the operating workspace.

Set — or clear — the price ONE sales channel gets for ONE product, instead of the product's ordinary price in that currency. Send price as a decimal string to set it (with an optional compareAtPrice, the old price, higher than price) or price null to remove the override so the channel gets the ordinary price again. Per platform and currency: Prom, Rozetka, eBay, Amazon, Shopify, WooCommerce, OLX or Google Merchant. Send only an amount the person stated. The new price reaches the channel the same way a price edit does — only where the owner armed price writes. This is not the price-list row for a currency (upsert_product_prices). Idempotent; clearing a missing override is not an error. Returns { changed }. Read get_product_pricing first. Echoes the workspace.

Choose the eBay shipping (fulfillment) policy of ONE product, or with fulfillmentPolicyId null return it to the connection default. A product with no eBay listing stores the choice for its next draft. A draft or LIVE listing has its eBay offer updated in place — no relisting — when listing writes are armed on the eBay connection, and the offer is then read back to confirm; with listing writes off a live listing is refused and a draft stores the choice for go-live. Per-service shipping cost overrides tied to the old policy are removed (droppedShippingCostOverrides). Returns productId, sku, offerId, marketplaceId, previousFulfillmentPolicyId, newFulfillmentPolicyId, status (updated, unchanged, saved, unverified, failed), verified and error — tell the user a listing changed only when status is updated. Refused until the workspace owner switches on AI publishing. Idempotent. The result echoes the workspace.

Replace ONE product's wholesale quantity breaks in ONE currency — 'from 12 units, 12.40 each'. The list you send becomes the whole set for that currency (at most 10; each quantity at least 2 and once; a bigger quantity must cost less per unit); an empty list removes all its breaks. The product must already be priced in that currency. Breaks apply to buyers outside the team (the customer portal and connected partners), never to the website or marketplaces, and the buyer gets the better of a break or their own discount. Idempotent. Returns { count }. Read get_product_pricing first. Echoes the workspace.

Re-read the eBay shipping (fulfillment) policies from eBay for every site the connection sells on, or one marketplaceId, and refresh the copy the CRM keeps — after the seller created, renamed or deleted a policy in Seller Hub. Returns the same shape as list_ebay_fulfillment_policies; check staleAssignments: products whose chosen policy eBay no longer has will be refused at their next draft or go-live until another policy is chosen. Changes no listing and no choice. Use list_ebay_fulfillment_policies for an ordinary read.

Move a deal to a pipeline stage by its id. Closed-lost stages require a lostReason. Use search_deals for the deal id and list_pipeline_stages for the target stageId. The result echoes the operating workspace.

Update fields on an existing catalog brand by id: name, slug, description, website and description translations. Provide a patch with at least one field; use list_brands first to find the id and current values. Renaming a brand changes the vendor name sent to marketplaces, so rename only on the user's explicit request; the name is never translated. Translations REPLACE the whole set when sent (an empty array removes them all) and are left untouched when omitted — translate only the brand's own description, add no facts. The result is the updated brand and echoes the operating workspace.

Update fields on an existing catalog category by id: name, parent, slug, description, Google category, marketplaceCategories and translations. Provide a patch with at least one field; use list_categories first to find the id and current values. The slug is normalized to Latin. The parent must exist in this workspace and cannot create a loop. Translations REPLACE the whole set when sent (an empty array removes them all) and are left untouched when omitted — translate only the category's own name and description, add no facts. marketplaceCategories ({ prom, rozetka, olx, amazon, google_merchant }) links marketplace category ids: a string sets one, null clears it, an omitted platform is left untouched. Look 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). The result is the updated category and echoes the operating workspace.

Update fields on a company by id. Provide a patch with at least one field. representationState is explicit and never inferred from contacts. primaryContactId can select an existing contact already linked to this same non-individual company; send null to clear it. Use search_companies first to find the company id. The result echoes the operating workspace.

Update fields on a contact by id. Provide a patch with at least one field. Use search_contacts first to find the contact id. The result echoes the operating workspace.