noCRM.io MCP by usefulapi

WRITE: add a comment (an internal note) to a lead, optionally typed as an activity such as a call or meeting. It is visible to the lead's team in noCRM.io and sends nothing to the customer. Not idempotent. POST /leads/{id}/comments.

WRITE: file a lead under a client folder. POST /leads/{id}/add_to_client.

WRITE: assign a lead to a user (id or email), replacing its current owner. The owner may get a notification from noCRM.io. POST /leads/{id}/assign.

WRITE: create a client folder (an account that groups leads). Not idempotent. POST /clients.

WRITE: create a new lead. The description holds the contact's details, one 'Label: value' per line (for example 'Firstname: Ada', 'Email: ada@example.com', 'Phone: ...'); noCRM.io reads those lines. Without user_id the lead is created unassigned; a pipeline step can only be set when the lead is assigned. Not idempotent: calling twice creates two leads. POST /leads.

One client folder by id, with its contact fields and owner. GET /clients/{id}.

One lead by id: title, step, status, amount, probability, tags, owner, client folder, team, reminder, and the full description with the contact's details. GET /leads/{id}.

Leads that noCRM.io detects as possible duplicates of this lead (same email or key field). GET /leads/{id}/duplicates.

One user by id or email address. GET /users/{id}.

The activity types (call, email, meeting and their outcomes) that can be set on a comment or reminder. GET /activities.

Client folders (accounts that group several leads), ordered by name by default. GET /clients.

The custom fields defined for leads or client folders. GET /fields.

Post-sales processes (task checklists created from a template) of one lead OR of one user. Needs lead_id or user_id. Post-sales is a higher-edition feature (HTTP 403 otherwise). GET /follow_ups.

File attachments on a lead (names, ids, sizes, links). GET /leads/{id}/attachments.

The comments (notes, logged calls/meetings/emails) on a lead, newest first by default. GET /leads/{id}/comments.

The timeline of a lead: creation, assignments, step and status changes, amount changes, comments and emails sent, with who did it and when. Filter by date range, action type or user. GET /leads/{id}/action_histories.

List or search sales leads (noCRM.io's opportunities), newest first by default, with title, pipeline step, status, amount, probability, tags, owner, next reminder and the contact details in the description. Filter by status, step (names or ids, not mixed), owner, tags, email, starred or a date range. Unassigned leads are excluded unless include_unassigned is true. GET /leads.

The sales pipelines of the account (one unless the multiple-pipelines feature is on). GET /pipelines.

The account's predefined tags (admin keys only; an HTTP 401 unauthorized_non_admin means the key lacks rights). GET /predefined_tags.

The steps (stages) of the sales pipeline in order, with ids, positions and their pipeline. Use the ids or names when filtering leads or moving a lead. GET /steps.

Sales teams with their members and who manages each. The Teams feature must be on in the account (HTTP 403 otherwise). GET /teams.

Leads that have no owner yet (for example web-form or API leads waiting to be handed to a salesperson). GET /leads/unassigned.

The users (salespeople) of the account with name, email, phone, role (admin or not) and whether they are active or deactivated. Deleted users are included, flagged is_disabled. GET /users.

WRITE: change a lead: title, status (won, lost, cancelled, todo or standby), pipeline step, amount, probability, star, estimated closing date, tags (replaces the lead's tag list), or append text to the description (existing description text is never replaced). Moving to standby needs remind_date. Only the fields you pass change. PUT /leads/{id}.