Documentation

Create a due task linked to a contact, company, or deal. This schedules work; it does not send outreach.

Get recent activities linked to any supplied contact, company, or deal.

List due, overdue, completed, or owner-assigned follow-ups. Omitted completed returns open work.

Record a call, meeting, email, message, note, or other completed interaction. This records history and never sends a message.

Reschedule, reassign, edit, complete, or reopen a follow-up.

Recoverably archive a company; associated contacts and deals remain intact.

Create a company with provenance and optional custom fields.

Get a company with its contacts and active deals.

List active companies with search, lifecycle filtering, and pagination.

Update a company in the selected workspace. Only the fields you send change; custom_fields merges (null removes a key).

Recoverably archive a contact. Existing deal and activity history remains intact.

Import 1–100 researched or CSV-derived prospects. Email is the workspace deduplication key. Each row retains source and source_url provenance, and can carry tags and a company_name.

Create a contact with consent, provenance, and optional company relationship.

Get a contact with company relationships, deals, and channels.

List active contacts with lead status, owner, search, and pagination filters.

Update contact qualification, consent, ownership, details, or company relationship. Only the fields you send change; custom_fields merges (null removes a key).

Recoverably archive a deal using optimistic concurrency.

Create a deal in an owned pipeline and stage with optional company and contacts.

Get a deal with its stage, company, contacts, and stage history.

List active deals by pipeline, stage, status, owner, or search text.

Move a deal to another stage atomically with status and stage history. Lost deals require lost_reason.

Update deal details using expected_version to prevent an agent overwriting newer work. Use move_deal for stage changes. custom_fields merges (null removes a key).

Mandatory first read for CRM agents. Return the selected workspace, caller role, separately labelled public business truth and private guidance, pipeline configuration, and current sales priorities.

Return deterministic sales priorities together with separately labelled workspace business context projected from LotsNotes.

Return complete pre-call context: workspace business context, deal, stage, company, contacts, recent activity, open follow-ups, and contact restrictions.

Return deal counts, raw value, and weighted value per stage and currency without mixing currencies.

Return grounded CRM and workspace business context plus safety instructions for drafting. It never sends and blocks opted-out or do-not-contact records.

Search contacts, companies, and deals in one accessible workspace.

Create a custom pipeline with ordered open, won, and lost stages. Owner or admin required.

List pipelines and their ordered stages.

Add an existing Lots Auth user to a workspace by email. Owner or admin required.

Create an isolated CRM workspace. With no organization_id, also creates the owner organization and a default six-stage sales pipeline. Retry with the same idempotency_key.

Get one accessible CRM workspace and the caller role.

List members of an accessible CRM workspace.

List active CRM workspaces available to the authenticated user.

Change or suspend a workspace member. The owner cannot be changed through this tool.

Update workspace operating settings. Owner or admin required.

Create a checkout link. Pass plan (starter, pro or business) and cycle (monthly or annual) for a plan, or amount_usd (10 to 1000) to add LotsTech Credits. Give the link to the person to pay in their browser; never ask for card details in chat.

Show how the caller's LotsCRM workspaces are paid for: the plan (if any), whether today is covered or paid from credits, the credit balance, and the plans to choose from. A workspace nobody pays for is read-only, never deleted.