{"app":"lotscrm","name":"LotsCRM","mcp_url":"https://api.lotscrm.com/mcp","docs_url":"https://api.lotscrm.com/docs.md","tools":[{"name":"accept_invitation","title":"Accept CRM invitation","description":"Accept an invitation with the token from its email link, as the signed-in person. The account email must match the invited email. Joining never lowers a role you already have.","category":"workspace","permission":"write"},{"name":"add_member","title":"Add CRM member","description":"Add someone who already has a Lots account to a workspace by email, at once (no accept step); they get an email saying so. For anyone else, or to let them accept first, use invite_member. owner cannot be granted. Owner or admin required.","category":"workspace","permission":"send"},{"name":"archive_company","title":"Archive company","description":"Recoverably archive a company; associated contacts and deals remain intact.","category":"companies","permission":"write"},{"name":"archive_contact","title":"Archive contact","description":"Recoverably archive a contact. Existing deal and activity history remains intact.","category":"contacts","permission":"write"},{"name":"archive_deal","title":"Archive deal","description":"Recoverably archive a deal using optimistic concurrency.","category":"deals","permission":"write"},{"name":"archive_workspace","title":"Archive CRM workspace","description":"Archive a workspace you no longer need. Owner only. Nobody (members, agents or the owner) can open it until it is restored, it leaves every workspace list, and it stops counting toward your plan from the next daily charge. Nothing is deleted. The owner can restore it for 30 days. confirm_name must be the workspace name. Confirm with the person first.","category":"workspace","permission":"write"},{"name":"bulk_upsert_prospects","title":"Bulk upsert prospects","description":"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.","category":"contacts","permission":"write"},{"name":"cancel_invitation","title":"Cancel CRM invitation","description":"Cancel a pending invitation; its link stops working. Owner or admin required.","category":"workspace","permission":"write"},{"name":"create_checkout","title":"Choose a LotsCRM plan or add credits","description":"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.","category":"billing","permission":"write"},{"name":"create_company","title":"Create company","description":"Create a company with provenance and optional custom fields.","category":"companies","permission":"write"},{"name":"create_contact","title":"Create contact","description":"Create a contact with consent, provenance, and optional company relationship.","category":"contacts","permission":"write"},{"name":"create_deal","title":"Create deal","description":"Create a deal in an owned pipeline and stage with optional company and contacts.","category":"deals","permission":"write"},{"name":"create_follow_up","title":"Create follow-up","description":"Create a due task linked to a contact, company, or deal. This schedules work; it does not send outreach.","category":"activities","permission":"write"},{"name":"create_pipeline","title":"Create sales pipeline","description":"Create a custom pipeline with ordered open, won, and lost stages. Owner or admin required.","category":"pipeline","permission":"write"},{"name":"create_workspace","title":"Create CRM workspace","description":"Create an isolated CRM workspace with a default six-stage sales pipeline. With no organization_id, it joins the organization you own or administer; if you have several, it returns ORGANIZATION_REQUIRED with their IDs. Pass organization_name to create a new organization instead (your first workspace always creates one). Retry with the same idempotency_key.","category":"workspace","permission":"write"},{"name":"get_billing","title":"Get LotsCRM billing","description":"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.","category":"billing","permission":"read"},{"name":"get_company","title":"Get company","description":"Get a company with its contacts and active deals.","category":"companies","permission":"read"},{"name":"get_contact","title":"Get contact","description":"Get a contact with company relationships, deals, and channels.","category":"contacts","permission":"read"},{"name":"get_crm_briefing","title":"Get CRM briefing","description":"Return the selected workspace, caller role, separately labelled public business truth and private guidance, pipeline configuration, and current sales priorities.","category":"insights","permission":"read"},{"name":"get_deal","title":"Get deal","description":"Get a deal with its stage, company, contacts, and stage history.","category":"deals","permission":"read"},{"name":"get_deal_brief","title":"Get deal briefing","description":"Return complete pre-call context: workspace business context, deal, stage, company, contacts, recent activity, open follow-ups, and contact restrictions.","category":"insights","permission":"read"},{"name":"get_pipeline_summary","title":"Get pipeline summary","description":"Return deal counts, raw value, and weighted value per stage and currency without mixing currencies.","category":"insights","permission":"read"},{"name":"get_sales_brief","title":"Get daily sales brief","description":"Return deterministic sales priorities together with separately labelled workspace business context projected from LotsNotes.","category":"insights","permission":"read"},{"name":"get_timeline","title":"Get relationship timeline","description":"Get recent activities linked to any supplied contact, company, or deal.","category":"activities","permission":"read"},{"name":"get_workspace","title":"Get CRM workspace","description":"Get one accessible CRM workspace and the caller role.","category":"workspace","permission":"read"},{"name":"invite_member","title":"Invite CRM member","description":"Invite someone to a workspace by email, with or without a Lots account. They get an email link, sign in or sign up with that email, and join with the role you chose. Inviting an email that already has a pending invitation sends a fresh link. owner cannot be invited. Owner or admin required. Members are unlimited on every plan.","category":"workspace","permission":"send"},{"name":"leave_workspace","title":"Leave CRM workspace","description":"Leave a workspace you were invited to; you lose access at once. The owner cannot leave their own workspace.","category":"workspace","permission":"write"},{"name":"list_companies","title":"List companies","description":"List active companies with search, lifecycle filtering, and pagination.","category":"companies","permission":"read"},{"name":"list_contacts","title":"List contacts","description":"List active contacts with stage, lead status, owner, tag, exact email, search, and pagination filters.","category":"contacts","permission":"read"},{"name":"list_deals","title":"List deals","description":"List active deals by pipeline, stage, status, owner, or search text.","category":"deals","permission":"read"},{"name":"list_follow_ups","title":"List follow-ups","description":"List due, overdue, completed, or owner-assigned follow-ups. Omitted completed returns open work.","category":"activities","permission":"read"},{"name":"list_invitations","title":"List CRM invitations","description":"List a workspace's invitations (pending first by default; status all for history). Owner or admin required.","category":"workspace","permission":"read"},{"name":"list_members","title":"List CRM members","description":"List people in an accessible CRM workspace (active and suspended), with email, name and role. Pending invitations are in list_invitations.","category":"workspace","permission":"read"},{"name":"list_pipelines","title":"List sales pipelines","description":"List pipelines and their ordered stages.","category":"pipeline","permission":"read"},{"name":"list_support_requests","title":"List Support Requests","description":"List the support requests the signed-in person has sent to the team that builds this product: number, type, title, status (In progress, Waiting for you, Done), last update, the team's latest reply and a link when one is available. Open requests by default; status all includes finished ones. Pass case_number (for example 1042) to see one request. Use it when the person asks about a problem they reported or whether the team has answered.","category":"support","permission":"read"},{"name":"list_workspaces","title":"List CRM workspaces","description":"List active CRM workspaces available to the authenticated user. archived true lists the archived workspaces you own instead, with restore_until and can_restore.","category":"workspace","permission":"read"},{"name":"move_deal","title":"Move deal","description":"Move a deal to another stage atomically with status and stage history. Lost deals require lost_reason.","category":"deals","permission":"write"},{"name":"prepare_follow_up","title":"Prepare follow-up context","description":"Return grounded CRM and workspace business context plus safety instructions for drafting. It never sends and blocks opted-out or do-not-contact records.","category":"insights","permission":"write"},{"name":"record_activity","title":"Record sales activity","description":"Record a call, meeting, email, message, note, other interaction, or a system event (signup, payment, cancellation). This records history and never sends a message.","category":"activities","permission":"write"},{"name":"remove_member","title":"Remove CRM member","description":"Remove someone from a workspace: they lose access at once. Their records, history and assignments stay. The owner cannot be removed. Owner or admin required. To come back they need a new invitation.","category":"workspace","permission":"delete"},{"name":"resend_invitation","title":"Resend CRM invitation","description":"Email a pending invitation again with a fresh link (the old link stops working) and a new 7-day expiry. Owner or admin required.","category":"workspace","permission":"send"},{"name":"restore_workspace","title":"Restore CRM workspace","description":"Restore an archived workspace within 30 days of archiving it. Owner only. Everyone who had access can open it again and it counts toward your plan from today, so it needs a plan that covers it or credits, like a new workspace. list_workspaces with archived true lists archived workspaces and how long each can be restored.","category":"workspace","permission":"write"},{"name":"search_crm","title":"Search CRM","description":"Search contacts, companies, and deals in one accessible workspace.","category":"insights","permission":"read"},{"name":"submit_support_request","title":"Submit Support Request","description":"Send a bug report, feature request, feedback or support question to the team that builds this product. It sends exactly the title and details given. Passwords, API keys, tokens and other people's personal data do not belong in a request. Useful details: what was tried, what happened and what was expected; for a failed tool, tool_name, error_message and request_id. The request is filed under the email the person signed in with, and the team replies to that email. Returns the request number, its status, when to expect a reply and a link when one is available. The same error from the same tool within 24 hours is added to the person's open request instead of opening a new one.","category":"support","permission":"write"},{"name":"update_company","title":"Update company","description":"Update a company in the selected workspace. Only the fields you send change; custom_fields merges (null removes a key).","category":"companies","permission":"write"},{"name":"update_contact","title":"Update contact","description":"Update contact qualification, consent, ownership, details, or company relationship. Only the fields you send change; custom_fields merges (null removes a key); add_tags / remove_tags change single tags, tags replaces the list.","category":"contacts","permission":"write"},{"name":"update_deal","title":"Update deal","description":"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).","category":"deals","permission":"write"},{"name":"update_follow_up","title":"Update follow-up","description":"Reschedule, reassign, edit, complete, or reopen a follow-up.","category":"activities","permission":"write"},{"name":"update_member","title":"Update CRM member","description":"Change a workspace member's role, or suspend and reactivate them. owner can never be granted, and the owner cannot be changed. To take someone out of the workspace use remove_member. Owner or admin required.","category":"workspace","permission":"delete"},{"name":"update_workspace","title":"Update CRM workspace","description":"Update workspace operating settings. Owner or admin required.","category":"workspace","permission":"write"}]}