CentralStationCRM

Tool to merge multiple companies into an existing company by ID. Use after identifying duplicate company records to consolidate them.

Untrusted display-only summary

Tool to merge another person into an existing person by ID. Use after identifying duplicate records to consolidate them. Example: merge person 42 with [43,44].

Untrusted display-only summary

Search for attachments in CentralStationCRM by filename. Returns a list of attachments with their metadata including file details, timestamps, and optional related data such as user, category, and comments. Use when you need to find specific files or documents attached to CRM records.

Untrusted display-only summary

Tool to search for companies in CentralStationCRM by name. Use when you need to find companies matching a specific name or retrieve a list of all companies with pagination support.

Untrusted display-only summary

Tool to search for attachments within a specific protocol of a company. Use when you need to find specific attachments by filename within a company's protocol.

Untrusted display-only summary

Tool to search for contact details in CentralStationCRM by name, email, phone, or other criteria. Use when you need to find people or companies by their contact information such as email addresses or phone numbers.

Untrusted display-only summary

Tool to search for deals by name and retrieve matching results with pagination. Use when you need to find specific deals or filter the deal list by name.

Untrusted display-only summary

Tool to search for attachments within a specific deal protocol in CentralStationCRM. Returns a list of attachments matching the search criteria with their metadata including file details, timestamps, and optional related data such as user, category, and comments. Use when you need to find specific files or documents a…

Untrusted display-only summary

Search for people in CentralStationCRM by name, email, phone, or other text criteria. Returns a paginated list of people with their complete profile information including contact details, timestamps, and associated metadata. All parameters are optional; if no query is provided, returns all people with default paginati…

Untrusted display-only summary

Tool to search for attachments within a specific person protocol in CentralStationCRM. Returns a list of attachments matching the search criteria with their metadata including file details, timestamps, and optional related data such as user, category, and comments. Use when you need to find specific files or documents…

Untrusted display-only summary

Tool to search for people in CentralStationCRM using specific criteria like name, email, or phone. Use when you need to find people by last name, first name, email address, or phone number. Supports pagination and optional includes for additional related data.

Untrusted display-only summary

Tool to search for projects in CentralStationCRM by name. Use when you need to find projects matching a specific name or retrieve a list of all projects with pagination support.

Untrusted display-only summary

Tool to search for attachments within a specific protocol of a project. Use when you need to find specific attachments by filename within a project's protocol.

Untrusted display-only summary

Tool to retrieve search results from CentralStationCRM. Use when you need to search for records using a search term.

Untrusted display-only summary

Tool to search for users in CentralStationCRM by first name or last name. Use when you need to find users matching specific name criteria or retrieve a list of all users with pagination support.

Untrusted display-only summary

Retrieve statistics about people (contacts) in your CRM. Returns the total count of people matching the specified criteria. Use this when you need a quick count without fetching full person records. Supports filtering by tags and various field criteria (user_id, created_by_user_id, account_id, group_id, etc.) using op…

Untrusted display-only summary

Tool to update an existing calendar event by ID. Use when you need to modify event details such as name, time, status, or attendees.

Untrusted display-only summary

Tool to update a calendar event attendee. Use when you need to modify attendee status, email, or associated person/user for a calendar event.

Untrusted display-only summary

Tool to update an existing comment by ID. Use when you need to modify the text or properties of a comment attached to tasks, events, or other entities.

Untrusted display-only summary

Tool to update an existing company by ID. Use after retrieving the company's details when you need to modify one or more fields.

Untrusted display-only summary

Tool to update a specific address of a company. Use after retrieving the company's addresses to modify one.

Untrusted display-only summary

Tool to update a contact detail for a company by ID. Use after retrieving the company's contact details to modify one.

Untrusted display-only summary

Tool to update a custom field type by ID. Use when you need to modify the category, data type, name, options, or position of an existing custom field definition.

Untrusted display-only summary

Tool to update an existing deal record. Use when you need to modify deal details like background, state, value, or associated entities.

Untrusted display-only summary

Tool to update an existing group calendar by ID. Use when you need to modify calendar properties like name, color, or read-only status.

Untrusted display-only summary

Tool to update a person's custom field by its ID. Use when you need to modify a custom field value after confirming the person_id and custom field id.

Untrusted display-only summary

Tool to update a position for a specific person. Use after retrieving the person's positions when you need to modify position details such as title, department, or status.

Untrusted display-only summary

Tool to update an existing person by ID. Use after retrieving the person's current details when you need to modify one or more fields.

Untrusted display-only summary

Tool to update a specific address of a person. Use after retrieving the person's addresses to modify one.

Untrusted display-only summary

Tool to update an assi entry of a person. Use when you need to modify a specific assistant record after retrieving the person’s assis list. Example: "Update assi 101 for person 42 changing email to foo@example.com".

Untrusted display-only summary