| name | crm-contacts |
| description | CRM contact management — create, update, search, list deals for contacts, and add comments. Use when working with CRM contacts, customer records, or contact-deal relationships. |
CRM Contacts
This skill covers CRM contact lifecycle — creating, searching, updating, and managing relationships with deals.
Available Tools
| Tool | Description |
|---|
crm_contacts_list | List CRM contacts with filtering |
crm_contacts_list_by_email | Find contact by email address |
crm_contacts_show | Get detailed contact information |
crm_contacts_create | Create a new CRM contact |
crm_contacts_update | Update contact fields |
crm_contacts_deals_list | List deals associated with a contact |
crm_contacts_comments_create | Add a comment/note to a contact |
Listing & Searching
List All Contacts
Tool: crm_contacts_list
Input: {"limit": 50, "offset": 0}
Returns contacts with name, email, phone, and custom fields.
Supports pagination with limit/offset.
Find Contact by Email
Tool: crm_contacts_list_by_email
Input: {"email": "user@example.com"}
Returns contact matching the email address.
Get Contact Details
Tool: crm_contacts_show
Input: {"id": "<contact-id>"}
Returns full contact record including custom fields, tags, and metadata.
Creating & Updating
Create Contact
Tool: crm_contacts_create
Input: {
"emails": [{"value": "user@example.com"}],
"phones": [{"value": "+380501234567"}],
"name": "John Doe"
}
Returns new contact ID.
Update Contact
Tool: crm_contacts_update
Input: {
"id": "<contact-id>",
"name": "John Updated",
"phones": [{"value": "+380507654321"}]
}
Relationships
List Contact's Deals
Tool: crm_contacts_deals_list
Input: {"id": "<contact-id>"}
Returns all deals linked to this contact with amounts and pipeline stages.
Add Comment to Contact
Tool: crm_contacts_comments_create
Input: {"id": "<contact-id>", "text": "Follow-up call completed. Interested in enterprise plan."}
Adds internal note visible in contact history.
Common Workflows
Create Contact and Start Deal
1. crm_contacts_create(emails, name, phones) -> Get contact ID
2. crm_deals_create(name, contact_id, pipeline_id) -> Link deal to contact
Find Contact and Review History
1. crm_contacts_list_by_email(email) -> Find contact
2. crm_contacts_show(id) -> View full details
3. crm_contacts_deals_list(id) -> View associated deals
Bulk Contact Lookup
1. crm_contacts_list(limit=100, offset=0) -> First page
2. crm_contacts_list(limit=100, offset=100) -> Next page
Best Practices
- Search by email first before creating to avoid duplicates
- Add comments for important interactions to build contact history
- Link contacts to deals to track revenue relationships
- Use pagination for large contact lists
- Keep contact data updated — phone, email, name changes
