one-page-crm

name

one-page-crm

description

OnePageCRM is an action-focused CRM designed to help small and medium-sized businesses manage contacts, track follow-ups and drive deals by turning each lead into a prioritized next action. Read and write OnePageCRM data through One: contacts, companies, actions, calls, deals, attachments and more, 161 actions with real parameter documentation. Use whenever the user asks to look something up in OnePageCRM, create or update a record there, or build code against the OnePageCRM API.

OnePageCRM through One

OnePageCRM is an action-focused CRM designed to help small and medium-sized businesses manage contacts, track follow-ups and drive deals by turning each lead into a prioritized next action.

One exposes OnePageCRM through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform one-page-crm if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm OnePageCRM is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real OnePageCRM account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Contacts

Action	Method	Path	Action id
Get a Specific Contact	GET	/api/v3/contacts/{{contactId}}	conn_mod_def::GJ56GhNn7bs::NcTvXbwsRsWPOFwPLqQeRQ
List a Contact’s Actions	GET	/api/v3/contacts/{{contactId}}/actions	conn_mod_def::GJ56Gj6pYxs::sJ2vnj5YRsys7f9HapdcqQ
List a Contact’s Relationships	GET	/api/v3/contacts/{{contactId}}/relationships	conn_mod_def::GJ56G1dmZyw::ArwLpuN2STKz5IHzPvgEew
List Contacts	GET	/contacts	conn_mod_def::GJ56GqQPcns::4MAbLqUkTOmcQYUGqb4oEQ
List Contacts After the First 10,000 (Cascade Pagination)	GET	/api/v3/contacts/cascade/{{lastId}}	conn_mod_def::GJ56G9J_UMA::TvpdEEXaTfyUAepy-uj5gw
List Contacts After the First 10,000 (Cascade Pagination)	GET	/api/v3/contacts/cascade/{{lastId}}	conn_mod_def::GJ56G9mD2BQ::IuT--n1NS-m27RU3exFD1Q
List Contacts Matching a Filter	GET	/api/v3/contacts/filters/{{filterId}}	conn_mod_def::GJ56HMq4cLc::j8iu21GZQciHaOEtOJsSwQ
Add a Contact Photo (by Contact ID)	POST	/api/v3/contacts/{{contactId}}/contact_photo	conn_mod_def::GJ56F_DKSjU::d3Yej4hpRwqB4wbY2DKrXg
Assign a Tag to a Contact	PUT	/api/v3/contacts/{{contactId}}/assign_tag/{{tagName}}	conn_mod_def::GJ56GIHeNV8::MeXOhwpaR5Gxd_b3SgcCow
Change a Contact’s Owner	PUT	/api/v3/contacts/{{contactId}}/change_owner/{{ownerId}}	conn_mod_def::GJ56GH2eaCo::0U8LDs1NTAa2ahEQZF-sBw
Change a Contact’s Status	PUT	/api/v3/contacts/{{contactId}}/change_status/{{statusId}}	conn_mod_def::GJ56GI8eWX4::drXKa3BRS9Ka2nQ5clBqMw

13 more Contacts actions are available through search.

Companies

Action	Method	Path	Action id
Get a Company	GET	/api/v3/companies/{{companyId}}	conn_mod_def::GJ56FaLMrR8::0NuZFNnOT1Op5wjXOJaiQQ
List a Company’s Linked Contacts	GET	/api/v3/companies/{{companyId}}/linked_contacts	conn_mod_def::GJ56FbBDLJw::FYZxTOO9Tma76tM67uS1Gg
List a Company’s Pinned Attachments	GET	/api/v3/companies/{{companyId}}/pinned_attachments	conn_mod_def::GJ56Fk6UkJQ::aYvQdG4PQV-7ihfmJWTuLg
List Companies	GET	/api/v3/companies	conn_mod_def::GJ56Fb3FLKg::uS2dJmulSP-RU6u7RYpfng
Delete a Company’s Logo	DELETE	/api/v3/companies/{{companyId}}/logo	conn_mod_def::GJ56FPugi4w::tKz-_SLzRBSnvnsXOTaogQ
Disable a Company’s Synced Status (Status Sync)	DELETE	/api/v3/companies/{{companyId}}/synced_status	conn_mod_def::GJ56FPuEO_g::w8o9oB4-QK2HML_uL51f3A
Enable a Company’s Status Sync	POST	/api/v3/companies/{{companyId}}/synced_status	conn_mod_def::GJ56FQWysu8::QezxUAAJTxiraaU0NsoEAw
Link a Contact to a Specific Company	POST	/api/v3/companies/{{companyId}}/linked_contacts	conn_mod_def::GJ56FtoFWd8::ChxouN0ESDqbK2IoyuXLhw
Unlink a Contact from a Company	DELETE	/api/v3/companies/{{companyId}}/linked_contacts/{{contactId}}	conn_mod_def::GJ56F4KTmUQ::w-hEXvYhTDmcj92WM7xO2w
Update a Company	PUT	/api/v3/companies/{{companyId}}	conn_mod_def::GJ56F1Ska4I::qPKhO6HyQd2zzLkl8uE9vw
Update a Company's Logo	POST	/api/v3/companies/{{companyId}}/logo	conn_mod_def::GJ56F1BAtUo::EiatHZ9TRZ-oWkSF5aNIMw

Actions

Action	Method	Path	Action id
Get a Specific Action	GET	/api/v3/actions/{{actionId}}	conn_mod_def::GJ56EeHln8E::V1KLJJGGRru-lESQc8Vv-w
List Actions	GET	/api/v3/actions	conn_mod_def::GJ56Eg0T55Q::3Nw-18FAQpu3c6H4w8bz5Q
Create an Action	POST	/api/v3/actions	conn_mod_def::GJ56Ed7e3qk::ErdsAj7eSaqNOdHL3m1QjQ
Delete a Specific Action	DELETE	/api/v3/actions/{{actionId}}	conn_mod_def::GJ56EeGx5Dg::U7GLKG3xTuyEOUxUH4CoSA
Mark an Action as Done	PUT	/api/v3/actions/{{actionId}}/mark_as_done	conn_mod_def::GJ56Ep2VYfk::3t-G336BQA6XLm7Om3peOw
Promote an Action as the Logged-in User’s Next Action	PUT	/api/v3/actions/{{actionId}}/promote	conn_mod_def::GJ56EqQfmSI::NYKSkZ9zRjaaXQHQip6fyQ
Swap a User’s Next Action (Resolve Date Conflict)	PUT	/api/v3/actions/{{actionId}}/swap	conn_mod_def::GJ56EuH6V5Q::n0a5Ki1NTbW6fnyyuqzPhQ
Unassign an Action	PUT	/api/v3/actions/{{actionId}}/unassign	conn_mod_def::GJ56Ep44mPw::wubzv_b6QJSicjGiUMmeAQ
Undo an Action’s Completion	PUT	/api/v3/actions/{{actionId}}/undo_completion	conn_mod_def::GJ56Eptrvyw::UK-JybogTA265hjOQSYZ7A
Undo an Action’s Promotion	PUT	/api/v3/actions/{{actionId}}/revert_promotion	conn_mod_def::GJ56E1EYWs0::IRxvmnPDRx6djQI9yJ079A
Update an Action	PUT	/api/v3/actions/{{actionId}}	conn_mod_def::GJ56E18W0gQ::Uw_iCKQVRQaN2VTq0twuIA

Calls

Action	Method	Path	Action id
Get a Call	GET	/api/v3/calls/{{callId}}	conn_mod_def::GJ56FE2uAa8::O7xy8EbyRwGg_vwnLjw3mQ
List a Company’s Calls	GET	/api/v3/companies/{{companyId}}/calls	conn_mod_def::GJ56Fc1nZ-8::hLa8DHr2RO6tfPZohgCYGw
List a Contact’s Calls	GET	/api/v3/contacts/{{contactId}}/calls	conn_mod_def::GJ56G0A-3-M::d3_9bYyoRjCFV2XX1W8Ltw
List Calls	GET	/api/v3/calls	conn_mod_def::GJ56FIguTN8::0yNRqlr3Tuq8U9T-ROKpIg
Create a Call	POST	/api/v3/calls	conn_mod_def::GJ56FE_jZ9U::dyxRnbc4TBG92bnuLPDRuw
Create a Call for a Contact	POST	/api/v3/contacts/{{contactId}}/calls	conn_mod_def::GJ56GQTHvPw::JCxHmDfFT8SPp9ORB1iOfg
Delete a Call	DELETE	/api/v3/calls/{{callId}}	conn_mod_def::GJ56FFvVCEY::_J-FD3aLS9ySZenY2w-5Qg
Update a Specific Call	PUT	/api/v3/calls/{{callId}}	conn_mod_def::GJ56FPmZvIs::HOSCB2RjRbGKWutP2RJFVg

Deals

Action	Method	Path	Action id
Get a Deal	GET	/api/v3/deals/{{dealId}}	conn_mod_def::GJ56HyCLP2c::hJLfSg3NQ7uXyBpTUBLvJQ
List a Company’s Deals	GET	/api/v3/companies/{{companyId}}/deals	conn_mod_def::GJ56FpB-j7g::pqdPLeeqRsG2_5TUbQnbCA
List Deals	GET	/api/v3/deals	conn_mod_def::GJ56H0J7CtA::lVVsRhWZRlyql8yUaf-8Bg
Create a Contact’s Deal	POST	/api/v3/contacts/{{contactId}}/deals	conn_mod_def::GJ56GTEeZNQ::1CL2MMhcR7qCVRgFGX_oDA
Create a Deal	POST	/api/v3/deals	conn_mod_def::GJ56HnURCYQ::sudENMWiR5y_fbUGc5FGsQ
Delete a Deal	DELETE	/api/v3/deals/{{dealId}}	conn_mod_def::GJ56HwArOt8::McUp_2fpRWaMRueV-LIPxw
Update a Deal	PUT	/api/v3/deals/{{dealId}}	conn_mod_def::GJ56HwBLI4Y::f7_UtM_UQ9uowqQSLxrJBQ

Attachments

Action	Method	Path	Action id
Get a Pre-Authorized S3 Upload Form for an Attachment	GET	/api/v3/attachments/s3_form	conn_mod_def::GJ56E2TAZlY::1M465gY-TFyxFiEnmHEgCA
Create an Attachment	POST	/attachments	conn_mod_def::GJ56E1DxpFQ::gPv7-lEvSfytWmTU4fdyKw
Delete an Attachment	DELETE	/api/v3/attachments/{{attachmentId}}	conn_mod_def::GJ56E1NwFPE::70B_6AkWQ167w8ApSRLpkg
Pin an Attachment to Its Owner Contact	PATCH	/api/v3/attachments/{{attachmentId}}/pin	conn_mod_def::GJ56E9TsklE::Eaot_JJBTxaJ2zI8K7t53A
Unpin an Attachment from Its Owner Contact	PATCH	/api/v3/attachments/{{attachmentId}}/unpin	conn_mod_def::GJ56E9eyyCg::TqvKUhAtRx6j7sHqI7a6gA
Update an Attachment’s Custom Filename	PATCH	/api/v3/attachments/{{attachmentId}}	conn_mod_def::GJ56E-P6vQo::j8KNjrmVQLO-UlfQzDg_Eg

Meetings

Action	Method	Path	Action id
Get a Meeting	GET	/api/v3/meetings/{{meetingId}}	conn_mod_def::GJ56IPmwj9U::oYhYy8OXTsSo_iQE-Zt5yw
List a Contact’s Meetings	GET	/api/v3/contacts/{{contactId}}/meetings	conn_mod_def::GJ56Gy-QFYc::Y0zShyWURIe4igz8TGjJBg
List Meetings	GET	/api/v3/meetings	conn_mod_def::GJ56IRQpROw::dNtQ5kPVT_iMAhhbsiI81A
Create a Meeting	POST	/api/v3/meetings	conn_mod_def::GJ56IFXCqEM::c5gEtfTXT6OPEQnHSHkrLw
Delete a Meeting	DELETE	/api/v3/meetings/{{meetingId}}	conn_mod_def::GJ56IFb3njQ::wINwntJHSYmfOgbgFF7Ipg
Update a Meeting	PUT	/api/v3/meetings/{{meetingId}}	conn_mod_def::GJ56IPG8nrw::01WXeh0tQDuXgOpFlVoaEA

CompanyFields

Action	Method	Path	Action id
Get a Company Field	GET	/api/v3/company_fields/{{companyFieldId}}	conn_mod_def::GJ56F-lHrCE::Vd6J-fzYT6CniKH5EFH8FA
List Company Fields (Logged-in User’s Account)	GET	/api/v3/company_fields	conn_mod_def::GJ56GA2dp5Q::IaOF4hZqRG2a6XpXonm8Mw
Create a Company Field	POST	/api/v3/company_fields	conn_mod_def::GJ56F1B1QYg::FUCvWxxGSX2mKfML_7IjWw
Delete a Company Field	DELETE	/api/v3/company_fields/{{companyFieldId}}	conn_mod_def::GJ56F-9u-Jg::O3wd3gFgRCObPnN6M7nirw
Update a Company Field	PUT	/api/v3/company_fields/{{companyFieldId}}	conn_mod_def::GJ56F_ENjpM::Xuxhw9rKT7SACT49JarauQ

CustomFields

Action	Method	Path	Action id
Get a Custom Field	GET	/api/v3/custom_fields/{{customFieldId}}	conn_mod_def::GJ56HdktuH8::PeMIGCkcT1Gy9BRfrmVlog
List Custom Fields	GET	/api/v3/custom_fields	conn_mod_def::GJ56Hcf0AUA::-ErdnRgXSniz0-PyNFsgZw
Create a Custom Field	POST	/api/v3/custom_fields	conn_mod_def::GJ56HTeoewQ::rDmrgCu7TDGyHVFNDsmHXA
Delete a Custom Field	DELETE	/api/v3/custom_fields/{{customFieldId}}	conn_mod_def::GJ56HbUOa9c::Jhhg68TKT1SEQXzvpuTfJQ
Update a Custom Field	PUT	/api/v3/custom_fields/{{customFieldId}}	conn_mod_def::GJ56HfyHy7E::H5PakECpQEqqI4Uxec64Mg

DealFields

Action	Method	Path	Action id
Get a Deal Field	GET	/api/v3/deal_fields/{{dealFieldId}}	conn_mod_def::GJ56HnHMVD0::OLdsYP8WRaSVLT-rSf17pw
List Deal Fields	GET	/api/v3/deal_fields	conn_mod_def::GJ56HpRPBt8::C_PqeGkBQ367EHlNaGBJxw
Create a Deal Field	POST	/deal_fields	conn_mod_def::GJ56Hbkue1A::7C30YItiROi1Jl32EEGdIg
Delete a Deal Field	DELETE	/api/v3/deal_fields/{{dealFieldId}}	conn_mod_def::GJ56HnIk-zM::RTXcPS79QPO9GEUy0Dl8pw
Update a Deal Field	PUT	/api/v3/deal_fields/{{dealFieldId}}	conn_mod_def::GJ56HnS7_hk::4pYLz9LVSYumgI9efcXUhw

LeadSources

Action	Method	Path	Action id
Get a Lead Source	GET	/api/v3/lead_sources/{{leadSourceId}}	conn_mod_def::GJ56H6kEZ2w::bzJlN8nPQk2eFOw9asut9w
List Lead Sources (Logged-in User’s Account)	GET	/api/v3/lead_sources	conn_mod_def::GJ56IFVnI-4::W9vpby2aQPyCy4gDeJOm4A
Create a Lead Source	POST	/api/v3/lead_sources	conn_mod_def::GJ56H71h5FE::xek8osztQYOg7jNuWwfrZw
Delete a Lead Source	DELETE	/api/v3/lead_sources/{{leadSourceId}}	conn_mod_def::GJ56H6_HWgE::SW3JCtwHRDiDVt7h8SC60w
Update a Lead Source	PUT	/api/v3/lead_sources/{{leadSourceId}}	conn_mod_def::GJ56IIskGms::cQkV_uHgRuuiZiKJ2K7HVg

Notes

Action	Method	Path	Action id
Get a Note by ID	GET	/api/v3/notes/{{noteId}}	conn_mod_def::GJ56IXq_olo::TdfmAT8TTDyg_PJClGKUzg
List Notes	GET	/api/v3/notes	conn_mod_def::GJ56IaWLekU::fhGxSTNGS7Ws0O-rO3eJpw
Create a New Note	POST	/api/v3/notes	conn_mod_def::GJ56IQIwJ0A::XNc3YbPWRymhsE9tqOfJ7g
Delete a Note	DELETE	/api/v3/notes/{{noteId}}	conn_mod_def::GJ56IYRw5R4::I8Tv8oYpTiaI3z_WZo1Llg
Update a Note	PUT	/api/v3/notes/{{noteId}}	conn_mod_def::GJ56IYSw3jA::XnvO-Ht4SMGRmnOXSsuzrQ

PredefinedActions

Action	Method	Path	Action id
Get a Predefined Action	GET	/api/v3/predefined_actions/{{predefinedActionId}}	conn_mod_def::GJ56Ir5c2RI::_u6qX4rERLmGRFm-GkJpvg
List Predefined Actions (for the Logged-in User’s Account)	GET	/api/v3/predefined_actions	conn_mod_def::GJ56Ivwl6hU::iVcCw-5vTKSIKV8tsJio1g
Create a Predefined Action	POST	/api/v3/predefined_actions	conn_mod_def::GJ56IrbW1Nw::oyLUl4i9SECoQkHWkJQklg

2 more PredefinedActions actions are available through search.

This lists 90 of 161 actions. For anything not here, call search_one_platform_actions with platform one-page-crm. The full catalog is at https://www.withone.ai/knowledge/one-page-crm.

When a call fails

The error comes from OnePageCRM, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/one-page-crm

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.