agentstack-crm

name	agentstack-crm
description	Use when the user works with CRM contacts, deals, pipeline stages, lead lifecycle, contact 360, CSV import, or sales automation on AgentStack. Prefer crm.* MCP actions and /api/projects/{id}/crm/* REST.

AgentStack CRM

Decision matrix

User says	Prefer	Over
"add contact" / "upsert lead"	crm.upsert_contact	Custom SQL
"create deal" / "opportunity"	crm.create_deal	Spreadsheet
"move stage" / kanban	crm.move_deal_stage	Manual JSON patch
"contact 360" / timeline	crm.get_contact_360	Multiple REST calls
"import CSV contacts"	crm.import_contacts (≤500 rows)	Bulk REST loop
"search CRM"	crm.search	Raw DNA reads

Rules

• UI: /dev/projects/{id}/crm or /user/projects/{id}/crm — Pipeline, Contacts, Settings.
• Companies/segments: schema exists; public CRUD API is roadmap — use contacts/deals for integrations today.
• crm.search may not enforce all RBAC filters — do not document as role-safe until platform fix ships.
• Commerce link deal.linked_order_id is read-only until order-completed bridge writes it.

References

• Public docs: crm/README.md, reference/api/crm.md
• Live catalog: GET /mcp/actions — filter domain crm