crm-contacts

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": "[e-mail]"}

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": "[e-mail]"}],
  "phones": [{"value": "[phone]"}],
  "name": "John Doe"
}

Returns new contact ID.

Update Contact

Tool: crm_contacts_update
Input: {
  "id": "<contact-id>",
  "name": "John Updated",
  "phones": [{"value": "[phone]"}]
}

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

1. Search by email first before creating to avoid duplicates
2. Add comments for important interactions to build contact history
3. Link contacts to deals to track revenue relationships
4. Use pagination for large contact lists
5. Keep contact data updated — phone, email, name changes