set_deal_stageMoves a lead through your CRM pipeline (stages are configurable — default: Prospect → Contacted → Demo → Won → Lost) and records the change in history. The AI uses it when you confirm a real-world event ('they booked a demo').
log_crm_noteSaves a structured summary of a conversation to the lead's CRM record — a concise recap, the prospect's pain points and overall sentiment — so future follow-ups stay personalized.
save_lead_messageSaves generated outreach copy for a lead (email, email follow-up, LinkedIn message or LI follow-up) as persistent CRM context. Does not send it.
list_lead_messagesLists messages saved for a lead (email/LinkedIn drafts and follow-ups), newest first, so the AI can retrieve copy before sending it through the right channel.
create_taskCreates a follow-up task, optionally linked to a lead and with a due date (Pro plan). Turns 'remind me to send pricing on Thursday' into a tracked task.
get_lead_contextReturns the full CRM context for a lead before writing a pitch: profile, current pipeline stage, recent conversation summaries, open tasks, recent LinkedIn interactions and stage history.
export_crmExports your entire CRM (leads with pipeline stage and key fields) as CSV so you can back it up or open it in Excel.
update_contactUpdates a lead's contact details – email, phone, location, company, role or headline. Use it to enrich a lead (e.g. saving a found email). Only fields you provide are changed.
list_tasksLists your CRM tasks – filter by status (open/done/cancelled) and/or a specific lead. Returns id, name, due date, status and the linked lead's name so the AI can see open follow-ups.
complete_taskMarks a CRM task as done (or reopens/cancels it) by task_id. Use after finishing a follow-up.
list_crm_stagesLists CRM pipeline stages (key, label, colour) and how many leads are in each. Stages are configurable.
add_crm_stageAdds a new pipeline stage (e.g. 'Negotiation') with an optional colour. Appended to the end of the pipeline.
rename_crm_stageRenames a stage label and/or changes its colour by key. The stage key and leads in it remain unchanged.
delete_crm_stageDeletes a pipeline stage; its leads are moved to another stage (reassign_to or the first remaining one).
list_crm_fieldsLists custom fields defined on CRM leads (key, label, type).
add_crm_fieldAdds a custom field to CRM leads (e.g. 'Budget' of type number). Types: text, number, date, url.
delete_crm_fieldRemoves a custom field definition by key.
set_lead_fieldsSets values of custom fields on a lead (by contact_id) – e.g. budget, renewal date. Only defined keys are accepted.