CRM / Pipeline / MCP

Get crm pipeline

Get the workspace CRM kanban: prospects grouped by conversionStage (connected, replied, interested, meeting_request, qualified, meeting_scheduled, meeting_completed, won, lost, not_interested, unqualified). Excludes prospects still in the initial "prospect" stage. Each card includes ICP score, last activity timestamp, and any active conversation chat_id/account_id.

tools/callDeterministic operation

Parameters

workspaceIdOptional · string: Optional with API key auth - inferred from the key.
stagesOptional · string: See the input schema for this field.
queryOptional · string: See the input schema for this field.
tagOptional · string: See the input schema for this field.
limitOptional · number: See the input schema for this field.
cursorOptional · string: See the input schema for this field.

Request example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get-crm-pipeline",
    "arguments": {}
  }
}

Full input schema

Input schema

{
  "type": "object",
  "properties": {
    "workspaceId": {
      "type": "string",
      "description": "Optional with API key auth - inferred from the key."
    },
    "stages": {
      "type": "string"
    },
    "query": {
      "type": "string"
    },
    "tag": {
      "type": "string"
    },
    "limit": {
      "type": "number",
      "maximum": 100
    },
    "cursor": {
      "type": "string"
    }
  }
}

See this operation inCLI REST API TypeScript SDK