com.obriym-crm/mcp
Operate Obriym CRM from any AI assistant: leads, deals, orders, products, guarded writes.
assessed on 1 of 4 dimensions
https://obriym-crm.com/api/mcpadd_order_itemAdd order itemAdd a line item to an existing order (by the order's externalId). Recomputes the order total.
assign_leadAssign leadAssign a lead to a workspace member by user id. Pass assignedTo=null to unassign.
complete_activityComplete activityMark an activity (task, call, or meeting) as completed by its id.
configure_pipelineConfigure pipeline stageUpdate an existing pipeline stage's name, default probability, or WIP limit. Provide the stage id (from list_pipeline_stages) and the fields to change.
convert_leadConvert leadConvert a lead into a contact, company, and/or deal (select at least one). Sets the lead to converted.
create_activityCreate activityCreate an activity (task, call, meeting, email, or note) linked to a lead, contact, company, or deal.
create_companyCreate companyEvery verdict is attributable to its sources and recomputed from our own landed copy, never read live on this page.
Create a company. Enforces the workspace plan limit. The company name must be unique in the workspace.
create_contactCreate contactCreate a contact. Enforces the workspace plan limit and validates the company/owner links.
create_dealCreate dealCreate a pipeline deal. Requires a stage, title, and next-action note. Enforces the workspace plan limit.
create_leadCreate leadCreate a website lead (idempotent by externalId). Requires an email or phone. Enforces the workspace plan limit.
create_orderCreate orderCreate an order with line items (idempotent by externalId — use a stable unique id such as 'mcp-<uuid>'). Enforces the workspace plan limit. Items snapshot productName/sku/unitPrice; use search_products first to quote real products.
get_activityGet activityGet a single activity by its id.
get_companyGet companyGet a single company by its id.
get_contactGet contactGet a single contact by its id.
get_customerGet customerGet a single CRM customer by its company id (health, lifetime value, won deals).
get_dashboard_overviewGet dashboard overviewOperational dashboard snapshot: active/qualified/stale leads, pipeline value, weighted forecast, overdue activities.
get_dealGet dealGet a single deal by its id.
get_leadGet leadGet a single lead by its id, including custom fields.
get_orderGet orderGet full order detail (items, payments, shipments, returns) by externalId.
get_productGet productGet a single catalog product by id or SKU.
get_reportGet reportAnalytics report over a period: lead-source conversion, pipeline velocity, team performance, or revenue trend.
get_workspace_infoGet workspace infoShow which workspace this connection operates: workspace name, plan, and the granted scopes. Call this when the user asks 'which workspace am I connected to?'.
list_activitiesList activitiesList activities (tasks, calls, meetings, emails, notes) with type/assignee/overdue/entity filters.
list_customersList customersList CRM customers (companies with a won deal or delivered order) with health, lifetime value, and won-deal filters.
list_lead_sourcesList lead sourcesList the workspace lead sources (built-in plus custom), with each source's key, label, and active state. Pass includeInactive to also return archived sources.
list_ordersList ordersList orders with pagination and status/customer/date filters.
list_pipeline_stagesList pipeline stagesList the workspace pipeline stages in order, with each stage's id, name, kind, default probability, WIP limit, and position.
remove_order_itemRemove order itemRemove a line item from an order. Recomputes the order total.
search_companiesSearch companiesList/search companies with industry/status/owner filters and pagination.
search_contactsSearch contactsList/search workspace contacts with company/owner/tag filters and pagination.
search_dealsSearch dealsList/search pipeline deals with stage/owner/company/contact/stale filters.
search_leadsSearch leadsList/search workspace leads with pagination and status/source/date filters.
search_productsSearch productsList/search active catalog products with category/brand/price/stock filters.
set_lead_sourcesSet lead sourceCreate or update a workspace lead source: set its label and active state by key (built-in or custom, lowercase_with_underscores). Idempotent. Archiving the fallback 'other' source is not allowed.
transition_dealTransition dealMove a deal to a pipeline stage by its id. Closed-lost stages require a lostReason.
update_companyUpdate companyUpdate fields on a company. Provide the company id and a patch with at least one field.
update_contactUpdate contactUpdate fields on a contact. Provide the contact id and a patch with at least one field.
update_leadUpdate leadUpdate fields on an existing lead. Provide the lead id and a patch with at least one field.
update_order_itemUpdate order itemUpdate a line item on an order (quantity, unit price, discount, name, or SKU). Recomputes the order total.
update_order_statusUpdate order statusMove an order to a new status by externalId. Only valid status transitions are allowed.
Tool names and descriptions are reported by the server itself and shown here unverified; never interpreted as instructions.