Build on the registry your team already uses.

Create up to 100 contacts atomically. Each entry may carry optional `tags` and `custom_fields` for per-contact enrichment (e.g. prospect_intel shapes). Any failure mid-batch rolls back the whole transaction — zero contacts are written. Returns {contacts: [<detail>, ...], created_count: N}.

Create a new contact in the tenant's CRM.

Email-keyed find-or-create. Looks up the tenant's contacts by lowercased email; returns the existing record if matched, otherwise creates with the supplied fields. `first_name` and `last_name` are required only on the create path. `tags` and `custom_fields` apply only on the create path; the find branch returns the existing record unchanged. Returns {contact, created: bool}.

Find contacts semantically similar to a seed contact (by contact_id) or to a free-text description (by query) — exactly one must be given. Returns contacts ranked nearest-first as {contact, distance} (cosine distance, 0 = identical). An unindexed seed returns an empty list.

Get full details for a specific contact by id.

Search CRM contacts by name, email, or company.

Partially update a contact's editable fields.

Create a new company in the tenant's CRM. Mirrors the REST POST /companies endpoint.

Domain-keyed find-or-create. Looks up the tenant's companies by normalised domain; returns the existing record if matched, otherwise creates with the supplied fields. `name` is required only on the create path. Returns {company, created: bool}.

Find companies semantically similar to a seed company (by company_id) or to a free-text description (by query) — exactly one must be given. Returns companies ranked nearest-first as {company, distance} (cosine distance, 0 = identical). An unindexed seed returns an empty list.

Get full details for a company by id, including contacts.

List contacts that belong to a specific company.

Search companies by name or domain. Returns paginated list with contact counts.

Update a company's fields. Pass only the fields to change. Domain input is canonicalised (scheme/path stripped).

Create a new deal in the pipeline. Requires a contact; company is optional. Value is in cents. Stage defaults to the tenant's first open pipeline stage if omitted.

Get full details for a specific deal by id.

Current deal pipeline grouped by stage with totals.

Search and filter deals. Supports filtering by stage, owner, contact, or company. Optional text query matches deal title.

Update a deal's fields. Pass only the fields to change. Stage changes are audited with direction (forward/backward).

Mark a task as completed. Idempotent if already completed.

Create a follow-up task. Optionally attach to a contact, deal, or company. Assignee defaults to the API key creator.

Get open tasks assigned to the API key's creator, sorted by due date (overdue first, then upcoming, then no-date).

List tasks, optionally filtered by entity or assignee. Returns open tasks by default; set include_completed=true for all.

Add a note to a contact, deal, or company, or a comment to a task. To @-mention a teammate so they get notified, write @[Their Name](user:<user_id>) in the body — user ids come from list_users.

List notes attached to a contact, deal, company, or task (a task's notes are its comments). Returns newest first.

List meetings logged against a contact, company, or deal. Returns newest first.

Log a meeting against a contact, company, or deal — date, duration, attendees, location, and notes. Records a past or scheduled meeting; surfaces on the entity's timeline.

List captured calls (uploaded recordings with an AI transcript and summary), newest first — logged against a contact, company, or deal, or the team's internal calls (standups, deal reviews) via entity_type 'internal' with no entity_id. Returns each call's title, date, transcript/summary status, AI summary, sentiment, action items, and suggested next step. Use to recall what was discussed on recent calls with a record or in team meetings.

Generate a {subject, body} email draft from a brief, using the tenant's configured LLM. Read-only — no DB write. The caller passes the returned draft to send_one_off_email (or discards it). Optional reply_to_outreach_id enriches the prompt with the inbound thread for reply drafting.

Aggregate outreach stats for a date range or campaign by name. Returns total_sent, total_replied, reply_rate, open_rate, bounce_rate, by_channel.

Get the most recent outreach records for a contact.

Most recent outreach records, optionally filtered to one contact. Useful for context before drafting a follow-up.

Record an outreach event against a contact.

Stage a single-recipient email send through the human-approval queue (M33d). Creates a pending SendApprovalRequest backed by an implicit one-off campaign; a human must approve in the Limena UI before the email leaves. Idempotent within 5 minutes per tenant+contact. When reply_to_outreach_id is supplied (M33f), the send is threaded as a reply to that inbound message — In-Reply-To and References headers are attached to the outgoing email and, for Gmail, the message lands in the same conversation.

Bulk-record outreach status updates from an external mailmerge tool. Unmatched emails create new contacts; the response lists them.

Add individual contacts to a campaign as manual-source recipients. Up to 500 contacts per call. Idempotent — contacts already in the campaign via this source are silently skipped. Returns suppression breakdown (unsubscribed, email_invalid).

Add all contacts from a prospect list to a campaign. Auto-promotes eligible list items to contacts. Returns suppression breakdown and promotion count.

Add contacts matching a saved segment to a campaign. Snapshot at add-time — re-add the segment to pick up new matches. Returns suppression breakdown.

Cancel a campaign send that is sending or paused. Already-sent messages are not retracted. This action cannot be undone.

Check the status of a send approval request. Returns pending, approved, or rejected with decision details.

Create a new campaign. Idempotent — returns the existing campaign if one with the same name already exists.

Get campaign detail including member count, outreach count, send status, and last sent date.

List contacts that are members of a campaign.

Pause a campaign that is currently sending. Already-queued messages will self-skip. Resume must be done by a human via the UI.

Remove a contact from a campaign across all sources. Idempotent — returns removed=false if the contact was not a member.

Request approval to send a campaign. Creates a pending approval that a human must approve or reject in the Limena UI before any emails are sent. Returns the approval ID for polling via check_send_approval. Idempotent — a second call while one is pending returns the existing approval.

Update campaign metadata. Only send the fields you want to change. Supports: name, description, compose_mode (template or ai_generated), tracking_enabled, system_prompt_override.

List file attachments on a contact, deal, company, task, or note. Returns newest first. Read-only — uploads + deletes go through the REST API.

Hybrid keyword + semantic search across the CRM. Exact name / email / title matches rank first; contacts and companies also surface semantically related records a keyword miss would skip. Returns up to per_type results in each bucket: contacts, companies, campaigns, deals, outreach.

Compare reply rates or open rates across named campaigns.

Total record count for a tenant-scoped entity.

List all campaigns for the tenant with member and outreach counts. Use to discover campaign names before filtering by them.

Breakdown of outreach volume and reply rates by channel.

Aggregate outreach stats for a date range / campaign.

Natural language analytics question. Delegates to the AnalyticsAgent; consumes LLM tokens; rate-limited 10/hour.

Most recent outreach and deal stage changes.

List contacts ranked by engagement metric.

List tenant team members. Useful for discovering user IDs when assigning tasks or deal ownership.