AB Projects

Create a new customer (e.g. when converting a qualified lead).

Create a lead label in the workspace. Refused when a label with the same name already exists; use that one instead.

Create a new lead. Only name is required; leads start in status New (auto-promoted to InformationFilled when name+website+email are all present). Creating a lead consumes one of the organization's monthly new-lead allowance; if the allowance is exhausted the tool refuses and says so.

Create an opportunity under a customer or lead. The parent must exist — verify with ab_crm_list_customers / ab_crm_list_leads first.

Get one lead in full: profile, AI company research, recent notes, recent emails, and its opportunities. Call before updating or emailing a lead.

Pipeline summary: open opportunities grouped by stage (count, total, weighted amount), workspace totals, and deals closing within 30 days.

Get the workspace's sales context for drafting on-brand outreach: products (with prices), sales goals, value propositions, and the outbound-email configuration status.

Mine Closed-Won vs Closed-Lost opportunity history for shared signals: cycle time, deal size, activity cadence, industry, lead source, loss reasons. Needs at least 5 Closed-Won deals to say anything (5 Closed-Lost to include loss-side comparisons) — below that it reports there isn't enough data yet rather than guessing from a handful of deals.

List CRM activities (calls, meetings, follow-up tasks). Pass related_type+related_id for one record's activities, or omit them for the planned-activity window (days_back/days_ahead).

List contacts belonging to a customer.

List/search customers in a workspace, newest first.

List the email thread on a Lead, Customer, or Contact (inbound + outbound), newest first, with previews.

List the workspace's lead labels (called tags in some places): id, name and color. Reuse these before creating a new one.

List/search leads in a workspace, newest first. Statuses: New, InformationFilled, Contacted, Qualified, Disqualified.

List notes on a Lead, Customer, Opportunity, or Contact, newest first.

List opportunities, soonest expected close first. Status values: Open, Closed-Won, Closed-Lost (omit for all).

Send an email to a lead from the workspace's configured mailbox. REQUIRES the user's explicit confirmation of recipient, subject, and body in this conversation before calling. Refused when the lead is opted out of automation, the workspace automation is paused, or no mailbox is configured. Body is plain text.

Rename or recolor a label. The change shows on every lead that carries it.

Update a lead's fields, status and/or labels. Call ab_crm_get_lead first. Set automation_opt_out=true to exclude the lead from ALL automated outreach. Labels are added or removed individually; the lead's other labels are kept.

Update an opportunity: move stage, change amount/close date/next step, or close it (close='won' or close='lost' + loss_reason).

List the CRM workspaces (organizations) you can use, with lead/contact/opportunity/customer counts. Call this first — its workspace ids are required by every other ab_crm_* tool.

List all projects you are a member of with stats.

Get your tasks: overdue, due today, and in progress. Returns task ID, title, priority, status, due date, progress.

List members of a project with their roles.

Get available statuses, types, and environments for a project. Call this before updating a task's status, type, or environment so you know the valid options.

Get your tasks for today and this week (due dates).

Get full details of a specific task by project ID and task ID.

Read a wiki article's full content, metadata, and version info.

Get the wiki navigation tree (folders and articles) for a project.

Link a task to a wiki document (Documents). Bidirectional — appears on both the task and the document. Idempotent.

Log time you spent on a task: how long, and on which day. It is recorded as yours (marked as logged by AI), adds to the task's total, and shows in the task's change log. Give hours or minutes, not both. Only your own time, and not in a project where you are a Viewer.

Search tasks by keyword across all your projects.

List wiki articles under a specific folder path.

Add an INTERNAL note to a ticket, for the desk only. The customer never sees it and it does not move the ticket's status — it is not a reply. Use it to record triage reasoning, context from elsewhere, or what to check next.

List the AB Support desks (workspaces) you can use, with open and total ticket counts. Call this first — its desk ids are required by every other ab_support_* tool.

Draft a reply to the customer for a person on the desk to review and send. This does NOT send anything — the customer sees nothing until an agent opens the ticket and sends it themselves. The draft becomes the ticket's suggested reply and replaces any earlier one. Write it as the customer should read it; for team-only context use ab_support_add_note instead. Call ab_support_get_ticket first so the draft answers what the customer actually asked.

One customer on a desk: their details and their earlier tickets — whether this person has asked before, and what about. The customer_id is on the ticket.

Read one ticket in full: header, the customer-visible conversation, the desk's internal notes, the change history, and the AI's unsent suggested reply. Call before updating or answering a ticket.

List/search a desk's tickets, most recently active first. Filter by status name or leave it off for all.

Get the desk's ticket statuses and their ids. Statuses are per desk — a desk renames and reorders its own — so call this before setting one rather than assuming a name like 'Open' exists.