ChatFlow CRM

List every connected account: WhatsApp numbers, Instagram, TikTok, Threads and Telegram bots. Returns connectionId, channel, provider, display label, `account` (the value publish tools accept as their "account" argument) and `capabilities` (the tools that work through it). TikTok can appear twice: provider tiktok_content_posting is the login used for posting, tiktok_business_messaging the one used for DMs and comments. Use the WhatsApp connectionId as instanceId when create_contact requires a sender.

list_channel_connections

List conversations (chats), most recently active first. Each row has conversationId, contact name/phone, channel, the last message preview, the exact receiving connection, unread count, pipeline column, deal value, and notes. Use this to find which chats need attention.

list_conversations

List the current CRM pipelines and their stage IDs. Use these stage IDs with move_deal. Does not return legacy conversation cards.

list_deal_pipelines

Read the Kanban sales pipeline: every column (stage) in order with the conversations (leads) in it, including deal values and notes. Use the returned columnId values with move_conversation.

list_pipeline

List follow-up reminders (open ones by default), soonest first, with the contact, note and whether each is overdue.

list_reminders

List the workspace's teammates (memberId, name) and chat labels (labelId, name) — the ids update_lead accepts for assignedTo and labelIds.

list_team_and_labels

Move an independent CRM deal to a stage returned by list_deal_pipelines. Changing to a won stage can trigger the workspace's configured advertising conversion attribution. Read the deal and use the exact deal and stage IDs.

move_deal

Move a conversation (lead) to a pipeline column, e.g. when a deal advances a stage. Synchronizes the linked legacy deal; columnId null removes the card and archives that legacy deal. Get columnId values from list_pipeline.

move_conversation

Pause (enabled=false) or resume (enabled=true) ChatFlow's automatic AI replies in one conversation, e.g. when a person takes over a hot lead. Resuming can send future replies to customers and requires the workspace's agent-sending permission. Note: send_message / send_media_message already pause it automatically.

set_ai_autoreply

Get a one-time upload link for an image or video you want to publish (the publish tools only accept public URLs, because Instagram and TikTok download media themselves). Returns uploadUrl and mediaUrl: POST the raw file bytes to uploadUrl (e.g. curl --data-binary @file -H 'Content-Type: image/jpeg'), then pass mediaUrl to publish_instagram_photo / _carousel / _story / _reel or upload_tiktok_photo_draft / upload_tiktok_video_draft. Max 20MB per file; the link works once within 1 hour. Anyone possessing mediaUrl can download the uploaded file for 7 days. Instagram images must be JPEG; TikTok photos JPEG or WEBP. PDFs are for send_media_message only. Requires the agent publishing or sending toggle.

prepare_media_upload

Publish a TEXT post to the workspace's connected Threads account. This posts PUBLICLY on the real Threads profile — only use it when the user explicitly asked for a post, and show them the text first. Max 500 characters. Fails unless the workspace owner enabled agent publishing in ChatFlow Settings (separate from the message-sending toggle) and the workspace is on a Pro or Max plan with a Threads account connected.

publish_threads_post

Publish a Reel on the workspace's connected Instagram professional account. This goes PUBLIC immediately — there is no draft step. Provide a publicly downloadable direct video URL (mp4/mov, vertical 9:16 recommended, 3 seconds to 15 minutes) and an optional caption (up to 2,200 characters, hashtags allowed). Get a URL for a local file from prepare_media_upload. Instagram processes the video first, so the call can take 1–3 minutes; the result includes the reel's permalink. Fails unless the workspace owner enabled agent publishing in ChatFlow Settings and an Instagram account is connected.

publish_instagram_reel

Publish a Story (visible for 24 hours) on the connected Instagram professional account. Goes PUBLIC immediately. One image (JPEG) or one video (mp4/mov, up to 60 seconds); vertical 9:16 recommended. Stories have no caption and the API cannot add stickers or links — put any text into the image itself. Get a URL for a local file from prepare_media_upload. Requires the agent publishing toggle and a connected Instagram account.

publish_instagram_story

Publish a carousel (swipeable post of 2–10 photos and/or videos) on the connected Instagram professional account. Goes PUBLIC immediately — show the user the slides and caption first. Every slide is cropped to the FIRST slide's aspect ratio, so use one ratio (1:1 or 4:5). Images must be JPEG; videos mp4/mov. Videos make the call take a few minutes while Instagram processes them. Get a URL for a local file from prepare_media_upload. Requires the agent publishing toggle and a connected Instagram account.

publish_instagram_carousel

Publish a single photo post on the workspace's connected Instagram professional account. This goes PUBLIC immediately — there is no draft step, so show the user the image and caption first. The image must be a public https JPEG (Instagram rejects PNG/WEBP), aspect ratio between 4:5 and 1.91:1, up to 8MB. Get a URL for a local file from prepare_media_upload. Fails unless the workspace owner enabled agent publishing in ChatFlow Settings and an Instagram account is connected.

publish_instagram_photo

Read one independent deal, its notes, assigned teammate, customer and linked conversation ID. Read this before editing a deal, then use get_conversation to read its shared customer chat.

get_deal

Read one conversation: contact details, CRM fields (notes, deal value, pipeline column), and the most recent messages with direction (inbound = from the customer, outbound = from the business) and timestamps. Use before drafting or sending any reply.

get_conversation

Reply PUBLICLY under an Instagram comment, as the business account. Only when the user asked you to answer comments; show them the reply first. Max 2,200 characters. Fails unless the workspace owner enabled agent sending in ChatFlow Settings.

reply_instagram_comment

Find independent CRM deals by title, client, phone or indexed custom fields, or list recent deals. A customer can have several deals. Returns contact, stage, value, notes, timestamps and a CRM link. Default: active deals. Follow cursor for further listing pages; search results are bounded and report truncated when incomplete.

list_deals

Search the CRM's contacts by name or phone number substring. Returns contact IDs, names, external identifiers, channel (whatsapp/telegram/instagram/tiktok) and kind (user or group chat). Call with no query to list recent contacts.

search_contacts

Send a text message to the customer in a conversation, from the business's connected channel (WhatsApp/Telegram/Instagram/TikTok). TikTok public-comment conversations reply publicly; TikTok DM conversations reply privately. This messages a REAL person and counts against the workspace's monthly quota — only use it when the user explicitly asked you to send. Fails unless the workspace owner enabled agent sending in ChatFlow Settings; in that case, present your draft to the user instead.

send_message

Send a photo, video or PDF to the customer in a WhatsApp conversation, with an optional caption (max 1,024 characters). Upload the file first with prepare_media_upload and pass its mediaUrl. Messages a REAL person and counts against the monthly quota — only when the user asked. Instagram, Telegram and TikTok chats accept text only (use send_message). Fails unless agent sending is enabled.

send_media_message

Update an independent CRM deal's title, notes, value, assignee or archive state. Replaces supplied fields. Only change fields explicitly requested by the user; use null to clear value or assignee. Use IDs from list_team_and_labels. Preserves the CRM's validation, search index and linked legacy card.

update_deal

Update CRM fields on a conversation: free-form notes, the deal value (a number in the workspace's currency), the assigned teammate, the contact's display name, and labels. Only provided fields change; pass dealValue or assignedTo null to clear it.

update_lead

Upload a photo post (1–35 images, shown as a swipeable slideshow) to the connected TikTok account's inbox as a DRAFT: the account owner opens TikTok, can add music, and taps post — nothing goes public without them. Images must be JPEG or WEBP (not PNG), each up to 20MB. TikTok downloads photos itself and only from web addresses verified for ChatFlow's TikTok app, so use mediaUrl values from prepare_media_upload. Requires the agent publishing toggle and a connected TikTok account.

upload_tiktok_photo_draft

Upload a video to the connected TikTok account's inbox as a DRAFT (TikTok's Upload-to-Inbox flow): the account owner opens TikTok, reviews, and taps post — nothing goes public without them. Provide a publicly downloadable direct video URL (mp4, up to ~60MB; prepare_media_upload hosts local files up to 20MB). Fails unless the workspace owner enabled agent publishing in ChatFlow Settings and a TikTok account is connected.

upload_tiktok_video_draft