Salesflare

Create a NEW account (company, organization, business). Write action only; it adds a record and does not read or return existing data. To set required reference ids, resolve names to ids using the matching read tool for that entity first.

Create a NEW contact (person, lead, prospect). Write action only; it adds a record and does not read or return existing data. To set required reference ids, resolve names to ids using the matching read tool for that entity first. When the payload is an array you get an array back; for a single object (or an array with one item) you get an object back.

Create a NEW opportunity (deal, sale). Write action only; it adds a record and does not read or return existing data. To set required reference ids, resolve names to ids using the matching read tool for that entity first.

Create a NEW task (to-do, reminder, activity). Write action only; it adds a record and does not read or return existing data. To set required reference ids, resolve names to ids using the matching read tool for that entity first.

Get, view, or retrieve an account's feed, timeline, or activity history (emails, messages, meetings, calls, and other activities) for a specific account by its id.

List, search, find, look up, get, or retrieve accounts (companies, organizations, businesses, customers). Filter, sort, and paginate results, or fetch a single account by passing its id. Supports advanced filtering via "q" and sorting via "order_by"; field ids are validated server-side against your workspace. Fetch a single record by passing its id. Use this tool to resolve natural-language account names to numeric account ids before calling tools that require account ids.

List, search, find, look up, get, or retrieve contacts (people, persons, leads, prospects). Filter, sort, and paginate results, or fetch a single contact by passing its id. Supports advanced filtering via "q" and sorting via "order_by"; field ids are validated server-side against your workspace. Fetch a single record by passing its id. Use this tool to resolve natural-language contact names to numeric contact ids before calling tools that require contact ids.

List, search, find, get, or retrieve opportunities (deals, sales, pipeline deals). Filter, sort, and paginate results, or fetch a single opportunity by passing its id. Filter by close date with close_after/close_before (ISO 8601 date-time). Supports advanced filtering via "q" and sorting via "order_by"; field ids are validated server-side against your workspace. Fetch a single record by passing its id.

List, get, search, or retrieve pipelines (sales pipelines and their stages). Filter, sort, and paginate results, or fetch a single pipeline by passing its id. Supports advanced filtering via "q" and sorting via "order_by"; field ids are validated server-side against your workspace. Fetch a single record by passing its id.

List, search, get, or retrieve tags (labels, categories, keywords). Filter, sort, and paginate results, or fetch a single tag by passing its id. Supports advanced filtering via "q" and sorting via "order_by"; field ids are validated server-side against your workspace. Fetch a single record by passing its id.