Contacts
Your wider address book — everyone you know, whether or not they are a client yet.
Your wider address book — everyone you know, whether or not they are a client yet.
Tools (8)#
| Tool | Type | What it does |
|---|---|---|
contacts_create | Creates data | Create a new contact in the CRM. |
contacts_list | Read-only | Search for contacts by name, email, phone, or other criteria. |
contacts_update | Updates data | Update an existing contact's information. |
contacts_get | Read-only | Get full details of a specific contact by their ID — names, phones, emails, address, tags, and linked records. |
contacts_archive | Updates data | Archive a contact to hide them from active views without deleting their record. |
contacts_restore | Updates data | Restore a previously archived contact back to active views. |
contacts_delete | Irreversible | Permanently delete a contact. |
contacts_stats | Read-only | Get aggregate statistics for all contacts: counts by status (homeowner/non_homeowner), counts by role (sphere/lead/client), and total portfolio value. |