Engagements (vendor pipeline)
Track vendor engagements and interactions — create, update, stats, and lifecycle operations.
Track vendor engagements and interactions — create, update, stats, and lifecycle operations.
Tools (8)#
| Tool | Type | What it does |
|---|---|---|
engagements_list | Read-only | Search for vendor engagements by title, status, vendor type, or engagement type. |
engagements_get | Read-only | Get full details of a vendor engagement by UUID, including contact info, vendor type, engagement type, schedule, location, meeting URL, notes, tags, and linked prospect. |
engagements_create | Creates data | Create a new vendor engagement to track a meeting, call, or event with a vendor. |
engagements_update | Updates data | Update an existing vendor engagement's information or status. |
engagements_stats | Read-only | Get aggregate statistics for vendor engagements: total count, counts by status, counts by vendor type, counts by engagement type, upcoming engagements count. |
engagements_archive | Updates data | Archive a vendor engagement to hide it from active views without deleting it. |
engagements_restore | Updates data | Restore a previously archived vendor engagement back to active views. |
engagements_delete | Irreversible | Permanently delete a vendor engagement. |