CRM

Every CRM tool, with the scope it needs, its arguments and the API operation it calls.

62 tools

Archive CRM accounts

Changes data

atlas_crm_accounts_archive

Archive a CRM account (soft delete; reversible by un-archiving).

Scope: crm:delete
Calls: POST /v1/crm/accounts/{id}/archive
Example prompt: Archive CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create CRM accounts

Changes data

atlas_crm_accounts_create

Create a CRM account (company record).

Scope: crm:write
Calls: POST /v1/crm/accounts
Example prompt: Create a CRM account for Acme Corp.

Arguments

Field	Type	Required
`name`	`string`	Yes
`domain`	`string`	No
`industry`	`string`	No
`ownerUserId`	`string`	No
`parentAccountId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`arrAnnualized`	`integer`	No
`currency`	`string`	No

Get CRM accounts

Read only

atlas_crm_accounts_get

Fetch a single CRM account by id.

Scope: crm:read
Calls: GET /v1/crm/accounts/{id}
Example prompt: Read CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Get CRM accounts lead scores

Read only

atlas_crm_accounts_lead_scores_get

Get the lead-score breakdown for a single CRM account.

Scope: crm:read
Calls: GET /v1/crm/lead-scoring/account/{id}
Example prompt: What is acc_xyz's lead score?

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM accounts

Read only

atlas_crm_accounts_list

List CRM accounts, one page at a time. Filter by owner, tier, free-text query, or archived flag. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/accounts
Example prompt: Show me all enterprise CRM accounts owned by me.

Arguments

Field	Type	Required	Description
`ownerUserId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`pipelineId`	`string`	No
`stage`	`string`	No
`q`	`string`	No	Free-text search term.
`archived`	`boolean`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name"`	No	The field to sort on: updatedAt, createdAt, name. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Merge CRM accounts

Changes data

atlas_crm_accounts_merge

Merge duplicate CRM accounts into one target account, re-parenting contacts and deals.

Scope: crm:write
Calls: POST /v1/crm/accounts/merge
Example prompt: Merge CRM accounts acc_a and acc_b into acc_a.

Arguments

Field	Type	Required	Description
`targetId`	`string`	Yes	Account id to keep.
`mergedIds`	`array of string`	Yes	Account ids to merge into the target.

Score CRM accounts

Changes data

atlas_crm_accounts_score

Recompute the lead score for one CRM account (OWNER/ADMIN only).

Scope: crm:write
Calls: POST /v1/crm/lead-scoring/recompute-account/{id}
Example prompt: Recompute the lead score for CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Update CRM accounts

Changes data

atlas_crm_accounts_update

Patch fields on a CRM account.

Scope: crm:write
Calls: PATCH /v1/crm/accounts/{id}
Example prompt: Move CRM account acc_xyz to the enterprise tier.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the account.

List CRM activities

Read only

atlas_crm_activities_list

List activities (calls, emails, meetings, notes) logged against an account, contact, or deal.

Scope: crm:read
Calls: GET /v1/crm/activities
Example prompt: Show me activities on CRM deal d_xyz.

Arguments

Field	Type	Required
`recordKind`	`"account" \| "contact" \| "deal"`	Yes
`recordId`	`string`	Yes
`limit`	`integer`	No
`before`	`string (date-time)`	No

Log CRM activities

Changes data

atlas_crm_activities_log

Log a CRM activity (call, email, meeting, note, task, sms) against an account, contact, or deal.

Scope: crm:write
Calls: POST /v1/crm/activities
Example prompt: Log a discovery call on CRM deal d_xyz.

Arguments

Field	Type	Required
`recordKind`	`"account" \| "contact" \| "deal"`	Yes
`recordId`	`string`	Yes
`kind`	`"call" \| "email" \| "meeting" \| "note" \| "task" \| "sms"`	Yes
`subject`	`string`	No
`body`	`string`	No
`occurredAt`	`string (date-time)`	No
`durationSec`	`integer`	No
`outcome`	`string`	No

Get CRM aging

Read only

atlas_crm_aging_get

Get the aging report - open deals bucketed by days-in-current-stage to surface stalled deals.

Scope: crm:read
Calls: GET /v1/crm/aging
Example prompt: Which CRM deals are stalled?

Arguments

This tool takes no arguments.

Archive CRM contacts

Changes data

atlas_crm_contacts_archive

Archive a CRM contact (soft delete).

Scope: crm:delete
Calls: POST /v1/crm/contacts/{id}/archive
Example prompt: Archive CRM contact ct_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create CRM contacts

Changes data

atlas_crm_contacts_create

Create a CRM contact (person record), optionally linked to an account.

Scope: crm:write
Calls: POST /v1/crm/contacts
Example prompt: Create a CRM contact Jane Doe at Acme Corp.

Arguments

Field	Type	Required
`firstName`	`string`	Yes
`lastName`	`string`	Yes
`email`	`string (email)`	No
`phone`	`string`	No
`title`	`string`	No
`accountId`	`string`	No
`ownerUserId`	`string`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`engagement`	`"hot" \| "warm" \| "cool" \| "cold"`	No

Get CRM contacts

Read only

atlas_crm_contacts_get

Fetch a single CRM contact by id.

Scope: crm:read
Calls: GET /v1/crm/contacts/{id}
Example prompt: Read CRM contact ct_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Import CRM contacts

Changes data

atlas_crm_contacts_import

Import contacts from a CSV string (with optional header row + default account assignment).

Scope: crm:write
Calls: POST /v1/crm/import/contacts
Example prompt: Import this CSV of 200 new CRM contacts under Acme Corp.

Arguments

Field	Type	Required	Description
`csv`	`string`	Yes	Raw CSV text.
`hasHeader`	`boolean`	No
`defaultAccountId`	`string`	No

Get CRM contacts lead scores

Read only

atlas_crm_contacts_lead_scores_get

Get the lead-score breakdown for a single CRM contact.

Scope: crm:read
Calls: GET /v1/crm/lead-scoring/contact/{id}
Example prompt: What is ct_xyz's lead score?

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM contacts

Read only

atlas_crm_contacts_list

List CRM contacts, one page at a time. Filter by owner, free-text query, or archived flag. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/contacts
Example prompt: Find CRM contacts at Acme Corp.

Arguments

Field	Type	Required	Description
`ownerUserId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`pipelineId`	`string`	No
`stage`	`string`	No
`q`	`string`	No	Free-text search term.
`archived`	`boolean`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name"`	No	The field to sort on: updatedAt, createdAt, name. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Score CRM contacts

Changes data

atlas_crm_contacts_score

Recompute the lead score for one CRM contact (OWNER/ADMIN only).

Scope: crm:write
Calls: POST /v1/crm/lead-scoring/recompute-contact/{id}
Example prompt: Recompute the lead score for CRM contact ct_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Update CRM contacts

Changes data

atlas_crm_contacts_update

Patch fields on a CRM contact.

Scope: crm:write
Calls: PATCH /v1/crm/contacts/{id}
Example prompt: Update ct_xyz's title to VP Sales.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the contact.

Archive CRM deals

Changes data

atlas_crm_deals_archive

Archive a CRM deal (soft delete).

Scope: crm:delete
Calls: POST /v1/crm/deals/{id}/archive
Example prompt: Archive CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create CRM deals

Changes data

atlas_crm_deals_create

Create a CRM deal on a given pipeline + stage.

Scope: crm:write
Calls: POST /v1/crm/deals
Example prompt: Create a CRM deal for Acme Q3 expansion: 50,000 USD.

Arguments

Field	Type	Required
`name`	`string`	Yes
`pipelineId`	`string`	Yes
`accountId`	`string`	Yes
`primaryContactId`	`string`	No
`ownerUserId`	`string`	No
`stage`	`string`	Yes
`amount`	`number`	No
`currency`	`string`	No
`probability`	`integer`	No
`expectedCloseDate`	`string (date-time)`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`tags`	`array of string`	No

Get CRM deals

Read only

atlas_crm_deals_get

Fetch a single CRM deal by id (with stage + amount).

Scope: crm:read
Calls: GET /v1/crm/deals/{id}
Example prompt: Read CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM deals

Read only

atlas_crm_deals_list

List CRM deals, one page at a time. Filter by owner, pipeline, stage, free-text query, or archived flag. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/deals
Example prompt: Show me CRM deals in the proposal stage.

Arguments

Field	Type	Required	Description
`ownerUserId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`pipelineId`	`string`	No
`stage`	`string`	No
`q`	`string`	No	Free-text search term.
`archived`	`boolean`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name" \| "probability"`	No	The field to sort on: updatedAt, createdAt, name, probability. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Transition CRM deals

Changes data

atlas_crm_deals_transition

Transition a CRM deal to a new pipeline stage with an optional reason.

Scope: crm:write
Calls: POST /v1/crm/deals/{id}/transition
Example prompt: Move CRM deal d_xyz to the negotiation stage.

Arguments

Field	Type	Required
`id`	`string`	Yes
`toStage`	`string`	Yes
`reason`	`string`	No

Update CRM deals

Changes data

atlas_crm_deals_update

Patch fields on a CRM deal (amount, owner, probability, close date).

Scope: crm:write
Calls: PATCH /v1/crm/deals/{id}
Example prompt: Bump CRM deal d_xyz probability to 80%.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the deal.

Get CRM deals win loss reasons

Read only

atlas_crm_deals_win_loss_reasons_get

Fetch the recorded win/loss reason for one deal (null if none recorded).

Scope: crm:read
Calls: GET /v1/crm/win-loss/by-deal/{dealId}
Example prompt: What was the win/loss reason on CRM deal d_xyz?

Arguments

Field	Type	Required	Description
`dealId`	`string`	Yes

Get CRM forecast

Read only

atlas_crm_forecast_get

Get weighted-pipeline forecast bucketed by stage for a horizon (30/60/90/180 days).

Scope: crm:read
Calls: GET /v1/crm/forecast
Example prompt: What is our 90-day CRM forecast?

Arguments

Field	Type	Required	Description
`period`	`"30d" \| "60d" \| "90d" \| "180d"`	No
`pipelineId`	`string`	No

Simulate CRM forecast

Changes data

atlas_crm_forecast_simulate

Run the Monte Carlo confidence-interval forecast (10,000 simulations) over the open pipeline. Returns P10 / P50 / P90 totals, expected close, per-rep breakdown, and tornado entries for the top variance-contributing deals.

Scope: crm:read
Calls: POST /v1/sales/forecast/v2
Example prompt: What is the P90 sales forecast across the open pipeline?

Arguments

Field	Type	Required	Description
`fresh`	`boolean`	No

List CRM lead scores

Read only

atlas_crm_lead_scores_list

List CRM lead scores; filter by tier (HOT/WARM/COOL/COLD), contact, or account.

Scope: crm:read
Calls: GET /v1/crm/lead-scoring
Example prompt: Show me HOT CRM leads.

Arguments

Field	Type	Required
`tier`	`"HOT" \| "WARM" \| "COOL" \| "COLD"`	No
`contactId`	`string`	No
`accountId`	`string`	No

Assign CRM owners in bulk

Changes data

atlas_crm_owners_bulk_assign

Bulk-assign an owner across a set of CRM accounts, contacts, or deals (max 200 ids).

Scope: crm:write
Calls: POST /v1/crm/bulk/assign-owner
Example prompt: Reassign these 50 CRM deals to usr_xyz.

Arguments

Field	Type	Required
`scope`	`"accounts" \| "contacts" \| "deals"`	Yes
`ids`	`array of string`	Yes
`ownerUserId`	`string`	Yes

Create CRM pipelines

Changes data

atlas_crm_pipelines_create

Create a CRM pipeline with its ordered stages and stage probabilities.

Scope: crm:write
Calls: POST /v1/crm/pipelines
Example prompt: Create a new partnerships pipeline with five stages.

Arguments

Field	Type	Required
`name`	`string`	Yes
`kind`	`"sales" \| "customer-success" \| "partnerships" \| "renewals"`	No
`stages`	`array of object`	Yes
`isDefault`	`boolean`	No

List CRM pipelines

Read only

atlas_crm_pipelines_list

List CRM pipelines (sales, customer-success, partnerships, renewals).

Scope: crm:read
Calls: GET /v1/crm/pipelines
Example prompt: What CRM pipelines do we use?

Arguments

This tool takes no arguments.

Update CRM pipelines

Changes data

atlas_crm_pipelines_update

Upsert (replace) an existing CRM pipeline definition by id.

Scope: crm:write
Calls: PATCH /v1/crm/pipelines/{id}
Example prompt: Rename the sales pipeline stages.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Full pipeline body (upsert).

Create CRM playbooks

Changes data

atlas_crm_playbooks_create

Create a CRM playbook template with ordered steps (call / email / wait / branch). Set status=PUBLISHED to make it available to the playbook execution engine.

Scope: crm:write
Calls: POST /v1/crm/playbooks
Example prompt: Create a discovery call follow-up playbook.

Arguments

Field	Type	Required
`name`	`string`	Yes
`description`	`string \| null`	No
`steps`	`array of object`	Yes
`status`	`"DRAFT" \| "PUBLISHED" \| "ARCHIVED"`	No

Get CRM playbooks

Read only

atlas_crm_playbooks_get

Fetch one CRM playbook template authored via the builder UI, including ordered call, email, wait, and branch steps.

Scope: crm:read
Calls: GET /v1/crm/playbooks/{id}
Example prompt: Open the discovery follow-up CRM playbook.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM playbooks

Read only

atlas_crm_playbooks_list

List CRM playbook templates authored via the builder UI for the current tenant, one page at a time. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/playbooks
Example prompt: List our CRM playbooks.

Arguments

Field	Type	Required	Description
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name"`	No	The field to sort on: updatedAt, createdAt, name. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Update CRM playbooks

Changes data

atlas_crm_playbooks_update

Update a CRM playbook template: rename, reorder/replace steps, or transition between DRAFT / PUBLISHED / ARCHIVED.

Scope: crm:write
Calls: PATCH /v1/crm/playbooks/{id}
Example prompt: Publish the discovery follow-up playbook.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the playbook template.

Get CRM reports activity volume

Read only

atlas_crm_reports_activity_volume_get

CRM analytics: activity volume by kind over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/activity-volume
Example prompt: How many CRM activities did we log this week?

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Get CRM reports pipeline

Read only

atlas_crm_reports_pipeline_get

CRM analytics: pipeline value rolled up by stage (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/pipeline
Example prompt: How much CRM pipeline do we have by stage?

Arguments

This tool takes no arguments.

Get CRM reports rep performance

Read only

atlas_crm_reports_rep_performance_get

CRM analytics: per-rep performance (deals + revenue) over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/rep-performance
Example prompt: Show me CRM rep performance this quarter.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Get CRM reports source attribution

Read only

atlas_crm_reports_source_attribution_get

CRM analytics: deal source attribution over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/source-attribution
Example prompt: Which CRM sources drove the most revenue?

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Get CRM reports win loss

Read only

atlas_crm_reports_win_loss_get

CRM analytics: win/loss aggregate over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/win-loss
Example prompt: Run a CRM win/loss report for Q2.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Run CRM sales forecasts

Changes data

atlas_crm_sales_forecasts_run

Run the Monte Carlo sales forecast (P10 / P50 / P90 confidence envelope per month). Owner/admin + forecast:view scoped. Pass fresh=true to bypass the per-tenant cache.

Scope: crm:read
Calls: POST /v1/sales/forecast/v2
Example prompt: What is our P50 sales forecast for next quarter?

Arguments

Field	Type	Required	Description
`fresh`	`boolean`	No	When true, bypass the per-tenant cache and recompute the Monte Carlo envelope.

Create CRM saved views

Changes data

atlas_crm_saved_views_create

Create a saved CRM filter view (filters + sort) for a given scope.

Scope: crm:write
Calls: POST /v1/crm/saved-views
Example prompt: Save a CRM view of all open enterprise deals.

Arguments

Field	Type	Required
`scope`	`"accounts" \| "contacts" \| "deals" \| "pipelines" \| "activities"`	Yes
`name`	`string`	Yes
`filters`	`object`	No
`sortBy`	`string`	No
`sortDir`	`"asc" \| "desc"`	No
`pinned`	`boolean`	No

Delete CRM saved views

Destructive

atlas_crm_saved_views_delete

Delete a saved CRM filter view by id.

Scope: crm:delete
Calls: DELETE /v1/crm/saved-views/{id}
Example prompt: Delete saved CRM view sv_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM saved views

Read only

atlas_crm_saved_views_list

List saved CRM filter views (optionally scoped to one object type).

Scope: crm:read
Calls: GET /v1/crm/saved-views
Example prompt: What saved CRM views do I have?

Arguments

Field	Type	Required	Description
`scope`	`"accounts" \| "contacts" \| "deals" \| "pipelines" \| "activities"`	No

Create CRM suite accounts

Changes data

atlas_crm_suite_accounts_create

Create an account (company) in CRM. Returns the created account.

Scope: crm:write
Calls: POST /v1/crm/accounts
Example prompt: Create a CRM account for Acme Corp.

Arguments

Field	Type	Required	Description
`name`	`string`	Yes	Account / company name.
`domain`	`string`	No	Primary web domain (without scheme).
`industry`	`string`	No	Industry label.
`ownerUserId`	`string`	No	User who owns the account.
`parentAccountId`	`string`	No	Parent account id.
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`arrAnnualized`	`integer`	No	Annualized ARR in whole currency units.
`currency`	`string`	No	ISO-4217 currency code (e.g. USD).

Update CRM suite accounts

Changes data

atlas_crm_suite_accounts_update

Update fields on an existing CRM account. Returns the updated account.

Scope: crm:write
Calls: PATCH /v1/crm/accounts/{id}
Example prompt: Rebrand acc_xyz to ACME Industries.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Account id (e.g. acc_...).
`name`	`string`	No
`domain`	`string`	No
`industry`	`string`	No
`ownerUserId`	`string`	No
`parentAccountId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`arrAnnualized`	`integer`	No
`currency`	`string`	No
`ifMatchVersion`	`integer`	No	Pass the account version you last saw. The server returns 409 if it changed in between.

Log CRM suite activities

Changes data

atlas_crm_suite_activities_log

Log a CRM activity (call, email, meeting, note, task or sms) against one account, contact or deal. Returns the created activity.

Scope: crm:write
Calls: POST /v1/crm/activities
Example prompt: Log a discovery call with Acme.

Arguments

Field	Type	Required	Description
`recordKind`	`"account" \| "contact" \| "deal"`	Yes	Kind of CRM record the activity is logged against.
`recordId`	`string`	Yes	Id of the account, contact or deal named by recordKind.
`kind`	`"call" \| "email" \| "meeting" \| "note" \| "task" \| "sms"`	Yes	Activity kind.
`subject`	`string`	No	Short, human-readable subject.
`body`	`string`	No	Full activity body.
`occurredAt`	`string (date-time)`	No	ISO-8601 timestamp when the activity occurred.
`durationSec`	`integer`	No	Duration in seconds, for calls and meetings. At most one day.
`outcome`	`string`	No	Short outcome, for example "Left voicemail".

Create CRM suite contacts

Changes data

atlas_crm_suite_contacts_create

Create a contact in CRM. Returns the created contact.

Scope: crm:write
Calls: POST /v1/crm/contacts
Example prompt: Create a contact for Jane at Acme.

Arguments

Field	Type	Required	Description
`firstName`	`string`	Yes	Given name.
`lastName`	`string`	Yes	Family name.
`email`	`string (email)`	No	Primary email.
`phone`	`string`	No	Primary phone (E.164 preferred).
`accountId`	`string`	No	Account this contact belongs to.
`title`	`string`	No	Job title at the account.
`ownerUserId`	`string`	No	User who owns the contact.
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`engagement`	`"hot" \| "warm" \| "cool" \| "cold"`	No

Update CRM suite contacts

Changes data

atlas_crm_suite_contacts_update

Update fields on an existing CRM contact. Returns the updated contact.

Scope: crm:write
Calls: PATCH /v1/crm/contacts/{id}
Example prompt: Update con_xyz's job title to Director of Engineering.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Contact id (e.g. con_...).
`firstName`	`string`	No
`lastName`	`string`	No
`email`	`string (email)`	No
`phone`	`string`	No
`accountId`	`string`	No
`title`	`string`	No
`ownerUserId`	`string`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`engagement`	`"hot" \| "warm" \| "cool" \| "cold"`	No
`ifMatchVersion`	`integer`	No	Pass the contact version you last saw. The server returns 409 if it changed in between.

Archive CRM suite deals

Changes data

atlas_crm_suite_deals_archive

Archive (soft-delete) a CRM deal. Reversible from the web UI. Returns the archived deal.

Scope: crm:delete
Calls: POST /v1/crm/deals/{id}/archive
Example prompt: Archive deal_xyz: the customer churned.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Deal id (e.g. deal_...).

Create CRM suite deals

Changes data

atlas_crm_suite_deals_create

Create a deal in CRM. Returns the created deal.

Scope: crm:write
Calls: POST /v1/crm/deals
Example prompt: Create a $75k renewal deal for Acme.

Arguments

Field	Type	Required	Description
`accountId`	`string`	Yes	Account this deal belongs to.
`name`	`string`	Yes	Short, human-readable deal name.
`pipelineId`	`string`	Yes	Pipeline to create the deal in.
`stage`	`string`	Yes	Initial pipeline stage key.
`amount`	`number`	No	Deal value in whole currency units.
`currency`	`string`	No	ISO-4217 currency code (e.g. USD).
`primaryContactId`	`string`	No	Primary buyer/contact id.
`ownerUserId`	`string`	No	User who owns the deal.
`probability`	`integer`	No
`expectedCloseDate`	`string (date-time)`	No	ISO-8601 expected close date.
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`tags`	`array of string`	No
`customFields`	`object`	No

Transition CRM suite deals

Changes data

atlas_crm_suite_deals_transition

Move a deal to a different stage. Returns the deal with its new stage + transition timestamps.

Scope: crm:write
Calls: POST /v1/crm/deals/{id}/transition
Example prompt: Move deal deal_123 to negotiation.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Deal id.
`toStage`	`string`	Yes	Id of the target stage within the deal's pipeline. atlas_crm_pipelines_list returns each pipeline with its stages and their ids.
`reason`	`string`	No	Optional explanation, recorded on the audit event.

Update CRM suite deals

Changes data

atlas_crm_suite_deals_update

Update fields on an existing CRM deal. Returns the updated deal.

Scope: crm:write
Calls: PATCH /v1/crm/deals/{id}
Example prompt: Update deal deal_123 to $90k.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Deal id (e.g. deal_...).
`name`	`string`	No
`primaryContactId`	`string`	No
`ownerUserId`	`string`	No
`amount`	`number`	No
`currency`	`string`	No
`probability`	`integer`	No
`expectedCloseDate`	`string (date-time)`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`tags`	`array of string`	No
`customFields`	`object`	No
`ifMatchVersion`	`integer`	No	Pass the deal version you last saw. The server returns 409 if the deal changed in between.

Get CRM suite reports activity volume

Read only

atlas_crm_suite_reports_activity_volume_get

Get the CRM activity volume timeseries: per-day counts of calls, emails, meetings, tasks, and notes.

Scope: crm:read
Calls: GET /v1/crm/reports/activity-volume
Example prompt: Show CRM activity volume for the last 30 days.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

Get CRM suite reports pipeline

Read only

atlas_crm_suite_reports_pipeline_get

Get the CRM pipeline analytics report: per-stage count, summed open value, and average days in stage.

Scope: crm:read
Calls: GET /v1/crm/reports/pipeline
Example prompt: Summarize pipeline health by stage.

Arguments

This tool takes no arguments.

Get CRM suite reports rep performance

Read only

atlas_crm_suite_reports_rep_performance_get

Get the CRM rep performance leaderboard: per-owner deals closed, revenue, average sales cycle, win-rate, and activity count.

Scope: crm:read
Calls: GET /v1/crm/reports/rep-performance
Example prompt: Rank reps by win rate this month.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

Get CRM suite reports source attribution

Read only

atlas_crm_suite_reports_source_attribution_get

Get the CRM source attribution report: deal count and total revenue bucketed by lead source for the window.

Scope: crm:read
Calls: GET /v1/crm/reports/source-attribution
Example prompt: Which lead sources drove the most revenue?

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

Get CRM suite reports win loss

Read only

atlas_crm_suite_reports_win_loss_get

Get the CRM win/loss report: won, lost, and open deal counts plus win-rate, average deal size, and average sales cycle.

Scope: crm:read
Calls: GET /v1/crm/reports/win-loss
Example prompt: Give me the win/loss report for Q2.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

List CRM win loss reasons

Read only

atlas_crm_win_loss_reasons_list

List win/loss reason rows, one page at a time. Filter by outcome, reason code, or date range. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/win-loss
Example prompt: List all CRM losses last quarter.

Arguments

Field	Type	Required	Description
`outcome`	`"WON" \| "LOST"`	No
`reason`	`"PRICE" \| "PRODUCT_FIT" \| "COMPETITOR" \| "TIMING" \| "BUDGET" \| "STAKEHOLDER" \| "RELATIONSHIP" \| "OTHER"`	No
`fromDate`	`string (date-time)`	No
`toDate`	`string (date-time)`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"recordedAt" \| "createdAt" \| "updatedAt"`	No	The field to sort on: recordedAt, createdAt, updatedAt. recordedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Record CRM win loss reasons

Changes data

atlas_crm_win_loss_reasons_record

Record a win/loss reason against a deal (PRICE, PRODUCT_FIT, COMPETITOR, TIMING, BUDGET, STAKEHOLDER, RELATIONSHIP, OTHER).

Scope: crm:write
Calls: POST /v1/crm/win-loss
Example prompt: Record CRM deal d_xyz as a loss to COMPETITOR.

Arguments

Field	Type	Required
`dealId`	`string`	Yes
`outcome`	`"WON" \| "LOST"`	Yes
`reason`	`"PRICE" \| "PRODUCT_FIT" \| "COMPETITOR" \| "TIMING" \| "BUDGET" \| "STAKEHOLDER" \| "RELATIONSHIP" \| "OTHER"`	Yes
`competitorName`	`string`	No
`narrative`	`string`	No

Tools reference

CRM

Every CRM tool, with the scope it needs, its arguments and the API operation it calls.

62 tools

Archive CRM accounts

Changes data

atlas_crm_accounts_archive

Archive a CRM account (soft delete; reversible by un-archiving).

Scope: crm:delete
Calls: POST /v1/crm/accounts/{id}/archive
Example prompt: Archive CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create CRM accounts

Changes data

atlas_crm_accounts_create

Create a CRM account (company record).

Scope: crm:write
Calls: POST /v1/crm/accounts
Example prompt: Create a CRM account for Acme Corp.

Arguments

Field	Type	Required
`name`	`string`	Yes
`domain`	`string`	No
`industry`	`string`	No
`ownerUserId`	`string`	No
`parentAccountId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`arrAnnualized`	`integer`	No
`currency`	`string`	No

Get CRM accounts

Read only

atlas_crm_accounts_get

Fetch a single CRM account by id.

Scope: crm:read
Calls: GET /v1/crm/accounts/{id}
Example prompt: Read CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Get CRM accounts lead scores

Read only

atlas_crm_accounts_lead_scores_get

Get the lead-score breakdown for a single CRM account.

Scope: crm:read
Calls: GET /v1/crm/lead-scoring/account/{id}
Example prompt: What is acc_xyz's lead score?

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM accounts

Read only

atlas_crm_accounts_list

List CRM accounts, one page at a time. Filter by owner, tier, free-text query, or archived flag. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/accounts
Example prompt: Show me all enterprise CRM accounts owned by me.

Arguments

Field	Type	Required	Description
`ownerUserId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`pipelineId`	`string`	No
`stage`	`string`	No
`q`	`string`	No	Free-text search term.
`archived`	`boolean`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name"`	No	The field to sort on: updatedAt, createdAt, name. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Merge CRM accounts

Changes data

atlas_crm_accounts_merge

Merge duplicate CRM accounts into one target account, re-parenting contacts and deals.

Scope: crm:write
Calls: POST /v1/crm/accounts/merge
Example prompt: Merge CRM accounts acc_a and acc_b into acc_a.

Arguments

Field	Type	Required	Description
`targetId`	`string`	Yes	Account id to keep.
`mergedIds`	`array of string`	Yes	Account ids to merge into the target.

Score CRM accounts

Changes data

atlas_crm_accounts_score

Recompute the lead score for one CRM account (OWNER/ADMIN only).

Scope: crm:write
Calls: POST /v1/crm/lead-scoring/recompute-account/{id}
Example prompt: Recompute the lead score for CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Update CRM accounts

Changes data

atlas_crm_accounts_update

Patch fields on a CRM account.

Scope: crm:write
Calls: PATCH /v1/crm/accounts/{id}
Example prompt: Move CRM account acc_xyz to the enterprise tier.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the account.

List CRM activities

Read only

atlas_crm_activities_list

List activities (calls, emails, meetings, notes) logged against an account, contact, or deal.

Scope: crm:read
Calls: GET /v1/crm/activities
Example prompt: Show me activities on CRM deal d_xyz.

Arguments

Field	Type	Required
`recordKind`	`"account" \| "contact" \| "deal"`	Yes
`recordId`	`string`	Yes
`limit`	`integer`	No
`before`	`string (date-time)`	No

Log CRM activities

Changes data

atlas_crm_activities_log

Log a CRM activity (call, email, meeting, note, task, sms) against an account, contact, or deal.

Scope: crm:write
Calls: POST /v1/crm/activities
Example prompt: Log a discovery call on CRM deal d_xyz.

Arguments

Field	Type	Required
`recordKind`	`"account" \| "contact" \| "deal"`	Yes
`recordId`	`string`	Yes
`kind`	`"call" \| "email" \| "meeting" \| "note" \| "task" \| "sms"`	Yes
`subject`	`string`	No
`body`	`string`	No
`occurredAt`	`string (date-time)`	No
`durationSec`	`integer`	No
`outcome`	`string`	No

Get CRM aging

Read only

atlas_crm_aging_get

Get the aging report - open deals bucketed by days-in-current-stage to surface stalled deals.

Scope: crm:read
Calls: GET /v1/crm/aging
Example prompt: Which CRM deals are stalled?

Arguments

This tool takes no arguments.

Archive CRM contacts

Changes data

atlas_crm_contacts_archive

Archive a CRM contact (soft delete).

Scope: crm:delete
Calls: POST /v1/crm/contacts/{id}/archive
Example prompt: Archive CRM contact ct_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create CRM contacts

Changes data

atlas_crm_contacts_create

Create a CRM contact (person record), optionally linked to an account.

Scope: crm:write
Calls: POST /v1/crm/contacts
Example prompt: Create a CRM contact Jane Doe at Acme Corp.

Arguments

Field	Type	Required
`firstName`	`string`	Yes
`lastName`	`string`	Yes
`email`	`string (email)`	No
`phone`	`string`	No
`title`	`string`	No
`accountId`	`string`	No
`ownerUserId`	`string`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`engagement`	`"hot" \| "warm" \| "cool" \| "cold"`	No

Get CRM contacts

Read only

atlas_crm_contacts_get

Fetch a single CRM contact by id.

Scope: crm:read
Calls: GET /v1/crm/contacts/{id}
Example prompt: Read CRM contact ct_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Import CRM contacts

Changes data

atlas_crm_contacts_import

Import contacts from a CSV string (with optional header row + default account assignment).

Scope: crm:write
Calls: POST /v1/crm/import/contacts
Example prompt: Import this CSV of 200 new CRM contacts under Acme Corp.

Arguments

Field	Type	Required	Description
`csv`	`string`	Yes	Raw CSV text.
`hasHeader`	`boolean`	No
`defaultAccountId`	`string`	No

Get CRM contacts lead scores

Read only

atlas_crm_contacts_lead_scores_get

Get the lead-score breakdown for a single CRM contact.

Scope: crm:read
Calls: GET /v1/crm/lead-scoring/contact/{id}
Example prompt: What is ct_xyz's lead score?

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM contacts

Read only

atlas_crm_contacts_list

List CRM contacts, one page at a time. Filter by owner, free-text query, or archived flag. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/contacts
Example prompt: Find CRM contacts at Acme Corp.

Arguments

Field	Type	Required	Description
`ownerUserId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`pipelineId`	`string`	No
`stage`	`string`	No
`q`	`string`	No	Free-text search term.
`archived`	`boolean`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name"`	No	The field to sort on: updatedAt, createdAt, name. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Score CRM contacts

Changes data

atlas_crm_contacts_score

Recompute the lead score for one CRM contact (OWNER/ADMIN only).

Scope: crm:write
Calls: POST /v1/crm/lead-scoring/recompute-contact/{id}
Example prompt: Recompute the lead score for CRM contact ct_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Update CRM contacts

Changes data

atlas_crm_contacts_update

Patch fields on a CRM contact.

Scope: crm:write
Calls: PATCH /v1/crm/contacts/{id}
Example prompt: Update ct_xyz's title to VP Sales.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the contact.

Archive CRM deals

Changes data

atlas_crm_deals_archive

Archive a CRM deal (soft delete).

Scope: crm:delete
Calls: POST /v1/crm/deals/{id}/archive
Example prompt: Archive CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create CRM deals

Changes data

atlas_crm_deals_create

Create a CRM deal on a given pipeline + stage.

Scope: crm:write
Calls: POST /v1/crm/deals
Example prompt: Create a CRM deal for Acme Q3 expansion: 50,000 USD.

Arguments

Field	Type	Required
`name`	`string`	Yes
`pipelineId`	`string`	Yes
`accountId`	`string`	Yes
`primaryContactId`	`string`	No
`ownerUserId`	`string`	No
`stage`	`string`	Yes
`amount`	`number`	No
`currency`	`string`	No
`probability`	`integer`	No
`expectedCloseDate`	`string (date-time)`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`tags`	`array of string`	No

Get CRM deals

Read only

atlas_crm_deals_get

Fetch a single CRM deal by id (with stage + amount).

Scope: crm:read
Calls: GET /v1/crm/deals/{id}
Example prompt: Read CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM deals

Read only

atlas_crm_deals_list

List CRM deals, one page at a time. Filter by owner, pipeline, stage, free-text query, or archived flag. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/deals
Example prompt: Show me CRM deals in the proposal stage.

Arguments

Field	Type	Required	Description
`ownerUserId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`pipelineId`	`string`	No
`stage`	`string`	No
`q`	`string`	No	Free-text search term.
`archived`	`boolean`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name" \| "probability"`	No	The field to sort on: updatedAt, createdAt, name, probability. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Transition CRM deals

Changes data

atlas_crm_deals_transition

Transition a CRM deal to a new pipeline stage with an optional reason.

Scope: crm:write
Calls: POST /v1/crm/deals/{id}/transition
Example prompt: Move CRM deal d_xyz to the negotiation stage.

Arguments

Field	Type	Required
`id`	`string`	Yes
`toStage`	`string`	Yes
`reason`	`string`	No

Update CRM deals

Changes data

atlas_crm_deals_update

Patch fields on a CRM deal (amount, owner, probability, close date).

Scope: crm:write
Calls: PATCH /v1/crm/deals/{id}
Example prompt: Bump CRM deal d_xyz probability to 80%.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the deal.

Get CRM deals win loss reasons

Read only

atlas_crm_deals_win_loss_reasons_get

Fetch the recorded win/loss reason for one deal (null if none recorded).

Scope: crm:read
Calls: GET /v1/crm/win-loss/by-deal/{dealId}
Example prompt: What was the win/loss reason on CRM deal d_xyz?

Arguments

Field	Type	Required	Description
`dealId`	`string`	Yes

Get CRM forecast

Read only

atlas_crm_forecast_get

Get weighted-pipeline forecast bucketed by stage for a horizon (30/60/90/180 days).

Scope: crm:read
Calls: GET /v1/crm/forecast
Example prompt: What is our 90-day CRM forecast?

Arguments

Field	Type	Required	Description
`period`	`"30d" \| "60d" \| "90d" \| "180d"`	No
`pipelineId`	`string`	No

Simulate CRM forecast

Changes data

atlas_crm_forecast_simulate

Scope: crm:read
Calls: POST /v1/sales/forecast/v2
Example prompt: What is the P90 sales forecast across the open pipeline?

Arguments

Field	Type	Required	Description
`fresh`	`boolean`	No

List CRM lead scores

Read only

atlas_crm_lead_scores_list

List CRM lead scores; filter by tier (HOT/WARM/COOL/COLD), contact, or account.

Scope: crm:read
Calls: GET /v1/crm/lead-scoring
Example prompt: Show me HOT CRM leads.

Arguments

Field	Type	Required
`tier`	`"HOT" \| "WARM" \| "COOL" \| "COLD"`	No
`contactId`	`string`	No
`accountId`	`string`	No

Assign CRM owners in bulk

Changes data

atlas_crm_owners_bulk_assign

Bulk-assign an owner across a set of CRM accounts, contacts, or deals (max 200 ids).

Scope: crm:write
Calls: POST /v1/crm/bulk/assign-owner
Example prompt: Reassign these 50 CRM deals to usr_xyz.

Arguments

Field	Type	Required
`scope`	`"accounts" \| "contacts" \| "deals"`	Yes
`ids`	`array of string`	Yes
`ownerUserId`	`string`	Yes

Create CRM pipelines

Changes data

atlas_crm_pipelines_create

Create a CRM pipeline with its ordered stages and stage probabilities.

Scope: crm:write
Calls: POST /v1/crm/pipelines
Example prompt: Create a new partnerships pipeline with five stages.

Arguments

Field	Type	Required
`name`	`string`	Yes
`kind`	`"sales" \| "customer-success" \| "partnerships" \| "renewals"`	No
`stages`	`array of object`	Yes
`isDefault`	`boolean`	No

List CRM pipelines

Read only

atlas_crm_pipelines_list

List CRM pipelines (sales, customer-success, partnerships, renewals).

Scope: crm:read
Calls: GET /v1/crm/pipelines
Example prompt: What CRM pipelines do we use?

Arguments

This tool takes no arguments.

Update CRM pipelines

Changes data

atlas_crm_pipelines_update

Upsert (replace) an existing CRM pipeline definition by id.

Scope: crm:write
Calls: PATCH /v1/crm/pipelines/{id}
Example prompt: Rename the sales pipeline stages.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Full pipeline body (upsert).

Create CRM playbooks

Changes data

atlas_crm_playbooks_create

Create a CRM playbook template with ordered steps (call / email / wait / branch). Set status=PUBLISHED to make it available to the playbook execution engine.

Scope: crm:write
Calls: POST /v1/crm/playbooks
Example prompt: Create a discovery call follow-up playbook.

Arguments

Field	Type	Required
`name`	`string`	Yes
`description`	`string \| null`	No
`steps`	`array of object`	Yes
`status`	`"DRAFT" \| "PUBLISHED" \| "ARCHIVED"`	No

Get CRM playbooks

Read only

atlas_crm_playbooks_get

Fetch one CRM playbook template authored via the builder UI, including ordered call, email, wait, and branch steps.

Scope: crm:read
Calls: GET /v1/crm/playbooks/{id}
Example prompt: Open the discovery follow-up CRM playbook.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM playbooks

Read only

atlas_crm_playbooks_list

List CRM playbook templates authored via the builder UI for the current tenant, one page at a time. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/playbooks
Example prompt: List our CRM playbooks.

Arguments

Field	Type	Required	Description
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name"`	No	The field to sort on: updatedAt, createdAt, name. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Update CRM playbooks

Changes data

atlas_crm_playbooks_update

Update a CRM playbook template: rename, reorder/replace steps, or transition between DRAFT / PUBLISHED / ARCHIVED.

Scope: crm:write
Calls: PATCH /v1/crm/playbooks/{id}
Example prompt: Publish the discovery follow-up playbook.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the playbook template.

Get CRM reports activity volume

Read only

atlas_crm_reports_activity_volume_get

CRM analytics: activity volume by kind over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/activity-volume
Example prompt: How many CRM activities did we log this week?

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Get CRM reports pipeline

Read only

atlas_crm_reports_pipeline_get

CRM analytics: pipeline value rolled up by stage (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/pipeline
Example prompt: How much CRM pipeline do we have by stage?

Arguments

This tool takes no arguments.

Get CRM reports rep performance

Read only

atlas_crm_reports_rep_performance_get

CRM analytics: per-rep performance (deals + revenue) over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/rep-performance
Example prompt: Show me CRM rep performance this quarter.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Get CRM reports source attribution

Read only

atlas_crm_reports_source_attribution_get

CRM analytics: deal source attribution over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/source-attribution
Example prompt: Which CRM sources drove the most revenue?

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Get CRM reports win loss

Read only

atlas_crm_reports_win_loss_get

CRM analytics: win/loss aggregate over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/win-loss
Example prompt: Run a CRM win/loss report for Q2.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Run CRM sales forecasts

Changes data

atlas_crm_sales_forecasts_run

Run the Monte Carlo sales forecast (P10 / P50 / P90 confidence envelope per month). Owner/admin + forecast:view scoped. Pass fresh=true to bypass the per-tenant cache.

Scope: crm:read
Calls: POST /v1/sales/forecast/v2
Example prompt: What is our P50 sales forecast for next quarter?

Arguments

Field	Type	Required	Description
`fresh`	`boolean`	No	When true, bypass the per-tenant cache and recompute the Monte Carlo envelope.

Create CRM saved views

Changes data

atlas_crm_saved_views_create

Create a saved CRM filter view (filters + sort) for a given scope.

Scope: crm:write
Calls: POST /v1/crm/saved-views
Example prompt: Save a CRM view of all open enterprise deals.

Arguments

Field	Type	Required
`scope`	`"accounts" \| "contacts" \| "deals" \| "pipelines" \| "activities"`	Yes
`name`	`string`	Yes
`filters`	`object`	No
`sortBy`	`string`	No
`sortDir`	`"asc" \| "desc"`	No
`pinned`	`boolean`	No

Delete CRM saved views

Destructive

atlas_crm_saved_views_delete

Delete a saved CRM filter view by id.

Scope: crm:delete
Calls: DELETE /v1/crm/saved-views/{id}
Example prompt: Delete saved CRM view sv_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM saved views

Read only

atlas_crm_saved_views_list

List saved CRM filter views (optionally scoped to one object type).

Scope: crm:read
Calls: GET /v1/crm/saved-views
Example prompt: What saved CRM views do I have?

Arguments

Field	Type	Required	Description
`scope`	`"accounts" \| "contacts" \| "deals" \| "pipelines" \| "activities"`	No

Create CRM suite accounts

Changes data

atlas_crm_suite_accounts_create

Create an account (company) in CRM. Returns the created account.

Scope: crm:write
Calls: POST /v1/crm/accounts
Example prompt: Create a CRM account for Acme Corp.

Arguments

Field	Type	Required	Description
`name`	`string`	Yes	Account / company name.
`domain`	`string`	No	Primary web domain (without scheme).
`industry`	`string`	No	Industry label.
`ownerUserId`	`string`	No	User who owns the account.
`parentAccountId`	`string`	No	Parent account id.
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`arrAnnualized`	`integer`	No	Annualized ARR in whole currency units.
`currency`	`string`	No	ISO-4217 currency code (e.g. USD).

Update CRM suite accounts

Changes data

atlas_crm_suite_accounts_update

Update fields on an existing CRM account. Returns the updated account.

Scope: crm:write
Calls: PATCH /v1/crm/accounts/{id}
Example prompt: Rebrand acc_xyz to ACME Industries.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Account id (e.g. acc_...).
`name`	`string`	No
`domain`	`string`	No
`industry`	`string`	No
`ownerUserId`	`string`	No
`parentAccountId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`arrAnnualized`	`integer`	No
`currency`	`string`	No
`ifMatchVersion`	`integer`	No	Pass the account version you last saw. The server returns 409 if it changed in between.

Log CRM suite activities

Changes data

atlas_crm_suite_activities_log

Log a CRM activity (call, email, meeting, note, task or sms) against one account, contact or deal. Returns the created activity.

Scope: crm:write
Calls: POST /v1/crm/activities
Example prompt: Log a discovery call with Acme.

Arguments

Field	Type	Required	Description
`recordKind`	`"account" \| "contact" \| "deal"`	Yes	Kind of CRM record the activity is logged against.
`recordId`	`string`	Yes	Id of the account, contact or deal named by recordKind.
`kind`	`"call" \| "email" \| "meeting" \| "note" \| "task" \| "sms"`	Yes	Activity kind.
`subject`	`string`	No	Short, human-readable subject.
`body`	`string`	No	Full activity body.
`occurredAt`	`string (date-time)`	No	ISO-8601 timestamp when the activity occurred.
`durationSec`	`integer`	No	Duration in seconds, for calls and meetings. At most one day.
`outcome`	`string`	No	Short outcome, for example "Left voicemail".

Create CRM suite contacts

Changes data

atlas_crm_suite_contacts_create

Create a contact in CRM. Returns the created contact.

Scope: crm:write
Calls: POST /v1/crm/contacts
Example prompt: Create a contact for Jane at Acme.

Arguments

Field	Type	Required	Description
`firstName`	`string`	Yes	Given name.
`lastName`	`string`	Yes	Family name.
`email`	`string (email)`	No	Primary email.
`phone`	`string`	No	Primary phone (E.164 preferred).
`accountId`	`string`	No	Account this contact belongs to.
`title`	`string`	No	Job title at the account.
`ownerUserId`	`string`	No	User who owns the contact.
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`engagement`	`"hot" \| "warm" \| "cool" \| "cold"`	No

Update CRM suite contacts

Changes data

atlas_crm_suite_contacts_update

Update fields on an existing CRM contact. Returns the updated contact.

Scope: crm:write
Calls: PATCH /v1/crm/contacts/{id}
Example prompt: Update con_xyz's job title to Director of Engineering.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Contact id (e.g. con_...).
`firstName`	`string`	No
`lastName`	`string`	No
`email`	`string (email)`	No
`phone`	`string`	No
`accountId`	`string`	No
`title`	`string`	No
`ownerUserId`	`string`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`engagement`	`"hot" \| "warm" \| "cool" \| "cold"`	No
`ifMatchVersion`	`integer`	No	Pass the contact version you last saw. The server returns 409 if it changed in between.

Archive CRM suite deals

Changes data

atlas_crm_suite_deals_archive

Archive (soft-delete) a CRM deal. Reversible from the web UI. Returns the archived deal.

Scope: crm:delete
Calls: POST /v1/crm/deals/{id}/archive
Example prompt: Archive deal_xyz: the customer churned.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Deal id (e.g. deal_...).

Create CRM suite deals

Changes data

atlas_crm_suite_deals_create

Create a deal in CRM. Returns the created deal.

Scope: crm:write
Calls: POST /v1/crm/deals
Example prompt: Create a $75k renewal deal for Acme.

Arguments

Field	Type	Required	Description
`accountId`	`string`	Yes	Account this deal belongs to.
`name`	`string`	Yes	Short, human-readable deal name.
`pipelineId`	`string`	Yes	Pipeline to create the deal in.
`stage`	`string`	Yes	Initial pipeline stage key.
`amount`	`number`	No	Deal value in whole currency units.
`currency`	`string`	No	ISO-4217 currency code (e.g. USD).
`primaryContactId`	`string`	No	Primary buyer/contact id.
`ownerUserId`	`string`	No	User who owns the deal.
`probability`	`integer`	No
`expectedCloseDate`	`string (date-time)`	No	ISO-8601 expected close date.
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`tags`	`array of string`	No
`customFields`	`object`	No

Transition CRM suite deals

Changes data

atlas_crm_suite_deals_transition

Move a deal to a different stage. Returns the deal with its new stage + transition timestamps.

Scope: crm:write
Calls: POST /v1/crm/deals/{id}/transition
Example prompt: Move deal deal_123 to negotiation.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Deal id.
`toStage`	`string`	Yes	Id of the target stage within the deal's pipeline. atlas_crm_pipelines_list returns each pipeline with its stages and their ids.
`reason`	`string`	No	Optional explanation, recorded on the audit event.

Update CRM suite deals

Changes data

atlas_crm_suite_deals_update

Update fields on an existing CRM deal. Returns the updated deal.

Scope: crm:write
Calls: PATCH /v1/crm/deals/{id}
Example prompt: Update deal deal_123 to $90k.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Deal id (e.g. deal_...).
`name`	`string`	No
`primaryContactId`	`string`	No
`ownerUserId`	`string`	No
`amount`	`number`	No
`currency`	`string`	No
`probability`	`integer`	No
`expectedCloseDate`	`string (date-time)`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`tags`	`array of string`	No
`customFields`	`object`	No
`ifMatchVersion`	`integer`	No	Pass the deal version you last saw. The server returns 409 if the deal changed in between.

Get CRM suite reports activity volume

Read only

atlas_crm_suite_reports_activity_volume_get

Get the CRM activity volume timeseries: per-day counts of calls, emails, meetings, tasks, and notes.

Scope: crm:read
Calls: GET /v1/crm/reports/activity-volume
Example prompt: Show CRM activity volume for the last 30 days.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

Get CRM suite reports pipeline

Read only

atlas_crm_suite_reports_pipeline_get

Get the CRM pipeline analytics report: per-stage count, summed open value, and average days in stage.

Scope: crm:read
Calls: GET /v1/crm/reports/pipeline
Example prompt: Summarize pipeline health by stage.

Arguments

This tool takes no arguments.

Get CRM suite reports rep performance

Read only

atlas_crm_suite_reports_rep_performance_get

Get the CRM rep performance leaderboard: per-owner deals closed, revenue, average sales cycle, win-rate, and activity count.

Scope: crm:read
Calls: GET /v1/crm/reports/rep-performance
Example prompt: Rank reps by win rate this month.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

Get CRM suite reports source attribution

Read only

atlas_crm_suite_reports_source_attribution_get

Get the CRM source attribution report: deal count and total revenue bucketed by lead source for the window.

Scope: crm:read
Calls: GET /v1/crm/reports/source-attribution
Example prompt: Which lead sources drove the most revenue?

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

Get CRM suite reports win loss

Read only

atlas_crm_suite_reports_win_loss_get

Get the CRM win/loss report: won, lost, and open deal counts plus win-rate, average deal size, and average sales cycle.

Scope: crm:read
Calls: GET /v1/crm/reports/win-loss
Example prompt: Give me the win/loss report for Q2.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

List CRM win loss reasons

Read only

atlas_crm_win_loss_reasons_list

List win/loss reason rows, one page at a time. Filter by outcome, reason code, or date range. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/win-loss
Example prompt: List all CRM losses last quarter.

Arguments

Field	Type	Required	Description
`outcome`	`"WON" \| "LOST"`	No
`reason`	`"PRICE" \| "PRODUCT_FIT" \| "COMPETITOR" \| "TIMING" \| "BUDGET" \| "STAKEHOLDER" \| "RELATIONSHIP" \| "OTHER"`	No
`fromDate`	`string (date-time)`	No
`toDate`	`string (date-time)`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"recordedAt" \| "createdAt" \| "updatedAt"`	No	The field to sort on: recordedAt, createdAt, updatedAt. recordedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Record CRM win loss reasons

Changes data

atlas_crm_win_loss_reasons_record

Record a win/loss reason against a deal (PRICE, PRODUCT_FIT, COMPETITOR, TIMING, BUDGET, STAKEHOLDER, RELATIONSHIP, OTHER).

Scope: crm:write
Calls: POST /v1/crm/win-loss
Example prompt: Record CRM deal d_xyz as a loss to COMPETITOR.

Arguments

Field	Type	Required
`dealId`	`string`	Yes
`outcome`	`"WON" \| "LOST"`	Yes
`reason`	`"PRICE" \| "PRODUCT_FIT" \| "COMPETITOR" \| "TIMING" \| "BUDGET" \| "STAKEHOLDER" \| "RELATIONSHIP" \| "OTHER"`	Yes
`competitorName`	`string`	No
`narrative`	`string`	No

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CRM

Archive CRM accounts

Arguments

Create CRM accounts

Arguments

Get CRM accounts

Arguments

Get CRM accounts lead scores

Arguments

List CRM accounts

Arguments

Merge CRM accounts

Arguments

Score CRM accounts

Arguments

Update CRM accounts

Arguments

List CRM activities

Arguments

Log CRM activities

Arguments

Get CRM aging

Arguments

Archive CRM contacts

Arguments

Create CRM contacts

Arguments

Get CRM contacts

Arguments

Import CRM contacts

Arguments

Get CRM contacts lead scores

Arguments

List CRM contacts

Arguments

Score CRM contacts

Arguments

Update CRM contacts

Arguments

Archive CRM deals

Arguments

Create CRM deals

Arguments

Get CRM deals

Arguments

List CRM deals

Arguments

Transition CRM deals

Arguments

Update CRM deals

Arguments

Get CRM deals win loss reasons

Arguments

Get CRM forecast

Arguments

Simulate CRM forecast

Arguments

List CRM lead scores

Arguments

Assign CRM owners in bulk

Arguments

Create CRM pipelines

Arguments

List CRM pipelines

Arguments

Update CRM pipelines

Arguments

Create CRM playbooks

Arguments

Get CRM playbooks

Arguments

List CRM playbooks

Arguments

Update CRM playbooks

Arguments

Get CRM reports activity volume

Arguments

Get CRM reports pipeline

Arguments