clientary-crm - Pinkfish - AI Agents & Workflows for Getting Work Done

Server path: /clientary-crm | Type: Application | PCID required: Yes

Tools

Tool	Description
`clientary_crm_create_client`	Create a new client
`clientary_crm_create_contact`	Create a contact for a client
`clientary_crm_create_lead`	Create a new lead
`clientary_crm_create_task`	Create a new task
`clientary_crm_delete_client`	Delete a client
`clientary_crm_delete_contact`	Delete a contact
`clientary_crm_delete_lead`	Delete a lead
`clientary_crm_delete_task`	Delete a task
`clientary_crm_get_client`	Get a single client
`clientary_crm_get_contact`	Get a single contact
`clientary_crm_get_lead`	Get a single lead
`clientary_crm_get_staff_member`	Get a staff member
`clientary_crm_get_task`	Get a single task
`clientary_crm_list_client_contacts`	List contacts for a client
`clientary_crm_list_clients`	List all clients
`clientary_crm_list_contacts`	List all contacts
`clientary_crm_list_leads`	List all leads
`clientary_crm_list_staff`	List all staff
`clientary_crm_list_tasks`	List all tasks
`clientary_crm_update_client`	Update a client
`clientary_crm_update_contact`	Update a contact
`clientary_crm_update_lead`	Update a lead
`clientary_crm_update_task`	Update a task

clientary_crm_create_client

Create a new client Parameters:

Parameter	Type	Required	Default	Description
`client`	object	Yes	—	The client value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "client": {
      "type": "object",
      "description": "The client value",
      "properties": {
        "name": {
          "type": "string",
          "description": "Client name (required)"
        },
        "number": {
          "type": "string",
          "description": "Unique client number"
        },
        "description": {
          "type": "string",
          "description": "Client description"
        },
        "address": {
          "type": "string",
          "description": "Street address"
        },
        "address_2": {
          "type": "string",
          "description": "Address line 2"
        },
        "city": {
          "type": "string",
          "description": "The city value"
        },
        "state": {
          "type": "string",
          "description": "The state value"
        },
        "zip": {
          "type": "string",
          "description": "The zip value"
        },
        "country": {
          "type": "string",
          "description": "The country value"
        },
        "website": {
          "type": "string",
          "description": "The website value"
        }
      },
      "required": [
        "name"
      ]
    }
  },
  "required": [
    "PCID",
    "client"
  ]
}

clientary_crm_create_contact

Create a contact for a client Parameters:

Parameter	Type	Required	Default	Description
`client_id`	integer	Yes	—	Client ID
`client_user`	object	Yes	—	Client User

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "client_id": {
      "type": "integer",
      "description": "Client ID"
    },
    "client_user": {
      "type": "object",
      "description": "Client User",
      "properties": {
        "name": {
          "type": "string",
          "description": "Contact name (required)"
        },
        "email": {
          "type": "string",
          "description": "Contact email (required)"
        },
        "title": {
          "type": "string",
          "description": "Job title"
        },
        "phone": {
          "type": "string",
          "description": "Phone number"
        },
        "mobile": {
          "type": "string",
          "description": "Mobile number"
        },
        "ext": {
          "type": "string",
          "description": "Phone extension"
        }
      },
      "required": [
        "name",
        "email"
      ]
    }
  },
  "required": [
    "PCID",
    "client_id",
    "client_user"
  ]
}

clientary_crm_create_lead

Create a new lead Parameters:

Parameter	Type	Required	Default	Description
`lead`	object	Yes	—	The lead value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "lead": {
      "type": "object",
      "description": "The lead value",
      "properties": {
        "name": {
          "type": "string",
          "description": "Lead name (required)"
        },
        "number": {
          "type": "string",
          "description": "Unique lead number"
        },
        "description": {
          "type": "string",
          "description": "Lead description"
        },
        "address": {
          "type": "string",
          "description": "The address value"
        },
        "address_2": {
          "type": "string",
          "description": "Address 2"
        },
        "city": {
          "type": "string",
          "description": "The city value"
        },
        "state": {
          "type": "string",
          "description": "The state value"
        },
        "zip": {
          "type": "string",
          "description": "The zip value"
        },
        "country": {
          "type": "string",
          "description": "The country value"
        },
        "website": {
          "type": "string",
          "description": "The website value"
        }
      },
      "required": [
        "name"
      ]
    }
  },
  "required": [
    "PCID",
    "lead"
  ]
}

clientary_crm_create_task

Create a new task Parameters:

Parameter	Type	Required	Default	Description
`task`	object	Yes	—	The task value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "task": {
      "type": "object",
      "description": "The task value",
      "properties": {
        "title": {
          "type": "string",
          "description": "Task title (required)"
        },
        "description": {
          "type": "string",
          "description": "Task description"
        },
        "completed": {
          "type": "boolean",
          "description": "Whether the task is completed"
        },
        "due_date": {
          "type": "string",
          "description": "Due date"
        },
        "assignee_id": {
          "type": "integer",
          "description": "Staff member ID to assign"
        },
        "project_id": {
          "type": "integer",
          "description": "Associated project ID"
        },
        "client_id": {
          "type": "integer",
          "description": "Associated client ID"
        }
      },
      "required": [
        "title"
      ]
    }
  },
  "required": [
    "PCID",
    "task"
  ]
}

clientary_crm_delete_client

Delete a client Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Client ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Client ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

clientary_crm_delete_contact

Delete a contact Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Contact ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Contact ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

clientary_crm_delete_lead

Delete a lead Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Lead ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Lead ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

clientary_crm_delete_task

Delete a task Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Task ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Task ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

clientary_crm_get_client

Get a single client Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Client ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Client ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

clientary_crm_get_contact

Get a single contact Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Contact ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Contact ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

clientary_crm_get_lead

Get a single lead Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Lead ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Lead ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

clientary_crm_get_staff_member

Get a staff member Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Staff member ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Staff member ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

clientary_crm_get_task

Get a single task Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Task ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Task ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

clientary_crm_list_client_contacts

List contacts for a client Parameters:

Parameter	Type	Required	Default	Description
`client_id`	integer	Yes	—	Client ID
`page`	integer	No	—	Page number

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "client_id": {
      "type": "integer",
      "description": "Client ID"
    },
    "page": {
      "type": "integer",
      "description": "Page number"
    }
  },
  "required": [
    "PCID",
    "client_id"
  ]
}

clientary_crm_list_clients

List all clients Parameters:

Parameter	Type	Required	Default	Description
`page`	integer	No	—	Page number for pagination
`updated_since`	string	No	—	Filter clients updated since this date (YYYY-MM-DD)
`sort`	string	No	—	Sort order. Use ‘date’ to sort by most recently created first.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "page": {
      "type": "integer",
      "description": "Page number for pagination"
    },
    "updated_since": {
      "type": "string",
      "description": "Filter clients updated since this date (YYYY-MM-DD)"
    },
    "sort": {
      "type": "string",
      "description": "Sort order. Use 'date' to sort by most recently created first.",
      "enum": [
        "date"
      ]
    }
  },
  "required": [
    "PCID"
  ]
}

clientary_crm_list_contacts

List all contacts Parameters:

Parameter	Type	Required	Default	Description
`page`	integer	No	—	Page number for pagination

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "page": {
      "type": "integer",
      "description": "Page number for pagination"
    }
  },
  "required": [
    "PCID"
  ]
}

clientary_crm_list_leads

List all leads Parameters:

Parameter	Type	Required	Default	Description
`page`	integer	No	—	Page number
`sort`	string	No	—	Sort order: ‘name’ for alphabetical, ‘oldest’ for oldest first. Default is newest first.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "page": {
      "type": "integer",
      "description": "Page number"
    },
    "sort": {
      "type": "string",
      "description": "Sort order: 'name' for alphabetical, 'oldest' for oldest first. Default is newest first.",
      "enum": [
        "name",
        "oldest"
      ]
    }
  },
  "required": [
    "PCID"
  ]
}

clientary_crm_list_staff

List all staff

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

clientary_crm_list_tasks

List all tasks Parameters:

Parameter	Type	Required	Default	Description
`page`	integer	No	—	Page number

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "page": {
      "type": "integer",
      "description": "Page number"
    }
  },
  "required": [
    "PCID"
  ]
}

clientary_crm_update_client

Update a client Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Client ID
`client`	object	No	—	The client value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Client ID"
    },
    "client": {
      "type": "object",
      "description": "The client value",
      "properties": {
        "name": {
          "type": "string",
          "description": "Client name"
        },
        "number": {
          "type": "string",
          "description": "Unique client number"
        },
        "description": {
          "type": "string",
          "description": "Client description"
        },
        "address": {
          "type": "string",
          "description": "Street address"
        },
        "address_2": {
          "type": "string",
          "description": "Address line 2"
        },
        "city": {
          "type": "string",
          "description": "The city value"
        },
        "state": {
          "type": "string",
          "description": "The state value"
        },
        "zip": {
          "type": "string",
          "description": "The zip value"
        },
        "country": {
          "type": "string",
          "description": "The country value"
        },
        "website": {
          "type": "string",
          "description": "The website value"
        }
      }
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

clientary_crm_update_contact

Update a contact Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Contact ID
`client_user`	object	No	—	Client User

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Contact ID"
    },
    "client_user": {
      "type": "object",
      "description": "Client User",
      "properties": {
        "name": {
          "type": "string",
          "description": "Contact name"
        },
        "email": {
          "type": "string",
          "description": "Contact email"
        },
        "title": {
          "type": "string",
          "description": "Job title"
        },
        "phone": {
          "type": "string",
          "description": "Phone number"
        },
        "mobile": {
          "type": "string",
          "description": "Mobile number"
        },
        "ext": {
          "type": "string",
          "description": "Phone extension"
        }
      }
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

clientary_crm_update_lead

Update a lead Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Lead ID
`lead`	object	No	—	The lead value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Lead ID"
    },
    "lead": {
      "type": "object",
      "description": "The lead value",
      "properties": {
        "name": {
          "type": "string",
          "description": "The name value"
        },
        "number": {
          "type": "string",
          "description": "The number value"
        },
        "description": {
          "type": "string",
          "description": "The description value"
        },
        "address": {
          "type": "string",
          "description": "The address value"
        },
        "address_2": {
          "type": "string",
          "description": "Address 2"
        },
        "city": {
          "type": "string",
          "description": "The city value"
        },
        "state": {
          "type": "string",
          "description": "The state value"
        },
        "zip": {
          "type": "string",
          "description": "The zip value"
        },
        "country": {
          "type": "string",
          "description": "The country value"
        },
        "website": {
          "type": "string",
          "description": "The website value"
        }
      }
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

clientary_crm_update_task

Update a task Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Task ID
`task`	object	No	—	The task value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Task ID"
    },
    "task": {
      "type": "object",
      "description": "The task value",
      "properties": {
        "title": {
          "type": "string",
          "description": "The title value"
        },
        "description": {
          "type": "string",
          "description": "The description value"
        },
        "completed": {
          "type": "boolean",
          "description": "The completed value"
        },
        "due_date": {
          "type": "string",
          "description": "Due Date"
        },
        "assignee_id": {
          "type": "integer",
          "description": "Assignee Id"
        },
        "project_id": {
          "type": "integer",
          "description": "Project Id"
        },
        "client_id": {
          "type": "integer",
          "description": "Client Id"
        }
      }
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

​Tools

​clientary_crm_create_client

​clientary_crm_create_contact

​clientary_crm_create_lead

​clientary_crm_create_task

​clientary_crm_delete_client

​clientary_crm_delete_contact

​clientary_crm_delete_lead

​clientary_crm_delete_task

​clientary_crm_get_client

​clientary_crm_get_contact

​clientary_crm_get_lead

​clientary_crm_get_staff_member

​clientary_crm_get_task

​clientary_crm_list_client_contacts

​clientary_crm_list_clients

​clientary_crm_list_contacts

​clientary_crm_list_leads

​clientary_crm_list_staff

​clientary_crm_list_tasks

​clientary_crm_update_client

​clientary_crm_update_contact

​clientary_crm_update_lead

​clientary_crm_update_task

Tools

clientary_crm_create_client

clientary_crm_create_contact

clientary_crm_create_lead

clientary_crm_create_task

clientary_crm_delete_client

clientary_crm_delete_contact

clientary_crm_delete_lead

clientary_crm_delete_task

clientary_crm_get_client

clientary_crm_get_contact

clientary_crm_get_lead

clientary_crm_get_staff_member

clientary_crm_get_task

clientary_crm_list_client_contacts

clientary_crm_list_clients

clientary_crm_list_contacts

clientary_crm_list_leads

clientary_crm_list_staff

clientary_crm_list_tasks

clientary_crm_update_client

clientary_crm_update_contact

clientary_crm_update_lead

clientary_crm_update_task