/clientary-crm | Type: Application | PCID required: Yes
Tools
clientary_crm_create_client
Create a new client Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
client | object | Yes | — | The client value |
Show inputSchema
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
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
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
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
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
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
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
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
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
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
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 |
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{
"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
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
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
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
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
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 staffShow inputSchema
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
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
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
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
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
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"
]
}