> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pinkfish.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# clientary-crm

> Clients, Contacts, Leads, Staff, Tasks

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

## Tools

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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 |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_create\_lead

Create a new lead

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_create\_task

Create a new task

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_delete\_client

Delete a client

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Client ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_delete\_contact

Delete a contact

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Contact ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_delete\_lead

Delete a lead

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Lead ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_delete\_task

Delete a task

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Task ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_get\_client

Get a single client

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Client ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_get\_contact

Get a single contact

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Contact ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_get\_lead

Get a single lead

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Lead ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_get\_staff\_member

Get a staff member

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Staff member ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_get\_task

Get a single task

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "id": {
        "type": "integer",
        "description": "Task ID"
      }
    },
    "required": [
      "PCID",
      "id"
    ]
  }
  ```
</Expandable>

***

## 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 |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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. |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_list\_contacts

List all contacts

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "page": {
        "type": "integer",
        "description": "Page number for pagination"
      }
    },
    "required": [
      "PCID"
    ]
  }
  ```
</Expandable>

***

## 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. |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_list\_staff

List all staff

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      }
    },
    "required": [
      "PCID"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_list\_tasks

List all tasks

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the authenticated connection"
      },
      "page": {
        "type": "integer",
        "description": "Page number"
      }
    },
    "required": [
      "PCID"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_update\_client

Update a client

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_update\_contact

Update a contact

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_update\_lead

Update a lead

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## clientary\_crm\_update\_task

Update a task

**Parameters:**

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>