CRM

Define a custom field

crm_define_field · Changes data · Markdown

Adds a field of the business's own to contacts, companies or deals, or changes its label, description or options.

$0.001 a call

From your agent’s balance. A call that fails costs nothing.

Add a trade tier to companies, Silver or Gold, so we know who gets 10% and who gets 15%.

Your agent callscrm_define_field$0.001 a call

The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.

With these arguments

{
  "object": "company",
  "key": "trade_tier",
  "type": "select",
  "label": "Trade tier",
  "options": [
    "Silver",
    "Gold"
  ],
  "description": "Discount of a trade account: Silver 10%, Gold 15%."
}

What comes back

{
  "field": {
    "object": "company",
    "key": "trade_tier",
    "label": "Trade tier",
    "type": "select",
    "options": [
      "Silver",
      "Gold"
    ],
    "description": "Discount of a trade account: Silver 10%, Gold 15%.",
    "created_at": "2026-10-14T08:00:00+00:00"
  },
  "created": true
}

Use it when

The business tracks something the standard fields lack: a trade tier, a renewal date, a preferred wood.

What it does

Add a field of your own to contacts, companies or deals, such as a "plan" picked from a list or a "renewal_date", or change its label, description or options. From then on values sent in custom_fields are checked against its type (text, number, boolean, date as YYYY-MM-DD, select from options, url, email, phone), and you can filter and sort on it. A field that holds values keeps its type; delete it and define it again to change the type.

What comes back

The field (object, key, type, label, options, description), and created: true when it is new. Every reply also carries cost_usd and balance_usd.

Inputs

Name	Type	What it is
`object`Required	string	One of: contact,company,deal.
`key`Required	string	snake_case, e.g. "renewal_date". Matches ^[a-z][a-z0-9_]{0,39}$.
`type`Required	string	One of: text,number,boolean,date,select,url,email,phone.
`label`	string	Up to 80 characters.
`options`	array of strings	select only: the allowed values. Up to 100 items.
`description`	string	What the field means, for whoever reads it next. Up to 300 characters.

The call

Over MCP, call crm_define_field on https://api.conecto.chat/mcp/crm. Over REST:

Terminal

curl -X POST https://api.conecto.chat/v1/tools/crm_define_field \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"object":"company","key":"trade_tier","type":"select","label":"Trade tier","options":["Silver","Gold"],"description":"Discount of a trade account: Silver 10%, Gold 15%."}'

When it refuses

A refused call costs nothing and says what to do next.

Code	When	What to do
`invalid_input`400	The key is a standard field, a select field has no options, or another type was given options.	Pick another key, and give options only to select fields.
`conflict`409	The field holds values and the type would change, or it was defined at the same moment.	Delete it with crm_delete_field and define it again, or call again.
`limit_reached`409	The object has as many custom fields as it may.	Delete a field it no longer needs with crm_delete_field.

More CRM tools

All 41 tools

Give this to your agent.

Set up Conecto from https://conecto.chat/SKILL.md

Define a custom field

An example

Use it when

What it does

What comes back

Inputs

The call

When it refuses

More CRM tools

Give this to your agent.