CRM

Find duplicates

crm_find_duplicates · Reads only · Markdown

Contacts or companies that are probably the same record twice, grouped, with the reason.

Free*

*Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads.

An example

Do we have anyone in the CRM twice?

Your agent callscrm_find_duplicatesFree*

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": "contact"
}
What comes back
{
  "groups": [
    {
      "reasons": [
        "same phone"
      ],
      "contacts": [
        {
          "id": 4103,
          "name": "Sophie Lange",
          "email": "sophie.lange@example.com",
          "phone": "+49 40 66969 214",
          "title": ""
        },
        {
          "id": 4104,
          "name": "Sophie Lange",
          "email": "sophie@cafe-lange.example",
          "phone": "040 66969214",
          "title": ""
        }
      ]
    }
  ],
  "count": 1
}

Use it when

The CRM was filled from several sources, or someone says a person appears twice.

What it does

Contacts or companies that are probably the same: contacts with the same email in any case, the same phone number in any format, or the same name at the same company; companies with the same domain, or the same name once "Inc", "Ltd", "GmbH" and the like are dropped. Archived ones are left out. Merge each group with crm_merge_contacts or crm_merge_companies.

What comes back

Groups of probable duplicates, each with its reasons (same email, phone, name at the same company, domain or name) and the records in it. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
objectstringOne of: contact,company. Default: contact.
limitinteger1 to 100. Default: 20.

The call

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

Terminal
curl -X POST https://api.conecto.chat/v1/tools/crm_find_duplicates \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"object":"contact"}'

Give this to your agent.

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