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CRM

Get a contact

crm_get_contact · Reads only · Markdown

One contact, by id or email, with its tags, custom fields, recent activity, open tasks and deals.

Free*

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

An example

Which company is Jana Weber with, and what's her phone number?

Your agent callscrm_get_contactFree*

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
{
  "email": "jana@weber-kuechenplanung.example"
}
What comes back
{
  "contact": {
    "id": 4101,
    "email": "jana@weber-kuechenplanung.example",
    "name": "Jana Weber",
    "title": "Kitchen planner",
    "company": "Weber Küchenplanung",
    "company_id": 4104,
    "phone": "+49 40 66969 120",
    "location": "Hamburg",
    "lifecycle_stage": "lead",
    "outreach_status": null,
    "notes": "",
    "tags": [
      "test-kitchen-visit",
      "trade"
    ],
    "custom_fields": {},
    "archived": false,
    "updated_at": "2026-10-14T08:00:00+00:00",
    "recent_activity": [
      {
        "kind": "note",
        "title": "Test kitchen visit",
        "body": "Tried the 10-tray combi steamer for a client's new restaurant in Ottensen.",
        "at": "2026-10-14T08:00:00+00:00",
        "by": "Pip",
        "via": "ai_app"
      },
      {
        "kind": "created",
        "title": "Created",
        "body": "",
        "at": "2026-10-14T08:00:00+00:00",
        "by": "Pip",
        "via": "ai_app"
      }
    ],
    "open_tasks": [],
    "deals": []
  },
  "came_from": {
    "first_seen": "2026-09-22T14:05:00+00:00",
    "first_conversion": "Booking made",
    "channel": "Organic search",
    "source": "Google",
    "referrer": "google.com",
    "campaign": null,
    "landing_page": "/combi-steamers",
    "site": "hansenvoss.example",
    "country": "DE",
    "device": "desktop"
  }
}

Use it when

You know who it is and need their details before replying or calling.

  • For everything open with a customer, use crm_get_customer.
  • For everything that ever happened with the person, page by page, use crm_timeline.

What it does

One contact with its tags, custom fields, recent activity, open tasks and deals, by id or email, and came_from: the website visit that led to their first chat, booking, form or signup (channel, source, campaign, landing page), when the site is counted. crm_timeline has everything that happened with them.

What comes back

The contact with its fields, tags and custom fields, up to 20 recent activities with who made each (by and via, as in crm_timeline), open tasks and deals, and came_from: the website visit that led to their first chat, booking, form or signup. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
contact_idintegerAt least 1.
emailstringUp to 254 characters.

The call

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

Terminal
curl -X POST https://api.conecto.chat/v1/tools/crm_get_contact \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"email":"jana@weber-kuechenplanung.example"}'

When it refuses

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

CodeWhenWhat to do
not_found404No contact of the business matches that contact_id or email.Find the person with crm_search and use the id it returns.
invalid_input400Neither contact_id nor email was given.Send one of the two.

More CRM tools

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