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CRM

Everything open with a customer

crm_get_customer · Reads only · Markdown

Everything open with one customer in one read: deals, tickets, invoices, quotes, signatures, meetings and their last messages.

Free*

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

An example

Jana Weber is on the line. Before I pick up: what's open with her? Quotes, invoices, tickets, anything.

Your agent callscrm_get_customerFree*

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": []
  },
  "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"
  },
  "open": {
    "deals": [],
    "tickets": [],
    "unpaid_invoices": [],
    "quotes": [],
    "signatures_waiting": [],
    "meetings": []
  },
  "balance_due": {},
  "recent": {
    "last_email": null,
    "last_chat": null,
    "last_call": null
  },
  "newsletters": []
}

Use it when

Before answering a customer on any channel, or before a call or a meeting with them.

  • For the contact's own fields, tags and recent activity, use crm_get_contact.
  • For everything that ever happened with them, page by page, use crm_timeline.

What it does

One read before you answer someone: the contact (or company) and what is open with them across Conecto: open deals, help desk tickets, unpaid invoices and open quotes (with the balance due per currency), documents waiting for their signature, their next meetings, the last email, chat and call, their newsletters, and where they first came from on the website. By contact_id, email or company_id (then its contacts' records too). Each list shows up to 5; each area's own tools have the rest.

What comes back

contact (or company) with came_from, the website visit that led to their first conversion; open: deals, tickets, unpaid_invoices, quotes, signatures_waiting and meetings, up to 5 each; balance_due per currency; recent: last_email, last_chat and last_call; and newsletters. Every reply also carries cost_usd and balance_usd.

Inputs

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

The call

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

Terminal
curl -X POST https://api.conecto.chat/v1/tools/crm_get_customer \
  -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.
not_found404No company of the business has that company_id.Find the company with crm_search or crm_find_companies and use its id.
invalid_input400Neither contact_id, email nor company_id was given.Send one of the three.

More CRM tools

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