CRM

List fields

crm_list_fields · Reads only · Markdown

The standard and custom fields of contacts, companies and deals, to read, filter and sort on.

Free*

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

An example

What information do we keep on each company?

Your agent callscrm_list_fieldsFree*

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"
}
What comes back
{
  "standard": {
    "company": [
      "id",
      "name"
    ]
  },
  "custom": []
}

Use it when

Before filtering, sorting or saving custom fields, to know the keys and types.

What it does

The fields you can read, filter and sort on for contacts, companies and deals: the standard ones and the custom fields defined with crm_define_field (type, options, description, and how many records hold a value).

What comes back

The standard fields per object (id among them, and archived_at for contacts), and the custom fields with their type, options, description and how many records hold a value. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
objectstringOne of: contact,company,deal.

The call

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

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

Give this to your agent.

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