CRM

Save many companies

crm_save_companies · Changes data · Markdown

Creates or updates up to 100 companies in one call, each like crm_save_company; you pay only for the ones saved.

$0.01 per record saved

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

An example

Put Café Lotte and Restaurant Kranich in as companies. Café Lotte already buys from us.

Your agent callscrm_save_companies$0.01 per record saved

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
{
  "companies": [
    {
      "name": "Café Lotte",
      "industry": "Food and drink",
      "lifecycle_stage": "customer"
    },
    {
      "name": "Restaurant Kranich",
      "domain": "restaurant-kranich.example",
      "industry": "Food and drink"
    }
  ]
}
What comes back
{
  "saved": 2,
  "failed": 0,
  "results": [
    {
      "index": 0,
      "id": 4104,
      "name": "Café Lotte",
      "created": false
    },
    {
      "index": 1,
      "id": 4106,
      "name": "Restaurant Kranich",
      "created": true
    }
  ]
}

Use it when

Several organisations arrive at once, from a list or a spreadsheet.

  • For a whole CSV file or the records from another CRM, use import_csv.

What it does

Create or update up to 100 companies in one call, each exactly like crm_save_company (matched by name). Each one succeeds or fails on its own; the reply lists which, and you pay only for the ones saved.

What comes back

How many were saved and how many failed, and per company in the order sent: its index and either its id, name and created, or the error. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
companiesRequiredarray of objects1 to 100 items.
companies[].nameRequiredstring1 to 255 characters.
companies[].domainstringUp to 255 characters.
companies[].websitestringUp to 500 characters.
companies[].industrystringUp to 120 characters.
companies[].employee_countintegerAt least 0.
companies[].lifecycle_stagestringOne of: prospect,onboarding,customer,churned.
companies[].notesstringUp to 20,000 characters.
companies[].custom_fieldsobjectCustom fields as {"key": value}, merged into the existing ones; null clears one. Keys defined with crm_define_field are checked against their type.
companies[].tagsarray of stringsTags to add, e.g. ["vip"]; a new tag is made on first use. crm_tag_records removes tags. Up to 20 items.

The call

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

Terminal
curl -X POST https://api.conecto.chat/v1/tools/crm_save_companies \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"companies":[{"name":"Café Lotte","industry":"Food and drink","lifecycle_stage":"customer"},{"name":"Restaurant Kranich","domain":"restaurant-kranich.example","industry":"Food and drink"}]}'

Give this to your agent.

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