--- name: "crm_save_contacts" area: "crm" title: "Save many contacts" price: "$0.01 per record saved" method: "POST" url: "https://api.conecto.chat/v1/tools/crm_save_contacts" mcp_server: "https://api.conecto.chat/mcp/crm" auth: "Authorization: Bearer " docs_url: "https://conecto.chat/tools/crm/crm_save_contacts" --- # Save many contacts (`crm_save_contacts`) Creates or updates up to 100 contacts in one call, each like crm_save_contact; you pay only for the ones saved. Create or update up to 100 contacts in one call, each exactly like crm_save_contact (matched by email; without an email a new contact is made). Each one succeeds or fails on its own; the reply lists which, and you pay only for the ones saved. Price: $0.01 per record saved. A call that fails costs nothing. ## Use it when Several people arrive at once: a list from an event, a sign-up sheet, a spreadsheet the owner pasted. - For a whole CSV file or the records from another CRM, use [import_csv](https://conecto.chat/tools/imports/import_csv.md). ## Say this to your agent > Add the two chefs we met at the trade fair, Mark Jansen from Restaurant Kranich and Ines Vogel, and tag them trade fair 2026. ## Inputs | Name | Type | Required | Description | Allowed values | Default | |---|---|---|---|---|---| | `contacts` | array of objects | yes | 1 to 100 items. | | | | `contacts[].email` | string (email) | no | Up to 254 characters. | | | | `contacts[].name` | string | no | Up to 255 characters. | | | | `contacts[].title` | string | no | Up to 255 characters. | | | | `contacts[].company` | string | no | Company name; also links or creates the company record. Up to 255 characters. | | | | `contacts[].phone` | string | no | Up to 60 characters. | | | | `contacts[].location` | string | no | Up to 255 characters. | | | | `contacts[].timezone` | string | no | Up to 60 characters. | | | | `contacts[].language` | string | no | Up to 60 characters. | | | | `contacts[].lifecycle_stage` | string | no | | `"lead"`, `"trial"`, `"onboarding"`, `"customer"`, `"at_risk"`, `"churned"`, `"advocate"` | | | `contacts[].notes` | string | no | Up to 20,000 characters. | | | | `contacts[].custom_fields` | object | no | Custom fields as {"key": value}, merged into the existing ones; null clears one. Keys defined with crm_define_field are checked against their type. | | | | `contacts[].tags` | array of strings | no | Tags to add, e.g. ["vip"]; a new tag is made on first use. crm_tag_records removes tags. Up to 20 items. | | | ## Example Written for Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. MCP: call `crm_save_contacts` on the MCP server `https://api.conecto.chat/mcp/crm` with these arguments: ```json { "contacts": [ { "email": "mark.jansen@restaurant-kranich.example", "name": "Mark Jansen", "company": "Restaurant Kranich", "tags": [ "trade-fair-2026" ] }, { "email": "ines.vogel@example.com", "name": "Ines Vogel", "tags": [ "trade-fair-2026" ] } ] } ``` REST: ```bash curl https://api.conecto.chat/v1/tools/crm_save_contacts \ -H "Authorization: Bearer $CONECTO_KEY" \ -H "Content-Type: application/json" \ -d '{"contacts": [{"email": "mark.jansen@restaurant-kranich.example", "name": "Mark Jansen", "company": "Restaurant Kranich", "tags": ["trade-fair-2026"]}, {"email": "ines.vogel@example.com", "name": "Ines Vogel", "tags": ["trade-fair-2026"]}]}' ``` ## Response ```json { "call_id": "5f0c8a2e-3b7d-4c1e-9a64-2d8e1f7b0c93", "tool": "crm_save_contacts", "status": "succeeded", "replayed": false, "cost_usd": "$0.02", "balance_usd": "$19.75", "result": { "saved": 2, "failed": 0, "results": [ { "index": 0, "id": 4108, "email": "mark.jansen@restaurant-kranich.example", "created": true }, { "index": 1, "id": 4109, "email": "ines.vogel@example.com", "created": true } ] } } ``` `result`: How many were saved and how many failed, and per contact in the order sent: its index and either its id, email and created, or the error. ## Errors This tool has no errors of its own. The refusals every tool can give (401 key, 402 balance, 429 limits) are on the errors page: https://conecto.chat/docs/errors.md ## Related - [crm_search](https://conecto.chat/tools/crm/crm_search.md): Finds contacts, companies and deals from whatever you have: a name, an email, a phone number in any format, a domain or a deal title. Free up to 1,000,000 reads a month. - [crm_find_contacts](https://conecto.chat/tools/crm/crm_find_contacts.md): Finds contacts by name, email, company or phone, by filters on any field or tag, or by a saved segment, one page at a time. Free up to 1,000,000 reads a month. - [crm_get_contact](https://conecto.chat/tools/crm/crm_get_contact.md): One contact, by id or email, with its tags, custom fields, recent activity, open tasks and deals. Free up to 1,000,000 reads a month. - [crm_get_customer](https://conecto.chat/tools/crm/crm_get_customer.md): Everything open with one customer in one read: deals, tickets, invoices, quotes, signatures, meetings and their last messages. Free up to 1,000,000 reads a month. - [crm_save_contact](https://conecto.chat/tools/crm/crm_save_contact.md): Creates a contact, or updates the one with the same email; only the fields you send change. $0.01 a call. - [crm_update_contact](https://conecto.chat/tools/crm/crm_update_contact.md): Changes fields on a contact by its id, its email included; only the fields you send change. $0.01 a call. - [crm_archive_contact](https://conecto.chat/tools/crm/crm_archive_contact.md): Hides a contact from searches and lists; its history is kept. $0.001 a call. - [crm_restore_contact](https://conecto.chat/tools/crm/crm_restore_contact.md): Brings an archived contact back into searches and lists. $0.001 a call. - [crm_timeline](https://conecto.chat/tools/crm/crm_timeline.md): What happened with a contact, a company, a deal or the whole CRM, newest first: notes, tasks, emails, chats, calls, tickets and stage moves. Free up to 1,000,000 reads a month. - [crm_add_note](https://conecto.chat/tools/crm/crm_add_note.md): Adds a note to a contact, a company or a deal: what was said, decided or learned. $0.01 a call. - [crm_create_task](https://conecto.chat/tools/crm/crm_create_task.md): A follow-up on a contact, with an optional due time and priority. $0.01 a call. - [crm_list_tasks](https://conecto.chat/tools/crm/crm_list_tasks.md): Tasks by status (open by default), for one contact or due before a time, soonest first. Free up to 1,000,000 reads a month. - [crm_complete_task](https://conecto.chat/tools/crm/crm_complete_task.md): Marks a task done, or cancelled. $0.01 a call. - [crm_save_company](https://conecto.chat/tools/crm/crm_save_company.md): Creates a company, or updates the one with the same name or with the company_id you give, which can rename it; only the fields you send change. $0.01 a call. - [crm_save_companies](https://conecto.chat/tools/crm/crm_save_companies.md): 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. - [crm_archive_company](https://conecto.chat/tools/crm/crm_archive_company.md): Hides a company from lists, searches, duplicates and exports; its people, deals and notes stay. $0.001 a call. - [crm_restore_company](https://conecto.chat/tools/crm/crm_restore_company.md): Brings an archived company back into lists, searches, duplicates and exports. $0.001 a call. - [crm_find_companies](https://conecto.chat/tools/crm/crm_find_companies.md): Finds companies by name or domain, by filters on any field or tag, or by a saved segment, one page at a time. Free up to 1,000,000 reads a month. - [crm_get_company](https://conecto.chat/tools/crm/crm_get_company.md): One company, by id or exact name, with its people, deals (open ones first) and notes. Free up to 1,000,000 reads a month. - [crm_save_deal](https://conecto.chat/tools/crm/crm_save_deal.md): Creates a deal, or updates one by its deal_id: pipeline and stage, amount, close date, next step, company and contact. $0.01 a call. - [crm_find_deals](https://conecto.chat/tools/crm/crm_find_deals.md): Finds deals by pipeline, stage, status, company or contact, by filters on any field or tag, or by a saved segment. Free up to 1,000,000 reads a month. - [crm_get_deal](https://conecto.chat/tools/crm/crm_get_deal.md): One deal with its stage history (the days it spent in each stage), notes, contact and company. Free up to 1,000,000 reads a month. - [crm_move_deal](https://conecto.chat/tools/crm/crm_move_deal.md): Moves a deal to a stage, maybe in another pipeline; a won or lost stage closes it. $0.01 a call. - [crm_list_pipelines](https://conecto.chat/tools/crm/crm_list_pipelines.md): The deal pipelines in order, each with its stages and how many deals sit in each, with their value. Free up to 1,000,000 reads a month. - [crm_save_pipeline](https://conecto.chat/tools/crm/crm_save_pipeline.md): Creates a deal pipeline or changes one: its name, position and stages in order. $0.001 a call. - [crm_delete_pipeline](https://conecto.chat/tools/crm/crm_delete_pipeline.md): Deletes an empty pipeline; the last one stays. $0.001 a call. - [crm_pipeline_report](https://conecto.chat/tools/crm/crm_pipeline_report.md): How a pipeline is doing: open value by stage, deals won and lost, win rate, a forecast by month and stale deals. Free up to 1,000,000 reads a month. - [crm_define_field](https://conecto.chat/tools/crm/crm_define_field.md): Adds a field of the business's own to contacts, companies or deals, or changes its label, description or options. $0.001 a call. - [crm_list_fields](https://conecto.chat/tools/crm/crm_list_fields.md): The standard and custom fields of contacts, companies and deals, to read, filter and sort on. Free up to 1,000,000 reads a month. - [crm_delete_field](https://conecto.chat/tools/crm/crm_delete_field.md): Deletes a custom field and its value on every record, for good. $0.001 a call. - [crm_tag_records](https://conecto.chat/tools/crm/crm_tag_records.md): Adds and removes tags on up to 100 contacts, companies or deals at once. $0.001 per record tagged. - [crm_list_tags](https://conecto.chat/tools/crm/crm_list_tags.md): Every tag with how many contacts, companies and deals carry it. Free up to 1,000,000 reads a month. - [crm_delete_tag](https://conecto.chat/tools/crm/crm_delete_tag.md): Deletes a tag and takes it off every contact, company and deal. $0.001 a call. - [crm_save_segment](https://conecto.chat/tools/crm/crm_save_segment.md): Saves filters under a name, so the same list can be pulled again and stays up to date. $0.001 a call. - [crm_list_segments](https://conecto.chat/tools/crm/crm_list_segments.md): The saved segments, each with its filters and how many records match right now. Free up to 1,000,000 reads a month. - [crm_delete_segment](https://conecto.chat/tools/crm/crm_delete_segment.md): Deletes a saved segment; the records in it stay as they are. $0.001 a call. - [crm_export](https://conecto.chat/tools/crm/crm_export.md): Contacts, companies or deals as CSV text, with the same filters, tag and segment as the find tools. Free up to 1,000,000 reads a month. - [crm_find_duplicates](https://conecto.chat/tools/crm/crm_find_duplicates.md): Contacts or companies that are probably the same record twice, grouped, with the reason. Free up to 1,000,000 reads a month. - [crm_merge_contacts](https://conecto.chat/tools/crm/crm_merge_contacts.md): Merges duplicate contacts into the one you keep; their notes, emails, chats, calls and deals move with them. $0.01 a call. - [crm_merge_companies](https://conecto.chat/tools/crm/crm_merge_companies.md): Merges duplicate companies into the one you keep; their people, deals and notes move with them. $0.01 a call.