Read a timeline
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*
*Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads.
An example
Before I call Jana Weber, what's happened with her lately? Emails, chats, meetings, all of it.
Your agent callscrm_timelineFree*
The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.
{
"email": "jana@weber-kuechenplanung.example",
"limit": 20
}Use it when
Before writing to or calling someone, to know what was said and promised; with nothing named, to see what moved across the CRM lately and whose bot moved it.
- For the contact's fields with its open tasks and deals, use
crm_get_contact.
What it does
Everything that happened with a contact, a company (all its people) or a deal, or in the whole CRM when you name none of them, newest first: notes, tasks, emails from your inboxes, website chats, phone calls (with their summary), tickets, meetings, deal stage moves and deal notes, each with its contact_id where it has one. Each says who made it: `by` is the name of the key whose bot did (like "Ben, through Claude"), a person, a form or an import, or null; `via` is "dashboard" when a person made it on a dashboard link the key made, "ai_app" when the key's AI app did. Read it before you write to someone. For the next page pass next_before as `before`.
What comes back
The contact, company or deal it is about (nothing for the whole CRM), its entries newest first (kind, title, text, time, the contact it involves and the ids to open them), and next_before for the next page. Each entry's by says who made it: the name of the key whose bot did, which says who and through what (like "Ben, through Claude"), a person, a form or an import, or null when the record kept nothing to say. Its via is "dashboard" when a person made it on a dashboard link the key made, "ai_app" when the key's AI app did, and null for everything else. Every reply also carries cost_usd and balance_usd.
Inputs
| Name | Type | What it is |
|---|---|---|
contact_id | integer | At least 1. |
email | string | Up to 254 characters. |
company_id | integer | At least 1. |
deal_id | integer | At least 1. |
types | array of strings | Only these kinds of entries. Up to 9 items. One of: note,activity,task,email,chat,call,ticket,meeting,deal_stage. |
before | string | ISO 8601: only entries before this time. Up to 40 characters. |
limit | integer | 1 to 100. Default: 30. |
The call
Over MCP, call crm_timeline on https://api.conecto.chat/mcp/crm. Over REST:
curl -X POST https://api.conecto.chat/v1/tools/crm_timeline \
-H "Authorization: Bearer $CONECTO_KEY" \
-H "Content-Type: application/json" \
-d '{"email":"jana@weber-kuechenplanung.example","limit":20}'When it refuses
A refused call costs nothing and says what to do next.
| Code | When | What to do |
|---|---|---|
not_found404 | No contact of the business matches that contact_id or email. | Find the person with crm_search and use the id it returns. |
not_found404 | No company of the business has that company_id. | Find the company with crm_search or crm_find_companies and use its id. |
not_found404 | No deal of the business has that deal_id. | Find the deal with crm_find_deals or crm_search and use its id. |
invalid_input400 | before is not an ISO 8601 time. | Send before like 2026-10-12T09:00:00Z. |
More CRM tools
All 41 tools- Search the CRM
crm_searchFinds 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* - Find contacts
crm_find_contactsFinds 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* - Get a contact
crm_get_contactOne contact, by id or email, with its tags, custom fields, recent activity, open tasks and deals.Free* - Everything open with a customer
crm_get_customerEverything open with one customer in one read: deals, tickets, invoices, quotes, signatures, meetings and their last messages.Free* - Save a contact
crm_save_contactCreates a contact, or updates the one with the same email; only the fields you send change.$0.01 a call - Save many contacts
crm_save_contactsCreates or updates up to 100 contacts in one call, each like crm_save_contact; you pay only for the ones saved.$0.01 per record saved - Update a contact
crm_update_contactChanges fields on a contact by its id, its email included; only the fields you send change.$0.01 a call - Archive a contact
crm_archive_contactHides a contact from searches and lists; its history is kept.$0.001 a call
Give this to your agent.
Set up Conecto from https://conecto.chat/SKILL.md