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LavandaLavanda Developer Docs

CRM Tools

Tools for managing Customer Relationship Management (CRM) data, including companies, contacts, leads, and other entities.

Available Tools

Section titled “Available Tools”

Leads

Section titled “Leads”

See all Leads tools →

Tool Description
create_leads Create one or more CRM leads from a spreadsheet

Companies

Section titled “Companies”

See all Companies tools →

Tool Description
search_companies Search for CRM companies with filtering, sorting, and pagination
get_company Retrieve a single CRM company by ID

Contacts

Section titled “Contacts”

See all Contacts tools →

Tool Description
get_contact Retrieve a single CRM contact by ID

Subjects

Section titled “Subjects”

See all Subjects tools →

Tool Description
create_subjects Create one or more CRM subjects with optional namespace associations
update_subjects Update one or more CRM subjects, including name and namespace associations
search_subjects Search or list CRM subjects with optional filtering and pagination

Institutions

Section titled “Institutions”

See all Institutions tools →

Tool Description
search_institutions Search or list CRM institutions with optional filtering and pagination

Namespaces

Section titled “Namespaces”

See all Namespaces tools →

Tool Description
list_crm_namespaces List all CRM namespaces accessible to the current user

Lead Statuses

Section titled “Lead Statuses”

See all Lead Statuses tools →

Tool Description
list_lead_statuses List the lead statuses configured for a given CRM namespace
Section titled “Related Documentation”