CRM

Every CRM tool, with the scope it needs, its arguments and the API operation it calls.

62 tools

Archive CRM accounts

Changes data

atlas_crm_accounts_archive

Archive a CRM account (soft delete; reversible by un-archiving).

Scope: crm:delete
Calls: POST /v1/crm/accounts/{id}/archive
Example prompt: Archive CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create CRM accounts

Changes data

atlas_crm_accounts_create

Create a CRM account (company record).

Scope: crm:write
Calls: POST /v1/crm/accounts
Example prompt: Create a CRM account for Acme Corp.

Arguments

Field	Type	Required
`name`	`string`	Yes
`domain`	`string`	No
`industry`	`string`	No
`ownerUserId`	`string`	No
`parentAccountId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`arrAnnualized`	`integer`	No
`currency`	`string`	No

Get CRM accounts

Read only

atlas_crm_accounts_get

Fetch a single CRM account by id.

Scope: crm:read
Calls: GET /v1/crm/accounts/{id}
Example prompt: Read CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Get CRM accounts lead scores

Read only

atlas_crm_accounts_lead_scores_get

Get the lead-score breakdown for a single CRM account.

Scope: crm:read
Calls: GET /v1/crm/lead-scoring/account/{id}
Example prompt: What is acc_xyz's lead score?

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM accounts

Read only

atlas_crm_accounts_list

List CRM accounts, one page at a time. Filter by owner, tier, free-text query, or archived flag. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/accounts
Example prompt: Show me all enterprise CRM accounts owned by me.

Arguments

Field	Type	Required	Description
`ownerUserId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`pipelineId`	`string`	No
`stage`	`string`	No
`q`	`string`	No	Free-text search term.
`archived`	`boolean`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name"`	No	The field to sort on: updatedAt, createdAt, name. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Merge CRM accounts

Changes data

atlas_crm_accounts_merge

Merge duplicate CRM accounts into one target account, re-parenting contacts and deals.

Scope: crm:write
Calls: POST /v1/crm/accounts/merge
Example prompt: Merge CRM accounts acc_a and acc_b into acc_a.

Arguments

Field	Type	Required	Description
`targetId`	`string`	Yes	Account id to keep.
`mergedIds`	`array of string`	Yes	Account ids to merge into the target.

Score CRM accounts

Changes data

atlas_crm_accounts_score

Recompute the lead score for one CRM account (OWNER/ADMIN only).

Scope: crm:write
Calls: POST /v1/crm/lead-scoring/recompute-account/{id}
Example prompt: Recompute the lead score for CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Update CRM accounts

Changes data

atlas_crm_accounts_update

Patch fields on a CRM account.

Scope: crm:write
Calls: PATCH /v1/crm/accounts/{id}
Example prompt: Move CRM account acc_xyz to the enterprise tier.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the account.

List CRM activities

Read only

atlas_crm_activities_list

List activities (calls, emails, meetings, notes) logged against an account, contact, or deal.

Scope: crm:read
Calls: GET /v1/crm/activities
Example prompt: Show me activities on CRM deal d_xyz.

Arguments

Field	Type	Required
`recordKind`	`"account" \| "contact" \| "deal"`	Yes
`recordId`	`string`	Yes
`limit`	`integer`	No
`before`	`string (date-time)`	No

Log CRM activities

Changes data

atlas_crm_activities_log

Log a CRM activity (call, email, meeting, note, task, sms) against an account, contact, or deal.

Scope: crm:write
Calls: POST /v1/crm/activities
Example prompt: Log a discovery call on CRM deal d_xyz.

Arguments

Field	Type	Required
`recordKind`	`"account" \| "contact" \| "deal"`	Yes
`recordId`	`string`	Yes
`kind`	`"call" \| "email" \| "meeting" \| "note" \| "task" \| "sms"`	Yes
`subject`	`string`	No
`body`	`string`	No
`occurredAt`	`string (date-time)`	No
`durationSec`	`integer`	No
`outcome`	`string`	No

Get CRM aging

Read only

atlas_crm_aging_get

Get the aging report - open deals bucketed by days-in-current-stage to surface stalled deals.

Scope: crm:read
Calls: GET /v1/crm/aging
Example prompt: Which CRM deals are stalled?

Arguments

This tool takes no arguments.

Archive CRM contacts

Changes data

atlas_crm_contacts_archive

Archive a CRM contact (soft delete).

Scope: crm:delete
Calls: POST /v1/crm/contacts/{id}/archive
Example prompt: Archive CRM contact ct_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create CRM contacts

Changes data

atlas_crm_contacts_create

Create a CRM contact (person record), optionally linked to an account.

Scope: crm:write
Calls: POST /v1/crm/contacts
Example prompt: Create a CRM contact Jane Doe at Acme Corp.

Arguments

Field	Type	Required
`firstName`	`string`	Yes
`lastName`	`string`	Yes
`email`	`string (email)`	No
`phone`	`string`	No
`title`	`string`	No
`accountId`	`string`	No
`ownerUserId`	`string`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`engagement`	`"hot" \| "warm" \| "cool" \| "cold"`	No

Get CRM contacts

Read only

atlas_crm_contacts_get

Fetch a single CRM contact by id.

Scope: crm:read
Calls: GET /v1/crm/contacts/{id}
Example prompt: Read CRM contact ct_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Import CRM contacts

Changes data

atlas_crm_contacts_import

Import contacts from a CSV string (with optional header row + default account assignment).

Scope: crm:write
Calls: POST /v1/crm/import/contacts
Example prompt: Import this CSV of 200 new CRM contacts under Acme Corp.

Arguments

Field	Type	Required	Description
`csv`	`string`	Yes	Raw CSV text.
`hasHeader`	`boolean`	No
`defaultAccountId`	`string`	No

Get CRM contacts lead scores

Read only

atlas_crm_contacts_lead_scores_get

Get the lead-score breakdown for a single CRM contact.

Scope: crm:read
Calls: GET /v1/crm/lead-scoring/contact/{id}
Example prompt: What is ct_xyz's lead score?

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM contacts

Read only

atlas_crm_contacts_list

List CRM contacts, one page at a time. Filter by owner, free-text query, or archived flag. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/contacts
Example prompt: Find CRM contacts at Acme Corp.

Arguments

Field	Type	Required	Description
`ownerUserId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`pipelineId`	`string`	No
`stage`	`string`	No
`q`	`string`	No	Free-text search term.
`archived`	`boolean`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name"`	No	The field to sort on: updatedAt, createdAt, name. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Score CRM contacts

Changes data

atlas_crm_contacts_score

Recompute the lead score for one CRM contact (OWNER/ADMIN only).

Scope: crm:write
Calls: POST /v1/crm/lead-scoring/recompute-contact/{id}
Example prompt: Recompute the lead score for CRM contact ct_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Update CRM contacts

Changes data

atlas_crm_contacts_update

Patch fields on a CRM contact.

Scope: crm:write
Calls: PATCH /v1/crm/contacts/{id}
Example prompt: Update ct_xyz's title to VP Sales.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the contact.

Archive CRM deals

Changes data

atlas_crm_deals_archive

Archive a CRM deal (soft delete).

Scope: crm:delete
Calls: POST /v1/crm/deals/{id}/archive
Example prompt: Archive CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create CRM deals

Changes data

atlas_crm_deals_create

Create a CRM deal on a given pipeline + stage.

Scope: crm:write
Calls: POST /v1/crm/deals
Example prompt: Create a CRM deal for Acme Q3 expansion: 50,000 USD.

Arguments

Field	Type	Required
`name`	`string`	Yes
`pipelineId`	`string`	Yes
`accountId`	`string`	Yes
`primaryContactId`	`string`	No
`ownerUserId`	`string`	No
`stage`	`string`	Yes
`amount`	`number`	No
`currency`	`string`	No
`probability`	`integer`	No
`expectedCloseDate`	`string (date-time)`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`tags`	`array of string`	No

Get CRM deals

Read only

atlas_crm_deals_get

Fetch a single CRM deal by id (with stage + amount).

Scope: crm:read
Calls: GET /v1/crm/deals/{id}
Example prompt: Read CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM deals

Read only

atlas_crm_deals_list

List CRM deals, one page at a time. Filter by owner, pipeline, stage, free-text query, or archived flag. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/deals
Example prompt: Show me CRM deals in the proposal stage.

Arguments

Field	Type	Required	Description
`ownerUserId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`pipelineId`	`string`	No
`stage`	`string`	No
`q`	`string`	No	Free-text search term.
`archived`	`boolean`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name" \| "probability"`	No	The field to sort on: updatedAt, createdAt, name, probability. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Transition CRM deals

Changes data

atlas_crm_deals_transition

Transition a CRM deal to a new pipeline stage with an optional reason.

Scope: crm:write
Calls: POST /v1/crm/deals/{id}/transition
Example prompt: Move CRM deal d_xyz to the negotiation stage.

Arguments

Field	Type	Required
`id`	`string`	Yes
`toStage`	`string`	Yes
`reason`	`string`	No

Update CRM deals

Changes data

atlas_crm_deals_update

Patch fields on a CRM deal (amount, owner, probability, close date).

Scope: crm:write
Calls: PATCH /v1/crm/deals/{id}
Example prompt: Bump CRM deal d_xyz probability to 80%.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the deal.

Get CRM deals win loss reasons

Read only

atlas_crm_deals_win_loss_reasons_get

Fetch the recorded win/loss reason for one deal (null if none recorded).

Scope: crm:read
Calls: GET /v1/crm/win-loss/by-deal/{dealId}
Example prompt: What was the win/loss reason on CRM deal d_xyz?

Arguments

Field	Type	Required	Description
`dealId`	`string`	Yes

Get CRM forecast

Read only

atlas_crm_forecast_get

Get weighted-pipeline forecast bucketed by stage for a horizon (30/60/90/180 days).

Scope: crm:read
Calls: GET /v1/crm/forecast
Example prompt: What is our 90-day CRM forecast?

Arguments

Field	Type	Required	Description
`period`	`"30d" \| "60d" \| "90d" \| "180d"`	No
`pipelineId`	`string`	No

Simulate CRM forecast

Changes data

atlas_crm_forecast_simulate

Run the Monte Carlo confidence-interval forecast (10,000 simulations) over the open pipeline. Returns P10 / P50 / P90 totals, expected close, per-rep breakdown, and tornado entries for the top variance-contributing deals.

Scope: crm:read
Calls: POST /v1/sales/forecast/v2
Example prompt: What is the P90 sales forecast across the open pipeline?

Arguments

Field	Type	Required	Description
`fresh`	`boolean`	No

List CRM lead scores

Read only

atlas_crm_lead_scores_list

List CRM lead scores; filter by tier (HOT/WARM/COOL/COLD), contact, or account.

Scope: crm:read
Calls: GET /v1/crm/lead-scoring
Example prompt: Show me HOT CRM leads.

Arguments

Field	Type	Required
`tier`	`"HOT" \| "WARM" \| "COOL" \| "COLD"`	No
`contactId`	`string`	No
`accountId`	`string`	No

Assign CRM owners in bulk

Changes data

atlas_crm_owners_bulk_assign

Bulk-assign an owner across a set of CRM accounts, contacts, or deals (max 200 ids).

Scope: crm:write
Calls: POST /v1/crm/bulk/assign-owner
Example prompt: Reassign these 50 CRM deals to usr_xyz.

Arguments

Field	Type	Required
`scope`	`"accounts" \| "contacts" \| "deals"`	Yes
`ids`	`array of string`	Yes
`ownerUserId`	`string`	Yes

Create CRM pipelines

Changes data

atlas_crm_pipelines_create

Create a CRM pipeline with its ordered stages and stage probabilities.

Scope: crm:write
Calls: POST /v1/crm/pipelines
Example prompt: Create a new partnerships pipeline with five stages.

Arguments

Field	Type	Required
`name`	`string`	Yes
`kind`	`"sales" \| "customer-success" \| "partnerships" \| "renewals"`	No
`stages`	`array of object`	Yes
`isDefault`	`boolean`	No

List CRM pipelines

Read only

atlas_crm_pipelines_list

List CRM pipelines (sales, customer-success, partnerships, renewals).

Scope: crm:read
Calls: GET /v1/crm/pipelines
Example prompt: What CRM pipelines do we use?

Arguments

This tool takes no arguments.

Update CRM pipelines

Changes data

atlas_crm_pipelines_update

Upsert (replace) an existing CRM pipeline definition by id.

Scope: crm:write
Calls: PATCH /v1/crm/pipelines/{id}
Example prompt: Rename the sales pipeline stages.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Full pipeline body (upsert).

Create CRM playbooks

Changes data

atlas_crm_playbooks_create

Create a CRM playbook template with ordered steps (call / email / wait / branch). Set status=PUBLISHED to make it available to the playbook execution engine.

Scope: crm:write
Calls: POST /v1/crm/playbooks
Example prompt: Create a discovery call follow-up playbook.

Arguments

Field	Type	Required
`name`	`string`	Yes
`description`	`string \| null`	No
`steps`	`array of object`	Yes
`status`	`"DRAFT" \| "PUBLISHED" \| "ARCHIVED"`	No

Get CRM playbooks

Read only

atlas_crm_playbooks_get

Fetch one CRM playbook template authored via the builder UI, including ordered call, email, wait, and branch steps.

Scope: crm:read
Calls: GET /v1/crm/playbooks/{id}
Example prompt: Open the discovery follow-up CRM playbook.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM playbooks

Read only

atlas_crm_playbooks_list

List CRM playbook templates authored via the builder UI for the current tenant, one page at a time. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/playbooks
Example prompt: List our CRM playbooks.

Arguments

Field	Type	Required	Description
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name"`	No	The field to sort on: updatedAt, createdAt, name. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Update CRM playbooks

Changes data

atlas_crm_playbooks_update

Update a CRM playbook template: rename, reorder/replace steps, or transition between DRAFT / PUBLISHED / ARCHIVED.

Scope: crm:write
Calls: PATCH /v1/crm/playbooks/{id}
Example prompt: Publish the discovery follow-up playbook.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the playbook template.

Get CRM reports activity volume

Read only

atlas_crm_reports_activity_volume_get

CRM analytics: activity volume by kind over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/activity-volume
Example prompt: How many CRM activities did we log this week?

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Get CRM reports pipeline

Read only

atlas_crm_reports_pipeline_get

CRM analytics: pipeline value rolled up by stage (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/pipeline
Example prompt: How much CRM pipeline do we have by stage?

Arguments

This tool takes no arguments.

Get CRM reports rep performance

Read only

atlas_crm_reports_rep_performance_get

CRM analytics: per-rep performance (deals + revenue) over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/rep-performance
Example prompt: Show me CRM rep performance this quarter.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Get CRM reports source attribution

Read only

atlas_crm_reports_source_attribution_get

CRM analytics: deal source attribution over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/source-attribution
Example prompt: Which CRM sources drove the most revenue?

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Get CRM reports win loss

Read only

atlas_crm_reports_win_loss_get

CRM analytics: win/loss aggregate over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/win-loss
Example prompt: Run a CRM win/loss report for Q2.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Run CRM sales forecasts

Changes data

atlas_crm_sales_forecasts_run

Run the Monte Carlo sales forecast (P10 / P50 / P90 confidence envelope per month). Owner/admin + forecast:view scoped. Pass fresh=true to bypass the per-tenant cache.

Scope: crm:read
Calls: POST /v1/sales/forecast/v2
Example prompt: What is our P50 sales forecast for next quarter?

Arguments

Field	Type	Required	Description
`fresh`	`boolean`	No	When true, bypass the per-tenant cache and recompute the Monte Carlo envelope.

Create CRM saved views

Changes data

atlas_crm_saved_views_create

Create a saved CRM filter view (filters + sort) for a given scope.

Scope: crm:write
Calls: POST /v1/crm/saved-views
Example prompt: Save a CRM view of all open enterprise deals.

Arguments

Field	Type	Required
`scope`	`"accounts" \| "contacts" \| "deals" \| "pipelines" \| "activities"`	Yes
`name`	`string`	Yes
`filters`	`object`	No
`sortBy`	`string`	No
`sortDir`	`"asc" \| "desc"`	No
`pinned`	`boolean`	No

Delete CRM saved views

Destructive

atlas_crm_saved_views_delete

Delete a saved CRM filter view by id.

Scope: crm:delete
Calls: DELETE /v1/crm/saved-views/{id}
Example prompt: Delete saved CRM view sv_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM saved views

Read only

atlas_crm_saved_views_list

List saved CRM filter views (optionally scoped to one object type).

Scope: crm:read
Calls: GET /v1/crm/saved-views
Example prompt: What saved CRM views do I have?

Arguments

Field	Type	Required	Description
`scope`	`"accounts" \| "contacts" \| "deals" \| "pipelines" \| "activities"`	No

Create CRM suite accounts

Changes data

atlas_crm_suite_accounts_create

Create an account (company) in CRM. Returns the created account.

Scope: crm:write
Calls: POST /v1/crm/accounts
Example prompt: Create a CRM account for Acme Corp.

Arguments

Field	Type	Required	Description
`name`	`string`	Yes	Account / company name.
`domain`	`string`	No	Primary web domain (without scheme).
`industry`	`string`	No	Industry label.
`ownerUserId`	`string`	No	User who owns the account.
`parentAccountId`	`string`	No	Parent account id.
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`arrAnnualized`	`integer`	No	Annualized ARR in whole currency units.
`currency`	`string`	No	ISO-4217 currency code (e.g. USD).

Update CRM suite accounts

Changes data

atlas_crm_suite_accounts_update

Update fields on an existing CRM account. Returns the updated account.

Scope: crm:write
Calls: PATCH /v1/crm/accounts/{id}
Example prompt: Rebrand acc_xyz to ACME Industries.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Account id (e.g. acc_...).
`name`	`string`	No
`domain`	`string`	No
`industry`	`string`	No
`ownerUserId`	`string`	No
`parentAccountId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`arrAnnualized`	`integer`	No
`currency`	`string`	No
`ifMatchVersion`	`integer`	No	Pass the account version you last saw. The server returns 409 if it changed in between.

Log CRM suite activities

Changes data

atlas_crm_suite_activities_log

Log a CRM activity (call, email, meeting, note, task or sms) against one account, contact or deal. Returns the created activity.

Scope: crm:write
Calls: POST /v1/crm/activities
Example prompt: Log a discovery call with Acme.

Arguments

Field	Type	Required	Description
`recordKind`	`"account" \| "contact" \| "deal"`	Yes	Kind of CRM record the activity is logged against.
`recordId`	`string`	Yes	Id of the account, contact or deal named by recordKind.
`kind`	`"call" \| "email" \| "meeting" \| "note" \| "task" \| "sms"`	Yes	Activity kind.
`subject`	`string`	No	Short, human-readable subject.
`body`	`string`	No	Full activity body.
`occurredAt`	`string (date-time)`	No	ISO-8601 timestamp when the activity occurred.
`durationSec`	`integer`	No	Duration in seconds, for calls and meetings. At most one day.
`outcome`	`string`	No	Short outcome, for example "Left voicemail".

Create CRM suite contacts

Changes data

atlas_crm_suite_contacts_create

Create a contact in CRM. Returns the created contact.

Scope: crm:write
Calls: POST /v1/crm/contacts
Example prompt: Create a contact for Jane at Acme.

Arguments

Field	Type	Required	Description
`firstName`	`string`	Yes	Given name.
`lastName`	`string`	Yes	Family name.
`email`	`string (email)`	No	Primary email.
`phone`	`string`	No	Primary phone (E.164 preferred).
`accountId`	`string`	No	Account this contact belongs to.
`title`	`string`	No	Job title at the account.
`ownerUserId`	`string`	No	User who owns the contact.
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`engagement`	`"hot" \| "warm" \| "cool" \| "cold"`	No

Update CRM suite contacts

Changes data

atlas_crm_suite_contacts_update

Update fields on an existing CRM contact. Returns the updated contact.

Scope: crm:write
Calls: PATCH /v1/crm/contacts/{id}
Example prompt: Update con_xyz's job title to Director of Engineering.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Contact id (e.g. con_...).
`firstName`	`string`	No
`lastName`	`string`	No
`email`	`string (email)`	No
`phone`	`string`	No
`accountId`	`string`	No
`title`	`string`	No
`ownerUserId`	`string`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`engagement`	`"hot" \| "warm" \| "cool" \| "cold"`	No
`ifMatchVersion`	`integer`	No	Pass the contact version you last saw. The server returns 409 if it changed in between.

Archive CRM suite deals

Changes data

atlas_crm_suite_deals_archive

Archive (soft-delete) a CRM deal. Reversible from the web UI. Returns the archived deal.

Scope: crm:delete
Calls: POST /v1/crm/deals/{id}/archive
Example prompt: Archive deal_xyz - the customer churned.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Deal id (e.g. deal_...).

Create CRM suite deals

Changes data

atlas_crm_suite_deals_create

Create a deal in CRM. Returns the created deal.

Scope: crm:write
Calls: POST /v1/crm/deals
Example prompt: Create a $75k renewal deal for Acme.

Arguments

Field	Type	Required	Description
`accountId`	`string`	Yes	Account this deal belongs to.
`name`	`string`	Yes	Short, human-readable deal name.
`pipelineId`	`string`	Yes	Pipeline to create the deal in.
`stage`	`string`	Yes	Initial pipeline stage key.
`amount`	`number`	No	Deal value in whole currency units.
`currency`	`string`	No	ISO-4217 currency code (e.g. USD).
`primaryContactId`	`string`	No	Primary buyer/contact id.
`ownerUserId`	`string`	No	User who owns the deal.
`probability`	`integer`	No
`expectedCloseDate`	`string (date-time)`	No	ISO-8601 expected close date.
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`tags`	`array of string`	No
`customFields`	`object`	No

Transition CRM suite deals

Changes data

atlas_crm_suite_deals_transition

Move a deal to a different stage. Returns the deal with its new stage + transition timestamps.

Scope: crm:write
Calls: POST /v1/crm/deals/{id}/transition
Example prompt: Move deal deal_123 to negotiation.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Deal id.
`toStage`	`string`	Yes	Id of the target stage within the deal's pipeline. atlas_crm_pipelines_list returns each pipeline with its stages and their ids.
`reason`	`string`	No	Optional explanation, recorded on the audit event.

Update CRM suite deals

Changes data

atlas_crm_suite_deals_update

Update fields on an existing CRM deal. Returns the updated deal.

Scope: crm:write
Calls: PATCH /v1/crm/deals/{id}
Example prompt: Update deal deal_123 to $90k.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Deal id (e.g. deal_...).
`name`	`string`	No
`primaryContactId`	`string`	No
`ownerUserId`	`string`	No
`amount`	`number`	No
`currency`	`string`	No
`probability`	`integer`	No
`expectedCloseDate`	`string (date-time)`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`tags`	`array of string`	No
`customFields`	`object`	No
`ifMatchVersion`	`integer`	No	Pass the deal version you last saw. The server returns 409 if the deal changed in between.

Get CRM suite reports activity volume

Read only

atlas_crm_suite_reports_activity_volume_get

Get the CRM activity volume timeseries: per-day counts of calls, emails, meetings, tasks, and notes.

Scope: crm:read
Calls: GET /v1/crm/reports/activity-volume
Example prompt: Show CRM activity volume for the last 30 days.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

Get CRM suite reports pipeline

Read only

atlas_crm_suite_reports_pipeline_get

Get the CRM pipeline analytics report: per-stage count, summed open value, and average days in stage.

Scope: crm:read
Calls: GET /v1/crm/reports/pipeline
Example prompt: Summarize pipeline health by stage.

Arguments

This tool takes no arguments.

Get CRM suite reports rep performance

Read only

atlas_crm_suite_reports_rep_performance_get

Get the CRM rep performance leaderboard: per-owner deals closed, revenue, average sales cycle, win-rate, and activity count.

Scope: crm:read
Calls: GET /v1/crm/reports/rep-performance
Example prompt: Rank reps by win rate this month.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

Get CRM suite reports source attribution

Read only

atlas_crm_suite_reports_source_attribution_get

Get the CRM source attribution report: deal count and total revenue bucketed by lead source for the window.

Scope: crm:read
Calls: GET /v1/crm/reports/source-attribution
Example prompt: Which lead sources drove the most revenue?

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

Get CRM suite reports win loss

Read only

atlas_crm_suite_reports_win_loss_get

Get the CRM win/loss report: won, lost, and open deal counts plus win-rate, average deal size, and average sales cycle.

Scope: crm:read
Calls: GET /v1/crm/reports/win-loss
Example prompt: Give me the win/loss report for Q2.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

List CRM win loss reasons

Read only

atlas_crm_win_loss_reasons_list

List win/loss reason rows, one page at a time. Filter by outcome, reason code, or date range. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/win-loss
Example prompt: List all CRM losses last quarter.

Arguments

Field	Type	Required	Description
`outcome`	`"WON" \| "LOST"`	No
`reason`	`"PRICE" \| "PRODUCT_FIT" \| "COMPETITOR" \| "TIMING" \| "BUDGET" \| "STAKEHOLDER" \| "RELATIONSHIP" \| "OTHER"`	No
`fromDate`	`string (date-time)`	No
`toDate`	`string (date-time)`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"recordedAt" \| "createdAt" \| "updatedAt"`	No	The field to sort on: recordedAt, createdAt, updatedAt. recordedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Record CRM win loss reasons

Changes data

atlas_crm_win_loss_reasons_record

Record a win/loss reason against a deal (PRICE, PRODUCT_FIT, COMPETITOR, TIMING, BUDGET, STAKEHOLDER, RELATIONSHIP, OTHER).

Scope: crm:write
Calls: POST /v1/crm/win-loss
Example prompt: Record CRM deal d_xyz as a loss to COMPETITOR.

Arguments

Field	Type	Required
`dealId`	`string`	Yes
`outcome`	`"WON" \| "LOST"`	Yes
`reason`	`"PRICE" \| "PRODUCT_FIT" \| "COMPETITOR" \| "TIMING" \| "BUDGET" \| "STAKEHOLDER" \| "RELATIONSHIP" \| "OTHER"`	Yes
`competitorName`	`string`	No
`narrative`	`string`	No

Tools reference

CRM

Every CRM tool, with the scope it needs, its arguments and the API operation it calls.

62 tools

Archive CRM accounts

Changes data

atlas_crm_accounts_archive

Archive a CRM account (soft delete; reversible by un-archiving).

Scope: crm:delete
Calls: POST /v1/crm/accounts/{id}/archive
Example prompt: Archive CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create CRM accounts

Changes data

atlas_crm_accounts_create

Create a CRM account (company record).

Scope: crm:write
Calls: POST /v1/crm/accounts
Example prompt: Create a CRM account for Acme Corp.

Arguments

Field	Type	Required
`name`	`string`	Yes
`domain`	`string`	No
`industry`	`string`	No
`ownerUserId`	`string`	No
`parentAccountId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`arrAnnualized`	`integer`	No
`currency`	`string`	No

Get CRM accounts

Read only

atlas_crm_accounts_get

Fetch a single CRM account by id.

Scope: crm:read
Calls: GET /v1/crm/accounts/{id}
Example prompt: Read CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Get CRM accounts lead scores

Read only

atlas_crm_accounts_lead_scores_get

Get the lead-score breakdown for a single CRM account.

Scope: crm:read
Calls: GET /v1/crm/lead-scoring/account/{id}
Example prompt: What is acc_xyz's lead score?

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM accounts

Read only

atlas_crm_accounts_list

List CRM accounts, one page at a time. Filter by owner, tier, free-text query, or archived flag. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/accounts
Example prompt: Show me all enterprise CRM accounts owned by me.

Arguments

Field	Type	Required	Description
`ownerUserId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`pipelineId`	`string`	No
`stage`	`string`	No
`q`	`string`	No	Free-text search term.
`archived`	`boolean`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name"`	No	The field to sort on: updatedAt, createdAt, name. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Merge CRM accounts

Changes data

atlas_crm_accounts_merge

Merge duplicate CRM accounts into one target account, re-parenting contacts and deals.

Scope: crm:write
Calls: POST /v1/crm/accounts/merge
Example prompt: Merge CRM accounts acc_a and acc_b into acc_a.

Arguments

Field	Type	Required	Description
`targetId`	`string`	Yes	Account id to keep.
`mergedIds`	`array of string`	Yes	Account ids to merge into the target.

Score CRM accounts

Changes data

atlas_crm_accounts_score

Recompute the lead score for one CRM account (OWNER/ADMIN only).

Scope: crm:write
Calls: POST /v1/crm/lead-scoring/recompute-account/{id}
Example prompt: Recompute the lead score for CRM account acc_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Update CRM accounts

Changes data

atlas_crm_accounts_update

Patch fields on a CRM account.

Scope: crm:write
Calls: PATCH /v1/crm/accounts/{id}
Example prompt: Move CRM account acc_xyz to the enterprise tier.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the account.

List CRM activities

Read only

atlas_crm_activities_list

List activities (calls, emails, meetings, notes) logged against an account, contact, or deal.

Scope: crm:read
Calls: GET /v1/crm/activities
Example prompt: Show me activities on CRM deal d_xyz.

Arguments

Field	Type	Required
`recordKind`	`"account" \| "contact" \| "deal"`	Yes
`recordId`	`string`	Yes
`limit`	`integer`	No
`before`	`string (date-time)`	No

Log CRM activities

Changes data

atlas_crm_activities_log

Log a CRM activity (call, email, meeting, note, task, sms) against an account, contact, or deal.

Scope: crm:write
Calls: POST /v1/crm/activities
Example prompt: Log a discovery call on CRM deal d_xyz.

Arguments

Field	Type	Required
`recordKind`	`"account" \| "contact" \| "deal"`	Yes
`recordId`	`string`	Yes
`kind`	`"call" \| "email" \| "meeting" \| "note" \| "task" \| "sms"`	Yes
`subject`	`string`	No
`body`	`string`	No
`occurredAt`	`string (date-time)`	No
`durationSec`	`integer`	No
`outcome`	`string`	No

Get CRM aging

Read only

atlas_crm_aging_get

Get the aging report - open deals bucketed by days-in-current-stage to surface stalled deals.

Scope: crm:read
Calls: GET /v1/crm/aging
Example prompt: Which CRM deals are stalled?

Arguments

This tool takes no arguments.

Archive CRM contacts

Changes data

atlas_crm_contacts_archive

Archive a CRM contact (soft delete).

Scope: crm:delete
Calls: POST /v1/crm/contacts/{id}/archive
Example prompt: Archive CRM contact ct_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create CRM contacts

Changes data

atlas_crm_contacts_create

Create a CRM contact (person record), optionally linked to an account.

Scope: crm:write
Calls: POST /v1/crm/contacts
Example prompt: Create a CRM contact Jane Doe at Acme Corp.

Arguments

Field	Type	Required
`firstName`	`string`	Yes
`lastName`	`string`	Yes
`email`	`string (email)`	No
`phone`	`string`	No
`title`	`string`	No
`accountId`	`string`	No
`ownerUserId`	`string`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`engagement`	`"hot" \| "warm" \| "cool" \| "cold"`	No

Get CRM contacts

Read only

atlas_crm_contacts_get

Fetch a single CRM contact by id.

Scope: crm:read
Calls: GET /v1/crm/contacts/{id}
Example prompt: Read CRM contact ct_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Import CRM contacts

Changes data

atlas_crm_contacts_import

Import contacts from a CSV string (with optional header row + default account assignment).

Scope: crm:write
Calls: POST /v1/crm/import/contacts
Example prompt: Import this CSV of 200 new CRM contacts under Acme Corp.

Arguments

Field	Type	Required	Description
`csv`	`string`	Yes	Raw CSV text.
`hasHeader`	`boolean`	No
`defaultAccountId`	`string`	No

Get CRM contacts lead scores

Read only

atlas_crm_contacts_lead_scores_get

Get the lead-score breakdown for a single CRM contact.

Scope: crm:read
Calls: GET /v1/crm/lead-scoring/contact/{id}
Example prompt: What is ct_xyz's lead score?

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM contacts

Read only

atlas_crm_contacts_list

List CRM contacts, one page at a time. Filter by owner, free-text query, or archived flag. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/contacts
Example prompt: Find CRM contacts at Acme Corp.

Arguments

Field	Type	Required	Description
`ownerUserId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`pipelineId`	`string`	No
`stage`	`string`	No
`q`	`string`	No	Free-text search term.
`archived`	`boolean`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name"`	No	The field to sort on: updatedAt, createdAt, name. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Score CRM contacts

Changes data

atlas_crm_contacts_score

Recompute the lead score for one CRM contact (OWNER/ADMIN only).

Scope: crm:write
Calls: POST /v1/crm/lead-scoring/recompute-contact/{id}
Example prompt: Recompute the lead score for CRM contact ct_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Update CRM contacts

Changes data

atlas_crm_contacts_update

Patch fields on a CRM contact.

Scope: crm:write
Calls: PATCH /v1/crm/contacts/{id}
Example prompt: Update ct_xyz's title to VP Sales.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the contact.

Archive CRM deals

Changes data

atlas_crm_deals_archive

Archive a CRM deal (soft delete).

Scope: crm:delete
Calls: POST /v1/crm/deals/{id}/archive
Example prompt: Archive CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

Create CRM deals

Changes data

atlas_crm_deals_create

Create a CRM deal on a given pipeline + stage.

Scope: crm:write
Calls: POST /v1/crm/deals
Example prompt: Create a CRM deal for Acme Q3 expansion: 50,000 USD.

Arguments

Field	Type	Required
`name`	`string`	Yes
`pipelineId`	`string`	Yes
`accountId`	`string`	Yes
`primaryContactId`	`string`	No
`ownerUserId`	`string`	No
`stage`	`string`	Yes
`amount`	`number`	No
`currency`	`string`	No
`probability`	`integer`	No
`expectedCloseDate`	`string (date-time)`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`tags`	`array of string`	No

Get CRM deals

Read only

atlas_crm_deals_get

Fetch a single CRM deal by id (with stage + amount).

Scope: crm:read
Calls: GET /v1/crm/deals/{id}
Example prompt: Read CRM deal d_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM deals

Read only

atlas_crm_deals_list

List CRM deals, one page at a time. Filter by owner, pipeline, stage, free-text query, or archived flag. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/deals
Example prompt: Show me CRM deals in the proposal stage.

Arguments

Field	Type	Required	Description
`ownerUserId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`pipelineId`	`string`	No
`stage`	`string`	No
`q`	`string`	No	Free-text search term.
`archived`	`boolean`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name" \| "probability"`	No	The field to sort on: updatedAt, createdAt, name, probability. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Transition CRM deals

Changes data

atlas_crm_deals_transition

Transition a CRM deal to a new pipeline stage with an optional reason.

Scope: crm:write
Calls: POST /v1/crm/deals/{id}/transition
Example prompt: Move CRM deal d_xyz to the negotiation stage.

Arguments

Field	Type	Required
`id`	`string`	Yes
`toStage`	`string`	Yes
`reason`	`string`	No

Update CRM deals

Changes data

atlas_crm_deals_update

Patch fields on a CRM deal (amount, owner, probability, close date).

Scope: crm:write
Calls: PATCH /v1/crm/deals/{id}
Example prompt: Bump CRM deal d_xyz probability to 80%.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the deal.

Get CRM deals win loss reasons

Read only

atlas_crm_deals_win_loss_reasons_get

Fetch the recorded win/loss reason for one deal (null if none recorded).

Scope: crm:read
Calls: GET /v1/crm/win-loss/by-deal/{dealId}
Example prompt: What was the win/loss reason on CRM deal d_xyz?

Arguments

Field	Type	Required	Description
`dealId`	`string`	Yes

Get CRM forecast

Read only

atlas_crm_forecast_get

Get weighted-pipeline forecast bucketed by stage for a horizon (30/60/90/180 days).

Scope: crm:read
Calls: GET /v1/crm/forecast
Example prompt: What is our 90-day CRM forecast?

Arguments

Field	Type	Required	Description
`period`	`"30d" \| "60d" \| "90d" \| "180d"`	No
`pipelineId`	`string`	No

Simulate CRM forecast

Changes data

atlas_crm_forecast_simulate

Scope: crm:read
Calls: POST /v1/sales/forecast/v2
Example prompt: What is the P90 sales forecast across the open pipeline?

Arguments

Field	Type	Required	Description
`fresh`	`boolean`	No

List CRM lead scores

Read only

atlas_crm_lead_scores_list

List CRM lead scores; filter by tier (HOT/WARM/COOL/COLD), contact, or account.

Scope: crm:read
Calls: GET /v1/crm/lead-scoring
Example prompt: Show me HOT CRM leads.

Arguments

Field	Type	Required
`tier`	`"HOT" \| "WARM" \| "COOL" \| "COLD"`	No
`contactId`	`string`	No
`accountId`	`string`	No

Assign CRM owners in bulk

Changes data

atlas_crm_owners_bulk_assign

Bulk-assign an owner across a set of CRM accounts, contacts, or deals (max 200 ids).

Scope: crm:write
Calls: POST /v1/crm/bulk/assign-owner
Example prompt: Reassign these 50 CRM deals to usr_xyz.

Arguments

Field	Type	Required
`scope`	`"accounts" \| "contacts" \| "deals"`	Yes
`ids`	`array of string`	Yes
`ownerUserId`	`string`	Yes

Create CRM pipelines

Changes data

atlas_crm_pipelines_create

Create a CRM pipeline with its ordered stages and stage probabilities.

Scope: crm:write
Calls: POST /v1/crm/pipelines
Example prompt: Create a new partnerships pipeline with five stages.

Arguments

Field	Type	Required
`name`	`string`	Yes
`kind`	`"sales" \| "customer-success" \| "partnerships" \| "renewals"`	No
`stages`	`array of object`	Yes
`isDefault`	`boolean`	No

List CRM pipelines

Read only

atlas_crm_pipelines_list

List CRM pipelines (sales, customer-success, partnerships, renewals).

Scope: crm:read
Calls: GET /v1/crm/pipelines
Example prompt: What CRM pipelines do we use?

Arguments

This tool takes no arguments.

Update CRM pipelines

Changes data

atlas_crm_pipelines_update

Upsert (replace) an existing CRM pipeline definition by id.

Scope: crm:write
Calls: PATCH /v1/crm/pipelines/{id}
Example prompt: Rename the sales pipeline stages.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Full pipeline body (upsert).

Create CRM playbooks

Changes data

atlas_crm_playbooks_create

Create a CRM playbook template with ordered steps (call / email / wait / branch). Set status=PUBLISHED to make it available to the playbook execution engine.

Scope: crm:write
Calls: POST /v1/crm/playbooks
Example prompt: Create a discovery call follow-up playbook.

Arguments

Field	Type	Required
`name`	`string`	Yes
`description`	`string \| null`	No
`steps`	`array of object`	Yes
`status`	`"DRAFT" \| "PUBLISHED" \| "ARCHIVED"`	No

Get CRM playbooks

Read only

atlas_crm_playbooks_get

Fetch one CRM playbook template authored via the builder UI, including ordered call, email, wait, and branch steps.

Scope: crm:read
Calls: GET /v1/crm/playbooks/{id}
Example prompt: Open the discovery follow-up CRM playbook.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM playbooks

Read only

atlas_crm_playbooks_list

List CRM playbook templates authored via the builder UI for the current tenant, one page at a time. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/playbooks
Example prompt: List our CRM playbooks.

Arguments

Field	Type	Required	Description
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"updatedAt" \| "createdAt" \| "name"`	No	The field to sort on: updatedAt, createdAt, name. updatedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Update CRM playbooks

Changes data

atlas_crm_playbooks_update

Update a CRM playbook template: rename, reorder/replace steps, or transition between DRAFT / PUBLISHED / ARCHIVED.

Scope: crm:write
Calls: PATCH /v1/crm/playbooks/{id}
Example prompt: Publish the discovery follow-up playbook.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes
`patch`	`object`	Yes	Fields to update on the playbook template.

Get CRM reports activity volume

Read only

atlas_crm_reports_activity_volume_get

CRM analytics: activity volume by kind over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/activity-volume
Example prompt: How many CRM activities did we log this week?

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Get CRM reports pipeline

Read only

atlas_crm_reports_pipeline_get

CRM analytics: pipeline value rolled up by stage (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/pipeline
Example prompt: How much CRM pipeline do we have by stage?

Arguments

This tool takes no arguments.

Get CRM reports rep performance

Read only

atlas_crm_reports_rep_performance_get

CRM analytics: per-rep performance (deals + revenue) over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/rep-performance
Example prompt: Show me CRM rep performance this quarter.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Get CRM reports source attribution

Read only

atlas_crm_reports_source_attribution_get

CRM analytics: deal source attribution over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/source-attribution
Example prompt: Which CRM sources drove the most revenue?

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Get CRM reports win loss

Read only

atlas_crm_reports_win_loss_get

CRM analytics: win/loss aggregate over a date range (OWNER/ADMIN only).

Scope: crm:read
Calls: GET /v1/crm/reports/win-loss
Example prompt: Run a CRM win/loss report for Q2.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	ISO date or datetime.
`toDate`	`string`	No	ISO date or datetime.

Run CRM sales forecasts

Changes data

atlas_crm_sales_forecasts_run

Run the Monte Carlo sales forecast (P10 / P50 / P90 confidence envelope per month). Owner/admin + forecast:view scoped. Pass fresh=true to bypass the per-tenant cache.

Scope: crm:read
Calls: POST /v1/sales/forecast/v2
Example prompt: What is our P50 sales forecast for next quarter?

Arguments

Field	Type	Required	Description
`fresh`	`boolean`	No	When true, bypass the per-tenant cache and recompute the Monte Carlo envelope.

Create CRM saved views

Changes data

atlas_crm_saved_views_create

Create a saved CRM filter view (filters + sort) for a given scope.

Scope: crm:write
Calls: POST /v1/crm/saved-views
Example prompt: Save a CRM view of all open enterprise deals.

Arguments

Field	Type	Required
`scope`	`"accounts" \| "contacts" \| "deals" \| "pipelines" \| "activities"`	Yes
`name`	`string`	Yes
`filters`	`object`	No
`sortBy`	`string`	No
`sortDir`	`"asc" \| "desc"`	No
`pinned`	`boolean`	No

Delete CRM saved views

Destructive

atlas_crm_saved_views_delete

Delete a saved CRM filter view by id.

Scope: crm:delete
Calls: DELETE /v1/crm/saved-views/{id}
Example prompt: Delete saved CRM view sv_xyz.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes

List CRM saved views

Read only

atlas_crm_saved_views_list

List saved CRM filter views (optionally scoped to one object type).

Scope: crm:read
Calls: GET /v1/crm/saved-views
Example prompt: What saved CRM views do I have?

Arguments

Field	Type	Required	Description
`scope`	`"accounts" \| "contacts" \| "deals" \| "pipelines" \| "activities"`	No

Create CRM suite accounts

Changes data

atlas_crm_suite_accounts_create

Create an account (company) in CRM. Returns the created account.

Scope: crm:write
Calls: POST /v1/crm/accounts
Example prompt: Create a CRM account for Acme Corp.

Arguments

Field	Type	Required	Description
`name`	`string`	Yes	Account / company name.
`domain`	`string`	No	Primary web domain (without scheme).
`industry`	`string`	No	Industry label.
`ownerUserId`	`string`	No	User who owns the account.
`parentAccountId`	`string`	No	Parent account id.
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`arrAnnualized`	`integer`	No	Annualized ARR in whole currency units.
`currency`	`string`	No	ISO-4217 currency code (e.g. USD).

Update CRM suite accounts

Changes data

atlas_crm_suite_accounts_update

Update fields on an existing CRM account. Returns the updated account.

Scope: crm:write
Calls: PATCH /v1/crm/accounts/{id}
Example prompt: Rebrand acc_xyz to ACME Industries.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Account id (e.g. acc_...).
`name`	`string`	No
`domain`	`string`	No
`industry`	`string`	No
`ownerUserId`	`string`	No
`parentAccountId`	`string`	No
`tier`	`"strategic" \| "enterprise" \| "mid" \| "smb"`	No
`arrAnnualized`	`integer`	No
`currency`	`string`	No
`ifMatchVersion`	`integer`	No	Pass the account version you last saw. The server returns 409 if it changed in between.

Log CRM suite activities

Changes data

atlas_crm_suite_activities_log

Log a CRM activity (call, email, meeting, note, task or sms) against one account, contact or deal. Returns the created activity.

Scope: crm:write
Calls: POST /v1/crm/activities
Example prompt: Log a discovery call with Acme.

Arguments

Field	Type	Required	Description
`recordKind`	`"account" \| "contact" \| "deal"`	Yes	Kind of CRM record the activity is logged against.
`recordId`	`string`	Yes	Id of the account, contact or deal named by recordKind.
`kind`	`"call" \| "email" \| "meeting" \| "note" \| "task" \| "sms"`	Yes	Activity kind.
`subject`	`string`	No	Short, human-readable subject.
`body`	`string`	No	Full activity body.
`occurredAt`	`string (date-time)`	No	ISO-8601 timestamp when the activity occurred.
`durationSec`	`integer`	No	Duration in seconds, for calls and meetings. At most one day.
`outcome`	`string`	No	Short outcome, for example "Left voicemail".

Create CRM suite contacts

Changes data

atlas_crm_suite_contacts_create

Create a contact in CRM. Returns the created contact.

Scope: crm:write
Calls: POST /v1/crm/contacts
Example prompt: Create a contact for Jane at Acme.

Arguments

Field	Type	Required	Description
`firstName`	`string`	Yes	Given name.
`lastName`	`string`	Yes	Family name.
`email`	`string (email)`	No	Primary email.
`phone`	`string`	No	Primary phone (E.164 preferred).
`accountId`	`string`	No	Account this contact belongs to.
`title`	`string`	No	Job title at the account.
`ownerUserId`	`string`	No	User who owns the contact.
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`engagement`	`"hot" \| "warm" \| "cool" \| "cold"`	No

Update CRM suite contacts

Changes data

atlas_crm_suite_contacts_update

Update fields on an existing CRM contact. Returns the updated contact.

Scope: crm:write
Calls: PATCH /v1/crm/contacts/{id}
Example prompt: Update con_xyz's job title to Director of Engineering.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Contact id (e.g. con_...).
`firstName`	`string`	No
`lastName`	`string`	No
`email`	`string (email)`	No
`phone`	`string`	No
`accountId`	`string`	No
`title`	`string`	No
`ownerUserId`	`string`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`engagement`	`"hot" \| "warm" \| "cool" \| "cold"`	No
`ifMatchVersion`	`integer`	No	Pass the contact version you last saw. The server returns 409 if it changed in between.

Archive CRM suite deals

Changes data

atlas_crm_suite_deals_archive

Archive (soft-delete) a CRM deal. Reversible from the web UI. Returns the archived deal.

Scope: crm:delete
Calls: POST /v1/crm/deals/{id}/archive
Example prompt: Archive deal_xyz - the customer churned.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Deal id (e.g. deal_...).

Create CRM suite deals

Changes data

atlas_crm_suite_deals_create

Create a deal in CRM. Returns the created deal.

Scope: crm:write
Calls: POST /v1/crm/deals
Example prompt: Create a $75k renewal deal for Acme.

Arguments

Field	Type	Required	Description
`accountId`	`string`	Yes	Account this deal belongs to.
`name`	`string`	Yes	Short, human-readable deal name.
`pipelineId`	`string`	Yes	Pipeline to create the deal in.
`stage`	`string`	Yes	Initial pipeline stage key.
`amount`	`number`	No	Deal value in whole currency units.
`currency`	`string`	No	ISO-4217 currency code (e.g. USD).
`primaryContactId`	`string`	No	Primary buyer/contact id.
`ownerUserId`	`string`	No	User who owns the deal.
`probability`	`integer`	No
`expectedCloseDate`	`string (date-time)`	No	ISO-8601 expected close date.
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`tags`	`array of string`	No
`customFields`	`object`	No

Transition CRM suite deals

Changes data

atlas_crm_suite_deals_transition

Move a deal to a different stage. Returns the deal with its new stage + transition timestamps.

Scope: crm:write
Calls: POST /v1/crm/deals/{id}/transition
Example prompt: Move deal deal_123 to negotiation.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Deal id.
`toStage`	`string`	Yes	Id of the target stage within the deal's pipeline. atlas_crm_pipelines_list returns each pipeline with its stages and their ids.
`reason`	`string`	No	Optional explanation, recorded on the audit event.

Update CRM suite deals

Changes data

atlas_crm_suite_deals_update

Update fields on an existing CRM deal. Returns the updated deal.

Scope: crm:write
Calls: PATCH /v1/crm/deals/{id}
Example prompt: Update deal deal_123 to $90k.

Arguments

Field	Type	Required	Description
`id`	`string`	Yes	Deal id (e.g. deal_...).
`name`	`string`	No
`primaryContactId`	`string`	No
`ownerUserId`	`string`	No
`amount`	`number`	No
`currency`	`string`	No
`probability`	`integer`	No
`expectedCloseDate`	`string (date-time)`	No
`source`	`"inbound" \| "outbound" \| "partner" \| "event" \| "other"`	No
`tags`	`array of string`	No
`customFields`	`object`	No
`ifMatchVersion`	`integer`	No	Pass the deal version you last saw. The server returns 409 if the deal changed in between.

Get CRM suite reports activity volume

Read only

atlas_crm_suite_reports_activity_volume_get

Get the CRM activity volume timeseries: per-day counts of calls, emails, meetings, tasks, and notes.

Scope: crm:read
Calls: GET /v1/crm/reports/activity-volume
Example prompt: Show CRM activity volume for the last 30 days.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

Get CRM suite reports pipeline

Read only

atlas_crm_suite_reports_pipeline_get

Get the CRM pipeline analytics report: per-stage count, summed open value, and average days in stage.

Scope: crm:read
Calls: GET /v1/crm/reports/pipeline
Example prompt: Summarize pipeline health by stage.

Arguments

This tool takes no arguments.

Get CRM suite reports rep performance

Read only

atlas_crm_suite_reports_rep_performance_get

Get the CRM rep performance leaderboard: per-owner deals closed, revenue, average sales cycle, win-rate, and activity count.

Scope: crm:read
Calls: GET /v1/crm/reports/rep-performance
Example prompt: Rank reps by win rate this month.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

Get CRM suite reports source attribution

Read only

atlas_crm_suite_reports_source_attribution_get

Get the CRM source attribution report: deal count and total revenue bucketed by lead source for the window.

Scope: crm:read
Calls: GET /v1/crm/reports/source-attribution
Example prompt: Which lead sources drove the most revenue?

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

Get CRM suite reports win loss

Read only

atlas_crm_suite_reports_win_loss_get

Get the CRM win/loss report: won, lost, and open deal counts plus win-rate, average deal size, and average sales cycle.

Scope: crm:read
Calls: GET /v1/crm/reports/win-loss
Example prompt: Give me the win/loss report for Q2.

Arguments

Field	Type	Required	Description
`fromDate`	`string`	No	Inclusive lower bound (YYYY-MM-DD or ISO).
`toDate`	`string`	No	Inclusive upper bound (YYYY-MM-DD or ISO).

List CRM win loss reasons

Read only

atlas_crm_win_loss_reasons_list

List win/loss reason rows, one page at a time. Filter by outcome, reason code, or date range. Returns a nextCursor; pass it back as cursor for the next page.

Scope: crm:read
Calls: GET /v1/crm/win-loss
Example prompt: List all CRM losses last quarter.

Arguments

Field	Type	Required	Description
`outcome`	`"WON" \| "LOST"`	No
`reason`	`"PRICE" \| "PRODUCT_FIT" \| "COMPETITOR" \| "TIMING" \| "BUDGET" \| "STAKEHOLDER" \| "RELATIONSHIP" \| "OTHER"`	No
`fromDate`	`string (date-time)`	No
`toDate`	`string (date-time)`	No
`limit`	`integer`	No	How many rows to return, 1 to 100. 50 by default.
`cursor`	`string`	No	The nextCursor of the previous page. Leave it out for the first page.
`sort`	`"recordedAt" \| "createdAt" \| "updatedAt"`	No	The field to sort on: recordedAt, createdAt, updatedAt. recordedAt by default.
`order`	`"asc" \| "desc"`	No	asc or desc. desc by default.

Record CRM win loss reasons

Changes data

atlas_crm_win_loss_reasons_record

Record a win/loss reason against a deal (PRICE, PRODUCT_FIT, COMPETITOR, TIMING, BUDGET, STAKEHOLDER, RELATIONSHIP, OTHER).

Scope: crm:write
Calls: POST /v1/crm/win-loss
Example prompt: Record CRM deal d_xyz as a loss to COMPETITOR.

Arguments

Field	Type	Required
`dealId`	`string`	Yes
`outcome`	`"WON" \| "LOST"`	Yes
`reason`	`"PRICE" \| "PRODUCT_FIT" \| "COMPETITOR" \| "TIMING" \| "BUDGET" \| "STAKEHOLDER" \| "RELATIONSHIP" \| "OTHER"`	Yes
`competitorName`	`string`	No
`narrative`	`string`	No