Growth suite
Every Growth suite tool, with the scope it needs, its arguments and the API operation it calls.
43 tools
List growth approval instances
Read onlyatlas_growth_approval_instances_list
List Growth Suite approval instances (cross-module approval workflows), one page at a time. Returns a nextCursor; pass it back as cursor for the next page.
- Scope
growth:read- Calls
- Example prompt
- Show me pending Growth Suite approvals.
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" | No | The field to sort on: updatedAt, createdAt. updatedAt by default. |
order | "asc" | "desc" | No | asc or desc. desc (newest first) by default. |
List growth contracts work items
Read onlyatlas_growth_contracts_work_items_list
List contract work items (legal review, signer reminders, renewal follow-ups), one page at a time. Returns a nextCursor; pass it back as cursor for the next page.
- Scope
growth:read- Calls
- Example prompt
- What contract work items are pending?
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" | "title" | No | The field to sort on: updatedAt, createdAt, title. updatedAt by default. |
order | "asc" | "desc" | No | asc or desc. desc (newest first) by default. |
Get growth contracts workspace
Read onlyatlas_growth_contracts_workspace_get
Fetch the Growth Suite contract workspace overview (lifecycle stages, pending work items).
- Scope
growth:read- Calls
- Example prompt
- Show me the contract workspace.
Arguments
This tool takes no arguments.
Archive growth CRM accounts
Changes dataatlas_growth_crm_accounts_archive
Archive a Growth Suite CRM account record without deleting tenant history.
- Scope
growth:write- Calls
- Example prompt
- Archive Growth Suite CRM account acc_xyz.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes |
Create growth CRM accounts
Changes dataatlas_growth_crm_accounts_create
Create a Growth Suite CRM account through the governed CRM command surface.
- Scope
growth:write- Calls
- Example prompt
- Create a Growth Suite account for Northstar Health.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
name | string | Yes | |
domain | string | null | No | |
website | string | null | No | |
industry | string | null | No | |
lifecycle | "PROSPECT" | "CUSTOMER" | "PARTNER" | "CHURNED" | No | |
health | "UNKNOWN" | "GOOD" | "WATCH" | "RISK" | No | |
annualRevenueCents | integer | null | No | |
currency | string | No | |
notes | string | null | No | |
source | string | null | No | |
ownerUserId | string | null | No |
Get growth CRM accounts
Read onlyatlas_growth_crm_accounts_get
Fetch Growth Suite CRM account 360 detail including health, contacts, deals, activities, and relationship signals.
- Scope
growth:read- Calls
- Example prompt
- Show me the full account 360 for acc_xyz.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes |
Restore growth CRM accounts
Changes dataatlas_growth_crm_accounts_restore
Restore a previously archived CRM account.
- Scope
growth:write- Calls
- Example prompt
- Restore CRM account acc_xyz.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes |
Update growth CRM accounts
Changes dataatlas_growth_crm_accounts_update
Patch a Growth Suite CRM account with version-aware governed command fields.
- Scope
growth:write- Calls
- Example prompt
- Mark Growth Suite account acc_xyz as at-risk at version 4.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes | |
patch | object | Yes |
Create growth CRM activities
Changes dataatlas_growth_crm_activities_create
Log a CRM activity (note, call, email, meeting, task). Must attach to at least one record.
- Scope
growth:write- Calls
- Example prompt
- Log a CRM note on CRM deal d_xyz: customer asked for discount.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
accountId | string | null | No | |
contactId | string | null | No | |
dealId | string | null | No | |
type | "NOTE" | "CALL" | "EMAIL" | "MEETING" | "TASK" | "PROPOSAL" | "RENEWAL" | "SUPPORT" | No | |
direction | "INBOUND" | "OUTBOUND" | "INTERNAL" | No | |
subject | string | Yes | |
body | string | null | No | |
outcome | string | null | No | |
occurredAt | string (date-time) | null | No | |
dueAt | string (date-time) | null | No | |
ownerUserId | string | null | No | |
taskId | string | null | No | |
projectId | string | null | No | |
meetingId | string | null | No |
Apply growth CRM at risk account actions
Changes dataatlas_growth_crm_at_risk_account_actions_apply
Apply the Growth Suite next-best recovery action for an at-risk CRM account with bounded operator evidence.
- Scope
growth:write- Calls
- Example prompt
- Recover at-risk CRM account acc_xyz with an executive sponsor task.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes | |
note | string | null | No | |
dueAt | string (date-time) | null | No | |
ownerUserId | string | null | No |
Archive growth CRM contacts
Changes dataatlas_growth_crm_contacts_archive
Archive a Growth Suite CRM contact record without deleting tenant history.
- Scope
growth:write- Calls
- Example prompt
- Archive Growth Suite CRM contact con_xyz.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes |
Create growth CRM contacts
Changes dataatlas_growth_crm_contacts_create
Create a Growth Suite CRM contact through the governed CRM command surface.
- Scope
growth:write- Calls
- Example prompt
- Create Ada as a buyer contact on account acc_xyz.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
accountId | string | null | No | |
name | string | Yes | |
email | string (email) | null | No | |
phone | string | null | No | |
title | string | null | No | |
notes | string | null | No | |
ownerUserId | string | null | No |
Restore growth CRM contacts
Changes dataatlas_growth_crm_contacts_restore
Restore a previously archived Growth Suite CRM contact.
- Scope
growth:write- Calls
- Example prompt
- Restore Growth Suite CRM contact con_xyz.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes |
Update growth CRM contacts
Changes dataatlas_growth_crm_contacts_update
Patch a Growth Suite CRM contact with version-aware governed command fields.
- Scope
growth:write- Calls
- Example prompt
- Update CRM contact contact_xyz title to CIO at version 2.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes | |
patch | object | Yes |
Archive growth CRM deals
Changes dataatlas_growth_crm_deals_archive
Archive a Growth Suite CRM deal record while preserving audit and recovery history.
- Scope
growth:write- Calls
- Example prompt
- Archive Growth Suite CRM deal d_xyz.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes |
Create growth CRM deals
Changes dataatlas_growth_crm_deals_create
Create a Growth Suite CRM deal using integer cents and after-now close-date guardrails.
- Scope
growth:write- Calls
- Example prompt
- Create a 95000000-cent proposal deal closing next quarter.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
accountId | string | Yes | |
primaryContactId | string | null | No | |
name | string | Yes | |
stage | "LEAD" | "QUALIFIED" | "DISCOVERY" | "PROPOSAL" | "NEGOTIATION" | "CLOSED_WON" | "CLOSED_LOST" | No | |
amountCents | integer | Yes | |
currency | string | No | |
probability | integer | No | |
expectedCloseAt | string (date-time) | Yes | |
nextStep | string | null | No | |
notes | string | null | No | |
ownerUserId | string | null | No |
Get growth CRM deals
Read onlyatlas_growth_crm_deals_get
Fetch Growth Suite CRM deal detail including account intelligence, timeline, stage rail, and related evidence.
- Scope
growth:read- Calls
- Example prompt
- Open the full Growth Suite detail for CRM deal d_xyz.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes |
Record growth CRM deals loss reviews
Changes dataatlas_growth_crm_deals_loss_reviews_record
Record closed-lost review learning for a Growth Suite CRM deal with objection, prompt responses, and optional transcript evidence.
- Scope
growth:write- Calls
- Example prompt
- Record that deal d_xyz was lost on price and capture the internal lesson.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes | |
objectionKey | string | Yes | |
promptResponses | object | No | |
customerSignal | string | null | No | |
internalLesson | string | null | No | |
nextExperiment | string | null | No | |
callTranscript | object | null | No | |
occurredAt | string (date-time) | null | No | |
ownerUserId | string | null | No |
Download growth CRM deals packets
Read onlyatlas_growth_crm_deals_packets_download
Download the Growth Suite CRM deal packet for explicit downstream review, preserving server-side access checks.
- Scope
growth:read- Calls
- Example prompt
- Download the deal packet for Growth Suite CRM deal d_xyz.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes |
Restore growth CRM deals
Changes dataatlas_growth_crm_deals_restore
Restore a previously archived Growth Suite CRM deal.
- Scope
growth:write- Calls
- Example prompt
- Restore Growth Suite CRM deal d_xyz.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes |
Update growth CRM deals
Changes dataatlas_growth_crm_deals_update
Patch a Growth Suite CRM deal with governed amount, stage, probability, and close-date fields.
- Scope
growth:write- Calls
- Example prompt
- Move deal d_xyz to negotiation with probability 80 at version 6.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes | |
patch | object | Yes |
Preview growth CRM duplicate merges in bulk
Changes dataatlas_growth_crm_duplicate_merges_bulk_preview
Preview a governed bulk duplicate-merge package before applying Growth Suite CRM record changes.
- Scope
growth:read- Calls
- Example prompt
- Preview this bulk CRM duplicate merge package.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
items | array of object | Yes |
Preview growth CRM duplicate merges
Changes dataatlas_growth_crm_duplicate_merges_preview
Preview survivor fields and relationship movement before merging two Growth Suite CRM duplicates.
- Scope
growth:read- Calls
- Example prompt
- Preview merging duplicate CRM accounts acc_a and acc_b.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
source | "account" | "contact" | "deal" | Yes | |
survivorId | string | Yes | |
duplicateId | string | Yes |
List growth CRM duplicate suggestions
Read onlyatlas_growth_crm_duplicate_suggestions_list
List Growth Suite CRM duplicate suggestions using source, confidence, rule profile, enabled rules, score, and limit filters.
- Scope
growth:read- Calls
- Example prompt
- Find high-confidence duplicate account suggestions.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
source | "all" | "account" | "contact" | "deal" | No | |
confidence | "HIGH" | "MEDIUM" | "LOW" | No | |
ruleProfile | "strict" | "balanced" | "broad" | "custom" | No | |
enabledRuleIds | array of "account_domain" | "account_website" | "account_name" | "contact_email" | "contact_phone" | "contact_account_name" | "deal_account_name" | "deal_account_stage_amount" | No | |
minScore | integer | No | |
limit | integer | No |
Merge growth CRM duplicates in bulk
Changes dataatlas_growth_crm_duplicates_bulk_merge
Apply a governed Growth Suite CRM bulk duplicate-merge package with optional package hash evidence.
- Scope
growth:write- Calls
- Example prompt
- Apply the approved CRM duplicate bulk merge package.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
items | array of object | Yes | |
expectedPackageHash | string | No | |
note | string | null | No |
Merge growth CRM duplicates
Changes dataatlas_growth_crm_duplicates_merge
Apply a governed Growth Suite CRM duplicate merge after preview and version checks.
- Scope
growth:write- Calls
- Example prompt
- Merge duplicate CRM contact con_b into survivor con_a.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
source | "account" | "contact" | "deal" | Yes | |
survivorId | string | Yes | |
duplicateId | string | Yes | |
expectedSurvivorVersion | integer | No | |
expectedDuplicateVersion | integer | No | |
note | string | null | No |
Create growth CRM forecast snapshots
Changes dataatlas_growth_crm_forecast_snapshots_create
Capture a Growth Suite CRM forecast snapshot with optional period bounds and manager override evidence.
- Scope
growth:write- Calls
- Example prompt
- Capture the Q2 CRM forecast snapshot with today's manager override.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
periodKey | string | No | |
periodStartAt | string (date-time) | No | |
periodEndAt | string (date-time) | No | |
managerOverride | object | null | No |
Resolve growth CRM import review items
Changes dataatlas_growth_crm_import_review_items_resolve
Resolve a Growth Suite CRM import review item with row-level field and relationship decisions.
- Scope
growth:write- Calls
- Example prompt
- Update existing contact for CRM import review item rev_xyz.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes | |
decision | "CREATE_NEW" | "UPDATE_EXISTING" | "SKIP" | "ARCHIVE_EXISTING" | Yes | |
fieldChoices | array of object | No | |
relationshipPolicy | "keep_existing" | "move_to_existing" | "create_new" | No | |
note | string | null | No |
Apply growth CRM import rollbacks
Changes dataatlas_growth_crm_import_rollbacks_apply
Roll back a committed Growth Suite CRM import batch after explicit operator approval.
- Scope
growth:write- Calls
- Example prompt
- Roll back CRM import batch batch_xyz.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes |
Preview growth CRM import rollbacks
Changes dataatlas_growth_crm_import_rollbacks_preview
Preview the records and conflicts that would be affected by rolling back a CRM import batch.
- Scope
growth:read- Calls
- Example prompt
- Preview rollback impact for CRM import batch batch_xyz.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes |
Apply growth CRM imports
Changes dataatlas_growth_crm_imports_apply
Commit a governed Growth Suite CRM import package for accounts, contacts, and deals.
- Scope
growth:write- Calls
- Example prompt
- Commit the validated CRM import package in upsert-safe mode.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
mode | "create_only" | "upsert_safe" | Yes | |
fingerprint | string | null | No | |
accounts | array of object | No | |
contacts | array of object | No | |
deals | array of object | No |
Validate growth CRM imports
Changes dataatlas_growth_crm_imports_validate
Validate Growth Suite CRM account, contact, and deal import rows without writing records.
- Scope
growth:read- Calls
- Example prompt
- Dry-run these CRM import rows before I commit them.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
accounts | array of object | No | |
contacts | array of object | No | |
deals | array of object | No |
Get growth CRM pipeline analytics
Read onlyatlas_growth_crm_pipeline_analytics_get
Read Growth Suite CRM pipeline analytics: weighted pipeline, stage coverage, stale deals, and forecast totals.
- Scope
growth:read- Calls
- Example prompt
- Summarize pipeline analytics for the CRM command center.
Arguments
This tool takes no arguments.
List growth CRM queued deals
Read onlyatlas_growth_crm_queued_deals_list
List the Growth Suite CRM deal queue with stage, owner, account, status, archived, and preset filters.
- Scope
growth:read- Calls
- Example prompt
- Show me closing CRM deals in proposal stage.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
preset | "all" | "closing" | "needs-owner" | "stale" | No | |
sort | "expectedCloseAt" | "updatedAt" | "amountCents" | "createdAt" | No | |
direction | "asc" | "desc" | No | |
cursor | string | No | |
limit | integer | No | |
includeArchived | boolean | No | |
accountId | string | No | |
ownerUserId | string | No | |
status | "OPEN" | "WON" | "LOST" | "PAUSED" | No | |
stage | "LEAD" | "QUALIFIED" | "DISCOVERY" | "PROPOSAL" | "NEGOTIATION" | "CLOSED_WON" | "CLOSED_LOST" | No |
Get growth CRM sales playbook profile
Read onlyatlas_growth_crm_sales_playbook_profile_get
Fetch the active Growth Suite CRM sales playbook profile and configured sequence templates.
- Scope
growth:read- Calls
- Example prompt
- Show the active CRM sales playbook profile.
Arguments
This tool takes no arguments.
Update growth CRM sales playbook profile
Changes dataatlas_growth_crm_sales_playbook_profile_update
Update the Growth Suite CRM sales playbook profile, enabled playbooks, sequence steps, and bounded automation hints.
- Scope
growth:write- Calls
- Example prompt
- Enable the proposal follow-up sales playbook with a two-step sequence.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
enabled | boolean | No | |
name | string | No | |
description | string | null | No | |
playbooks | array of object | No |
Apply growth CRM sales playbooks
Changes dataatlas_growth_crm_sales_playbooks_apply
Preview or apply a Growth Suite CRM sales playbook recommendation with bounded task or sequence creation.
- Scope
growth:write- Calls
- Example prompt
- Dry-run the close-date rescue playbook for these stale deals.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
recommendationId | "owner-assignment" | "discovery-next-step" | "proposal-follow-up" | "close-date-rescue" | "closed-lost-review" | Yes | |
mode | "DRY_RUN" | "APPLY" | No | |
sequenceMode | "SINGLE_TASK" | "NATIVE_SEQUENCE" | No | |
dealIds | array of string | No | |
dueAt | string (date-time) | null | No | |
ownerUserId | string | null | No | |
note | string | null | No |
Resolve growth CRM sales sequence activities
Changes dataatlas_growth_crm_sales_sequence_activities_resolve
Complete, skip, or snooze a Growth Suite CRM sales sequence activity with manager-review evidence.
- Scope
growth:write- Calls
- Example prompt
- Snooze CRM sales sequence activity act_xyz until Monday.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes | |
decision | "COMPLETE" | "SKIP" | "SNOOZE" | Yes | |
dueAt | string (date-time) | null | No | |
occurredAt | string (date-time) | null | No | |
ownerUserId | string | null | No | |
note | string | null | No |
Apply growth CRM stale deal actions
Changes dataatlas_growth_crm_stale_deal_actions_apply
Apply the Growth Suite next-best rescue action for a stale CRM deal with bounded note, owner, and due-date evidence.
- Scope
growth:write- Calls
- Example prompt
- Rescue stale CRM deal d_xyz with a follow-up due next week.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
id | string | Yes | |
note | string | null | No | |
dueAt | string (date-time) | null | No | |
ownerUserId | string | null | No |
Get growth NPS eligibility
Read onlyatlas_growth_nps_eligibility_get
Return whether the caller is currently eligible for an NPS survey, with the last-submitted and next-eligible timestamps. Requires the growth:read scope.
- Scope
growth:read- Calls
- Example prompt
- Am I due an NPS survey?
Arguments
This tool takes no arguments.
Search growth objects
Read onlyatlas_growth_objects_search
Search across CRM accounts, CRM deals, agreement envelopes, PDF documents, and visibility groups.
- Scope
growth:read- Calls
- Example prompt
- Search Growth Suite for anything mentioning Acme.
Arguments
| Field | Type | Required | Description |
|---|---|---|---|
q | string | No | |
scopeType | "CRM_ACCOUNT" | "CRM_DEAL" | "AGREEMENT_ENVELOPE" | "PDF_DOCUMENT" | "VISIBILITY_GROUP" | No | |
includeArchived | boolean | No | |
limit | integer | No |
Get growth referral summary
Read onlyatlas_growth_referral_summary_get
Return the caller's referral summary: referral code, click count, signup count, and accrued credit. Requires the growth:read scope.
- Scope
growth:read- Calls
- Example prompt
- What is my referral code, and how much credit have I earned?
Arguments
This tool takes no arguments.
Get growth summary
Read onlyatlas_growth_summary_get
Return a high-level Growth Suite summary (CRM, agreements, contracts, PDF document counts).
- Scope
growth:read- Calls
- Example prompt
- Give me the Growth Suite overview.
Arguments
This tool takes no arguments.