CRM Records — toflow.ai MCP Docs

Tool	Description
`record_schema`	Attribute schema for a CRM resource type.
`filter_guide`	Filter, sort, and list_id reference for all CRM list_* tools.
`list_records`	List CRM records for any resource type.
`create_record`	Create a new CRM record (person, company, or deal).
`update_record`	Update fields on an existing CRM record — PATCH, only provided fields are changed.
`bulk_create`	Bulk create CRM records (companies, people, or deals).
`get_resource_schema`	Get the attribute schema for a resource type (company, person, deal).
`get_person`	Get a single person (contact) by ID with full CRM profile including all attributes.
`delete_person`	Soft-delete a person from the workspace.
`get_company`	Get a single company by ID with full profile.
`delete_company`	Soft-delete a company from the workspace.
`list_company_categories`	List all company categories available in the workspace.
`get_or_create_category`	Get an existing category by name or create it if it doesn't exist.
`get_deal`	Get a single deal by ID with full profile.
`delete_deal`	Soft-delete a deal from the workspace.
`list_pipelines`	List all sales pipelines in the workspace.
`list_stages`	List all stages for a given pipeline.
`add_person_to_deal`	Associate a person (contact) with a deal.
`remove_person_from_deal`	Remove a person's association with a deal.