Lists & Views
13 tools for organising prospects into lists with saved filtered views.
| Tool | Description |
|---|---|
get_all_lists | List all accessible lists in the workspace. |
create_list | Create a new list for people, companies, or deals. |
update_list | Update a list's name, description, icon, or color. |
delete_list | Delete a list (soft delete). |
add_people_to_list | Add people to a list using LinkedIn URL as the unique identifier. |
add_companies_to_list | Add companies to a list using LinkedIn URL or website as the unique identifier. |
add_records_to_list | Add existing CRM records to a list by their IDs. |
get_list_items | Get all items in a list. |
remove_from_list | Remove one or more resources from a list by their CRM IDs. |
list_views | List all saved views for a resource type or a specific list. |
get_view | Get full details of a saved view by its ID. |
create_view | Create a new saved view for a specific list. |
update_view | Update an existing view's configuration. |