activate_automation
ChatGPTActivate a paused automation so it can receive new triggers.
Productivity
Overview
Jordi Spoki connects ChatGPT to the Spoki staging account so users can inspect contacts, campaigns, tickets, lists, templates, automations, and CRM records, then perform supported Spoki workflow updates through the MCP tools.
Tools
activate_automation
ChatGPTActivate a paused automation so it can receive new triggers.
add_contacts_to_deal
ChatGPTLink one or more contacts to an existing deal. Existing linked contacts are not removed — this only adds. To remove a contact use remove_contact_from_deal. Workflow: call get_contacts to get contact_ids, call search_deals to get deal_id if needed. All contact IDs must belong to the same account. Returns the updated deal with the full contact list.
add_contacts_to_deal
ChatGPTLink one or more contacts to an existing deal. Existing linked contacts are not removed — this only adds. To remove a contact use remove_contact_from_deal. Workflow: call get_contacts to get contact_ids, call search_deals to get deal_id if needed. All contact IDs must belong to the same account. Returns the updated deal with the full contact list.
add_filtered_contacts_to_list
ChatGPTAdd all contacts matching advanced filters to an existing list. Max 50000 contacts per call.
add_filtered_contacts_to_list
ChatGPTAdd all contacts matching advanced filters to an existing list. Max 50000 contacts per call.
add_note
ChatGPTAdd an internal note to a contact's conversation. Notes are only visible to operators, not sent to the contact.
add_note
ChatGPTAdd an internal note to a contact's conversation. Notes are only visible to operators, not sent to the contact.
add_tags_to_contact
ChatGPTAdd tags to a contact. Returns which were added, already present on the contact, and which tag IDs were not found. Call get_contact_tags first to know the contact's current tags.
add_tags_to_contact
ChatGPTAdd tags to a contact. Returns which were added, already present on the contact, and which tag IDs were not found. Call get_contact_tags first to know the contact's current tags.
assign_ticket
ChatGPTAssign a ticket to an operator. Pass owner_id=null to unassign.
assign_ticket
ChatGPTAssign a ticket to an operator. Pass owner_id=null to unassign.
block_contact
ChatGPTBlock or unblock a contact. Blocked contacts will not receive messages.
block_contact
ChatGPTBlock or unblock a contact. Blocked contacts will not receive messages.
bulk_update_deals
ChatGPTAssign a new owner and/or move multiple deals to a new stage in a single operation. Use when the user wants to reassign or batch-move several deals at once. Workflow: call search_deals to find the deals and collect their IDs, then present the count and names to the user for confirmation. Only set confirmed=True after the user explicitly confirms the bulk action. Returns counts of updated and failed deals.
bulk_update_deals
ChatGPTAssign a new owner and/or move multiple deals to a new stage in a single operation. Use when the user wants to reassign or batch-move several deals at once. Workflow: call search_deals to find the deals and collect their IDs, then present the count and names to the user for confirmation. Only set confirmed=True after the user explicitly confirms the bulk action. Returns counts of updated and failed deals.
clear_list
ChatGPTRemove ALL contacts from a list. The list itself is kept but emptied.
clear_list
ChatGPTRemove ALL contacts from a list. The list itself is kept but emptied.
clone_list_as_static
ChatGPTSnapshot the current members of an existing list (typically a dynamic one) into a NEW static list. Use this when the user wants to 'freeze' an auto-updating list as it is right now — the new list is independent, won't auto-refresh, and won't change when the source's rules or members change. Source can be any list type; the destination is always static. Capped at 50000 contacts.
clone_list_as_static
ChatGPTSnapshot the current members of an existing list (typically a dynamic one) into a NEW static list. Use this when the user wants to 'freeze' an auto-updating list as it is right now — the new list is independent, won't auto-refresh, and won't change when the source's rules or members change. Source can be any list type; the destination is always static. Capped at 50000 contacts.
close_deal
ChatGPTMark a deal as closed by stamping closed_datetime to the current time. Does NOT move the deal to a Won or Lost stage — use move_deal_stage after this if a stage change is also needed. Use when the user says a deal is 'closed', 'done', 'finished', or 'completed'. Requires deal_id — call search_deals first if you don't have it. Returns the updated deal.
close_deal
ChatGPTMark a deal as closed by stamping closed_datetime to the current time. Does NOT move the deal to a Won or Lost stage — use move_deal_stage after this if a stage change is also needed. Use when the user says a deal is 'closed', 'done', 'finished', or 'completed'. Requires deal_id — call search_deals first if you don't have it. Returns the updated deal.
close_ticket
ChatGPTClose a ticket and set its closed timestamp.
close_ticket
ChatGPTClose a ticket and set its closed timestamp.
create_campaign
ChatGPTCreate a new scheduled campaign. Provide either template_id (auto-creates automation) or automation_id.
create_campaign
ChatGPTCreate a new scheduled campaign. Provide either template_id (auto-creates automation) or automation_id.
create_custom_field
ChatGPTCreate a new custom contact field. Fails with CODE_RESERVED or CODE_ALREADY_EXISTS if the code collides.
create_custom_field
ChatGPTCreate a new custom contact field. Fails with CODE_RESERVED or CODE_ALREADY_EXISTS if the code collides.
create_deal
ChatGPTCreate a new deal. Required: name, pipeline_id, stage_id. Optional: amount (display units — e.g. 5000.0 for €5,000), currency (default EUR), owner_id, contact_ids (list of contact UUIDs to link), close_date (YYYY-MM-DD), reference. Workflow: call list_pipelines first to get pipeline_id and stage_id; call get_contacts first to get contact_ids if the user mentions linking a contact. Duplicate guard: if a deal with the same name already exists the tool returns the existing deal(s) and asks to confirm — set force_create=True only after the user explicitly confirms they want a duplicate. Returns the created deal with its id, a direct URL, and contacts_linked status.
create_deal
ChatGPTCreate a new deal. Required: name, pipeline_id, stage_id. Optional: amount (display units — e.g. 5000.0 for €5,000), currency (default EUR), owner_id, contact_ids (list of contact UUIDs to link), close_date (YYYY-MM-DD), reference. Workflow: call list_pipelines first to get pipeline_id and stage_id; call get_contacts first to get contact_ids if the user mentions linking a contact. Duplicate guard: if a deal with the same name already exists the tool returns the existing deal(s) and asks to confirm — set force_create=True only after the user explicitly confirms they want a duplicate. Returns the created deal with its id, a direct URL, and contacts_linked status.
create_list
ChatGPTCreate a new contact list.
create_list
ChatGPTCreate a new contact list.
create_list_from_filters
ChatGPTCreate a new contact list from advanced filters. Use search_contacts_advanced first to preview matching contacts. list_type='static' (default): snapshot the contacts matching NOW — membership is frozen (capped at 50000 contacts). list_type='dynamic': membership auto-refreshes whenever contacts start/stop matching the filters (no size cap; refresh runs asynchronously after creation). Supports all filter keys: tag_{id}, list_{id}, language, email, ticket_status, etc.
create_list_from_filters
ChatGPTCreate a new contact list from advanced filters. Use search_contacts_advanced first to preview matching contacts. list_type='static' (default): snapshot the contacts matching NOW — membership is frozen (capped at 50000 contacts). list_type='dynamic': membership auto-refreshes whenever contacts start/stop matching the filters (no size cap; refresh runs asynchronously after creation). Supports all filter keys: tag_{id}, list_{id}, language, email, ticket_status, etc.
create_pipeline
ChatGPTCreate a new sales pipeline with an ordered list of stages. Stage order is assigned automatically from list position (first item = order 0). Rules: always include a Won stage (probability=100) and a Lost stage (probability=0); all other stages represent open/active phases and should have probability between 1 and 99. The operation is atomic — either all stages are created or none are. Returns the created pipeline with its stages and their assigned IDs.
create_pipeline
ChatGPTCreate a new sales pipeline with an ordered list of stages. Stage order is assigned automatically from list position (first item = order 0). Rules: always include a Won stage (probability=100) and a Lost stage (probability=0); all other stages represent open/active phases and should have probability between 1 and 99. The operation is atomic — either all stages are created or none are. Returns the created pipeline with its stages and their assigned IDs.
create_tag
ChatGPTCreate a new tag. Defaults to spoki-green. Fails if a tag with the same name already exists.
create_tag
ChatGPTCreate a new tag. Defaults to spoki-green. Fails if a tag with the same name already exists.
create_tag_category
ChatGPTCreate a new tag category. Fails if a category with the same name already exists.
create_tag_category
ChatGPTCreate a new tag category. Fails if a category with the same name already exists.
create_template
ChatGPTCreate a new message template. If a template with the same name exists, returns an error asking to confirm replacement.
create_template
ChatGPTCreate a new message template. If a template with the same name exists, returns an error asking to confirm replacement.
create_ticket
ChatGPTCreate a new support ticket. Requires a contact_id. Optionally assign to a category and owner.
create_ticket
ChatGPTCreate a new support ticket. Requires a contact_id. Optionally assign to a category and owner.
deactivate_automation
ChatGPTDeactivate an automation. It will stop receiving new triggers but running instances continue.
deactivate_automation
ChatGPTDeactivate an automation. It will stop receiving new triggers but running instances continue.
delete_custom_field
ChatGPTSoft-delete a custom field: deactivates referencing automation steps, removes per-contact values, and suffix-renames the field so its code is freed for reuse. Call get_custom_field_usage first to preview the impact and confirm with the user before invoking this tool.
delete_custom_field
ChatGPTSoft-delete a custom field: deactivates referencing automation steps, removes per-contact values, and suffix-renames the field so its code is freed for reuse. Call get_custom_field_usage first to preview the impact and confirm with the user before invoking this tool.
delete_deal
ChatGPTPermanently and irreversibly delete a deal. ALWAYS show the deal name and amount to the user and ask for explicit confirmation before calling this tool. Only set confirmed=True after the user has confirmed. Requires deal_id — call search_deals first if you don't have it. Returns {'deleted': True, 'deal_id': '...'}.
delete_deal
ChatGPTPermanently and irreversibly delete a deal. ALWAYS show the deal name and amount to the user and ask for explicit confirmation before calling this tool. Only set confirmed=True after the user has confirmed. Requires deal_id — call search_deals first if you don't have it. Returns {'deleted': True, 'deal_id': '...'}.
delete_list
ChatGPTDelete a contact list (soft delete).
delete_list
ChatGPTDelete a contact list (soft delete).
delete_tag
ChatGPTSoft-delete a tag from the account. Returns contacts_affected (number of contacts that had this tag). Warn the user about contacts_affected before calling.
delete_tag
ChatGPTSoft-delete a tag from the account. Returns contacts_affected (number of contacts that had this tag). Warn the user about contacts_affected before calling.
delete_template
ChatGPTDelete a message template (soft delete).
delete_template
ChatGPTDelete a message template (soft delete).
get_account_details
ChatGPTGet comprehensive account details including status, type, WhatsApp configuration, current credit (EUR), and plan info.
get_account_details
ChatGPTGet comprehensive account details including status, type, WhatsApp configuration, current credit (EUR), and plan info.
get_account_info
ChatGPTGet basic account information (name, phone, language, timezone).
get_account_info
ChatGPTGet basic account information (name, phone, language, timezone).
get_automation
ChatGPTGet details of a specific automation by ID.
get_automation
ChatGPTGet details of a specific automation by ID.
get_automation_stats
ChatGPTGet automation statistics: total automations and active automations count.
get_automation_stats
ChatGPTGet automation statistics: total automations and active automations count.
get_automations
ChatGPTList automations for the account. Supports filtering by active status.
get_automations
ChatGPTList automations for the account. Supports filtering by active status.
get_campaign
ChatGPTGet a single campaign by its ID.
get_campaign
ChatGPTGet a single campaign by its ID.
get_campaign_performance
ChatGPTGet campaign performance data per campaign.
get_campaign_performance
ChatGPTGet campaign performance data per campaign.
get_campaigns
ChatGPTList scheduled campaigns for the account. Supports filtering by date range.
get_campaigns
ChatGPTList scheduled campaigns for the account. Supports filtering by date range.
get_contact
ChatGPTGet a single contact by its numeric ID.
get_contact
ChatGPTGet a single contact by its numeric ID.
get_contact_field_values
ChatGPTResolve custom field values for a contact by UID and field codes.
get_contact_field_values
ChatGPTResolve custom field values for a contact by UID and field codes.
get_contact_stats
ChatGPTGet contact statistics: total contacts, lists with contact counts, and tags with contact counts.
get_contact_stats
ChatGPTGet contact statistics: total contacts, lists with contact counts, and tags with contact counts.
get_contact_tags
ChatGPTGet all tags currently assigned to a contact. Returns id, name, and color per tag.
get_contact_tags
ChatGPTGet all tags currently assigned to a contact. Returns id, name, and color per tag.
get_contacts
ChatGPTSearch and list contacts for the account. Supports filtering by name/phone (
search) and blocked status (blocked_only).get_contacts
ChatGPTSearch and list contacts for the account. Supports filtering by name/phone (
search) and blocked status (blocked_only).get_custom_field
ChatGPTGet a single custom field by ID.
get_custom_field
ChatGPTGet a single custom field by ID.
get_custom_field_usage
ChatGPTReport the automations and templates that reference a custom field. Use before proposing a delete.
get_custom_field_usage
ChatGPTReport the automations and templates that reference a custom field. Use before proposing a delete.
get_custom_fields
ChatGPTList all active custom contact fields for the account.
get_custom_fields
ChatGPTList all active custom contact fields for the account.
get_deal_analytics
ChatGPTCompute CRM KPIs for a time period: total pipeline value (open deals), deals breakdown by stage, win rate, average deal size, and won/lost counts with revenue. Period presets: this_month, last_month, this_quarter, last_quarter, last_30_days, ytd. For a custom range set period='custom' and provide date_from + date_to (YYYY-MM-DD). Scope to a single pipeline with pipeline_id, or omit for account-wide numbers. Set compare=True to include the equivalent previous period and percentage deltas — useful for 'how did we do vs last month'. Amounts in the response are in tenthousandths — divide by 10000 for display (e.g. 50000000 = €5,000).
get_deal_analytics
ChatGPTCompute CRM KPIs for a time period: total pipeline value (open deals), deals breakdown by stage, win rate, average deal size, and won/lost counts with revenue. Period presets: this_month, last_month, this_quarter, last_quarter, last_30_days, ytd. For a custom range set period='custom' and provide date_from + date_to (YYYY-MM-DD). Scope to a single pipeline with pipeline_id, or omit for account-wide numbers. Set compare=True to include the equivalent previous period and percentage deltas — useful for 'how did we do vs last month'. Amounts in the response are in tenthousandths — divide by 10000 for display (e.g. 50000000 = €5,000).
get_import_job
ChatGPTGet the status and progress of a list-import job (returned by start_csv_import, import_from_klaviyo, or import_from_hubspot).
get_import_job
ChatGPTGet the status and progress of a list-import job (returned by start_csv_import, import_from_klaviyo, or import_from_hubspot).
get_list
ChatGPTGet a single contact list by its ID.
get_list
ChatGPTGet a single contact list by its ID.
get_lists
ChatGPTList all contact lists for the account. Supports search by name.
get_lists
ChatGPTList all contact lists for the account. Supports search by name.
get_message_reports
ChatGPTGet message and conversation reports from the report service.
get_message_reports
ChatGPTGet message and conversation reports from the report service.
get_operators
ChatGPTList operators (team members) for the account with their roles.
get_operators
ChatGPTList operators (team members) for the account with their roles.
get_or_create_contact
ChatGPTGet an existing contact by phone number or create a new one. Returns the full contact object and a created flag (true if newly created, false if already existed). Available to external clients via MCP.
get_or_create_contact
ChatGPTGet an existing contact by phone number or create a new one. Returns the full contact object and a created flag (true if newly created, false if already existed). Available to external clients via MCP.
get_tag_categories
ChatGPTSearch and list tag categories for the account. Returns id, name, and tag_count per category.
get_tag_categories
ChatGPTSearch and list tag categories for the account. Returns id, name, and tag_count per category.
get_tags
ChatGPTSearch and list tags for the account. Returns id, name, color, order, contact_count and assigned categories. Use
search to filter by name or category_id to filter by category. Search is fuzzy (PostgreSQL trigram similarity) and case-insensitive: minor typos and separator differences (e.g. 'blue monday' vs 'blue-monday') are tolerated. Results are ordered by similarity. contact_count excludes deleted and blocked contacts.get_tags
ChatGPTSearch and list tags for the account. Returns id, name, color, order, contact_count and assigned categories. Use
search to filter by name or category_id to filter by category. Search is fuzzy (PostgreSQL trigram similarity) and case-insensitive: minor typos and separator differences (e.g. 'blue monday' vs 'blue-monday') are tolerated. Results are ordered by similarity. contact_count excludes deleted and blocked contacts.get_template
ChatGPTGet a single message template by its ID, including all localizations and components.
get_template
ChatGPTGet a single message template by its ID, including all localizations and components.
get_templates
ChatGPTList message templates for the account. Supports search and filtering by approval status.
get_templates
ChatGPTList message templates for the account. Supports search and filtering by approval status.
get_ticket
ChatGPTGet a single ticket by ID with full details.
get_ticket
ChatGPTGet a single ticket by ID with full details.
get_ticket_categories
ChatGPTList available ticket categories for the account.
get_ticket_categories
ChatGPTList available ticket categories for the account.
get_ticket_reports
ChatGPTGet aggregated ticket statistics. Supports filtering by date range, granularity (0=Day, 1=Week, 2=Month, 3=Year), category, and owner.
get_ticket_reports
ChatGPTGet aggregated ticket statistics. Supports filtering by date range, granularity (0=Day, 1=Week, 2=Month, 3=Year), category, and owner.
get_tickets
ChatGPTBrowse and search individual support tickets. Use ONLY when the user wants to see a list of specific tickets (e.g. 'show me open tickets', 'find tickets assigned to Matteo'). NOT for reports, stats, counts, summaries, or analytics — use ticket_stats_by_owner for those.
get_tickets
ChatGPTBrowse and search individual support tickets. Use ONLY when the user wants to see a list of specific tickets (e.g. 'show me open tickets', 'find tickets assigned to Matteo'). NOT for reports, stats, counts, summaries, or analytics — use ticket_stats_by_owner for those.
get_upcoming_events
ChatGPTGet upcoming holidays and events for campaign planning.
get_upcoming_events
ChatGPTGet upcoming holidays and events for campaign planning.
import_from_hubspot
ChatGPTCreate a new Spoki list by pulling contacts from a HubSpot list or segment. Requires an enabled HubSpot integration. Provide exactly one of hubspot_list_id or hubspot_segment_id. Returns job_id — poll with get_import_job.
import_from_hubspot
ChatGPTCreate a new Spoki list by pulling contacts from a HubSpot list or segment. Requires an enabled HubSpot integration. Provide exactly one of hubspot_list_id or hubspot_segment_id. Returns job_id — poll with get_import_job.
import_from_klaviyo
ChatGPTCreate a new Spoki list by pulling contacts from a Klaviyo list or segment. Requires an enabled Klaviyo integration. Provide exactly one of klaviyo_list_id or klaviyo_segment_id. Returns job_id — poll with get_import_job.
import_from_klaviyo
ChatGPTCreate a new Spoki list by pulling contacts from a Klaviyo list or segment. Requires an enabled Klaviyo integration. Provide exactly one of klaviyo_list_id or klaviyo_segment_id. Returns job_id — poll with get_import_job.
list_pipelines
ChatGPTList all sales pipelines for the account, each with their ordered stages. Call this tool first whenever you need pipeline_id or stage_id — for example, before create_deal, update_deal (stage/pipeline move), move_deal_stage, or bulk_update_deals. Each pipeline includes: id, name, order, created_datetime, updated_datetime. Each stage includes: id, name, order, probability (0=Lost, 100=Won, other=open), created_datetime, updated_datetime. Use created_datetime / updated_datetime to answer questions about when a pipeline or stage was created or last changed. Set expand_stages=False only if you only need pipeline names and IDs.
list_pipelines
ChatGPTList all sales pipelines for the account, each with their ordered stages. Call this tool first whenever you need pipeline_id or stage_id — for example, before create_deal, update_deal (stage/pipeline move), move_deal_stage, or bulk_update_deals. Each pipeline includes: id, name, order, created_datetime, updated_datetime. Each stage includes: id, name, order, probability (0=Lost, 100=Won, other=open), created_datetime, updated_datetime. Use created_datetime / updated_datetime to answer questions about when a pipeline or stage was created or last changed. Set expand_stages=False only if you only need pipeline names and IDs.
merge_tags
ChatGPTMerge source tag into target tag: reassigns all contacts from source to target (skipping contacts that already have target), updates automation step references, and soft-deletes the source tag.
merge_tags
ChatGPTMerge source tag into target tag: reassigns all contacts from source to target (skipping contacts that already have target), updates automation step references, and soft-deletes the source tag.
move_deal_stage
ChatGPTMove a deal to a different stage within the same pipeline and control its vertical position in the kanban column. Use this for drag-and-drop style moves where the user specifies a position (0 = top of column). The target stage must belong to the deal's current pipeline — for cross-pipeline moves use update_deal instead. Requires deal_id and stage_id — call search_deals and list_pipelines first if you don't have them. Returns the updated deal.
move_deal_stage
ChatGPTMove a deal to a different stage within the same pipeline and control its vertical position in the kanban column. Use this for drag-and-drop style moves where the user specifies a position (0 = top of column). The target stage must belong to the deal's current pipeline — for cross-pipeline moves use update_deal instead. Requires deal_id and stage_id — call search_deals and list_pipelines first if you don't have them. Returns the updated deal.
refresh_list
ChatGPTForce an immediate recomputation of a dynamic list's membership. Bypasses the 60s debounce that normally batches signal-driven refreshes. Only works on dynamic lists — static lists reject this call. Returns immediately; the refresh itself runs as a background task.
refresh_list
ChatGPTForce an immediate recomputation of a dynamic list's membership. Bypasses the 60s debounce that normally batches signal-driven refreshes. Only works on dynamic lists — static lists reject this call. Returns immediately; the refresh itself runs as a background task.
remove_contact_from_deal
ChatGPTUnlink a single contact from a deal. The contact is not deleted — only the association is removed. Other contacts linked to the deal are unaffected. Requires deal_id and contact_id — call search_deals and get_contacts if you don't have them. Returns the updated deal with the remaining contact list.
remove_contact_from_deal
ChatGPTUnlink a single contact from a deal. The contact is not deleted — only the association is removed. Other contacts linked to the deal are unaffected. Requires deal_id and contact_id — call search_deals and get_contacts if you don't have them. Returns the updated deal with the remaining contact list.
remove_contacts_from_list
ChatGPTRemove contacts from a list by IDs. Max 500 IDs.
remove_contacts_from_list
ChatGPTRemove contacts from a list by IDs. Max 500 IDs.
remove_filtered_contacts_from_list
ChatGPTRemove all contacts matching advanced filters from a list. Max 50000 contacts per call.
remove_filtered_contacts_from_list
ChatGPTRemove all contacts matching advanced filters from a list. Max 50000 contacts per call.
remove_tags_from_contact
ChatGPTRemove tags from a contact. Returns which were removed, which were not present on the contact, and which tag IDs were not found in the account.
remove_tags_from_contact
ChatGPTRemove tags from a contact. Returns which were removed, which were not present on the contact, and which tag IDs were not found in the account.
reopen_deal
ChatGPTReopen a closed deal by clearing its closed_datetime. Does NOT change the stage — after reopening, ask the user whether they also want to move the deal back to an open stage. Use when the user says a deal was 'closed by mistake', 'should be active again', or 'needs to be reopened'. Requires deal_id — call search_deals first if you don't have it. Returns the updated deal.
reopen_deal
ChatGPTReopen a closed deal by clearing its closed_datetime. Does NOT change the stage — after reopening, ask the user whether they also want to move the deal back to an open stage. Use when the user says a deal was 'closed by mistake', 'should be active again', or 'needs to be reopened'. Requires deal_id — call search_deals first if you don't have it. Returns the updated deal.
search_contacts_advanced
ChatGPTSearch contacts with advanced filters. Supports filtering by tags, lists, language, email, operators, ticket status, conversations, custom fields, and AND/OR logic. Returns a preview of matching contacts and the total count. Use get_tags/get_lists first to find IDs for tag_/list_ filter keys.
search_contacts_advanced
ChatGPTSearch contacts with advanced filters. Supports filtering by tags, lists, language, email, operators, ticket status, conversations, custom fields, and AND/OR logic. Returns a preview of matching contacts and the total count. Use get_tags/get_lists first to find IDs for tag_/list_ filter keys.
search_deals
ChatGPTFind and list deals. Use this tool to: look up a deal by name or contact to get its deal_id before updating/deleting it; filter deals by pipeline, stage, owner, close date, creation date, or last-modified date; show the user their deals. The 'search' param matches against deal name, reference, and linked contact name/phone/email. Returns paginated results (20 per page) — increment 'page' to get more. Each deal includes id, name, pipeline, stage, amount_tenthousand (divide by 10000 for display), currency, owner, contacts, reference, created_datetime, updated_datetime, and closed_datetime (null = open deal; non-null = closed/won/lost). Always call this first when you need a deal_id for update_deal, move_deal_stage, delete_deal, close_deal, reopen_deal, add_contacts_to_deal, or remove_contact_from_deal.
search_deals
ChatGPTFind and list deals. Use this tool to: look up a deal by name or contact to get its deal_id before updating/deleting it; filter deals by pipeline, stage, owner, close date, creation date, or last-modified date; show the user their deals. The 'search' param matches against deal name, reference, and linked contact name/phone/email. Returns paginated results (20 per page) — increment 'page' to get more. Each deal includes id, name, pipeline, stage, amount_tenthousand (divide by 10000 for display), currency, owner, contacts, reference, created_datetime, updated_datetime, and closed_datetime (null = open deal; non-null = closed/won/lost). Always call this first when you need a deal_id for update_deal, move_deal_stage, delete_deal, close_deal, reopen_deal, add_contacts_to_deal, or remove_contact_from_deal.
send_text_message
ChatGPTSend a free-form text message to a contact via WhatsApp. The contact must not be blocked.
send_text_message
ChatGPTSend a free-form text message to a contact via WhatsApp. The contact must not be blocked.
set_contact_field_value
ChatGPTSet (create or update) a custom field value for a contact. Identify the field by field_code (e.g., 'COMPANY_NAME'). Returns the new contact_field plus the previous_value (null if it didn't exist). Use get_custom_fields to discover available codes.
set_contact_field_value
ChatGPTSet (create or update) a custom field value for a contact. Identify the field by field_code (e.g., 'COMPANY_NAME'). Returns the new contact_field plus the previous_value (null if it didn't exist). Use get_custom_fields to discover available codes.
stop_contact_automation
ChatGPTStop a running automation for a contact.
stop_contact_automation
ChatGPTStop a running automation for a contact.
submit_template
ChatGPTSubmit a template for WhatsApp provider approval.
submit_template
ChatGPTSubmit a template for WhatsApp provider approval.
sync_contacts_to_list
ChatGPTAdd contacts to a list by IDs. Contacts already in the list are skipped. Max 500 IDs.
sync_contacts_to_list
ChatGPTAdd contacts to a list by IDs. Contacts already in the list are skipped. Max 500 IDs.
ticket_stats_by_owner
ChatGPTGet ticket statistics grouped by owner/agent. Use for ANY query about ticket stats, reports, summaries, team performance, counts per operator, or 'how many tickets'. Returns exact DB-aggregated counts for ALL tickets in the period — no sampling, no limit. Filters: activity_from/activity_to (ISO date strings, e.g. '2026-04-01').
ticket_stats_by_owner
ChatGPTGet ticket statistics grouped by owner/agent. Use for ANY query about ticket stats, reports, summaries, team performance, counts per operator, or 'how many tickets'. Returns exact DB-aggregated counts for ALL tickets in the period — no sampling, no limit. Filters: activity_from/activity_to (ISO date strings, e.g. '2026-04-01').
ticket_stats_by_owner_and_date
ChatGPTGet ticket statistics grouped by owner and period.
ticket_stats_by_owner_and_date
ChatGPTGet ticket statistics grouped by owner and period.
trigger_automation
ChatGPTStart an automation for a specific contact. The automation must be active and the contact must not be blocked. By default, fails if the contact is already running or queued in the automation; pass force=True to bypass that check and create a new run.
trigger_automation
ChatGPTStart an automation for a specific contact. The automation must be active and the contact must not be blocked. By default, fails if the contact is already running or queued in the automation; pass force=True to bypass that check and create a new run.
update_contact
ChatGPTUpdate a contact's information. Only the provided fields will be changed.
update_contact
ChatGPTUpdate a contact's information. Only the provided fields will be changed.
update_custom_field
ChatGPTUpdate a custom field's label, code, type or example.
update_custom_field
ChatGPTUpdate a custom field's label, code, type or example.
update_deal
ChatGPTUpdate one or more fields of an existing deal. Only the fields you provide are changed — omitted fields are left untouched. Use this tool whenever the user asks to: rename a deal (name), change the amount or currency, reassign the owner (owner_id; pass empty string to unassign), set or clear the expected close date (close_date YYYY-MM-DD; pass null to remove it), set or clear the reference (pass null to remove it), or move a deal to a different stage (stage_id) or a different pipeline (pipeline_id + stage_id together). For kanban reordering within a stage use move_deal_stage instead. Requires deal_id — call search_deals first if you don't have it. Returns the full updated deal.
update_deal
ChatGPTUpdate one or more fields of an existing deal. Only the fields you provide are changed — omitted fields are left untouched. Use this tool whenever the user asks to: rename a deal (name), change the amount or currency, reassign the owner (owner_id; pass empty string to unassign), set or clear the expected close date (close_date YYYY-MM-DD; pass null to remove it), set or clear the reference (pass null to remove it), or move a deal to a different stage (stage_id) or a different pipeline (pipeline_id + stage_id together). For kanban reordering within a stage use move_deal_stage instead. Requires deal_id — call search_deals first if you don't have it. Returns the full updated deal.
update_list
ChatGPTUpdate a contact list's name or color.
update_list
ChatGPTUpdate a contact list's name or color.
update_list_rules
ChatGPTReplace the filter rules of an existing dynamic (auto-updating) list. Membership is recomputed asynchronously after the rules are saved. Only works on lists where list_type='dynamic' — static lists reject this call. Read current rules first via get_list({id}) so you can merge/extend rather than overwrite.
update_list_rules
ChatGPTReplace the filter rules of an existing dynamic (auto-updating) list. Membership is recomputed asynchronously after the rules are saved. Only works on lists where list_type='dynamic' — static lists reject this call. Read current rules first via get_list({id}) so you can merge/extend rather than overwrite.
update_tag
ChatGPTUpdate a tag's name, color, display order, and/or categories. Only the provided fields are changed.
update_tag
ChatGPTUpdate a tag's name, color, display order, and/or categories. Only the provided fields are changed.
update_template
ChatGPTUpdate fields of an existing template. v1 only supports
header_media_url — pass it to set/replace the template's header image (applied to ALL localizations, promotes text-format headers to image). On image apply, locks the per-template generation slot (3-attempt cap) and returns slot_key. Future versions will extend to name, category, body, footer, and buttons; the response shape stays the same.update_template
ChatGPTUpdate fields of an existing template. v1 only supports
header_media_url — pass it to set/replace the template's header image (applied to ALL localizations, promotes text-format headers to image). On image apply, locks the per-template generation slot (3-attempt cap) and returns slot_key. Future versions will extend to name, category, body, footer, and buttons; the response shape stays the same.update_ticket
ChatGPTUpdate a ticket's fields. Only provided fields are changed.
update_ticket
ChatGPTUpdate a ticket's fields. Only provided fields are changed.
Capabilities
Writes
