crm_get_case
ChatGPTGet a case by ID.
Overview
Connect your NIA organization to access CRM records, projects, work orders, and operational workflows. Available actions depend on your connected account, organization permissions, and enabled NIA modules. A NIA account and organization are required.
Tools
crm_get_case_allowed_statuses
ChatGPTGet the allowed status transitions for a case.
crm_get_case_history
ChatGPTGet the workflow/status change history for a case.
crm_get_case_timeline
ChatGPTGet a case timeline feed with cursor pagination.
crm_get_commercial_task
ChatGPTGet a single commercial task by ID.
crm_get_commercial_tasks_summary
ChatGPTGet a summary of commercial tasks per user: pending count, in-progress count, completed this week, and success rate. Ideal for daily briefings and team performance tracking.
crm_get_customer
ChatGPTGet a customer by ID.
crm_get_lead
ChatGPTGet a single lead by ID, including all activities (notes, tasks, events, phone calls, attachments).
crm_get_lead_sla_metrics
ChatGPTGet SLA compliance metrics for lead response times over a date range. Returns compliance rates per tier (Hot/Warm/Cold), average response times, and conversion metrics. Use for weekly or monthly SLA reporting.
crm_get_lead_sla_status
ChatGPTGet the SLA (Service Level Agreement) status for a lead. Shows the SLA deadline, whether it has been breached, time remaining, and whether first contact has been made. SLA limits are: Hot leads (<5 min), Warm leads (<2h), Cold leads (<24h).
crm_get_leads_breaching_sla
ChatGPTList leads that are currently breaching their SLA deadline or are about to breach soon. Use this to identify leads that need immediate attention from the sales team.
crm_get_opportunity
ChatGPTGet an opportunity by ID. Returns full detail including: notes, events, phone calls, tasks (opportunity + commercial, unified in allTasks), nextAction (next pending task by priority and due date), and overdueTasks count. Use this tool to get the full picture of an opportunity including what needs to happen next. The identifier returned by the CRM opportunity API may still be a legacy non-UUID id.
crm_get_queue
ChatGPTGet a queue definition by ID.
crm_get_queue_dashboard
ChatGPTGet the aggregated queue dashboard used by the BCC /queue page: queue types, queue definitions, queue stats, and global stats.
crm_get_queue_details_list
ChatGPTGet the queue details-list view used by the BCC queue management page: queue definition, matching stats row, and queue items filtered by queue and queue type.
crm_list_case_notes
ChatGPTList notes attached to a case.
crm_list_case_tasks
ChatGPTList tasks linked to a case.
crm_list_case_types
ChatGPTList tenant-scoped case types available for case creation and filtering.
crm_list_cases
ChatGPTList cases with board-style filters for status, queue, assignee, customer, and priority.
crm_list_commercial_tasks
ChatGPTList commercial tasks with filters. Use to check pending work, overdue tasks, or tasks by assignee.
crm_list_customers
ChatGPTList customers with search, active-state filters, tags, and pagination.
crm_list_leads
ChatGPTList and search CRM leads with filters. Supports pagination. Use to browse the pipeline or find specific leads.
crm_list_opportunities
ChatGPTList sales opportunities with search and pagination.
crm_list_opportunity_stages
ChatGPTList the known numeric opportunity pipeline stages used by the CRM opportunity backend.
crm_list_queue_types
ChatGPTList queue types available for queue management.
crm_list_queues
ChatGPTList queues, optionally filtered by queue type.
nia_get_openapi_operation
ChatGPTGet the exact OpenAPI definition for a specific API path and HTTP method, including shared path parameters, expanded request/response schema summaries, and MCP-specific agent hints when available.
nia_search_openapi
ChatGPTSearch the NIA API OpenAPI specification for matching routes and operations. Use this when an agent needs a focused list of API endpoints instead of the full raw spec.
pm_get_project
ChatGPTGet a project by ID.
pm_list_project_tasks
ChatGPTList tasks for a project.
pm_list_projects
ChatGPTList projects with filters, pagination, optional KPI enrichment, and optional my-team scoping.
wo_get_workorder
ChatGPTGet one work order by ID using the canonical /workorders/:id endpoint.
wo_list_workorders
ChatGPTList work orders using the canonical /workorders endpoint with assignment-aware filters.
Capabilities
Access Crm RecordsInspect Work OrdersView Crm Queue SummariesDiscover Nia Api Operations
Example Prompts
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