create-ad-audience
ChatGPTCreates a reusable NoClutterCRM targeting preset or CRM customer-list audience definition. This only saves a local definition; it does not send customer data to Meta. Use manage-ad-audience with exact approval to synchronize a customer list.
create-ad-campaign-draft
ChatGPTCreates a NoClutterCRM Meta campaign draft. This does not call Meta or spend money. Call list-ad-creative-assets first and use its content_asset_id when a ready brand image is available.
create-automation-draft
ChatGPTCreates an inactive, reviewable NoClutterCRM workflow or sequence draft using the same templates, prompt handling, manual builder, and pairing rules as the automation UI. It never activates the automation.
discover-meta-ad-audience
ChatGPTSearches the connected Meta ad account for saved, custom, and lookalike audiences or provider-valid locations, languages, interests, behaviors, and demographics. Use returned identifiers in a campaign draft instead of inventing Meta targeting IDs.
dry-run-automation
ChatGPTRuns a seven- or thirty-day NoClutterCRM automation dry run against a workflow or sequence draft. It records immutable review evidence but does not send messages, enroll contacts, or change CRM data.
get-ad-campaign
ChatGPTGets the controlled creative snapshot, targeting, Meta object identifiers, budget, cap, status, and performance for one campaign.
get-crm-record
ChatGPTGets one permitted NoClutterCRM contact, company, deal, or task by type and id, including useful linked CRM context.
get-marketing-context
ChatGPTReturns the permitted brand, active product catalog, approved knowledge FAQs, reusable contact-list sizes, and recent campaign outcomes needed to propose an evidence-based campaign. It excludes individual customer records and credentials.
icp.analyze
ChatGPTRequests a durable NoClutterCRM ICP analysis from the current safe context using the platform-pinned Luna medium policy. This private-beta operation records real AI usage and estimated provider cost but currently charges a maximum of zero customer credits. Reuse icp.get instead of re-analysing unchanged approved history.
icp.approve
ChatGPTApproves one reviewed draft ICP version and supersedes any previously approved version for that profile. This is an explicit governed write; it never runs AI or company discovery.
icp.context_status
ChatGPTReturns the safe, permission-scoped NoClutterCRM context used to reason about ICPs, including readiness, approved knowledge, offers, aggregate CRM and outcome coverage, gaps, and source fingerprints. This read uses no NoClutterCRM AI tokens or customer credits.
icp.feedback
ChatGPTRecords explicit private-beta feedback for a retained ICP analysis using yes, partly, or no plus bounded reason codes and an optional comment. The server joins the feedback to the actual model, reasoning, usage, cost, and run evidence; it performs no AI work and charges zero credits.
icp.get
ChatGPTGets one saved ICP with immutable version history, analysis reasoning and limitations, structured targets, approval state, analysis runs, and credit receipts. This read uses no AI tokens or customer credits.
icp.list
ChatGPTLists saved ICP profiles with their latest and approved versions, last durable analysis status, and review state. Listing history uses no AI tokens or customer credits.
icp.propose_update
ChatGPTCreates a new immutable draft ICP version from a saved version and explicit structured refinements. The connected model may do the reasoning with the context returned by icp.context_status; this tool itself calls no NoClutterCRM AI and charges zero customer credits. It never edits or approves an existing version.
list-ad-audiences
ChatGPTLists reusable NoClutterCRM targeting presets and CRM-backed Meta Custom Audiences for one brand. Use a targeting audience id when creating a campaign draft instead of recreating its rules.
list-ad-campaigns
ChatGPTLists Meta ad campaign drafts, provider status, budget controls, spend, and results for one permitted NoClutterCRM brand.
list-ad-creative-assets
ChatGPTLists ready, locally stored brand images that can be attached to a NoClutterCRM Meta campaign draft. Use the returned content_asset_id with create-ad-campaign-draft.
list-automations
ChatGPTLists workflows and sequences for one permitted NoClutterCRM brand, including draft status, activation blockers, published version, and recent activity summary.
list-brands
ChatGPTLists the active NoClutterCRM brands available to the connected user. Call this before brand-specific work when the user has not named a brand.
manage-ad-audience
ChatGPTSynchronizes a CRM Contact List to a Meta Custom Audience or archives a reusable audience. Synchronization sends only normalized SHA-256 hashes and always requires exact one-time approval confirming customer-data rights.
manage-ad-campaign
ChatGPTCreates a revision, provisions a campaign paused in Meta, publishes it, pauses it, or synchronizes delivery data. Provision and publish always require exact one-time NoClutterCRM approval.
manage-automation
ChatGPTActivates or pauses a NoClutterCRM workflow or sequence. Activation requires a fresh dry run for the exact draft, validates dependencies, publishes an immutable version, always asks for one-time approval, and may enable configured email or WhatsApp actions when future matching events occur.
manage-task
ChatGPTCreates, updates, completes, reopens, or cancels a NoClutterCRM task. Assignment and linked-record rules match the connected user’s brand permissions.
prospecting.candidate.decide
ChatGPTMarks a retained prospect candidate as selected for review or rejected. This governed write performs no provider or AI work and never creates a CRM Company. Inspect the candidate evidence first with prospecting.candidates.
prospecting.candidate.import
ChatGPTCreates or resolves a canonical CRM Company from one explicitly reviewed prospect candidate using editable Company fields and duplicate-safe identity resolution. This is a governed material CRM write. It does not create Contacts or send outreach.
prospecting.candidates
ChatGPTReturns retained company candidates with fit score, qualitative confidence, score reasons, limitations, public source evidence, duplicate state, review state, and proposed Company fields. Filter by ICP, Prospect List, or review status. This read performs no provider or AI work.
prospecting.discovery.get
ChatGPTGets the durable status, bounded work-unit totals, estimated provider and AI cost, failure state, and customer-credit receipt for one company discovery run. Polling this tool performs no provider or AI work and charges zero credits.
prospecting.discovery.start
ChatGPTStarts a bounded, durable company discovery run from an explicitly approved ICP version. It creates or continues a Prospect List, uses the same metered Serper, public-page, and Luna scoring pipeline as Lead Finder, and never creates a CRM Company. The private beta records real provider and AI cost but currently charges a maximum of zero customer credits.
prospecting.history
ChatGPTLists retained Prospect Lists and discovery runs for the selected brand or ICP profile, including candidate totals, coverage outcomes, provider and AI cost estimates, and customer-credit receipts. This read performs no search, browser, or AI work and charges zero credits.
resolve-page-context
ChatGPTMatches one detected browser-page entity and its participants against permitted NoClutterCRM contacts and companies in a single request.
search-crm
ChatGPTSearches permitted contacts, companies, deals, and tasks in one NoClutterCRM brand. Returns compact matches; use get-crm-record for full details.
update-ad-campaign-draft
ChatGPTRevises a NoClutterCRM Meta campaign while it is still a draft. It never changes provisioned Meta objects or spends money. Create a revision first when the campaign has already been provisioned.
update-automation-draft
ChatGPTUpdates one enabled step in an inactive NoClutterCRM workflow or sequence draft. Published versions remain immutable, and activation is a separate approved operation.
upsert-company
ChatGPTCreates or updates a NoClutterCRM company in one brand. Company names and website domains are normalized and deduplicated within the workspace. If the company belongs only to another brand, stop on requires_confirmation and ask the user before repeating the unchanged call with confirm_existing_relationship=true.
upsert-contact
ChatGPTCreates or updates a NoClutterCRM contact in one brand. Provide id to update; without id, email, phone, LinkedIn, or a supported social profile URL safely matches an existing contact before creating one. If the matched contact or submitted company belongs only to another brand, stop on requires_confirmation and ask the user before repeating the unchanged call with confirm_existing_relationship=true.
upsert-deal
ChatGPTCreates or updates a NoClutterCRM deal in one brand. Stage is the source of truth for open, won, or lost status; line-item deal values remain derived.
