create_company
ChatGPTCreate a new company in the CRM
create_company
ChatGPTCreate a new company in the CRM
create_company
ChatGPTCreate a new company in the CRM
create_contact
ChatGPTCreate a new contact in the CRM
create_contact
ChatGPTCreate a new contact in the CRM
create_contact
ChatGPTCreate a new contact in the CRM
create_crm_action
ChatGPTLog or schedule a CRM action for a lead, contact, company, or opportunity. Use mode logged for completed actions and scheduled for future actions. reminderAt is optional; when present, a reminder job is queued.
create_crm_action
ChatGPTLog or schedule a CRM action for a lead, contact, company, or opportunity. Use mode logged for completed actions and scheduled for future actions. reminderAt is optional; when present, a reminder job is queued.
create_crm_action
ChatGPTLog or schedule a CRM action for a lead, contact, company, or opportunity. Use mode logged for completed actions and scheduled for future actions. reminderAt is optional; when present, a reminder job is queued.
create_lead
ChatGPTCreate a new lead in the CRM
create_lead
ChatGPTCreate a new lead in the CRM
create_lead
ChatGPTCreate a new lead in the CRM
create_lead_email_draft
ChatGPTCreate a saved email draft for a lead. This does not send the email.
create_lead_email_draft
ChatGPTCreate a saved email draft for a lead. This does not send the email.
create_lead_email_draft
ChatGPTCreate a saved email draft for a lead. This does not send the email.
create_opportunity
ChatGPTCreate a new sales opportunity
create_opportunity
ChatGPTCreate a new sales opportunity
create_opportunity
ChatGPTCreate a new sales opportunity
delete_company
ChatGPTDelete a company
delete_company
ChatGPTDelete a company
delete_company
ChatGPTDelete a company
delete_contact
ChatGPTDelete a contact
delete_contact
ChatGPTDelete a contact
delete_contact
ChatGPTDelete a contact
delete_lead
ChatGPTDelete a lead
delete_lead
ChatGPTDelete a lead
delete_lead
ChatGPTDelete a lead
delete_leads_by_emails
ChatGPTDelete multiple leads by exact email addresses
delete_leads_by_emails
ChatGPTDelete multiple leads by exact email addresses
delete_leads_by_emails
ChatGPTDelete multiple leads by exact email addresses
delete_opportunity
ChatGPTDelete an opportunity
delete_opportunity
ChatGPTDelete an opportunity
delete_opportunity
ChatGPTDelete an opportunity
find_companies
ChatGPTSearch for companies by name or industry
find_companies
ChatGPTSearch for companies by name or industry
find_companies
ChatGPTSearch for companies by name or industry
find_contacts
ChatGPTSearch for contacts by name, email, or company
find_contacts
ChatGPTSearch for contacts by name, email, or company
find_contacts
ChatGPTSearch for contacts by name, email, or company
find_leads
ChatGPTSearch for leads by name, email, or company
find_leads
ChatGPTSearch for leads by name, email, or company
find_leads
ChatGPTSearch for leads by name, email, or company
find_opportunities
ChatGPTSearch for opportunities by name or company
find_opportunities
ChatGPTSearch for opportunities by name or company
find_opportunities
ChatGPTSearch for opportunities by name or company
get_crm_research_report
ChatGPTGet the full stored research report and sources for a lead, contact, or company. Use list/search tools first to find the record ID.
get_crm_research_report
ChatGPTGet the full stored research report and sources for a lead, contact, or company. Use list/search tools first to find the record ID.
get_crm_research_report
ChatGPTGet the full stored research report and sources for a lead, contact, or company. Use list/search tools first to find the record ID.
get_crm_summary
ChatGPTGet a summary of CRM data including counts of leads, contacts, companies, and opportunities
get_crm_summary
ChatGPTGet a summary of CRM data including counts of leads, contacts, companies, and opportunities
get_crm_summary
ChatGPTGet a summary of CRM data including counts of leads, contacts, companies, and opportunities
get_lead_email_draft
ChatGPTView one saved lead email draft by ID.
get_lead_email_draft
ChatGPTView one saved lead email draft by ID.
get_lead_email_draft
ChatGPTView one saved lead email draft by ID.
list_companies
ChatGPTList companies with cursor pagination. When hasMore is true, call again with nextCursor as cursor.
list_companies
ChatGPTList companies with cursor pagination. When hasMore is true, call again with nextCursor as cursor.
list_companies
ChatGPTList companies with cursor pagination. When hasMore is true, call again with nextCursor as cursor.
list_contacts
ChatGPTList contacts with cursor pagination. When hasMore is true, call again with nextCursor as cursor.
list_contacts
ChatGPTList contacts with cursor pagination. When hasMore is true, call again with nextCursor as cursor.
list_contacts
ChatGPTList contacts with cursor pagination. When hasMore is true, call again with nextCursor as cursor.
list_crm_actions
ChatGPTList CRM actions logged or scheduled for a specific lead, contact, company, or opportunity assigned to the current MCP user.
list_crm_actions
ChatGPTList CRM actions logged or scheduled for a specific lead, contact, company, or opportunity assigned to the current MCP user.
list_crm_actions
ChatGPTList CRM actions logged or scheduled for a specific lead, contact, company, or opportunity assigned to the current MCP user.
list_lead_email_drafts
ChatGPTView saved email drafts for a lead, including send status and sent message metadata.
list_lead_email_drafts
ChatGPTView saved email drafts for a lead, including send status and sent message metadata.
list_lead_email_drafts
ChatGPTView saved email drafts for a lead, including send status and sent message metadata.
list_leads
ChatGPTList leads with cursor pagination. Use this for requests like recent leads, latest leads, all leads, leads from today, leads from yesterday, or leads from the last 7 or 30 days. When hasMore is true, call again with nextCursor as cursor.
list_leads
ChatGPTList leads with cursor pagination. Use this for requests like recent leads, latest leads, all leads, leads from today, leads from yesterday, or leads from the last 7 or 30 days. When hasMore is true, call again with nextCursor as cursor.
list_leads
ChatGPTList leads with cursor pagination. Use this for requests like recent leads, latest leads, all leads, leads from today, leads from yesterday, or leads from the last 7 or 30 days. When hasMore is true, call again with nextCursor as cursor.
list_opportunities
ChatGPTList opportunities with cursor pagination. When hasMore is true, call again with nextCursor as cursor.
list_opportunities
ChatGPTList opportunities with cursor pagination. When hasMore is true, call again with nextCursor as cursor.
list_opportunities
ChatGPTList opportunities with cursor pagination. When hasMore is true, call again with nextCursor as cursor.
open_crm_record_editor
ChatGPTOpen an interactive ChatGPT CRM editor widget for creating or editing a lead, contact, company, or opportunity. Pass recordType to select the branch, then only include prefill fields for that record type.
open_crm_record_editor
ChatGPTOpen an interactive ChatGPT CRM editor widget for creating or editing a lead, contact, company, or opportunity. Pass recordType to select the branch, then only include prefill fields for that record type.
open_crm_record_editor
ChatGPTOpen an interactive ChatGPT CRM editor widget for creating or editing a lead, contact, company, or opportunity. Pass recordType to select the branch, then only include prefill fields for that record type.
open_crm_report_card
ChatGPTOpen a visual ChatGPT CRM report card showing lead tiers, pipeline value, new leads logged, and upcoming scheduled reminders.
open_crm_report_card
ChatGPTOpen a visual ChatGPT CRM report card showing lead tiers, pipeline value, new leads logged, and upcoming scheduled reminders.
open_crm_report_card
ChatGPTOpen a visual ChatGPT CRM report card showing lead tiers, pipeline value, new leads logged, and upcoming scheduled reminders.
open_lead_research_card
ChatGPTOpen a formatted YouEx.ai lead research card in ChatGPT Apps. Use this when the user asks to view lead research as a card or formatted view.
open_lead_research_card
ChatGPTOpen a formatted YouEx.ai lead research card in ChatGPT Apps. Use this when the user asks to view lead research as a card or formatted view.
open_lead_research_card
ChatGPTOpen a formatted YouEx.ai lead research card in ChatGPT Apps. Use this when the user asks to view lead research as a card or formatted view.
refresh_crm_research_report
ChatGPTRefresh research for a lead, contact, or company. Leads are queued on the research worker; contacts and companies are marked pending and refreshed in the background.
refresh_crm_research_report
ChatGPTRefresh research for a lead, contact, or company. Leads are queued on the research worker; contacts and companies are marked pending and refreshed in the background.
refresh_crm_research_report
ChatGPTRefresh research for a lead, contact, or company. Leads are queued on the research worker; contacts and companies are marked pending and refreshed in the background.
send_lead_email_draft
ChatGPTSend a saved email draft to its lead using the workspace email transport. Retrieve or create a draft first, then pass its draftId.
send_lead_email_draft
ChatGPTSend a saved email draft to its lead using the workspace email transport. Retrieve or create a draft first, then pass its draftId.
send_lead_email_draft
ChatGPTSend a saved email draft to its lead using the workspace email transport. Retrieve or create a draft first, then pass its draftId.
update_company
ChatGPTUpdate an existing company. Use tagsMode=unchanged unless changing tags.
update_company
ChatGPTUpdate an existing company. Use tagsMode=unchanged unless changing tags.
update_company
ChatGPTUpdate an existing company. Use tagsMode=unchanged unless changing tags.
update_contact
ChatGPTUpdate an existing contact. Use tagsMode=unchanged unless changing tags.
update_contact
ChatGPTUpdate an existing contact. Use tagsMode=unchanged unless changing tags.
update_contact
ChatGPTUpdate an existing contact. Use tagsMode=unchanged unless changing tags.
update_lead
ChatGPTUpdate an existing lead. Use tagsMode=unchanged unless changing tags.
update_lead
ChatGPTUpdate an existing lead. Use tagsMode=unchanged unless changing tags.
update_lead
ChatGPTUpdate an existing lead. Use tagsMode=unchanged unless changing tags.
update_opportunity
ChatGPTUpdate an existing opportunity. Use tagsMode=unchanged unless changing tags.
update_opportunity
ChatGPTUpdate an existing opportunity. Use tagsMode=unchanged unless changing tags.
update_opportunity
ChatGPTUpdate an existing opportunity. Use tagsMode=unchanged unless changing tags.