SalesSheet API Reference

List contacts in the CRM. Returns up to 20 contacts sorted by most recently updated.

Response shape: {"contacts": [...], "count": number}. Each contact: id, name, email, phone, company, status, created_at, updated_at.

{
  "jsonrpc": "2.0", "id": 1, "method": "tools/call",
  "params": { "name": "list_contacts", "arguments": { "limit": 10, "search": "Acme" } }
}

Get a single contact by ID with full details including custom fields.

Response shape: Full contact object — id, name, email, phone, company, status, data, created_at, updated_at. The data field contains custom JSONB fields.

{
  "method": "tools/call",
  "params": { "name": "get_contact", "arguments": { "id": "uuid-here" } }
}

Search contacts by name, email, or company. Returns up to 10 matches.

Response shape: {"contacts": [...], "count": number}. Each contact: id, name, email, phone, company, status.

{
  "method": "tools/call",
  "params": { "name": "search_contacts", "arguments": { "query": "jane@example.com" } }
}

Create a new contact in the CRM. Status defaults to "lead".

Response shape: {"created": true, "contact": {id, name, email, company}}

{
  "method": "tools/call",
  "params": {
    "name": "create_contact",
    "arguments": { "name": "Jane Smith", "email": "jane@example.com", "company": "Acme" }
  }
}

Update an existing contact. Only include fields you want to change.

Response shape: {"updated": true, "contact": {id, name, email, company}}

Permanently delete a contact from the CRM.

Response shape: {"deleted": true, "id": "uuid"}

Enrich a contact with LinkedIn, company, and web data. Consumes 1 enrichment credit.

Response shape: Enrichment result object. Fields vary based on what data was found (LinkedIn URL, job title, company details, etc.).

List deals/opportunities in the pipeline, sorted by revenue descending.

Response shape: {"deals": [...], "count": number}. Each deal: id, opportunity, status, revenue, companyName, closeDate, priority, owner.

Get a single deal by ID with all fields.

Response shape: Full deal object with all columns.

Get pipeline summary grouped by stage with counts and revenue.

No parameters required.

Response shape: {"stages": [{stage, count, revenue}, ...], "totalDeals": number, "totalRevenue": number}

{
  "method": "tools/call",
  "params": { "name": "get_pipeline_summary", "arguments": {} }
}

Create a new deal/opportunity. Stage defaults to "Lead/New" if not provided.

Response shape: {"created": true, "deal": {id, opportunity, status, revenue, companyName}}

Update an existing deal. Only include fields you want to change.

Response shape: {"updated": true, "deal": {id, opportunity, status, revenue}}

Permanently delete a deal/opportunity.

Response shape: {"deleted": true, "id": "uuid"}

List companies in the CRM sorted by most recently updated.

Response shape: {"companies": [...], "count": number}. Each company: id, name, domain, industry, size, website, location, tier, total_contacts, open_deals, total_revenue, updated_at.

Get a single company by ID with full details.

Response shape: Full company object including health_score, total_revenue, won_deals, last_activity_at and more.

Search companies by name, domain, or industry. Returns up to 10 matches.

Response shape: {"companies": [...], "count": number}

Create a new company record.

Response shape: {"created": true, "company": {id, name, domain, industry}}

List tasks/to-dos. Filter by status, priority, or contact.

Response shape: {"tasks": [...], "count": number}. Each task: id, title, type, display_status, priority, deadline, contact, description.

Create a new task or follow-up item. Type defaults to "follow_up", priority defaults to "medium".

Response shape: {"created": true, "task": {id, title, type, priority, deadline}}

Mark a task as completed.

Response shape: {"completed": true, "task": {id, title, display_status}}

Get the activity timeline for a contact — notes, emails, calls, meetings, and status changes in reverse-chronological order.

Response shape: {"activities": [{id, type, timestamp, content, fieldName, oldValue, userName}, ...], "count": number}

Log a note on a contact, deal, or company.

Response shape: {"logged": true, "activity": {id, activity_type, new_value, timestamp}}

List recent emails for a contact by their email address.

Response shape: {"emails": [{id, subject, snippet, from_email, from_name, to_emails, date, is_sent, is_read}, ...], "count": number}

Search synced emails by keyword across subject, sender, and body.

Response shape: {"emails": [{id, subject, snippet, from, to, date, isRead}, ...], "count": number}

Get the full body of an email by its ID.

Response shape: {id, subject, from_email, from_name, to_emails, date, body_text}. HTML is stripped to plain text automatically.

Send an email via the user's connected Gmail account.

Search Slack messages across all channels. Supports Slack search syntax (e.g. in:#channel).

List Slack channels the bot has access to.

Read recent messages from a Slack channel.

Post a message to a Slack channel.

Send a direct message to a Slack user by their email address.

List upcoming events from the user's Google Calendar.

Create a new event on Google Calendar. Adds a Google Meet link by default.

Update an existing Google Calendar event. Only include fields you want to change.

Delete a Google Calendar event.

Search the live web for companies and people matching prospecting criteria using AI-powered web search. Returns structured prospect data ready for CRM import.

Bulk-create multiple contacts from prospecting results. Deduplicates by email. Maximum 25 contacts per call.

Add a contact to a named list (e.g. "Q1 Leads", "Conference Attendees"). Creates the list if it doesn't exist.

Remove a contact from their current named list.

Get the sales forecast with weighted pipeline, committed/best-case breakdown, and top deals.

No parameters required.

Identify at-risk deals based on stale activity, overdue close dates, and deal age.

No parameters required.

List workflow automations with trigger info and enabled status.

Create a workflow automation. Supported trigger types: stage_change, field_change, new_record, time_based. Supported action types: create_task, send_notification, update_field, send_slack.

{
  "name": "Notify on Won",
  "trigger": { "type": "stage_change", "entity": "opportunity", "to": "Won" },
  "actions": [{ "type": "send_slack", "channel": "#deals", "message": "Deal closed!" }]
}

Enable or disable an automation.

Analyze active pipeline and return prioritized actions with email context. This is the highest-signal tool for understanding what to do next in your sales workflow.

No parameters required.

Get a daily briefing with pipeline status, recent emails, and upcoming calendar events.

No parameters required.

Get activity metrics for the current user: calls, emails, notes, and meetings over a date range.

Get all comments on an activity (note, email, call, etc.).

Add a comment on an activity (note, email, call, etc.).

Get call history for a contact, including duration, recordings, and AI summaries. Omit contactId to get all calls.

Send a WhatsApp message to a phone number.

Update custom fields (stored in a JSONB data column) on a contact. Merges with existing data — only specified keys are changed.

Response shape: {"updated": true, "contactId": "uuid", "fields": ["jobTitle", "linkedIn"]}

Update a field on multiple contacts at once. Maximum 100 contacts per call.

Response shape: {"updated": true, "count": number}

Delete multiple contacts at once. Irreversible. Maximum 100 per call.

Response shape: {"deleted": true, "count": number}