MCP serverio.usefulapi/less-annoying-crm

Add a contact or company to a group (creates a group membership). Identify the group by group_id (preferred) or group_name — not both. LACRM: CreateGroupMembership.

Create a new contact (person) or company record. For a person, company_name links them to that company (creating it if needed). Company names must be unique. If assigned_to is omit

Create a timed (or all-day) event on your calendar, optionally with contacts/users as attendees. The timezone of start_date becomes the event's timezone. Returns { EventId }. LACRM

Attach a plain-text note to a contact or company's history (newlines kept, HTML/markdown escaped). Returns { NoteId }. LACRM: CreateNote.

Create a pipeline item (deal, lead...) on a contact in a given pipeline and status, with an optional note. Returns { PipelineItemId }. LACRM: CreatePipelineItem.

Create a to-do on a user's task list (date only, no time — use lacrm_create_event for timed things). Optionally attach it to a contact. Returns { TaskId }. LACRM: CreateTask.

Update fields on an existing contact or company. Only the fields you pass change; omitted fields are left alone. Multi-value fields (email, phone, address, website) are REPLACED by

Update a task — including marking it complete (is_complete=true) or re-opening it (false). Only passed fields change. LACRM: EditTask.

Fetch one contact or company record with all its fields (emails, phones, addresses, custom fields, owner). LACRM: GetContact.

List the groups one contact or company belongs to. LACRM: GetGroupsAttachedToContact.

All pipeline items attached to one contact or company, grouped by pipeline. LACRM: GetPipelineItemsAttachedToContact.

Return the user who owns this API key — UserId, name, email and timezone. A cheap way to confirm the key works, and the UserId to use for AssignedTo. LACRM: GetUser.

List the contacts that are members of one group. Identify the group by group_id (preferred) or group_name — not both. LACRM: GetContactsInGroup.

List the account's field definitions (name, type, options) for contacts, companies or pipelines — use the Name values as keys in custom_fields when creating/editing contacts. LACRM

List calendar events in a date range, filterable by user or calendar. If contact_id is given, all events attached to that contact are returned and other filters are ignored. LACRM:

List the contact groups you can see (GroupId, Name, Sharing, Color), optionally with member counts. LACRM: GetGroups.

List notes, newest first by default — across the whole CRM, or for one contact. Filter by date range and author. LACRM: GetNotes.

List the items in one pipeline (deals, leads...), optionally only in given statuses or for given users. An empty status filter returns items in all ACTIVE statuses. LACRM: GetPipel

List the account's pipelines (e.g. Sales Leads) with their statuses (StatusId, Name, IsActive) and optionally their custom fields. This is the setup, not the items — use lacrm_list

List tasks due in a date range, optionally only incomplete/complete, for given users. If contact_id is given, ALL of that contact's tasks are returned regardless of dates or status

List the users on the account that you can see (admins see all), with their UserIds — needed to assign contacts, tasks or filter by owner. LACRM: GetUsers.

Search (or list) contacts and companies. With no search_terms, returns everything visible, paged. Returns { HasMoreResults, Results }. LACRM: GetContacts.

Move a pipeline item to another status (e.g. Prospect → Won) and/or add a note to its history. LACRM: EditPipelineItem.