OnePageCRM MCP Server

Permanently delete a OnePageCRM action by id.

Permanently delete a OnePageCRM call log by id.

Permanently delete a OnePageCRM contact by id. Set undo=true to reverse a recent delete using OnePageCRM's undo deletion convention.

Permanently delete a contact custom field definition by id.

Permanently delete a OnePageCRM deal by id. Set undo=true to reverse a recent delete.

Permanently delete a lead source by id.

Permanently delete a OnePageCRM meeting by id.

Permanently delete a OnePageCRM note by id.

Permanently delete a predefined action template by id.

Permanently delete a predefined deal item by id.

Permanently delete a relationship type by id.

Permanently delete a contact status definition by id.

Read or fetch OnePageCRM actions (next-step tasks). Omit id to page actions with optional contact, assignee, done, or date filters; pass id for one ac...

Read the OnePageCRM action stream — contacts ordered by next-action due date. This is the default sales-priority view. Collection-only; omit id and op...

Fetch OnePageCRM account bootstrap data in one call — logged-in user, settings, statuses, lead sources, and other reference lists used during setup.

Read or fetch logged phone calls. Omit id to page call history with optional contact or company filters; pass id for one call including number, result...

Read or fetch OnePageCRM companies linked to contacts. Omit id to page companies with optional name or phone filters; pass id for one company profile.

Read or fetch OnePageCRM contacts. Omit id to page contacts with search, status, owner, or company filters; pass id for one contact including emails, ...

Read or fetch contact custom field definitions (name, type, position). Omit id to page all fields; pass id for one field schema.

Read or fetch OnePageCRM deals. Omit id to page deals with status, stage, pipeline, owner, or contact filters; pass id for one deal including amount, ...

Read saved OnePageCRM contact filter definitions. Collection-only — use a filter id from the response with contact reads when narrowing large contact ...

Read or fetch lead source definitions (how contacts entered the pipeline). Omit id to page all sources; pass id for one lead source.

Read or fetch logged meetings. Omit id to page meetings with optional contact or company filters; pass id for one meeting including time, place, and n...

Read or fetch contact notes. Omit id to page notes with optional contact or company filters; pass id for one note including author and linked deal met...

Read OnePageCRM sales pipelines and their deal stages. Collection-only — use stage numbers from the response when creating or updating pending deals.

Read or fetch saved action templates (predefined actions). Omit id to page templates; pass id for one template used to standardize follow-up steps.

Read or fetch predefined deal line items (products/services). Omit id to page items; pass id for one item used when composing deal line items.

Read or fetch contact relationship type labels (for example colleague or referral). Omit id to page all types; pass id for one relationship type defin...

Read or fetch contact pipeline statuses. Omit id to page statuses; pass id for one status used when creating or moving contacts.

Read the team-wide action stream — contacts ordered by next-action due date across the account or one user. Collection-only; pass user_id to scope to ...

Read or fetch OnePageCRM account users. Omit id to page teammates; pass id for one user including name, email, and role metadata.

Create or update a OnePageCRM action (next step on a contact). Omit id to create — contact_id, assignee_id, and text are required. Pass id to update d...

Create or update a logged phone call. Omit id to create — contact_id is required. Pass id to update call notes, result, or timestamp on an existing ca...

Update an existing OnePageCRM company by id. OnePageCRM creates companies through contact company_name on create — this tool only updates name, addres...

Create or update a OnePageCRM contact. Omit id to create — provide at least a first or last name plus optional company_name, emails, phones, status_id...

Create or update a contact custom field definition. Omit id to create — name and type are required. Pass id to rename or reposition an existing field.

Create or update a OnePageCRM deal. Omit id to create — contact_id, name, and owner_id are required (owner_id defaults from bootstrap when omitted). P...

Create or update a lead source label. Omit id to create — text is required. Pass id to rename an existing lead source.

Create or update a logged meeting. Omit id to create — contact_id is required. Pass id to update meeting time, place, or notes on an existing meeting ...

Create or update a OnePageCRM note on a contact. Omit id to create — contact_id and text are required. Pass id to edit note text, date, or linked deal...

Create or update a saved action template. Omit id to create — text is required. Pass id to edit template text or default days offset.

Create or update a predefined deal line item. Omit id to create — name is required. Pass id to edit name, description, price, or cost.

Create or update a contact relationship type pair. Omit id to create — forward and reverse labels are required. Pass id to edit labels on an existing ...

Create or update a contact pipeline status. Omit id to create — status label is required. Pass id to rename or recolor an existing status.