AI Tool Layer & JSON Action Schemas

Controlled CRM actions exposed to AI agents with JSON Schema validation and approval rules.

create_taskWRITE

Tool Enabled

Creates a new CRM task linked to an Account, Contact, Lead or Deal.

JSON Input Schema:

{
  "title": "string",
  "ownerId": "string",
  "dueDate": "string"
}

update_deal_stageWRITEApproval Required

Tool Enabled

Updates a deal stage and deal probability score.

JSON Input Schema:

{
  "dealId": "string",
  "stage": "string"
}