clientary-crm

Clients, Contacts, Leads, Staff, Tasks

Server path: /clientary-crm | Type: Application | PCID required: Yes

Tools

Tool	Description
clientary_crm_create_client	Create a new client
clientary_crm_create_contact	Create a contact for a client
clientary_crm_create_lead	Create a new lead
clientary_crm_create_task	Create a new task
clientary_crm_delete_client	Delete a client
clientary_crm_delete_contact	Delete a contact
clientary_crm_delete_lead	Delete a lead
clientary_crm_delete_task	Delete a task
clientary_crm_get_client	Get a single client
clientary_crm_get_contact	Get a single contact
clientary_crm_get_lead	Get a single lead
clientary_crm_get_staff_member	Get a staff member
clientary_crm_get_task	Get a single task
clientary_crm_list_client_contacts	List contacts for a client
clientary_crm_list_clients	List all clients
clientary_crm_list_contacts	List all contacts
clientary_crm_list_leads	List all leads
clientary_crm_list_staff	List all staff
clientary_crm_list_tasks	List all tasks
clientary_crm_update_client	Update a client
clientary_crm_update_contact	Update a contact
clientary_crm_update_lead	Update a lead
clientary_crm_update_task	Update a task

---

clientary_crm_create_client

Create a new client

Parameters:

Parameter	Type	Required	Default	Description
client	object	Yes	—	The client value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "client": {
      "type": "object",
      "description": "The client value",
      "properties": {
        "name": {
          "type": "string",
          "description": "Client name (required)"
        },
        "number": {
          "type": "string",
          "description": "Unique client number"
        },
        "description": {
          "type": "string",
          "description": "Client description"
        },
        "address": {
          "type": "string",
          "description": "Street address"
        },
        "address_2": {
          "type": "string",
          "description": "Address line 2"
        },
        "city": {
          "type": "string",
          "description": "The city value"
        },
        "state": {
          "type": "string",
          "description": "The state value"
        },
        "zip": {
          "type": "string",
          "description": "The zip value"
        },
        "country": {
          "type": "string",
          "description": "The country value"
        },
        "website": {
          "type": "string",
          "description": "The website value"
        }
      },
      "required": [
        "name"
      ]
    }
  },
  "required": [
    "PCID",
    "client"
  ]
}

---

clientary_crm_create_contact

Create a contact for a client

Parameters:

Parameter	Type	Required	Default	Description
client_id	integer	Yes	—	Client ID
client_user	object	Yes	—	Client User

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "client_id": {
      "type": "integer",
      "description": "Client ID"
    },
    "client_user": {
      "type": "object",
      "description": "Client User",
      "properties": {
        "name": {
          "type": "string",
          "description": "Contact name (required)"
        },
        "email": {
          "type": "string",
          "description": "Contact email (required)"
        },
        "title": {
          "type": "string",
          "description": "Job title"
        },
        "phone": {
          "type": "string",
          "description": "Phone number"
        },
        "mobile": {
          "type": "string",
          "description": "Mobile number"
        },
        "ext": {
          "type": "string",
          "description": "Phone extension"
        }
      },
      "required": [
        "name",
        "email"
      ]
    }
  },
  "required": [
    "PCID",
    "client_id",
    "client_user"
  ]
}

---

clientary_crm_create_lead

Create a new lead

Parameters:

Parameter	Type	Required	Default	Description
lead	object	Yes	—	The lead value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "lead": {
      "type": "object",
      "description": "The lead value",
      "properties": {
        "name": {
          "type": "string",
          "description": "Lead name (required)"
        },
        "number": {
          "type": "string",
          "description": "Unique lead number"
        },
        "description": {
          "type": "string",
          "description": "Lead description"
        },
        "address": {
          "type": "string",
          "description": "The address value"
        },
        "address_2": {
          "type": "string",
          "description": "Address 2"
        },
        "city": {
          "type": "string",
          "description": "The city value"
        },
        "state": {
          "type": "string",
          "description": "The state value"
        },
        "zip": {
          "type": "string",
          "description": "The zip value"
        },
        "country": {
          "type": "string",
          "description": "The country value"
        },
        "website": {
          "type": "string",
          "description": "The website value"
        }
      },
      "required": [
        "name"
      ]
    }
  },
  "required": [
    "PCID",
    "lead"
  ]
}

---

clientary_crm_create_task

Create a new task

Parameters:

Parameter	Type	Required	Default	Description
task	object	Yes	—	The task value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "task": {
      "type": "object",
      "description": "The task value",
      "properties": {
        "title": {
          "type": "string",
          "description": "Task title (required)"
        },
        "description": {
          "type": "string",
          "description": "Task description"
        },
        "completed": {
          "type": "boolean",
          "description": "Whether the task is completed"
        },
        "due_date": {
          "type": "string",
          "description": "Due date"
        },
        "assignee_id": {
          "type": "integer",
          "description": "Staff member ID to assign"
        },
        "project_id": {
          "type": "integer",
          "description": "Associated project ID"
        },
        "client_id": {
          "type": "integer",
          "description": "Associated client ID"
        }
      },
      "required": [
        "title"
      ]
    }
  },
  "required": [
    "PCID",
    "task"
  ]
}

---

clientary_crm_delete_client

Delete a client

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Client ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Client ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

clientary_crm_delete_contact

Delete a contact

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Contact ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Contact ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

clientary_crm_delete_lead

Delete a lead

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Lead ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Lead ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

clientary_crm_delete_task

Delete a task

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Task ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Task ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

clientary_crm_get_client

Get a single client

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Client ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Client ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

clientary_crm_get_contact

Get a single contact

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Contact ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Contact ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

clientary_crm_get_lead

Get a single lead

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Lead ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Lead ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

clientary_crm_get_staff_member

Get a staff member

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Staff member ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Staff member ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

clientary_crm_get_task

Get a single task

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Task ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Task ID"
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

clientary_crm_list_client_contacts

List contacts for a client

Parameters:

Parameter	Type	Required	Default	Description
client_id	integer	Yes	—	Client ID
page	integer	No	—	Page number

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "client_id": {
      "type": "integer",
      "description": "Client ID"
    },
    "page": {
      "type": "integer",
      "description": "Page number"
    }
  },
  "required": [
    "PCID",
    "client_id"
  ]
}

---

clientary_crm_list_clients

List all clients

Parameters:

Parameter	Type	Required	Default	Description
page	integer	No	—	Page number for pagination
updated_since	string	No	—	Filter clients updated since this date (YYYY-MM-DD)
sort	string	No	—	Sort order. Use ‘date’ to sort by most recently created first.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "page": {
      "type": "integer",
      "description": "Page number for pagination"
    },
    "updated_since": {
      "type": "string",
      "description": "Filter clients updated since this date (YYYY-MM-DD)"
    },
    "sort": {
      "type": "string",
      "description": "Sort order. Use 'date' to sort by most recently created first.",
      "enum": [
        "date"
      ]
    }
  },
  "required": [
    "PCID"
  ]
}

---

clientary_crm_list_contacts

List all contacts

Parameters:

Parameter	Type	Required	Default	Description
page	integer	No	—	Page number for pagination

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "page": {
      "type": "integer",
      "description": "Page number for pagination"
    }
  },
  "required": [
    "PCID"
  ]
}

---

clientary_crm_list_leads

List all leads

Parameters:

Parameter	Type	Required	Default	Description
page	integer	No	—	Page number
sort	string	No	—	Sort order: ‘name’ for alphabetical, ‘oldest’ for oldest first. Default is newest first.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "page": {
      "type": "integer",
      "description": "Page number"
    },
    "sort": {
      "type": "string",
      "description": "Sort order: 'name' for alphabetical, 'oldest' for oldest first. Default is newest first.",
      "enum": [
        "name",
        "oldest"
      ]
    }
  },
  "required": [
    "PCID"
  ]
}

---

clientary_crm_list_staff

List all staff

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

---

clientary_crm_list_tasks

List all tasks

Parameters:

Parameter	Type	Required	Default	Description
page	integer	No	—	Page number

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "page": {
      "type": "integer",
      "description": "Page number"
    }
  },
  "required": [
    "PCID"
  ]
}

---

clientary_crm_update_client

Update a client

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Client ID
client	object	No	—	The client value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Client ID"
    },
    "client": {
      "type": "object",
      "description": "The client value",
      "properties": {
        "name": {
          "type": "string",
          "description": "Client name"
        },
        "number": {
          "type": "string",
          "description": "Unique client number"
        },
        "description": {
          "type": "string",
          "description": "Client description"
        },
        "address": {
          "type": "string",
          "description": "Street address"
        },
        "address_2": {
          "type": "string",
          "description": "Address line 2"
        },
        "city": {
          "type": "string",
          "description": "The city value"
        },
        "state": {
          "type": "string",
          "description": "The state value"
        },
        "zip": {
          "type": "string",
          "description": "The zip value"
        },
        "country": {
          "type": "string",
          "description": "The country value"
        },
        "website": {
          "type": "string",
          "description": "The website value"
        }
      }
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

clientary_crm_update_contact

Update a contact

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Contact ID
client_user	object	No	—	Client User

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Contact ID"
    },
    "client_user": {
      "type": "object",
      "description": "Client User",
      "properties": {
        "name": {
          "type": "string",
          "description": "Contact name"
        },
        "email": {
          "type": "string",
          "description": "Contact email"
        },
        "title": {
          "type": "string",
          "description": "Job title"
        },
        "phone": {
          "type": "string",
          "description": "Phone number"
        },
        "mobile": {
          "type": "string",
          "description": "Mobile number"
        },
        "ext": {
          "type": "string",
          "description": "Phone extension"
        }
      }
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

clientary_crm_update_lead

Update a lead

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Lead ID
lead	object	No	—	The lead value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Lead ID"
    },
    "lead": {
      "type": "object",
      "description": "The lead value",
      "properties": {
        "name": {
          "type": "string",
          "description": "The name value"
        },
        "number": {
          "type": "string",
          "description": "The number value"
        },
        "description": {
          "type": "string",
          "description": "The description value"
        },
        "address": {
          "type": "string",
          "description": "The address value"
        },
        "address_2": {
          "type": "string",
          "description": "Address 2"
        },
        "city": {
          "type": "string",
          "description": "The city value"
        },
        "state": {
          "type": "string",
          "description": "The state value"
        },
        "zip": {
          "type": "string",
          "description": "The zip value"
        },
        "country": {
          "type": "string",
          "description": "The country value"
        },
        "website": {
          "type": "string",
          "description": "The website value"
        }
      }
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

---

clientary_crm_update_task

Update a task

Parameters:

Parameter	Type	Required	Default	Description
id	integer	Yes	—	Task ID
task	object	No	—	The task value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Task ID"
    },
    "task": {
      "type": "object",
      "description": "The task value",
      "properties": {
        "title": {
          "type": "string",
          "description": "The title value"
        },
        "description": {
          "type": "string",
          "description": "The description value"
        },
        "completed": {
          "type": "boolean",
          "description": "The completed value"
        },
        "due_date": {
          "type": "string",
          "description": "Due Date"
        },
        "assignee_id": {
          "type": "integer",
          "description": "Assignee Id"
        },
        "project_id": {
          "type": "integer",
          "description": "Project Id"
        },
        "client_id": {
          "type": "integer",
          "description": "Client Id"
        }
      }
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}