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MCP tools · CRM

crm_get_schema

Returns an organization's CRM setup: record kinds, stages, custom fields (and which are sensitive), document types, and the filter catalog that crm_search_records and crm_count_records accept. Call this first.

Scope needed
crm:read
Changes data
No, read only
Held for approval
No
Available to
Every organization

Inputs

NameTypeDescription
org_idstringOrganization id from list_orgs. Leave out only when the user belongs to one organization.