Skip to main content
All MCP tools

MCP tools · CRM

crm_save_view

Saves a filter as one of the user's own record views. It is not shared with the team.

Scope needed
crm:write
Changes data
Yes
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.
namerequiredstringView name.
filterrequiredobjectFilter spec in the shape crm_get_schema describes.
columnsstring[]Column keys to show.