All MCP tools
MCP tools · CRM
crm_submit_form
Submits a form on a record as the user. A submitted form can move the record on and notify the team; to leave answers for a person to check, use crm_save_form_draft instead.
- Scope needed
- crm:stage
- Changes data
- Yes
- Held for approval
- No
- Confirm step
- Yes. The first call changes nothing and returns a preview and a confirm token.
- Available to
- Every organization
Also needs crm:sensitive:read. Asks first: the first call changes nothing and returns a preview, an approval link for the key's owner in Finn and a confirm_token; the action runs only when the same call is repeated with the token after the user approved.
Inputs
| Name | Type | Description |
|---|---|---|
| org_id | string | Organization id from list_orgs. Leave out only when the user belongs to one organization. |
| phonerequired | string | The contact's phone number in E.164 form (e.g. +919812345678); it is the record's id. |
| form_idrequired | string | Form id from crm_list_forms. |
| answersrequired | object | Answers by question key. Files can't be sent this way. |
| confirm_token | string | Leave out on the first call. After the user approved the preview: the confirm_token that call returned. |