toflow-manage-crm

toflow — Manage CRM Records

Covers the core CRM: people, companies, deals, custom attributes, and pipelines.

Before creating or updating anything

1. Call record_schema (or get_resource_schema for custom fields) for the resource type (person, company, deal) to get the real attribute titles, types, and which are required — never guess a field name. Pass attribute titles as the keys in the attributes dict on create_record/update_record; for select/multiselect fields, pass the value from allowed_values, not the display label.
2. Call filter_guide before any list_records call that needs a non-trivial filter. Filters are a list of FilterGroup objects ({"logic": "and"|"or", "conditions": [{"field": "<Attribute Title>", "operator": "...", "value": ...}]}) — always wrap conditions in an explicit group rather than passing flat conditions. Operators: is, is_not, contains, not_contains, is_empty, is_not_empty, gt, lt, gte, lte, in. sort is a comma-separated "<Attribute Title>:asc|desc" string. If the user names a saved view, resolve it to a view_id via list_views rather than guessing.
3. Call list_records with filters/search first to check whether the record already exists — avoid creating duplicates. If you already have record IDs, pass them via ids rather than looping get_person/get_company/get_deal. Prefer add_people_to_list / add_companies_to_list (see toflow-prospect-and-list) over create_record when the source is a LinkedIn URL — those auto-create and dedupe.

Records

• create_record / update_record (only provided fields change) / bulk_create for batches.
• get_person / get_company / get_deal return the full profile including linked records and enrichment status (for people) — use these to get the complete picture before deciding next steps.
• delete_person / delete_company / delete_deal are soft-deletes — confirm with the user before calling any of them.
• list_company_categories / get_or_create_category — check for an existing category before creating one, to avoid duplicates.
• list_pipelines / list_stages — get valid IDs before setting a deal's stage via create_record/update_record.
• add_person_to_deal / remove_person_from_deal — link/unlink a contact to an opportunity.