Obriym CRM

Connect Remote server

claude mcp add --transport http mcp https://obriym-crm.com/api/mcp

{
  "mcpServers": {
    "mcp": {
      "url": "https://obriym-crm.com/api/mcp"
    }
  }
}

{
  "servers": {
    "mcp": {
      "type": "http",
      "url": "https://obriym-crm.com/api/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://obriym-crm.com/api/mcp

Tools 80 found in our last check

• search_leads

  List and search this workspace's leads, filtered by text/status/source/created-date/stale and paginated. Returns summary rows (id, name, contact, company, status, source, assignee, tags, next-action, isStale, timestamps) plus pagination { page, perPage, total }, newest first. Us…

• get_lead

  Fetch one CRM lead in the selected workspace by lead id, including status, source, assignee, tags, custom fields, score, notes and next action. Use search_leads first when you only know a name, email, phone or company.

• list_conversations

  List customer conversations across every connected channel (Instagram, Messenger, WhatsApp and comments, Telegram, OLX, Prom, eBay, Threads replies, the B2B portal, buyer order pages …). One row per lead and channel, newest first: { leadId, leadName, channel, lastMessageAt, last…

• get_lead_conversation

  Read one lead's customer messages, oldest to newest: { at, channel, direction (inbound = from the customer, outbound = sent by the business), text (up to 2000 characters; truncated is true when cut), media ({ kind, contentType, name } or null — the file itself is never returned)…

• search_deals

  List and search pipeline deals, filtered by stage/owner/company/contact/stale and paginated. Returns summary rows (id, title, stage, amount, probability, owner, company, contact, next-action, isStale) plus pagination { page, perPage, total }. Use get_deal to fetch one deal's ful…

• get_deal

  Fetch one pipeline deal in the selected workspace by deal id, including stage, value, probability and linked company/contact data when present. Use search_deals first when you only know the title or related customer.

• list_orders

  List this workspace's orders, filtered by status/customer/created-date and paginated. Returns summary rows (externalId, status, currency, totalAmount, itemCount, timestamps, shipByAt: nullable ISO ship-by deadline) plus pagination { page, perPage, total }, newest first. Use get_…

• get_order

  Fetch full order detail in the selected workspace by externalId, including line items, payments, shipments, returns and shipByAt (recorded ISO ship-by deadline, or null when unknown; not the actual dispatch time). Use list_orders first when you only know the customer or date.

• search_products

  List and search catalog products (active unless status says otherwise: draft, archived or any), filtered by text (name or SKU), barcode (barcode or EAN/GTIN) or having none (withoutBarcode), category/brand/collection/model (productGroupId — the other colours and sizes of one mod…

• get_product

  Fetch one catalog product in the selected workspace by product id or SKU — returned in any status (draft, active, or archived; check the status field) — with every catalog field: prices, cost, stock and trackInventory, availability, variant fields, all attributes (characteristic…

• get_dashboard_overview

  Return the operational 'what needs attention today' snapshot for this workspace: active/qualified/stale lead counts, pipeline value, weighted forecast and overdue activities. Takes no arguments. Use get_report for period trend analytics instead.

• get_report

  Return one aggregated analytics report over a period for this workspace, selected by the report parameter: lead_source_conversion, pipeline_velocity, team_performance, revenue_trend, product_sales (units, revenue and gross margin per brand/category/SKU) or stock_valuation (units…

• search_contacts

  List and search this workspace's contacts, filtered by company/owner/tag, sorted and paginated. Returns summary rows (id, firstName, lastName, email, phone, jobTitle, company, owner, tags) plus pagination { page, perPage, total }. Use get_contact to fetch one contact's full deta…

• get_contact

  Fetch one CRM contact in the selected workspace by contact id, including company, owner, tags and communication fields when present. Use search_contacts first when you only know a name, email or phone.

• search_companies

  List and search this workspace's companies, filtered by industry/status/owner, sorted and paginated. Returns summary rows (id, name, industry, size, status, owner, contactCount) plus pagination { page, perPage, total }. Use get_company to fetch one company's full detail by id.

• get_company

  Fetch one CRM company in the selected workspace by company id, including status, industry, owner and contact links when present. Use search_companies first when you only know the company name.

• list_activities

  List this workspace's activities (tasks, calls, meetings, emails, notes), filtered by type/assignee/overdue/completion/linked-entity and paginated. Returns summary rows (id, type, title, priority, dueDate, completed, assignee, linked lead/contact/company/deal, isOverdue) plus pa…

• get_activity

  Fetch one CRM activity in the selected workspace by activity id, including type, due date, completion state, assignee and linked entity. Use list_activities first when you only know the related lead/deal/contact.

• list_customers

  List CRM customers: companies that bought — a purchase order (processing, ready to ship, shipped, delivered or refunded, or with a settled payment) or a won deal that never became an order. Filter by health, lifetime-value bucket, owner, name search or minimum won deals; sorted…

• get_customer

  Fetch one CRM customer summary in the selected workspace by company id: a company that bought (a purchase order — processing, ready to ship, shipped, delivered or refunded, or with a settled payment — or a won deal that never became an order). Returns health, lifetimeValue (comp…

• list_people_customers

  List people (CRM contacts) who bought without a company — shop buyers: a purchase order without a company (processing, ready to ship, shipped, delivered or refunded, or with a settled payment) or a won deal of theirs without a company that never became an order. A company's purc…

• get_person_customer

  Fetch one person who bought without a company, by contact id: health, lifetimeValue (completed-order revenue plus won deals without an order), purchases, repeat, firstPurchaseAt, lastPurchaseAt and contact details. Read-only; a contact who never bought without a company is not f…

• list_categories

  List this workspace catalog categories as a flat array, each with id, name, slug, parentId (null for a root category), description, googleProductCategory, imageUrl, translations and marketplaceCategories (the Prom, Rozetka, OLX, Amazon and Google Merchant category ids already li…

• get_category

  Fetch one catalog category by id: name, slug, parent, description, image, translations, the linked marketplace category ids (marketplaceCategories: Prom, Rozetka, OLX, Amazon, Google Merchant, each { id, label } or null), its direct subcategories (children), and productCount and…

• search_marketplace_categories

  Find the category id a marketplace uses, to link it to a catalog category. Read-only. Pass the platform (prom, rozetka, olx, amazon, google_merchant or etsy) and a query, or for OLX, Rozetka and Etsy a parentId to browse one level of the tree (no query and no parentId lists the…

• list_brands

  List this workspace catalog brands with id, name, description and website. Use a brand id here as the brandId for create_product/update_product, or as the search_products brand filter.

• list_warehouses

  List this workspace warehouses with id, name, description, phone, address (the street line), country (ISO code), city, postalCode, workingHours (free text) and pickupEnabled (whether the warehouse is offered as a self-pickup point). A product lives in at most one warehouse, and…

• list_marketplaces

  List every marketplace connected to this workspace with its setup state, health, last activity, any current sync error with `problem` (its kind, whether a person must reconnect the account, and what to do), `partialFailure` ({ failed, sent, sample, whatToDo }) when the last run…

• get_marketplace

  Fetch one connected marketplace in detail: every adapter on it with its setup state, last poll, last poll error, last catalog-sync outcome (`sync`, whose `lastSuccessAt` is the last run without a connection error — it survives failures, so it says how long a channel has been bro…

• list_channel_products

  List the products that are on one marketplace, with each listing external id, what the marketplace last reported about it (`presence`, valid only when `observedAt` is set — null `observedAt` means the marketplace has never been asked about that listing, not that it is absent; Pr…

• check_channel_readiness

  Check locally which products a marketplace will refuse and why — missing price, unusable price, blank name, unmapped category — grouped by what fixes them, without calling the marketplace. The response separates `blocked` (these products do NOT go out) from `warnings` (these DO…

• get_channel_sync_report

  Report which products of one marketplace channel were reached by the last syncs and which were not, and why — from stored state, without calling the marketplace. Per product on the channel: state (attention = the marketplace reported a problem with the listing; never_sent = noth…

• get_workspace_info

  Show which account and workspace this connection operates: signed-in name/email (OAuth only), workspace name, plan, connection type and granted scopes — what this connection may do right now (capabilities: aiSwitches, the owner's switches for AI marketplace publishing, social pu…

• get_obriym_product_facts

  Read-only facts about Obriym CRM itself: approved marketing claims, conditions, limitations, review sources, plan prices/limits and integration scenarios/readiness with beta caveats; no customer data or external calls, and implementation review does not establish workspace confi…

• create_lead

  Create a lead. Idempotent by externalId (re-sending the same externalId returns the existing lead). Requires an email or phone. Enforces the workspace plan limit; the result echoes the workspace it landed in. Use update_lead to change it afterward.

• update_lead

  Update fields on an existing lead by id. Provide a patch with at least one field. Use search_leads first to find the lead id. The result echoes the operating workspace.

• create_deal

  Create a pipeline deal. Requires a stageId, title, and next-action note. Use list_pipeline_stages for the stageId, and search_companies/search_contacts to link a company or contact. Enforces the workspace plan limit; the result echoes the operating workspace.

• create_activity

  Create an activity (task, call, meeting, email, or note). Must link to at least one lead, contact, company, or deal — use search_leads/search_contacts/search_companies/search_deals to get the entity id. The result echoes the operating workspace.

• update_order_status

  Move an order to a new status by externalId. Only valid transitions from the current status are allowed. Use list_orders to find the externalId and get_order to see the current status. The result echoes the operating workspace.

• create_contact

  Create a contact (person). Use search_companies for the companyId to link an employer. Enforces the workspace plan limit and validates the company/owner links; the result echoes the operating workspace.

• update_contact

  Update fields on a contact by id. Provide a patch with at least one field. Use search_contacts first to find the contact id. The result echoes the operating workspace.

• create_company

  Create a company (B2B account). The company name must be unique in the workspace. representationState is explicitly declared (unspecified, works_alone, or has_representatives), never inferred from contacts; an individual always uses unspecified. Enforces the workspace plan limit…

• update_company

  Update fields on a company by id. Provide a patch with at least one field. representationState is explicit and never inferred from contacts. primaryContactId can select an existing contact already linked to this same non-individual company; send null to clear it. Use search_comp…

• complete_activity

  Mark an activity (task, call, or meeting) as completed by its id. Use list_activities first to find the activity id. The result echoes the operating workspace.

• convert_lead

  Convert a lead into a contact, company, and/or deal (select at least one via the input flags). Sets the lead status to converted. Use search_leads first to find the lead id. The result echoes the operating workspace.

• assign_lead

  Assign a lead to a workspace member by user id, or pass assignedTo=null to unassign. Use search_leads to find the lead id and get_workspace_info to confirm the operating workspace. The result echoes the operating workspace.

• transition_deal

  Move a deal to a pipeline stage by its id. Closed-lost stages require a lostReason. Use search_deals for the deal id and list_pipeline_stages for the target stageId. The result echoes the operating workspace.

• quote_order_promotion

  Validate a known promo code against trusted cart prices, currency and buyer facts. Returns the CRM-calculated discount, net order total and delivery terms without creating an order or reserving a use. The code must be enabled for this connection's source; a personal or capture c…

• create_order

  Create an order with line items. Currency is required: use trusted source facts or CRM product prices; never guess or convert. Idempotent by externalId: re-sending the same request returns the existing order. Counts toward the plan's monthly order limit (403 PLAN_LIMIT_EXCEEDED…

• add_order_item

  Add a line item to an existing order by its externalId. Recomputes the order total. Only allowed while the order is pending or confirmed; on any other status (processing and later, cancelled, refunded) it fails with 409 CONFLICT "Order lines can only be changed while the order i…

• update_order_item

  Update a line item on an order (quantity, unit price, discount, name, or SKU). Recomputes the order total. Only allowed while the order is pending or confirmed; otherwise it fails with 409 CONFLICT "Order lines can only be changed while the order is pending or confirmed" (stock…

• remove_order_item

  Remove a line item from an order. Recomputes the order total. Only allowed while the order is pending or confirmed; otherwise it fails with 409 CONFLICT "Order lines can only be changed while the order is pending or confirmed". Use get_order to find the order's externalId and th…

• create_product

  Create a catalog product. Defaults to draft status — publish it by sending status 'active' once it is complete. Use list_categories, list_brands and list_warehouses for the ids; SKU is generated when omitted and must be unique in the workspace. Set trackInventory with an opening…

• update_product

  Update fields on an existing catalog product by id — including status, to publish a draft or archive a product. Provide a patch with at least one field; use get_product first to see the current values. A changed stock number is applied as a relative movement and recorded in the…

• create_category

  Create a catalog category, optionally nested under an existing one, with optional description and per-language translations. The slug is normalized to Latin whatever is sent. The parent must exist in this workspace, and a name already used under the same parent is rejected, so c…

• update_category

  Update fields on an existing catalog category by id: name, parent, slug, description, Google category, marketplaceCategories and translations. Provide a patch with at least one field; use list_categories first to find the id and current values. The slug is normalized to Latin. T…

• delete_category

  Permanently delete ONE catalog category by id. Its products are NOT deleted but lose this category (so they also drop out of marketplace feeds that require a category); its subcategories move to the top level; its translations and linked marketplace category ids are removed. NOT…

• create_brand

  Create a catalog brand with optional description, website and per-language description translations. The brand NAME is never translated: marketplaces match the vendor name verbatim, so send it exactly as the vendor is known. The slug is normalized to Latin. A name already used i…

• update_brand

  Update fields on an existing catalog brand by id: name, slug, description, website and description translations. Provide a patch with at least one field; use list_brands first to find the id and current values. Renaming a brand changes the vendor name sent to marketplaces, so re…

• adjust_stock

  Move a product stock by a relative delta (negative to write off, positive to add) with a reason, and record it in the stock history. This is the correct tool for a correction, a write-off or damage — it never sets an absolute number, so an order committing at the same moment is…

• list_pipeline_stages

  List this workspace's pipeline stages in order, with each stage's id, name, kind, default probability, WIP limit and position. Use configure_pipeline to change a stage, and the stage id here as the stageId for create_deal / transition_deal.

• configure_pipeline

  Update an existing pipeline stage's name, default probability, or WIP limit. Provide the stage id (from list_pipeline_stages) and ONLY the fields to change — omitted fields keep their current value; wipLimit null removes the limit. A name cannot be blank and must be unique among…

• list_lead_sources

  List this workspace's lead sources (built-in plus custom), with each source's key, label and active state. Pass includeInactive to also return archived sources. Use set_lead_sources to add or archive a source; use a source key here as the source filter for search_leads.

• set_lead_sources

  Create or update a workspace lead source: set its label and active state by key (built-in or custom, lowercase_with_underscores). Idempotent — re-sending the same key updates it. Archiving the fallback 'other' source is not allowed. Use list_lead_sources to see current sources.…

• list_workspaces

  List every workspace the connected user belongs to (id, name, role) and mark which one this connection currently operates. OAuth sign-in connections only. Use select_workspace to switch.

• select_workspace

  Re-bind this OAuth connection to the workspace selected by the user. Takes effect on the next tool call. Use the organizationId returned by list_workspaces or by WORKSPACE_SELECTION_REQUIRED; never invent or guess it.

• inspect_ebay_listings

  Check up to 25 products against eBay before any write, with the same live preflight the CRM's eBay channel page and the real draft and publish calls run. Per product it returns the eBay state (off, member, draft, live, ended), nextAction (create_draft, publish_draft or none), wh…

• inspect_amazon_listings

  Report how the workspace's Amazon offers stand for a buyer and what Amazon says is wrong with them. Per product linked to an Amazon listing: stage (active; search_suppressed = buyable but hidden from search, usually no main image; inactive = Seller Central's 'Non attivo'; no_off…

• preview_amazon_listing_content

  Ask Amazon whether it would take the photos, GPSR contacts, texts, safety documents, shipping settings and missing listing data of up to 25 products on their EXISTING Amazon offers — Amazon's own dry run (VALIDATION_PREVIEW), which changes nothing. Per product: status (ready = A…

• upsert_product_prices

  Add, update or REMOVE the price-list rows of ONE product — the price it sells at in another currency, for example EUR for an eBay site — keeping its other currencies and its own workspace-currency price. Send only an amount the user stated: never a converted or estimated price;…

• upsert_product_attributes

  Add or update characteristics (name, value, unit) on ONE product without removing the ones not named. Names match case-insensitively; a new name is appended. For eBay, use the item-specific names exactly as inspect_ebay_listings reported them (details.aspects), in the eBay site'…

• upsert_product_translation

  Write ONE language of ONE product's translation — title, description, keywords, colour, material, pattern and its characteristics (attributes: keyed by the characteristic's name exactly as get_product returns it, each with a translated name and/or value) in that language — keepi…

• archive_products

  Archive up to 100 products — this is how an AI client removes a product. It leaves sale and every sales channel's feed, and nothing is erased: update_product with status active or draft restores it. Hard deletion is not available over MCP. A product that a non-archived bundle is…

• update_amazon_listing_content

  Send the photos and GPSR contacts of up to 25 products to their EXISTING Amazon offers — a real write to the seller's live listings: Amazon's photos are replaced with the CRM's, the manufacturer and EU responsible person with the companies set on the product's brand or supplier,…

• set_channel_membership

  Mark or unmark up to 100 products for one connected sales channel (prom, rozetka, ebay, olx, …). It changes what the CRM intends to send: on Prom and Rozetka the next feed pull adds or drops the product; on eBay it only makes the product a channel member — a listing exists only…

• push_google_merchant_catalog

  Send this workspace's catalog, or just the products you name, to Google Merchant Center now — the same as the "Update now" button on the Google Merchant channel page. It is a REAL write to Google: products become or stay visible in Google Shopping. It runs only the product push…

• create_ebay_drafts

  Create eBay DRAFT offers for up to 25 products — real writes to the seller's eBay account, but nothing is buyer-visible until publish_ebay_drafts. Run inspect_ebay_listings first and pass only products whose nextAction is create_draft and ready is true. Each product is attempted…

• publish_ebay_drafts

  Make the eBay DRAFT offers of up to 25 products LIVE and buyer-visible — a real publication on the seller's account. The item and offer are refreshed from the current product first, so a price, title, photo or characteristic fixed after the draft was made is published too. Pass…

• recreate_ebay_drafts

  Delete each product's eBay draft and create a fresh one from its current data, for up to 25 products. Needed only when a draft must move to another category or eBay site, or the reason is ebayDraftOfferMissing or ebayNoOfferId — ordinary edits are picked up by publish_ebay_draft…

• delete_ebay_drafts

  Delete the eBay DRAFT offer of up to 25 products; a live listing is refused — end it with withdraw_ebay_listings first. The CRM product itself is untouched. Works even while draft creation is disarmed on the connection, but still needs the owner's AI publishing switch. Returns d…

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