CRM tools | Bigmind

Read account, contact, deal, activity, note, and task context from connected CRM data.

#Availability

Opt into this group by adding ?tools=crm.read or ?tools=crm.write to the MCP server URL.

#Scopes

tools.crm.read for read tools.
tools.crm.write for write tools. Write access also grants read access for this group.

#Tools

describeSignalById — Describe signal by ID (read)

Get the full definition for a signal by ID, including metadata, schema fields, agent configuration, and AI instructions.

Scopes: tools.default.read, tools.crm.read, tools.signals.read
getAccountForContact — Get account for contact (read)

Given a contact ID, return the account associated with that contact. Returns the full account object if found, or null if the contact has no associated account.

Scopes: tools.default.read, tools.crm.read
getAccountForDeal — Get account for deal (read)

Given a deal/opportunity ID, return the account associated with that deal. Returns the full account object if found, or null if the deal has no associated account.

Scopes: tools.default.read, tools.crm.read
getCrmRecordsBySession — Get associated CRM records by session ID (read)

Get all CRM records (contacts, leads, deals, accounts) associated with a meeting session. This returns the contacts and leads who attended the meeting, plus any linked accounts and deals.

Scopes: tools.default.read, tools.crm.read, tools.meetings.read
getPipelineStageSummary — Get pipeline stage summary (read)

Get deal count and total amount per stage. Optionally filter by Bigmind user IDs and/or year/quarter.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
getWarningsForDeals — Get warnings for deals (read)

Look up stored risks/warnings for a list of deals (opportunity IDs). Returns per-deal warnings with severity, warning text, and reasoning. Use after listing opportunities to identify which deals are at risk.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
listAccountActivities — List account activities (read)

List recent activities for an account, including emails, events, and meeting sessions. Results are paginated and email bodies are omitted by default to keep responses compact.

Scopes: tools.default.read, tools.crm.read
listAccountContacts — List account contacts (read)

List all contacts for an account

Scopes: tools.default.read, tools.crm.read
listAccountDocuments — List account documents (read)

List all documents associated with an account

Scopes: tools.default.read, tools.crm.read, tools.library.read
listAccountOpportunities — List account opportunities (read)

List all opportunities for an account

Scopes: tools.default.read, tools.crm.read
listAccounts — List accounts (read)

List CRM accounts owned by Bigmind users. Defaults to the current user. Respects deals/accounts permissions.

Scopes: tools.default.read, tools.crm.read
listCustomAccountFields — List custom account fields (read)

List all custom fields for an account. These fields will include enriched fields the user has defined to be of interest for accounts. Enriched fields are enriched using third-party services.

Scopes: tools.default.read, tools.crm.read
listMyTodos — List my todos (read)

List todos assigned to the current user across CRM records. Can be scoped to a CRM object, a due-date range, or a direct report.

Scopes: tools.default.read, tools.crm.read
listNotes — List notes (read)

List user notes across CRM accounts, contacts, deals, and leads, or for a specific CRM object.

Scopes: tools.default.read, tools.crm.read
listOpportunitiesForDirectReports — List opportunities for direct reports (read)

List opportunities owned by the direct reports of a user (one level down). Defaults to the current user when userId is omitted. Omit stage for all stages.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
listOpportunitiesForEventuals — List opportunities for eventuals (read)

List opportunities owned by all reports of a user (full org tree, up to 5 levels). Defaults to the current user when userId is omitted. Omit stage for all stages.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
listOpportunitiesForUser — List opportunities for user (read)

List opportunities owned by a user. Defaults to the current (logged-in) user when userId is omitted. Optionally filter by year/quarter and stage (omit stage for all stages). Use the stage value from crm-pipeline-stages context.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
listSignalsForAccount — List signals for account (read)

List recent explicit signals detected for a CRM account, including UI event data plus signal metadata and AI instructions.

Scopes: tools.default.read, tools.crm.read, tools.signals.read
lookupActivityById — Lookup activity by ID (read)

Lookup an activity by its ID

Scopes: tools.default.read, tools.crm.read
updateTodoDueDate — Update todo due date (write)

Update or clear the due date of a todo assigned to the current user or an allowed direct report.

Scopes: tools.default.write, tools.crm.write
updateTodoStatus — Update todo status (write)

Update the status of a todo assigned to the current user or an allowed direct report.

Scopes: tools.default.write, tools.crm.write