CRM tools | Bigmind

Read CRM context and inspect or update evidence-backed Deal and Account Framework assessments.

#Availability

This group can be enabled from the Configure section on the Bigmind MCP integration page.

#Scopes

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

#Tools

actOnInboxItem — Act on Inbox item (write)

Marks, dismisses, snoozes, completes, reopens, or creates a follow-up from a unified Inbox item.

Scopes: tools.default.write, tools.crm.write
describeSignalById — Describe signal by ID (read)

Get the full definition for a signal by ID. Returns metadata, schema fields, agent configuration, and any workspace-authored AI guidance in aiInstructions, which can be surfaced or summarized for the user.

Scopes: tools.default.read, tools.crm.read, tools.signals.read
evaluateFramework — Evaluate framework (write)

Evaluate applicability and recalculate the current assessment for a Deal or Account framework now.

Scopes: tools.crm.write
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
getFrameworkAssessment — Review framework findings (read)

Review the current answers, evidence, progress, outcome, score, and coverage for one Deal or Account framework.

Scopes: tools.crm.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 active stored risks/warnings for a list of deals (opportunity IDs). Returns per-deal warnings with severity, warning text, reasoning, lifecycle status, stable identity, and observation/checkpoint timestamps. Use after listing opportunities to identify which deals are at risk.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
groupPipelineView — Group pipeline view (read)

Group opportunities in an active pipeline view by stage, owner, or a custom deal/account CRM field activated on that view. Returns deal and amount totals plus warning totals per group.

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

List recent activities for an account, including Slack conversations and their messages, 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
listApplicableFrameworks — Find relevant frameworks (read)

Find the active frameworks relevant to a Deal or Account, show whether each one applies, and include its current findings plus the exact answer_value contract for every component.

Scopes: 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
listInboxItems — List Inbox items (read)

Lists the current user’s unified Inbox across todos, outreach, signals, notifications, and daily briefs.

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
listPipelineViews — List pipeline views (read)

List active pipeline views for a user, exact user selection, team, or all permitted users. Returns the resolved default, stages, Default playbook, the Deal-only default Sales framework, ordered columns, selected Deal or Account framework assessment columns, configured Account signal columns, and groupable custom CRM fields.

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. Returns UI event data, traceable Bigmind links, signal metadata, and any workspace-authored AI guidance in metadata.aiInstructions, which can be surfaced or summarized for the user.

Scopes: tools.default.read, tools.crm.read, tools.signals.read
listSignalsForContact — List signals for contact (read)

List recent signals for a CRM contact, including event data, traceable Bigmind links, signal metadata, and workspace-authored AI guidance in metadata.aiInstructions.

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
queryPipelineView — Query pipeline view (read)

Query opportunities exactly within an active pipeline view for a user, exact user selection, or hierarchical team scope. Returns totals, stage cards, paginated deals, warnings, activity, playbook compatibility data, configured CRM columns, configured recent Account signals, and frameworkAssessments for the default Deal framework plus selected Deal or associated Account framework columns.

Scopes: tools.default.read, tools.crm.read, tools.pipeline.read
updateFrameworkAssessment — Save framework findings (write)

Save evidence-backed answers for one Deal or Account framework and recalculate its score and coverage. First use listApplicableFrameworks and follow its answer_requirements exactly. Percentage answers are JSON numbers from 0 to 100 (for example 65), never strings such as "65%" or prose.

Scopes: tools.crm.write
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. The change may be synced to a connected CRM and may emit configured todo-updated webhooks.

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. The change may be synced to a connected CRM and may emit configured todo-updated webhooks.

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