dollycrm.app

{
  "name": "search_contacts",
  "kind": "act",
  "impl": "imperative",
  "description": "Search CRM contacts by name, company, or email. Opens the contacts page filtered to the matches.",
  "inputSchema": {
    "type": "object",
    "properties": {
      "query": {
        "type": "string",
        "description": "Name, company, or email fragment to search for."
      }
    },
    "required": [
      "query"
    ],
    "additionalProperties": false
  },
  "page": "/"
}

{
  "name": "create_contact",
  "kind": "transact",
  "impl": "imperative",
  "description": "Create a new CRM contact. The new contact appears at the top of the contacts page. Duplicates are checked automatically (same email, or same name and company) — if the contact already exists nothing is created, so there is no need to search for duplicates first.",
  "inputSchema": {
    "type": "object",
    "properties": {
      "name": {
        "type": "string",
        "description": "Full name of the contact."
      },
      "company": {
        "type": "string",
        "description": "Company the contact works for."
      },
      "email": {
        "type": "string",
        "description": "Email address of the contact."
      },
      "status": {
        "type": "string",
        "enum": [
          "Lead",
          "Customer",
          "Churned"
        ],
        "description": "Optional status; defaults to Lead."
      }
    },
    "required": [
      "name",
      "company",
      "email"
    ],
    "additionalProperties": false
  },
  "page": "/"
}

{
  "name": "remove_contact",
  "kind": "transact",
  "impl": "imperative",
  "description": "Remove a CRM contact. Match the contact by name, company, or email. The person is asked to approve the removal before it happens.",
  "inputSchema": {
    "type": "object",
    "properties": {
      "contact": {
        "type": "string",
        "description": "Name, company, or email of the contact to remove."
      }
    },
    "required": [
      "contact"
    ],
    "additionalProperties": false
  },
  "page": "/"
}

{
  "name": "create_deal",
  "kind": "act",
  "impl": "imperative",
  "description": "Create a new deal in the pipeline.",
  "inputSchema": {
    "type": "object",
    "properties": {
      "name": {
        "type": "string",
        "description": "Short name for the deal, e.g. “Annual renewal”."
      },
      "company": {
        "type": "string",
        "description": "Company the deal is with."
      },
      "value": {
        "type": "number",
        "description": "Deal value in US dollars."
      },
      "stage": {
        "type": "string",
        "enum": [
          "Qualified",
          "Proposal",
          "Negotiation",
          "Won"
        ],
        "description": "Optional pipeline stage; defaults to Qualified."
      }
    },
    "required": [
      "name",
      "company",
      "value"
    ],
    "additionalProperties": false
  },
  "page": "/"
}

{
  "name": "remove_deal",
  "kind": "act",
  "impl": "imperative",
  "description": "Remove a deal from the pipeline. Match the deal by its name or company. The person is asked to approve the removal before it happens.",
  "inputSchema": {
    "type": "object",
    "properties": {
      "deal": {
        "type": "string",
        "description": "Deal name or company to match."
      }
    },
    "required": [
      "deal"
    ],
    "additionalProperties": false
  },
  "page": "/"
}

{
  "name": "update_deal_stage",
  "kind": "act",
  "impl": "imperative",
  "description": "Move a deal to a new pipeline stage. Match the deal by its name or company. Stages: Qualified, Proposal, Negotiation, Won.",
  "inputSchema": {
    "type": "object",
    "properties": {
      "deal": {
        "type": "string",
        "description": "Deal name or company to match."
      },
      "stage": {
        "type": "string",
        "enum": [
          "Qualified",
          "Proposal",
          "Negotiation",
          "Won"
        ],
        "description": "The pipeline stage to move the deal to."
      }
    },
    "required": [
      "deal",
      "stage"
    ],
    "additionalProperties": false
  },
  "page": "/"
}

{
  "name": "summarize_pipeline",
  "kind": "act",
  "impl": "imperative",
  "description": "Summarize the current deal pipeline: open value, deal counts per stage, and win rate.",
  "inputSchema": {
    "type": "object",
    "properties": {},
    "additionalProperties": false
  },
  "page": "/"
}

{
  "name": "update_crm_settings",
  "kind": "act",
  "impl": "imperative",
  "description": "Update workspace settings: rename the workspace shown in the sidebar.",
  "inputSchema": {
    "type": "object",
    "properties": {
      "workspaceName": {
        "type": "string",
        "description": "New name for the workspace, e.g. “Acme Inc.”."
      }
    },
    "additionalProperties": false
  },
  "page": "/"
}