Obriym CRM MCP Server

Add a line item to an existing order by its externalId. Recomputes the order total. Use list_orders or create_order for the order externalId, and search_products to quote a real product. The result echoes the operating workspace.

Create an order with line items. Idempotent by externalId — use a stable unique id such as 'mcp-<uuid>' (re-sending returns the existing order). Enforces the workspace plan limit; the result echoes the operating workspace. Items snapshot productName/sku/unitPrice; use search_products first to quote real products.

Fetch full order detail in the selected workspace by externalId, including line items, payments, shipments and returns. Use list_orders first when you only know the customer or date.

Remove a line item from an order. Recomputes the order total. Use get_order to find the order's externalId and the item's itemId. The result echoes the operating workspace.

Update a line item on an order (quantity, unit price, discount, name, or SKU). Recomputes the order total. Use get_order to find the order's externalId and the item's itemId. The result echoes the operating workspace.

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 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.

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 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.

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. The result echoes the operating workspace.

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 a company (B2B account). The company name must be unique in the workspace. Enforces the workspace plan limit; the result echoes the operating workspace. Use search_companies first to avoid creating a duplicate.

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.

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

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.

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.

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 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 stock to start counting units, which is recorded as the first movement in the product stock history. If the target warehouse is set to list new products on the marketplaces, this product joins those channels. Enforces the workspace plan limit; the result echoes the operating workspace.

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), including price, stock, category and brand fields. Provide exactly one known identifier; use search_products first when unsure (search covers active products only).

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 product stock history; prefer adjust_stock when the intent is a correction with a reason. A change to price, stock, tracking or status is pushed to every connected sales channel. The result echoes the operating workspace.

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.

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.

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 go out, but probably will not be published as the merchant expects: a price in a currency the platform does not name, no words of their own in a language the channel reads, a placeholder description, characteristics the marketplace does not recognise). Available for prom and rozetka; other platforms report their connection state through get_marketplace instead. This never publishes anything: it reports what would happen.

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; Prom is reconciled every 15 minutes, other channels only when a sync or publish runs), whether the workspace paused syncing it, its price and stock. Also returns the honest totals over the whole channel and the ACTIVE products that have no listing there at all (the 'did not match by SKU' list), which is usually the answer when a push updated fewer products than expected. Use check_channel_readiness for why a product would be refused.

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.

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 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 pagination { page, perPage, total }. Use get_activity to fetch one activity's full detail by id.

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 not overwritten. The reason decides the direction: write_off, damage and return_to_supplier must carry a negative delta, opening_balance a positive one, while correction and other accept either; a delta that contradicts its reason is rejected. Any other word is your own vocabulary and is accepted in either direction. The product must already track inventory; a product that does not returns a conflict rather than having tracking switched on for it. Pass a stable externalId to make a retry idempotent. The new stock is pushed to every connected sales channel. The result echoes the operating workspace.

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.

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 this workspace catalog categories as a flat array, each with id, name, slug and parentId (null for a root category). Categories are workspace-global, not per warehouse. Use a category id here as the categoryId for create_product/update_product, or as the search_products category filter.

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.

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.

Update an existing pipeline stage's name, default probability, or WIP limit. Provide the stage id (from list_pipeline_stages) and the fields to change. Stage order and terminal behavior are fixed. The result echoes the operating workspace.

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 detail by id.

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.

Fetch one CRM customer summary in the selected workspace by company id, including health, lifetime value and won-deal metrics. Use list_customers first when you only know the company name.

List CRM customers (companies with a won deal or delivered order), filtered by health/lifetime-value/won-deal count, sorted and paginated. Returns summary rows (companyId, name, health, lifetimeValue, wonDeals, lastActivity, owner) plus pagination { page, perPage, total }. Use get_customer to fetch one customer's detail by company id.

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.

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 full detail by id.

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. Use get_lead to fetch notes, position and score for one lead by id.

Fetch one connected marketplace in detail: every adapter on it with its setup state, last poll, last poll error, last catalog-sync outcome and last product import, plus the channel sales, leads and product counts. Use list_marketplaces first to see which platforms are connected. Use list_channel_products for the products on the channel and check_channel_readiness for what would be refused.

List every marketplace connected to this workspace with its setup state, health, last activity, any current sync error, orders revenue per currency, leads, product counts on the channel and how many imported products are waiting to be reviewed. Answers 'which channels do I sell on and is anything broken'. Takes no arguments. Use get_marketplace for one channel in detail, list_channel_products for what is on it, and check_channel_readiness for what it will refuse.

List this workspace's orders, filtered by status/customer/created-date and paginated. Returns summary rows (externalId, status, currency, totalAmount, itemCount, timestamps) plus pagination { page, perPage, total }, newest first. Use get_order to fetch one order's full detail (line items, payments, shipments, returns) by externalId.

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.

List and search active catalog products, filtered by category/brand/collection/model (productGroupId — the other colours and sizes of one model)/size/color/price/stock/tag/type, sorted by name, price, newest or popularity (units sold in the last 90 days), and paginated. Returns summary rows (id, name, sku, type, price, currency, unit, stock, category, brand) plus pagination { page, perPage, total }. Use get_product to fetch one product's full detail by id or SKU.

Return one aggregated analytics report over a period for this workspace, selected by the report parameter: lead_source_conversion, pipeline_velocity, team_performance, or revenue_trend. Each returns aggregated rows (no per-record data); days tunes the look-back for conversion/team reports and months the span for revenue_trend. Use get_dashboard_overview for today's operational snapshot instead.

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.

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.

List this workspace warehouses with id, name, address and phone. A product lives in at most one warehouse, and the warehouse decides the inventory-tracking default and which sales channels new products are listed on. Use a warehouse id here as the warehouseId for create_product.

Show which account and workspace this connection operates: signed-in name/email (OAuth only), workspace name, plan, connection type, and granted scopes. Call this when the user asks 'which account or workspace am I connected to?'. Sign-in connections can use list_workspaces and select_workspace to see or change the bound workspace.

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.