crm_get_pipeline
Pipeline overview: deals by stage with values, forecasts, MRR/ARR. "Pipeline?" → use this.
crm_list_deals
List deals with filtering by stage, company, assignee, value range. Sort by value, stage, updated, or created.
crm_log_interaction
Log a communication (call, email, meeting, etc.). Auto-updates lastInteractionAt on company.
crm_get_timeline
Full timeline of a company: interactions and notes merged chronologically.
crm_add_note
Quick note on a company or deal. Author defaults to CRM_DEFAULT_AUTHOR env var or "admin".
crm_list_notes
List notes with filtering by company, deal, or author. Supports pagination.
crm_sync_stripe
Sync revenue from Stripe subscriptions to CRM. Matches by email.
crm_revenue_report
Revenue analytics: MRR, ARR, growth, breakdown by company and product. "Revenue?" → use this.
crm_search
Full-text search across all CRM entities: companies, contacts, deals, interactions, notes, leads. Includes tags, productKeys. German stemming + umlaut-folding + fuzzy. "Suche X im CRM" → use this.
crm_health_scores
Calculate health scores (0-100) for all companies based on activity, revenue, deals, contacts.
crm_dashboard
Full CRM dashboard: pipeline, MRR/ARR, health, activity, alerts. "Dashboard" or "CRM Status" → use this. Call this FIRST every session for the live overview. ⚠ If response includes isFirstTimeUser:true or onboardingHint, you MUST call crm_guide and offer the auto-load setup before responding to the user — they are a brand-new CRM user and need onboarding plus hook-setup explained proactively.
crm_stats
Aggregate CRM statistics: total contacts, deals by stage, pipeline value, leads by status/temperature, follow-up counts, interaction metrics. "CRM Statistiken" or "Zahlen" → use this.
server_status
Check CRM server health, configuration, and capabilities. Call this first on new sessions.
crm_lead
Ingest, list, update, or convert leads. Actions: "ingest" (new lead from any source, auto-dedup), "list" (filter by status/source), "update" (change lead fields — requires leadId/id), "convert" (lead → company + contact + optional deal). "Neue Leads?" → action: list.
crm_follow_up
Create, list, or complete follow-ups. Actions: "create" (schedule reminder), "list" (show open/overdue), "complete" (mark done). "Was steht an?" → action: list. "Erinnere mich" → action: create.
crm_import
Bulk import contacts from JSON array or CSV string. Auto-creates companies. Supports dedup by email/phone/name and dry-run mode. CSV auto-maps common DE+EN headers (Name, Email, Firma, etc.).
crm_export
Export CRM entities as JSON or CSV. Supports contacts, companies, deals, leads. "Export alle Deals als CSV" → use this.
crm_company_delete
Hard-delete a company and ALL related data (contacts, deals, notes, interactions, follow-ups). Irreversible!
crm_deal_delete
Delete a deal.
crm_note_delete
Delete a note.
crm_follow_up_delete
Delete a follow-up.
crm_lead_delete
Delete a lead. Cannot delete converted leads.
crm_interaction_delete
Delete an interaction (email, call, meeting log). Use for fixing mistakenly-logged interactions. Irreversible but recorded in the audit log with a full snapshot.
crm_handoff
CRM-scoped async task queue between Claude Code and Cowork — DB-backed, tenant-isolated, part of the CRM audit log. Use for tasks that belong to a customer or business context (e.g. "prepare proposal for MVC", "chase Stripe webhook on Deal X"). For free-form developer-to-developer messaging unrelated to CRM data, use the Nex Memory bridge (nex_learn with tag "for-claude-code") instead — that is separate and not persisted here. Actions: "list" (pending tasks), "read" (mark as read), "complete" (mark done), "create" (new task). "Was hat Claude Code fuer mich?" → action: list.
crm_audit_log
View audit trail: who changed what, when. Filter by entity, entityId, action. Use `relatedCompanyId` to see the complete audit history for a company (includes entries logged against its deals, interactions, notes, follow-ups, and contacts — joins across tables automatically). "Wer hat was geaendert?" → use this. "Zeig mir die ganze Historie von Firma X" → relatedCompanyId.
crm_guide
Interactive help and onboarding. Topics: quickstart, company, contacts, pipeline, leads, search, import, analytics, daily, followups, resources, tips. Call without topic to see all available topics.
crm_connect
Securely configure API keys (Stripe, SMTP, Telegram, Webhooks) via browser form. Keys are encrypted (AES-256-GCM) and NEVER pass through this chat. Actions: "connect" (get browser link), "status" (show configured keys), "disconnect" (remove a key).