Obriym CRM

com.obriym-crm/mcp · v1.16.2 · sales-and-crm

Obriym CRM is healthy: it completed an MCP handshake in 1350 ms and exposes 109 tools.

Operate Obriym CRM from your AI assistant: leads, deals, orders, catalog, stock, marketplaces.

Endpoint: https://obriym-crm.com/api/mcp (streamable-http)

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Facts

Users (last 30 days)0
HandshakeHealthy
Auth neededNone
Tool count109
Latency1350 ms
Last checked (UTC)2026-10-15T22:55:10.178Z

Health history

Checked (UTC)StatusLatencyError
2026-10-15T22:55:10.178ZHealthy1350
2026-10-14T20:55:38.028ZHealthy2811

Tools (100)

search_leadsList 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 n
get_leadFetch 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_conversationsList customer conversations across every connected channel (Instagram, Messenger, WhatsApp and comments, Telegram, OLX, Prom, eBay, Threads replies, the B2B portal, buyer order pages …). One row per lead and channel, newest first: { leadId, leadName, channel, lastMessageAt, lastMessageText (first 30
get_lead_conversationRead one lead's customer messages, oldest to newest: { at, channel, direction (inbound = from the customer, outbound = sent by the business), text (up to 2000 characters; truncated is true when cut), media ({ kind, contentType, name } or null — the file itself is never returned) }. A person who writ
search_dealsList 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.
get_dealFetch 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_ordersList 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,
get_orderFetch 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.
search_productsList 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, nam
get_productFetch 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 — a bundle's stock and cost are derived from its components. Provide exactly one known identifier;
get_dashboard_overviewReturn 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.
get_reportReturn one aggregated analytics report over a period for this workspace, selected by the report parameter: lead_source_conversion, pipeline_velocity, team_performance, revenue_trend, product_sales (units, revenue and gross margin per brand/category/SKU) or stock_valuation (units on hand and their va
search_contactsList 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.
get_contactFetch 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.
search_companiesList 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.
get_companyFetch 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.
list_activitiesList 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, perP
get_activityFetch 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.
list_customersList 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
get_customerFetch 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_categoriesList this workspace catalog categories as a flat array, each with id, name, slug, parentId (null for a root category), description, googleProductCategory, imageUrl, translations and marketplaceCategories (the Prom, Rozetka, OLX, Amazon and Google Merchant category ids already linked, each as { id, l
get_categoryFetch one catalog category by id: name, slug, parent, description, image, translations, the linked marketplace category ids (marketplaceCategories: Prom, Rozetka, OLX, Amazon, Google Merchant, each { id, label } or null), its direct subcategories (children), and productCount and subcategoryCount. Re
search_marketplace_categoriesFind the category id a marketplace uses, to link it to a catalog category. Read-only. Pass the platform (prom, rozetka, olx, amazon or google_merchant) and a query, or for OLX and Rozetka a parentId to browse one level of the tree (no query and no parentId lists the top level). Sources differ: Googl
list_brandsList 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_warehousesList this workspace warehouses with id, name, description, phone, address (the street line), country (ISO code), city, postalCode, workingHours (free text) and pickupEnabled (whether the warehouse is offered as a self-pickup point). A product lives in at most one warehouse, and the warehouse decides
list_marketplacesList 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 br
get_marketplaceFetch 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_pro
list_channel_productsList 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 ever
check_channel_readinessCheck 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
get_workspace_infoShow which account and workspace this connection operates: signed-in name/email (OAuth only), workspace name, plan, connection type and granted scopes — and the server itself: its version and every tool it has now (server.tools), with how to refresh an AI app whose tool list is older (server.refresh
get_obriym_product_factsRead-only facts about Obriym CRM itself: approved marketing claims, conditions, limitations, review sources, plan prices/limits and integration scenarios/readiness with beta caveats; no customer data or external calls, and implementation review does not establish workspace configuration or customer
create_leadCreate 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.
update_leadUpdate 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_dealCreate 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.
create_activityCreate 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.
update_order_statusMove 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_contactCreate 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.
update_contactUpdate 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_companyCreate a company (B2B account). The company name must be unique in the workspace. representationState is explicitly declared (unspecified, works_alone, or has_representatives), never inferred from contacts; an individual always uses unspecified. Enforces the workspace plan limit; the result echoes t
update_companyUpdate fields on a company by id. Provide a patch with at least one field. representationState is explicit and never inferred from contacts. primaryContactId can select an existing contact already linked to this same non-individual company; send null to clear it. Use search_companies first to find t
complete_activityMark 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.
convert_leadConvert 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.
assign_leadAssign 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.
transition_dealMove 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.
create_orderCreate 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
add_order_itemAdd a line item to an existing order by its externalId. Recomputes the order total. Only allowed while the order is pending or confirmed; on any other status (processing and later, cancelled, refunded) it fails with 409 CONFLICT "Order lines can only be changed while the order is pending or confirme
update_order_itemUpdate a line item on an order (quantity, unit price, discount, name, or SKU). Recomputes the order total. Only allowed while the order is pending or confirmed; otherwise it fails with 409 CONFLICT "Order lines can only be changed while the order is pending or confirmed" (stock is committed from pro
remove_order_itemRemove a line item from an order. Recomputes the order total. Only allowed while the order is pending or confirmed; otherwise it fails with 409 CONFLICT "Order lines can only be changed while the order is pending or confirmed". Use get_order to find the order's externalId and the item's itemId. The
create_productCreate 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 count
update_productUpdate 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
create_categoryCreate a catalog category, optionally nested under an existing one, with optional description and per-language translations. The slug is normalized to Latin whatever is sent. The parent must exist in this workspace, and a name already used under the same parent is rejected, so call list_categories f
update_categoryUpdate fields on an existing catalog category by id: name, parent, slug, description, Google category, marketplaceCategories and translations. Provide a patch with at least one field; use list_categories first to find the id and current values. The slug is normalized to Latin. The parent must exist
delete_categoryPermanently delete ONE catalog category by id. Its products are NOT deleted but lose this category (so they also drop out of marketplace feeds that require a category); its subcategories move to the top level; its translations and linked marketplace category ids are removed. NOT reversible. Not idem
create_brandCreate a catalog brand with optional description, website and per-language description translations. The brand NAME is never translated: marketplaces match the vendor name verbatim, so send it exactly as the vendor is known. The slug is normalized to Latin. A name already used in this workspace is r
update_brandUpdate fields on an existing catalog brand by id: name, slug, description, website and description translations. Provide a patch with at least one field; use list_brands first to find the id and current values. Renaming a brand changes the vendor name sent to marketplaces, so rename only on the user
adjust_stockMove 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
list_pipeline_stagesList 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.
configure_pipelineUpdate an existing pipeline stage's name, default probability, or WIP limit. Provide the stage id (from list_pipeline_stages) and ONLY the fields to change — omitted fields keep their current value; wipLimit null removes the limit. A name cannot be blank and must be unique among stages (409 CONFLICT
list_lead_sourcesList 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.
set_lead_sourcesCreate 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
list_workspacesList 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.
select_workspaceRe-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.
inspect_ebay_listingsCheck up to 25 products against eBay before any write, with the same live preflight the CRM's eBay channel page and the real draft and publish calls run. Per product it returns the eBay state (off, member, draft, live, ended), nextAction (create_draft, publish_draft or none), whether that step is re
upsert_product_pricesAdd, update or REMOVE the price-list rows of ONE product — the price it sells at in another currency, for example EUR for an eBay site — keeping its other currencies and its own workspace-currency price. Send only an amount the user stated: never a converted or estimated price; to drop a currency se
upsert_product_attributesAdd or update characteristics (name, value, unit) on ONE product without removing the ones not named. Names match case-insensitively; a new name is appended. For eBay, use the item-specific names exactly as inspect_ebay_listings reported them (details.aspects), in the eBay site's own language — 'Mar
upsert_product_translationWrite ONE language of ONE product's translation — title, description, keywords, colour, material, pattern and its characteristics (attributes: keyed by the characteristic's name exactly as get_product returns it, each with a translated name and/or value) in that language — keeping the other language
archive_productsArchive up to 100 products — this is how an AI client removes a product. It leaves sale and every sales channel's feed, and nothing is erased: update_product with status active or draft restores it. Hard deletion is not available over MCP. A product that a non-archived bundle is made of is NOT archi
set_channel_membershipMark or unmark up to 100 products for one connected sales channel (prom, rozetka, ebay, olx, …). It changes what the CRM intends to send: on Prom and Rozetka the next feed pull adds or drops the product; on eBay it only makes the product a channel member — a listing exists only after create_ebay_dra
create_ebay_draftsCreate eBay DRAFT offers for up to 25 products — real writes to the seller's eBay account, but nothing is buyer-visible until publish_ebay_drafts. Run inspect_ebay_listings first and pass only products whose nextAction is create_draft and ready is true. Each product is attempted on its own: returns
publish_ebay_draftsMake the eBay DRAFT offers of up to 25 products LIVE and buyer-visible — a real publication on the seller's account. The item and offer are refreshed from the current product first, so a price, title, photo or characteristic fixed after the draft was made is published too. Pass only products whose n
recreate_ebay_draftsDelete each product's eBay draft and create a fresh one from its current data, for up to 25 products. Needed only when a draft must move to another category or eBay site, or the reason is ebayDraftOfferMissing or ebayNoOfferId — ordinary edits are picked up by publish_ebay_drafts. A live listing is
delete_ebay_draftsDelete the eBay DRAFT offer of up to 25 products; a live listing is refused — end it with withdraw_ebay_listings first. The CRM product itself is untouched. Works even while draft creation is disarmed on the connection, but still needs the owner's AI publishing switch. Returns done, failed and notAt
withdraw_ebay_listingsEnd the LIVE eBay listing of up to 25 products: they stop being buyer-visible and their offers return to drafts — nothing is deleted, and publish_ebay_drafts can put them back. Needs the owner's AI publishing switch. Returns done, failed and notAttempted. The result echoes the workspace.
list_ebay_fulfillment_policiesList the eBay shipping (fulfillment) business policies the seller has on each eBay site the connection sells on: fulfillmentPolicyId, name, freeShipping, shippingCost of the first domestic service (null for CALCULATED shipping), costType, handlingTime, domestic and international services, ship-to re
sync_ebay_fulfillment_policiesRe-read the eBay shipping (fulfillment) policies from eBay for every site the connection sells on, or one marketplaceId, and refresh the copy the CRM keeps — after the seller created, renamed or deleted a policy in Seller Hub. Returns the same shape as list_ebay_fulfillment_policies; check staleAssi
get_product_ebay_fulfillment_policyShow ONE product's eBay shipping policy. Per eBay site: assignedPolicyId (the product's own choice, null when it has none), defaultPolicyId (the connection default) and effectivePolicyId with effectiveSource — product, connection_default or first_available — the policy a new draft or a go-live would
get_ebay_offer_policiesRead the eBay offers of up to 25 products live and return, per offer, the fulfillment, payment and return policy ids it carries now, the shipping policy name, its eBay site and status (PUBLISHED = live, UNPUBLISHED = draft), and matchesAssignment — whether it carries the product's own choice in the
set_product_ebay_fulfillment_policyChoose the eBay shipping (fulfillment) policy of ONE product, or with fulfillmentPolicyId null return it to the connection default. A product with no eBay listing stores the choice for its next draft. A draft or LIVE listing has its eBay offer updated in place — no relisting — when listing writes ar
bulk_set_ebay_fulfillment_policyChoose one eBay shipping (fulfillment) policy — or null for the connection default — for up to 25 products on one eBay site, with the same per-product rules as set_product_ebay_fulfillment_policy: no listing stores the choice; a draft or live listing has its offer updated in place and read back. The
set_ebay_default_fulfillment_policySet the eBay connection's default shipping (fulfillment) policy for one eBay site, or null to remove it. Products without their own choice carry it in every new draft and when a draft goes live; LIVE listings keep the policy they have — change those with bulk_set_ebay_fulfillment_policy. The policy
get_ebay_variation_listingShow a product MODEL as one eBay multi-variation listing: state (none, draft, live), marketplaceId, listingId and listingUrl, the stable groupKey, and every article of the model with its sku, colour, size, channelState on eBay and inclusion — included, not_active, not_on_channel (put it on the chann
inspect_ebay_variation_listingRun every check saving a model's eBay multi-variation listing would run, writing nothing: each article's required fields and price in the marketplace currency, the variation axes (colour and/or size, named as the eBay site names them), duplicate or missing variation values, the category (suggested f
save_ebay_variation_listingSave a product model on eBay as ONE listing with variations — every active article of the model on the eBay channel is a variation (its own SKU, price and stock; buyers choose colour and size). Writes the inventory items, the inventory item group and each variation's offer; a draft stays unpublished
publish_ebay_variation_listingPublish a product model on eBay as ONE live listing with variations: saves it first exactly like save_ebay_variation_listing (so eBay gets the articles as they are now), then publishes the whole group — a real listing buyers can purchase. Returns status: blocked (with issues — reason, message, skus
withdraw_ebay_variation_listingEnd a model's LIVE eBay multi-variation listing: every variation leaves sale at once. The group and its offers stay on eBay as a draft, so publish_ebay_variation_listing restores the same listing. Works while listing creation is disarmed (a way off eBay is never locked), but is refused until the wor
delete_ebay_variation_draftDelete a model's UNPUBLISHED eBay multi-variation draft: every variation's offer and the inventory item group are removed from eBay; the articles stay on the channel, ready for a new listing (together or one by one). A live listing is refused — end it with withdraw_ebay_variation_listing first. Refu
list_content_channelsList the social channels this workspace can publish posts to — Telegram channel, Instagram, Facebook page, LinkedIn, Threads — with, per channel, whether it is ready, where it posts (destination), its public address (profile: profileUrl, publicFeedUrl — a public Telegram channel reads without signin
list_content_postsList the workspace's social posts, newest first, 20 per page: id, working title, status (draft, scheduled, publishing, published, partial, failed), channels, scheduled and published times. Filter by status or by part of the title. Read-only. Use get_content_post for one post's texts and per-channel
list_published_postsList what this workspace has already published to its social channels, newest first: per post the exact text each channel got (hashtags included), the channel, permalink, publishedAt, title, contentPostId and productId, plus per channel the publishing rhythm (lastPostedAt, postsLast7Days, postsLast3
get_content_postRead one social post: its main text, hashtags, images, linked product, status and schedule, and per channel the text that channel gets (ownText or the main text), its length against the channel limit, whether the channel is ready, and what publishing returned there — status, link to the live post (p
create_content_postCreate a social post as a DRAFT — nothing is published. Give it a working title, the main text, optional hashtags, the channels (each may carry its own text), and images: public https image links (Obriym stores its own copy), files the person attached in ChatGPT (the `files` field, filled by ChatGPT
update_content_postChange a draft or scheduled post: working title, main text, hashtags, format, or its channels and their own texts (sending channels replaces the whole set). Fields you omit stay as they are; images cannot be changed here. Refused for a published post — a post already live on a network cannot be chan
delete_content_postDelete a post that has not been published — a draft, a scheduled post (its schedule goes with it) or one whose every channel failed. Its own stored images are deleted too; a linked product's photos are never touched. Refused for a post that went out on any channel: that record stays. This cannot be
schedule_content_postSchedule a post to be published at a time, or cancel its schedule. Obriym itself publishes it to every ready channel of the post within about 15 minutes after that time — the AI client does not need to be running then. This is how regular publishing is set up: create several drafts, then schedule ea
publish_content_postPublish a post NOW to every ready channel of it — a real, public post in the business's name that followers see at once and that cannot be taken back from Obriym. A channel already published is never sent twice, so calling it again only retries the channels that failed or were not ready. Returns, pe
list_suppliersList the workspace's suppliers: id, name, status (active or archived), the currency they invoice in and how many products each covers (productCount). Read-only. Use it as the id source for a {kind:'supplier'} scope of preview_bulk_price_change and apply_bulk_price_change — 'raise every Sipec product
get_product_pricingEverything about ONE product's prices in one call: its own price, old price and currency; the price-list rows (other currencies); per-channel price overrides (platform, currency, price); wholesale quantity breaks per currency; the purchase cost with its currency (a bundle's cost is derived from its
preview_bulk_price_changeDry run of a bulk price change — step 1 of 2; nothing is written. Give a rule (percent, fixed, fromCost, discount, endDiscount, compareAtMarkup, compareAtClear), a scope (a named category, brand, supplier, warehouse or model, or up to 100 explicit product ids) and optionally a target (the product's
apply_bulk_price_changeApply a bulk price change — step 2 of 2, after preview_bulk_price_change. Send the SAME rule, scope and target and the digest the preview returned, copied verbatim and never invented. The plan is recomputed from live prices and refused with CONFLICT if it no longer matches the digest (prices moved,
set_product_channel_priceSet — or clear — the price ONE sales channel gets for ONE product, instead of the product's ordinary price in that currency. Send price as a decimal string to set it (with an optional compareAtPrice, the old price, higher than price) or price null to remove the override so the channel gets the ordin