Cogmento MCP by usefulapi
Read Cogmento CRM contacts, companies, deals, tasks and cases; create records and complete tasks.
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Calidad y seguridad
A
Hallazgos (2)
- LOWTool 'cogmento_get_deal_pipeline_summary' name length outside 3-30 rangeen cogmento_get_deal_pipeline_summary
- LOWTool 'cogmento_set_deal_contact_stage' name length outside 3-30 rangeen cogmento_set_deal_contact_stage
Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.
Costo de contexto
~6,910Tokens (definiciones de herramientas)
~1.9 KBTamaño de respuesta típico
Impacto significativo en la atención (5.40% del contexto de 128k)
Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.
Instalar
Instalación con un clic
Agrega esto a tu archivo `claude_desktop_config.json`:
{
"mcpServers": {
"cogmento": {
"url": "https://cogmento.usefulapi.io/mcp"
}
}
}Puntos de conexión remotos
https://cogmento.usefulapi.io/mcpstreamable-httpQué puede hacer
Inventario de herramientas
Herramientas (26)
🟢 Solo lectura🟡 Escritura🔴 Eliminación⚪ Desconocido
🟢cogmento_get_current_user
The Cogmento user this API token belongs to: id, name, email, timezone and account id. GET /auth/user/.
Esquema de entrada
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_get_account
The Cogmento account: name, country, settings, billing plan, trial days left and number of users. GET /account/.
Esquema de entrada
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_get_templates
The field definitions (names, labels, types, options) of the account's templates for each record type: contacts, companies, deals, cases, tasks. Use it to learn the custom field names for filters, creates and field updates. GET /templates/.
Esquema de entrada
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_list_contacts(filters, sort, start, limit)
List or search contacts (name, email and phone channels, company). Filter on any field, e.g. first_name contains 'Eric'. GET /contacts/.
Esquema de entrada
{
"type": "object",
"properties": {
"filters": {
"description": "Conditions, all of which must match (AND). Dates are yyyy-mm-dd.",
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"field": {
"type": "string",
"pattern": "^[a-z][a-z0-9_]{0,63}$",
"description": "Field name, e.g. first_name, title, status."
},
"operator": {
"type": "string",
"enum": [
"eq",
"gt",
"gte",
"lt",
"lte",
"contains"
],
"description": "eq, gt, gte, lt, lte or contains."
},
"value": {
"anyOf": [
{
"type": "string",
"maxLength": 500
},
{
"type": "number"
},
{
"type": "boolean"
}
],
"description": "Value to compare with."
}
},
"required": [
"field",
"operator",
"value"
]
}
},
"sort": {
"description": "Field to sort by, e.g. created_at; prefix with - for descending, e.g. -last_modified.",
"type": "string",
"pattern": "^-?[a-z][a-z0-9_]{0,63}$"
},
"start": {
"description": "Row offset to start from (default 0). Pass the previous reply's next_start.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
},
"limit": {
"description": "Rows per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_get_contact(contact_id)
One full contact record, including its related tasks, cases, calls, events and documents. GET /contacts/{id}/.
Esquema de entrada
{
"type": "object",
"properties": {
"contact_id": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
"description": "Record id (UUID)."
}
},
"required": [
"contact_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡cogmento_create_contact(first_name, last_name, middle_name, email, phone, ...)
WRITE: create a contact. Needs first and last name; email and phone are optional. POST /contacts/.
Esquema de entrada
{
"type": "object",
"properties": {
"first_name": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"last_name": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"middle_name": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"email": {
"description": "Email address; stored as an Email channel.",
"type": "string",
"maxLength": 320,
"format": "email",
"pattern": "^(?:[A-Za-z0-9_'+\\-]+\\.)*[A-Za-z0-9_'+\\-]*[A-Za-z0-9_+-]@(?:[A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$"
},
"phone": {
"description": "Phone number, ideally in international format (+14155550100).",
"type": "string",
"minLength": 3,
"maxLength": 40
},
"description": {
"type": "string",
"minLength": 1,
"maxLength": 5000
},
"tags": {
"description": "Tags to put on the record.",
"maxItems": 50,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 100
}
},
"rating": {
"description": "A 1-5 rating.",
"type": "integer",
"minimum": 1,
"maximum": 5
}
},
"required": [
"first_name",
"last_name"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_list_companies(filters, sort, start, limit)
List or search companies (name, website, contacts). GET /companies/.
Esquema de entrada
{
"type": "object",
"properties": {
"filters": {
"description": "Conditions, all of which must match (AND). Dates are yyyy-mm-dd.",
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"field": {
"type": "string",
"pattern": "^[a-z][a-z0-9_]{0,63}$",
"description": "Field name, e.g. first_name, title, status."
},
"operator": {
"type": "string",
"enum": [
"eq",
"gt",
"gte",
"lt",
"lte",
"contains"
],
"description": "eq, gt, gte, lt, lte or contains."
},
"value": {
"anyOf": [
{
"type": "string",
"maxLength": 500
},
{
"type": "number"
},
{
"type": "boolean"
}
],
"description": "Value to compare with."
}
},
"required": [
"field",
"operator",
"value"
]
}
},
"sort": {
"description": "Field to sort by, e.g. created_at; prefix with - for descending, e.g. -last_modified.",
"type": "string",
"pattern": "^-?[a-z][a-z0-9_]{0,63}$"
},
"start": {
"description": "Row offset to start from (default 0). Pass the previous reply's next_start.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
},
"limit": {
"description": "Rows per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_get_company(company_id)
One full company record with its contacts and related records. GET /companies/{id}/.
Esquema de entrada
{
"type": "object",
"properties": {
"company_id": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
"description": "Record id (UUID)."
}
},
"required": [
"company_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡cogmento_create_company(name, description, url, tags, rating)
WRITE: create a company. POST /companies/.
Esquema de entrada
{
"type": "object",
"properties": {
"name": {
"type": "string",
"minLength": 1,
"maxLength": 300
},
"description": {
"type": "string",
"minLength": 1,
"maxLength": 5000
},
"url": {
"description": "The company's website.",
"type": "string",
"maxLength": 500,
"format": "uri"
},
"tags": {
"description": "Tags to put on the record.",
"maxItems": 50,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 100
}
},
"rating": {
"description": "A 1-5 rating.",
"type": "integer",
"minimum": 1,
"maximum": 5
}
},
"required": [
"name"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_list_deals(filters, sort, start, limit)
List or search deals (title, amount, close date, assigned users, products). GET /deals/.
Esquema de entrada
{
"type": "object",
"properties": {
"filters": {
"description": "Conditions, all of which must match (AND). Dates are yyyy-mm-dd.",
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"field": {
"type": "string",
"pattern": "^[a-z][a-z0-9_]{0,63}$",
"description": "Field name, e.g. first_name, title, status."
},
"operator": {
"type": "string",
"enum": [
"eq",
"gt",
"gte",
"lt",
"lte",
"contains"
],
"description": "eq, gt, gte, lt, lte or contains."
},
"value": {
"anyOf": [
{
"type": "string",
"maxLength": 500
},
{
"type": "number"
},
{
"type": "boolean"
}
],
"description": "Value to compare with."
}
},
"required": [
"field",
"operator",
"value"
]
}
},
"sort": {
"description": "Field to sort by, e.g. created_at; prefix with - for descending, e.g. -last_modified.",
"type": "string",
"pattern": "^-?[a-z][a-z0-9_]{0,63}$"
},
"start": {
"description": "Row offset to start from (default 0). Pass the previous reply's next_start.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
},
"limit": {
"description": "Rows per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_get_deal(deal_id)
One full deal record with its contacts, products and related records. GET /deals/{id}/.
Esquema de entrada
{
"type": "object",
"properties": {
"deal_id": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
"description": "Record id (UUID)."
}
},
"required": [
"deal_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡cogmento_create_deal(title, description, amount, close_date, tags, ...)
WRITE: create a deal. POST /deals/.
Esquema de entrada
{
"type": "object",
"properties": {
"title": {
"type": "string",
"minLength": 1,
"maxLength": 300
},
"description": {
"type": "string",
"minLength": 1,
"maxLength": 5000
},
"amount": {
"description": "The deal value.",
"type": "number",
"minimum": 0,
"maximum": 1000000000000000
},
"close_date": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "A date, yyyy-mm-dd."
},
"tags": {
"description": "Tags to put on the record.",
"maxItems": 50,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 100
}
},
"rating": {
"description": "A 1-5 rating.",
"type": "integer",
"minimum": 1,
"maximum": 5
}
},
"required": [
"title"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_get_deal_pipeline_summary(filters)
Totals by pipeline stage: how many deals sit at each stage and what they are worth. Optional filters narrow the deals counted. GET /deals/summary/.
Esquema de entrada
{
"type": "object",
"properties": {
"filters": {
"description": "Conditions, all of which must match (AND). Dates are yyyy-mm-dd.",
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"field": {
"type": "string",
"pattern": "^[a-z][a-z0-9_]{0,63}$",
"description": "Field name, e.g. first_name, title, status."
},
"operator": {
"type": "string",
"enum": [
"eq",
"gt",
"gte",
"lt",
"lte",
"contains"
],
"description": "eq, gt, gte, lt, lte or contains."
},
"value": {
"anyOf": [
{
"type": "string",
"maxLength": 500
},
{
"type": "number"
},
{
"type": "boolean"
}
],
"description": "Value to compare with."
}
},
"required": [
"field",
"operator",
"value"
]
}
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_aggregate_deals(field, filters)
Sums and counts deals grouped by a field (default grouping as Cogmento chooses; e.g. field=stage). GET /deals/aggregate/.
Esquema de entrada
{
"type": "object",
"properties": {
"field": {
"description": "Field to group by, e.g. stage.",
"type": "string",
"pattern": "^[a-z][a-z0-9_]{0,63}$"
},
"filters": {
"description": "Conditions, all of which must match (AND). Dates are yyyy-mm-dd.",
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"field": {
"type": "string",
"pattern": "^[a-z][a-z0-9_]{0,63}$",
"description": "Field name, e.g. first_name, title, status."
},
"operator": {
"type": "string",
"enum": [
"eq",
"gt",
"gte",
"lt",
"lte",
"contains"
],
"description": "eq, gt, gte, lt, lte or contains."
},
"value": {
"anyOf": [
{
"type": "string",
"maxLength": 500
},
{
"type": "number"
},
{
"type": "boolean"
}
],
"description": "Value to compare with."
}
},
"required": [
"field",
"operator",
"value"
]
}
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_list_deal_stages
The account-wide stages a contact can be at within a deal (for example Champion or Decision maker). GET /deals/stages/.
Esquema de entrada
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴cogmento_set_deal_contact_stage(deal_id, contact_id, stage)
WRITE: record where a contact sits in a deal (a stage from cogmento_list_deal_stages). The contact is attached to the deal if it is not already. POST /deals/{id}/contact/{id}/stage/.
Esquema de entrada
{
"type": "object",
"properties": {
"deal_id": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
"description": "Record id (UUID)."
},
"contact_id": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
"description": "Record id (UUID)."
},
"stage": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "A stage name from cogmento_list_deal_stages."
}
},
"required": [
"deal_id",
"contact_id",
"stage"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_list_tasks(filters, sort, start, limit)
List or search tasks (title, due date, completion date, assigned users, linked deal/contact/case). Filter e.g. on due_date. GET /tasks/.
Esquema de entrada
{
"type": "object",
"properties": {
"filters": {
"description": "Conditions, all of which must match (AND). Dates are yyyy-mm-dd.",
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"field": {
"type": "string",
"pattern": "^[a-z][a-z0-9_]{0,63}$",
"description": "Field name, e.g. first_name, title, status."
},
"operator": {
"type": "string",
"enum": [
"eq",
"gt",
"gte",
"lt",
"lte",
"contains"
],
"description": "eq, gt, gte, lt, lte or contains."
},
"value": {
"anyOf": [
{
"type": "string",
"maxLength": 500
},
{
"type": "number"
},
{
"type": "boolean"
}
],
"description": "Value to compare with."
}
},
"required": [
"field",
"operator",
"value"
]
}
},
"sort": {
"description": "Field to sort by, e.g. created_at; prefix with - for descending, e.g. -last_modified.",
"type": "string",
"pattern": "^-?[a-z][a-z0-9_]{0,63}$"
},
"start": {
"description": "Row offset to start from (default 0). Pass the previous reply's next_start.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
},
"limit": {
"description": "Rows per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_get_task(task_id)
One task record. GET /tasks/{id}/.
Esquema de entrada
{
"type": "object",
"properties": {
"task_id": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
"description": "Record id (UUID)."
}
},
"required": [
"task_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡cogmento_create_task(title, description, due_date, tags, rating)
WRITE: create a task. POST /tasks/.
Esquema de entrada
{
"type": "object",
"properties": {
"title": {
"type": "string",
"minLength": 1,
"maxLength": 300
},
"description": {
"type": "string",
"minLength": 1,
"maxLength": 5000
},
"due_date": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "A date, yyyy-mm-dd."
},
"tags": {
"description": "Tags to put on the record.",
"maxItems": 50,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 100
}
},
"rating": {
"description": "A 1-5 rating.",
"type": "integer",
"minimum": 1,
"maximum": 5
}
},
"required": [
"title"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴cogmento_complete_task(task_id)
WRITE: mark a task complete, stamping who completed it and when. A recurring task also gets its next occurrence. POST /tasks/{id}/complete/.
Esquema de entrada
{
"type": "object",
"properties": {
"task_id": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
"description": "Record id (UUID)."
}
},
"required": [
"task_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_list_cases(filters, sort, start, limit)
List or search cases (support or project cases: title, close date, assigned users, deal, company). GET /cases/.
Esquema de entrada
{
"type": "object",
"properties": {
"filters": {
"description": "Conditions, all of which must match (AND). Dates are yyyy-mm-dd.",
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"field": {
"type": "string",
"pattern": "^[a-z][a-z0-9_]{0,63}$",
"description": "Field name, e.g. first_name, title, status."
},
"operator": {
"type": "string",
"enum": [
"eq",
"gt",
"gte",
"lt",
"lte",
"contains"
],
"description": "eq, gt, gte, lt, lte or contains."
},
"value": {
"anyOf": [
{
"type": "string",
"maxLength": 500
},
{
"type": "number"
},
{
"type": "boolean"
}
],
"description": "Value to compare with."
}
},
"required": [
"field",
"operator",
"value"
]
}
},
"sort": {
"description": "Field to sort by, e.g. created_at; prefix with - for descending, e.g. -last_modified.",
"type": "string",
"pattern": "^-?[a-z][a-z0-9_]{0,63}$"
},
"start": {
"description": "Row offset to start from (default 0). Pass the previous reply's next_start.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
},
"limit": {
"description": "Rows per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_get_case(case_id)
One case record. GET /cases/{id}/.
Esquema de entrada
{
"type": "object",
"properties": {
"case_id": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
"description": "Record id (UUID)."
}
},
"required": [
"case_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡cogmento_create_case(title, description, close_date, tags, rating)
WRITE: create a case. POST /cases/.
Esquema de entrada
{
"type": "object",
"properties": {
"title": {
"type": "string",
"minLength": 1,
"maxLength": 300
},
"description": {
"type": "string",
"minLength": 1,
"maxLength": 5000
},
"close_date": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "A date, yyyy-mm-dd."
},
"tags": {
"description": "Tags to put on the record.",
"maxItems": 50,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 100
}
},
"rating": {
"description": "A 1-5 rating.",
"type": "integer",
"minimum": 1,
"maximum": 5
}
},
"required": [
"title"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_list_products(filters, sort, start, limit)
List the product catalogue (name, prices) that deals and invoices draw on. GET /products/.
Esquema de entrada
{
"type": "object",
"properties": {
"filters": {
"description": "Conditions, all of which must match (AND). Dates are yyyy-mm-dd.",
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"field": {
"type": "string",
"pattern": "^[a-z][a-z0-9_]{0,63}$",
"description": "Field name, e.g. first_name, title, status."
},
"operator": {
"type": "string",
"enum": [
"eq",
"gt",
"gte",
"lt",
"lte",
"contains"
],
"description": "eq, gt, gte, lt, lte or contains."
},
"value": {
"anyOf": [
{
"type": "string",
"maxLength": 500
},
{
"type": "number"
},
{
"type": "boolean"
}
],
"description": "Value to compare with."
}
},
"required": [
"field",
"operator",
"value"
]
}
},
"sort": {
"description": "Field to sort by, e.g. created_at; prefix with - for descending, e.g. -last_modified.",
"type": "string",
"pattern": "^-?[a-z][a-z0-9_]{0,63}$"
},
"start": {
"description": "Row offset to start from (default 0). Pass the previous reply's next_start.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
},
"limit": {
"description": "Rows per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢cogmento_list_calls(filters, sort, start, limit)
The account's call records, most recent first: logged manual calls and calls placed through the browser dialer. GET /calls/.
Esquema de entrada
{
"type": "object",
"properties": {
"filters": {
"description": "Conditions, all of which must match (AND). Dates are yyyy-mm-dd.",
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"field": {
"type": "string",
"pattern": "^[a-z][a-z0-9_]{0,63}$",
"description": "Field name, e.g. first_name, title, status."
},
"operator": {
"type": "string",
"enum": [
"eq",
"gt",
"gte",
"lt",
"lte",
"contains"
],
"description": "eq, gt, gte, lt, lte or contains."
},
"value": {
"anyOf": [
{
"type": "string",
"maxLength": 500
},
{
"type": "number"
},
{
"type": "boolean"
}
],
"description": "Value to compare with."
}
},
"required": [
"field",
"operator",
"value"
]
}
},
"sort": {
"description": "Field to sort by, e.g. created_at; prefix with - for descending, e.g. -last_modified.",
"type": "string",
"pattern": "^-?[a-z][a-z0-9_]{0,63}$"
},
"start": {
"description": "Row offset to start from (default 0). Pass the previous reply's next_start.",
"type": "integer",
"minimum": 0,
"maximum": 1000000
},
"limit": {
"description": "Rows per page, 1-100 (default 25).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴cogmento_update_record_field(record_type, record_id, field_name, value)
WRITE: change a single field of a contact, company, deal, task or case, e.g. a deal's status or a contact's first_name. Custom field names come from cogmento_get_templates. System fields (id, acl, private, timestamps) are refused. PATCH /<type>/{id}/.
Esquema de entrada
{
"type": "object",
"properties": {
"record_type": {
"type": "string",
"enum": [
"contact",
"company",
"deal",
"task",
"case"
],
"description": "contact, company, deal, task or case."
},
"record_id": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
"description": "Record id (UUID)."
},
"field_name": {
"type": "string",
"pattern": "^[a-z][a-z0-9_]{0,63}$",
"description": "Field to set, e.g. first_name, title, status, amount, due_date."
},
"value": {
"anyOf": [
{
"type": "string",
"maxLength": 5000
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "null"
},
{
"maxItems": 100,
"type": "array",
"items": {
"anyOf": [
{
"type": "string",
"maxLength": 500
},
{
"type": "number"
}
]
}
}
],
"description": "The new value (type must match the field; dates yyyy-mm-dd; null clears a field)."
}
},
"required": [
"record_type",
"record_id",
"field_name",
"value"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Comunidad
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