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EspoCRM Tool

Create, read, update, delete, and COUNT records in EspoCRM. Supports natural language commands like "Find all accounts" or "Create a new case". Note: You can only interact with ONE entity type per tool call. To interact with multiple entities, make multiple tool calls.

EspoCRM Tool

AI-generated

Summary

Perform multiple operations on EspoCRM entities including getting, listing/searching, creating, updating, deleting records, and retrieving schema/metadata via a flexible operations array input.

Inputs

  • Entity Type — The EspoCRM entity type (e.g., Account, Contact, Lead). Required for all operations except 'Get Schema'.
  • Operations (required) — One or more actions to perform: 'Get Record', 'List/Search Records', 'Create Record', 'Update Record', 'Delete Record', or 'Get Schema/Metadata'. Specify as an array to perform multiple operations sequentially.
  • Record ID — ID of the record to get, update, or delete. Required for 'get', 'update', and 'delete' operations.
  • Data — JSON object with fields to set when creating or updating a record. When creating specific entities (Case, Account, Contact, Task, Opportunity, Lead), a 'name' field must be included or will be auto-filled.
  • Filters — JSON filter object representing the EspoCRM where clause, used with 'List/Search Records' to filter results.
  • Return All — Boolean to fetch all matching records or paginate when performing 'List/Search Records'.
  • Limit — Number specifying the maximum records to return for 'List/Search Records' when 'Return All' is false (1-500).

Output shape

a list with one item per input, each containing one or multiple results keyed by operation performed

If multiple operations are requested, results are arrays containing each operation's result keyed by 'operation'. Single operation returns only the operation's result object. For 'getAll' operation, response includes 'list' of records and 'total' count. For 'delete', a success indicator is returned. 'Get Schema' returns available entity types or detailed fields based on entityType provided. Errors per operation are returned in the respective result's 'error' field if multiple operations are called, or thrown otherwise.

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