LotsCRM for
your AI agent.

Add an existing Lots Auth user to a workspace by email. Owner or admin required.

Recoverably archive a company; associated contacts and deals remain intact.

Recoverably archive a contact. Existing deal and activity history remains intact.

Recoverably archive a deal using optimistic concurrency.

Import 1–100 researched or CSV-derived prospects. Email is the workspace deduplication key. Each row retains source and source_url provenance, and can carry tags and a company_name.

Create a checkout link. Pass plan (starter, pro or business) and cycle (monthly or annual) for a plan, or amount_usd (10 to 1000) to add LotsTech Credits. Give the link to the person to pay in their browser; never ask for card details in chat.

Create a company with provenance and optional custom fields.

Create a contact with consent, provenance, and optional company relationship.

Create an isolated CRM workspace. With no organization_id, also creates the owner organization and a default six-stage sales pipeline. Retry with the same idempotency_key.

Create a deal in an owned pipeline and stage with optional company and contacts.

Create a due task linked to a contact, company, or deal. This schedules work; it does not send outreach.

Create a custom pipeline with ordered open, won, and lost stages. Owner or admin required.

Get a company with its contacts and active deals.

Get a contact with company relationships, deals, and channels.

Mandatory first read for CRM agents. Return the selected workspace, caller role, separately labelled public business truth and private guidance, pipeline configuration, and current sales priorities.

Get one accessible CRM workspace and the caller role.

Return deterministic sales priorities together with separately labelled workspace business context projected from LotsNotes.

Get a deal with its stage, company, contacts, and stage history.

Return complete pre-call context: workspace business context, deal, stage, company, contacts, recent activity, open follow-ups, and contact restrictions.

Show how the caller's LotsCRM workspaces are paid for: the plan (if any), whether today is covered or paid from credits, the credit balance, and the plans to choose from. A workspace nobody pays for is read-only, never deleted.

Return deal counts, raw value, and weighted value per stage and currency without mixing currencies.

Get recent activities linked to any supplied contact, company, or deal.

List active companies with search, lifecycle filtering, and pagination.

List active contacts with lead status, owner, search, and pagination filters.

List members of an accessible CRM workspace.

List active CRM workspaces available to the authenticated user.

List active deals by pipeline, stage, status, owner, or search text.

List due, overdue, completed, or owner-assigned follow-ups. Omitted completed returns open work.

List pipelines and their ordered stages.

Move a deal to another stage atomically with status and stage history. Lost deals require lost_reason.

Return grounded CRM and workspace business context plus safety instructions for drafting. It never sends and blocks opted-out or do-not-contact records.

Record a call, meeting, email, message, note, or other completed interaction. This records history and never sends a message.

Search contacts, companies, and deals in one accessible workspace.

Update a company in the selected workspace.

Update contact qualification, consent, ownership, details, or company relationship.

Change or suspend a workspace member. The owner cannot be changed through this tool.

Update workspace operating settings. Owner or admin required.

Update deal details using expected_version to prevent an agent overwriting newer work. Use move_deal for stage changes.

Reschedule, reassign, edit, complete, or reopen a follow-up.