Common Workflows

get_workspace_context     → loads workspace-specific AI knowledge
list_entity_types         → discovers available CRM schemas and slugs
get_entity_type_schema    → learns field names for types you'll work with

1. list_entity_types()
   → slug: "deals"

2. get_entity_type_schema(object_type_slug="deals")
   → fields: title, value, stage, close_date, contacts (relation)

3. create_entity(
     object_type_slug="deals",
     fields={"title": "Acme Q3", "value": 50000, "stage": "proposal"}
   )
   → { id: "deal-uuid", ... }

4. link_entities(
     entity_id="deal-uuid",
     attribute_slug="contacts",
     target_entity_id="person-uuid"
   )

1. search_entities(query="Alice Johnson pricing discussion")
   → [{ entity_id: "uuid", score: 0.94, title: "Alice Johnson" }]

2. get_entity(entity_id="uuid")
   → full fields, relations, settings

3. update_entity(entity_id="uuid", fields={"stage": "negotiation"})

4. create_activity(
     activity_type="meeting",
     entity_id="uuid",
     subject="Q3 pricing call",
     description="Budget confirmed. Follow up by Friday."
   )

# Create a follow-up task
create_activity(
  activity_type="task",
  subject="Send proposal to Alice",
  entity_id="deal-uuid",
  due_date="2026-06-27T09:00:00Z",
  priority="high"
)

# List open tasks for a deal
list_activities(entity_id="deal-uuid", activity_type="task", status="not_started")

# Accept an AI-generated suggestion as a task
list_task_suggestions(entity_type="deals", entity_id="deal-uuid")
accept_task_suggestion(suggestion_id="sug-uuid", due_date="2026-06-28T10:00:00Z")

# Search knowledge base before a call
search_kb_documents(q="Acme pricing terms")
get_kb_document(document_id="doc-uuid")

# Take a post-call note
create_note(
  entity_id="person-uuid",
  entity_type="people",
  title="Q3 call — 2026-06-22",
  body="## Key points\n- Budget confirmed $50k\n- Decision by July 1\n- Legal review needed"
)

unlink_entities(
  entity_id="deal-uuid",
  attribute_slug="contacts",
  target_entity_id="person-uuid"
)