CRM

These read-only tools expose the contact database for a funnel. Use them to inspect leads captured by a funnel, build informed filter conditions for email sequences, or surface contact data in a conversational interface.

get_crm_properties is particularly useful before building a filter step in a sequence: it returns the exact fieldName and fieldType values you need to reference in filter conditions. Find funnel IDs with list_workspaces.

Tools

Tool	Purpose	Key inputs	Returns
list_contacts	List CRM contacts for a funnel with pagination and sorting	funnelId, limit, page, sortField, sortOrder	Paginated contacts array + pagination meta
get_contact	Get full details for a single contact	funnelId, contactId	Contact object
get_crm_properties	Get the contact field schema for a funnel	funnelId	Array of { fieldName, fieldType, title? }

list_contacts inputs

Name	Type	Required	Description
funnelId	string	Yes	Funnel ID — 24-character hex string
limit	number	No	Contacts per page, 1–100; default 50
page	number	No	0-based page number; default 0
sortField	string	No	Field to sort by: ps_converted_at (default), email, firstName, lastName
sortOrder	"-1" | "1"	No	-1 for newest first (default), 1 for oldest first

get_contact inputs

Name	Type	Required	Description
funnelId	string	Yes	Funnel ID — 24-character hex string
contactId	string	Yes	Contact ID — 24-character hex string

get_crm_properties inputs

Name	Type	Required	Description
funnelId	string	Yes	Funnel ID — 24-character hex string

Returns { data: Array<{ fieldName, fieldType, title? }> }. Use fieldName values as the fieldName key in sequence filter step conditions.

Related

• Guide: ../../guides/contacts-crm
• REST reference: ../../api-reference/contacts/list-contacts