Tools Reference

PRIMA CRM gives Claude nine tools, and you never need to call them yourself. You talk to Claude, and Claude chooses the tool and fills in the parameters. This page lists what each tool can do, so you know what to ask for.

Most tools take an action parameter that selects the operation. IDs are long strings the CRM creates, and Claude looks them up for you from names. When a call fails, the tool usually returns a message that starts with Error: and says what was wrong. A few actions that find nothing to change, such as unlinking a project that was never linked, say so in a plain message instead.

Tool	Actions
crm_company	add, update, search, get, stale, link, unlink, for_project, merge
crm_contact	add, update, search, get, stale
crm_interaction	log, complete, due
crm_engagement	add, update, pipeline
crm_project_relation	relate, unrelate, get, for_company
crm_segment	create, list, run
crm_sync	status, review, accept, discard
crm_summary	none
crm_setup	none

crm_company

This tool manages company records and their project links, and it merges duplicates. Companies and Projects and Relations explain the records.

Action	What it does	Parameters
add	Creates a company. Status defaults to lead	name (required), industry, website, status, relationship, contact_cadence_days, tags, notes
update	Changes any field. Setting relationship or contact_cadence_days to null returns it to the derived value or the default	id (required), then any field to change
search	Finds companies by name, industry or notes	query, status, tag, limit (default 20)
get	Shows the full profile, including live project state	id (required)
stale	Lists active companies past their contact cadence	relationship, limit (default 20)
link	Links the company to a project, or updates an existing link	id (required), project_id (required), relationship, department, link_notes
unlink	Removes a project link	id (required), project_id (required)
for_project	Lists the companies linked to a project	project_id (required)
merge	Merges a duplicate into the company you keep	id (required, the company you keep), source_id (required, the duplicate), confirm

The parameters below take the values listed.

• status: lead, active or past. add and update reject the legacy value dormant, and search still accepts it.
• relationship: client, supplier, partner, internal or other.
• contact_cadence_days: a whole number of days greater than zero, or null.

Without confirm set to true, merge runs as a dry run that reports what would move and changes nothing.

crm_contact

This tool manages contact records, as described in Contacts.

Action	What it does	Parameters
add	Creates a contact. A company_name the CRM does not know creates that company at status lead	name (required), email, phone, role, company_name, company_id, source_category, source_detail, source_date, preferred_channel, tags, notes
update	Changes any field, including the company	id (required), then any field to change
search	Finds contacts by name, email, company name or notes	query, tag, company_id, status (the company’s status), limit (default 20)
get	Shows the profile with recent interactions, open follow-ups and engagements	id (required)
stale	Lists contacts whose last interaction is older than their company’s cadence	relationship, limit (default 20)

The parameters below take the values listed.

• source_category: tiktok, linkedin, youtube, website, email-inbound, referral, event, podcast, cold-outbound, substack or other. When you set a category without a source_date, the date defaults to today.
• preferred_channel: email, phone, whatsapp, video, in-person or other.

crm_interaction

This tool logs contact and manages follow-ups, as described in Interactions.

Action	What it does	Parameters
log	Records an interaction with a contact	contact_id (required), type (required), summary (required), date (default today), follow_up_date, follow_up_action, external_id, source_system
complete	Marks a follow-up done	interaction_id (required)
due	Lists open follow-ups due soon	days_ahead (default 7), include_overdue (default true)

The type is one of call, email, meeting, note or proposal. The external_id is the identifier the source system gave the event, such as an email’s Message-ID, and source_system names that system. When an interaction with the same external_id already exists, log returns it and writes nothing new. Leave both out for contact you log by hand.

crm_engagement

This tool records engagements and reports the sales pipeline, as described in Engagements.

Action	What it does	Parameters
add	Creates an engagement. Without a type, the type follows the company’s relationship	company_id (required), name (required), type, contact_id, stage, value, currency (default EUR), probability, expected_close, won_date, lost_date, project_id, notes, source_category, source_detail, source_date
update	Changes any field or moves the stage	id (required), then any field to change, including lost_reason
pipeline	Reports the sales pipeline, sales only	include_lost (default false)

The parameters below take the values listed.

• type: sale, purchase, partnership or other.
• stage: lead, proposal, negotiation, won or lost, and a new engagement starts at lead.
• probability: a number from 0 to 100.

Moving to won or lost, or adding at either stage, sets the matching date to today unless you supply one. The pipeline action also accepts a currency parameter, but version 1.6.1 does not use it. Every figure shows with the euro sign, whatever the currency of each engagement.

crm_project_relation

This tool records how projects connect to each other, as described in Projects and Relations.

Action	What it does	Parameters
relate	Creates a relation, or updates the note on an existing one	from_project (required), to_project (required), relation (required), notes
unrelate	Removes relations from one project to another, in that direction only	from_project (required), to_project (required), relation (leave out to remove every type)
get	Lists every relation touching a project, in both directions, with live project state	project_id (required)
for_company	Shows the relation graph across one company’s linked projects	company_id (required)

The relation takes one of four values, informs, supersedes, shares-scope or part-of, and a project cannot relate to itself.

crm_segment

This tool saves filters as segments and runs them again, as described in Segments.

Action	What it does	Parameters
create	Saves a segment	name (required), filters (required)
list	Lists every segment with its filters	none
run	Returns the contacts and companies that match	id (required), limit (default 50)

The filters object takes any of status, tag, source_category, dormant_days, preferred_channel and company_id.

crm_sync

This tool reports on the services your workspace has connected and handles items waiting for approval. Version 1.6.1 fetches nothing from any service, as Email, Calendar and Meeting Sync explains.

Action	What it does	Parameters
status	Reads .claude/config/integrations.json and reports the state of each service	none
review	Lists items waiting for approval	kind (contact or lead), limit (default 50)
accept	Approves an item, writing its interaction	staged_id (required), then either contact_id, or create_name and create_company with optional create_role and create_source
discard	Rejects an item and keeps it on file as discarded	staged_id (required)

The staged_id takes the full ID or the eight-character ID that review shows. Any prefix of at least eight characters works when it matches exactly one waiting item, ignoring case. A prefix that is too short, matches nothing or matches more than one item returns an error and changes nothing. In version 1.6.1 nothing adds items to the review list.

crm_summary

This tool takes no parameters and returns a table of headline figures.

Figure	What it counts
Total contacts and total companies	Every contact and company
Active companies	Companies at status active
Open sales	Sales not yet won or lost
Pipeline value and weighted pipeline	The value of open sales, and that value weighted by probability
Won this month, quarter and year	Sales won since the start of each period, with the year’s total value
Open commitments	The value of purchases not lost, including purchases already agreed
Follow-ups due this week	Open follow-ups dated from Monday of this week to the following Sunday
Stale companies	Active companies past their contact cadence

crm_setup

Seeds the CRM from the projects in .claude/state/state.json. It takes no parameters, and running it again is safe. See Setting Up the CRM.