<!-- Tags -->
<tr><td class="px-6 py-4 font-semibold bg-gray-50">Tags</td><td class="px-6 py-4"><code>list_tags</code></td><td class="px-6 py-4">Search and filter tags by name with various matching operators.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>get_tag</code></td><td class="px-6 py-4">Fetch metadata for a specific tag.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>create_contact_tag</code></td><td class="px-6 py-4">Create a new organizational tag.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>add_tag_to_contact</code></td><td class="px-6 py-4">Apply a specific tag to a contact record.</td></tr>
<!-- Lists -->
<tr><td class="px-6 py-4 font-semibold bg-gray-50">Lists</td><td class="px-6 py-4"><code>list_lists</code></td><td class="px-6 py-4">Browse and search available contact lists.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>get_list</code></td><td class="px-6 py-4">Retrieve configuration and tracking options for a list.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>create_list</code></td><td class="px-6 py-4">Establish a new contact list for email or SMS.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>update_list</code></td><td class="px-6 py-4">Update existing list settings (name, compliance URLs, reminders).</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>add_contact_to_list</code></td><td class="px-6 py-4">Manage a contact's subscription status (Active, Unsubscribed, Unconfirmed).</td></tr>
<!-- Custom Fields -->
<tr><td class="px-6 py-4 font-semibold bg-gray-50">Custom Fields</td><td class="px-6 py-4"><code>list_contact_custom_fields</code></td><td class="px-6 py-4">Retrieve definitions of all contact custom fields.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>get_contact_custom_field</code></td><td class="px-6 py-4">Fetch details for a specific custom field definition.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>create_contact_custom_field</code></td><td class="px-6 py-4">Create a new field (text, date, dropdown, etc.) for contacts.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>create_field_options</code></td><td class="px-6 py-4">Batch create options for selection-based custom fields.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>create_contact_field_relationship</code></td><td class="px-6 py-4">Link a custom field to specific contact lists.</td></tr>
<!-- Field Values -->
<tr><td class="px-6 py-4 font-semibold bg-gray-50">Field Values</td><td class="px-6 py-4"><code>list_contact_field_values</code></td><td class="px-6 py-4">Retrieve actual data values stored in custom fields across contacts.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>get_contact_field_value</code></td><td class="px-6 py-4">Fetch a specific data point for a contact field.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>create_contact_field_value</code></td><td class="px-6 py-4">Set or create a value for a specific contact's custom field.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>update_contact_field_value</code></td><td class="px-6 py-4">Modify an existing custom field value.</td></tr>
<!-- Campaigns -->
<tr><td class="px-6 py-4 font-semibold bg-gray-50">Campaigns</td><td class="px-6 py-4"><code>list_campaigns</code></td><td class="px-6 py-4">Retrieve campaigns with filters for status, type, and dates.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>get_campaign</code></td><td class="px-6 py-4">Fetch full details for a single campaign.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>get_campaign_links</code></td><td class="px-6 py-4">Get all tracked links associated with a campaign.</td></tr>
<!-- Automations -->
<tr><td class="px-6 py-4 font-semibold bg-gray-50">Automations</td><td class="px-6 py-4"><code>list_automations</code></td><td class="px-6 py-4">List all automation workflows and their statuses.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>list_contact_automations</code></td><td class="px-6 py-4">Check a contact's progress or enrollment in various automations.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>get_contact_automation</code></td><td class="px-6 py-4">Details of a contact's specific journey through an automation.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>add_contact_to_automation</code></td><td class="px-6 py-4">Manually trigger an automation for a contact.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>remove_contact_from_automation</code></td><td class="px-6 py-4">Eject a contact from an active automation workflow.</td></tr>
<!-- Deals (CRM) -->
<tr><td class="px-6 py-4 font-semibold bg-gray-50">Deals (CRM)</td><td class="px-6 py-4"><code>list_deals</code></td><td class="px-6 py-4">Filter and list sales opportunities by stage, status, value, and owner.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>get_deal</code></td><td class="px-6 py-4">Fetch the full record for a specific sales opportunity.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>create_deal</code></td><td class="px-6 py-4">Create a new deal associated with a contact or account.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>update_deal</code></td><td class="px-6 py-4">Update deal attributes like value, title, stage, or status.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>create_deal_note</code></td><td class="px-6 py-4">Add a text note to a specific deal.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>update_deal_note</code></td><td class="px-6 py-4">Edit an existing note on a deal.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>deal_owner_bulk_update</code></td><td class="px-6 py-4">Reassign multiple deals to new owners in a single batch.</td></tr>
<!-- Pipelines -->
<tr><td class="px-6 py-4 font-semibold bg-gray-50">Pipelines</td><td class="px-6 py-4"><code>list_deal_pipelines</code></td><td class="px-6 py-4">View all sales pipelines (deal groups) available in the account.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>get_deal_pipeline</code></td><td class="px-6 py-4">Retrieve stages and configuration for a specific pipeline.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>create_deal_pipeline</code></td><td class="px-6 py-4">Configure a new sales process with currency and assignment rules.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>update_deal_pipeline</code></td><td class="px-6 py-4">Modify pipeline auto-assignment and access permissions.</td></tr>
<!-- Activities & Groups -->
<tr><td class="px-6 py-4 font-semibold bg-gray-50">Activities</td><td class="px-6 py-4"><code>list_deal_activities</code></td><td class="px-6 py-4">Retrieve history of actions taken on deals.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>list_email_activities</code></td><td class="px-6 py-4">Retrieve contact engagement (opens, clicks) across campaigns.</td></tr>
<tr><td class="px-6 py-4 font-semibold bg-gray-50">Groups</td><td class="px-6 py-4"><code>list_groups</code></td><td class="px-6 py-4">Retrieve user groups for list permission management.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>create_list_group_permission</code></td><td class="px-6 py-4">Grant list visibility to specific user groups.</td></tr>
<!-- Custom Objects -->
<tr><td class="px-6 py-4 font-semibold bg-gray-50">Custom Objects</td><td class="px-6 py-4"><code>list_custom_object_schemas</code></td><td class="px-6 py-4">View custom object types / list all schemas.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>create_custom_object_schema</code></td><td class="px-6 py-4">Define a new custom object schema.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>list_custom_object_records</code></td><td class="px-6 py-4">View records created from a schema.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>create_or_update_custom_object_record</code></td><td class="px-6 py-4">Create or update a custom object record.</td></tr>
<!-- Campaign Message Details -->
<tr><td class="px-6 py-4 font-semibold bg-gray-50">Campaign Message Details</td><td class="px-6 py-4"><code>get_campaign_messages</code></td><td class="px-6 py-4">Retrieve a campaign's message content, including HTML body, subject, and preheader.</td></tr>
<tr><td class="px-6 py-4 bg-gray-50"></td><td class="px-6 py-4"><code>update_campaign_message</code></td><td class="px-6 py-4">Update message content, including HTML, subject line, preheader, and sender info.</td></tr>
</tbody>
</table>
</div>
</div>
| Category |
Tool Name |
Description |
| Contacts | list_contacts | Retrieve contacts with advanced filtering (segment, form, list, tag) and pagination. |
| get_contact | Fetch detailed information for a specific contact by ID. |
| create_or_update_contact | Add or update contact data using email as a unique identifier. |