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Documentation Index

Fetch the complete documentation index at: https://docs.attention.com/llms.txt

Use this file to discover all available pages before exploring further.

The CRM tools let an MCP client see what CRM platforms are connected, create and update integration mappings (which CRM entities and fields sync into Attention), force-refresh field schemas after a CRM-side change, disconnect accounts, and start a fresh OAuth connection to a new CRM platform.

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Tools

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get_crm_integrations

Scope: mcp:read. No parameters.
List CRM integrations configured for your organization, including platform details, sync status, and entity field mappings. Returns: Markdown list of CRM integrations with name, status, platform, entity type, mapped fields, and last sync time.

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create_crm_integration

Scope: mcp:write. Requires admin role.
Create a new CRM integration mapping CRM entity fields to Attention. Use get_crm_integrations to see existing integrations, and the OAuth flow via connect_integration to obtain a crm_account_uuid.
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crm_platform_uuid
string
required
UUID of the CRM platform (Salesforce, HubSpot, etc.).
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crm_entity_uuid
string
required
UUID of the CRM entity type to integrate.
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crm_account_uuid
string
required
UUID of the connected CRM account.
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name
string
Display name for the integration.
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entity_fields
array
List of CRM field names to sync.
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team_id
string
Team UUID to scope the integration to.
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enabled
boolean
Whether the integration is active.

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update_crm_integration

Scope: mcp:write. Requires admin role.
Update an existing CRM integration’s name, fields, or enabled status. The name should reflect the CRM entity type (e.g. Deal Sync for Opportunity entities).
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integration_id
string
required
UUID of the CRM integration to update.
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name
string
New display name.
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entity_fields
array
New list of CRM field names to sync.
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enabled
boolean
Whether the integration is active.

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sync_crm_fields

Scope: mcp:write. Requires admin role.
Force-sync CRM entity and field definitions from the CRM platform. Useful after CRM schema changes (new custom fields, renamed fields, etc.).
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crm_account_uuid
string
required
UUID of the CRM account to sync fields from.

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delete_crm_account

Scope: mcp:write. Requires admin role. Destructive and irreversible.
Disconnect a CRM account and remove all its integrations.
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crm_account_uuid
string
required
UUID of the CRM account to disconnect.

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connect_integration

Scope: mcp:write. Requires user-level authentication. Salesforce/HubSpot require admin role; Microsoft requires write access. The tool returns an OAuth URL — the user must open it in their browser to complete the connection.
Generate an OAuth authorization link to connect a CRM or calendar/email integration. After authorization, the connection is established automatically.
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provider
string
required
Integration provider: salesforce, hubspot, or microsoft.
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salesforce_domain
string
Required for Salesforce: your org domain (e.g. my-company.my). For sandbox use my-company.sandbox.my.
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services
array
For Microsoft only: services to connect — calendar, email, or both. Defaults to ["calendar"].
Returns: A user-facing block of text containing the OAuth URL and step-by-step instructions for the user to complete the flow in their browser. See the Salesforce integration guide for the full Salesforce setup walkthrough.