> ## 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.

# CRM

> Inspect and manage CRM integrations — Salesforce, HubSpot, Microsoft — and trigger field syncs.

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.

## Tools

### get\_crm\_integrations

<Note>Scope: `mcp:read`. No parameters.</Note>

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.

***

### create\_crm\_integration

<Warning>Scope: `mcp:write`. Requires admin role.</Warning>

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`.

<ParamField query="crm_platform_uuid" type="string" required>
  UUID of the CRM platform (Salesforce, HubSpot, etc.).
</ParamField>

<ParamField query="crm_entity_uuid" type="string" required>
  UUID of the CRM entity type to integrate.
</ParamField>

<ParamField query="crm_account_uuid" type="string" required>
  UUID of the connected CRM account.
</ParamField>

<ParamField query="name" type="string">
  Display name for the integration.
</ParamField>

<ParamField query="entity_fields" type="array">
  List of CRM field names to sync.
</ParamField>

<ParamField query="team_id" type="string">
  Team UUID to scope the integration to.
</ParamField>

<ParamField query="enabled" type="boolean">
  Whether the integration is active.
</ParamField>

***

### update\_crm\_integration

<Warning>Scope: `mcp:write`. Requires admin role.</Warning>

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).

<ParamField query="integration_id" type="string" required>
  UUID of the CRM integration to update.
</ParamField>

<ParamField query="name" type="string">
  New display name.
</ParamField>

<ParamField query="entity_fields" type="array">
  New list of CRM field names to sync.
</ParamField>

<ParamField query="enabled" type="boolean">
  Whether the integration is active.
</ParamField>

***

### sync\_crm\_fields

<Warning>Scope: `mcp:write`. Requires admin role.</Warning>

Force-sync CRM entity and field definitions from the CRM platform. Useful after CRM schema changes (new custom fields, renamed fields, etc.).

<ParamField query="crm_account_uuid" type="string" required>
  UUID of the CRM account to sync fields from.
</ParamField>

***

### delete\_crm\_account

<Warning>Scope: `mcp:write`. Requires admin role. Destructive and irreversible.</Warning>

Disconnect a CRM account and remove all its integrations.

<ParamField query="crm_account_uuid" type="string" required>
  UUID of the CRM account to disconnect.
</ParamField>

***

### connect\_integration

<Warning>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.</Warning>

Generate an OAuth authorization link to connect a CRM or calendar/email integration. After authorization, the connection is established automatically.

<ParamField query="provider" type="string" required>
  Integration provider: `salesforce`, `hubspot`, or `microsoft`.
</ParamField>

<ParamField query="salesforce_domain" type="string">
  Required for Salesforce: your org domain (e.g. `my-company.my`). For sandbox use `my-company.sandbox.my`.
</ParamField>

<ParamField query="services" type="array">
  For Microsoft only: services to connect — `calendar`, `email`, or both. Defaults to `["calendar"]`.
</ParamField>

**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](/workspace-setup/salesforce-integration) for the full Salesforce setup walkthrough.