Conduyt CRM

Copilot actions — APPLY. Executes the ready actions from a conduyt_ai_plan_actions result through the same routes the UI uses (permissions, tenant scope, visibility, audit all apply). Send the plan's `actions` array back exactly as received plus its confirmationToken (single-use, expires in 5 minutes, bound to the caller and the exact set — any edit is refused). Optionally narrow with selectedIds. Returns a per-action result; drafts are not sent. Sending the same token again REPLAYS the run (nothing runs twice; the response says replayed:true). A result with inFlight:true was started but never…

AI activity feed — a chronological stream of AI-surfaced events and insights across the account.

AI-powered bulk contact import. Accepts up to 1000 contacts with optional auto-tagging, smart list creation, and automation enrollment. Deduplicates by email, phone, or both.

Improve an email draft. Rewrites the body (and optionally the subject) for clarity, tone, and persuasiveness. Pass instructions to steer the rewrite.

Query AI-powered CRM insights. 11 query types: report_catalog (every saved report and dashboard this key can run), saved_report (run any saved report by name or id: rows, total, metric, chart data, pivot; optionally windowed with filters.period or filters.dateRange, reps and sources, paged with page / perPage), dashboard (run every tile of a dashboard by name or id, its saved filters or the filters passed for this run), pipeline_health (deals per stage, stale deals), sms_drip_status (SMS drip overview by provider/step), sms_responses_untouched (replied contacts with no follow-up), agent_follow…

AI-ranked next actions. Returns a prioritized list of suggested actions (replies to send, deals to advance, tasks to do) for a user.

Copilot actions — PLAN. Turn a natural-language request ('call Luis back tomorrow at 10', 'note on Ana: prefers texts', 'move the Roof deal to Proposal sent', 'draft a text to Ana about the quote') into a preview of concrete CRM actions resolved against records the caller can see (tasks, callbacks, notes, appointments, existing tags, deal stage moves, SMS/email DRAFTS). Nothing is written by this call. Returns the resolved actions (ready or with an issue such as an ambiguous name) and a single-use confirmationToken bound to that exact set; pass the actions array back UNMODIFIED with the token …

AI-powered contact summary. Analyzes all interactions, deals, and activities to generate a summary with sentiment, key topics, and recommended next steps.

AI task (PREVIEW ONLY): preview bulk-importing contacts and optionally tagging them, enrolling them in an automation, and adding them to a smart list. Returns what WOULD happen — counts, matches, and warnings — without persisting anything. Executing this is intentionally restricted to a human session in the app; agent/API-key callers can only preview.

AI task (PREVIEW ONLY): preview finding stale deals in a pipeline and tagging, moving, notifying, or reporting on them. Returns the stale deals and what WOULD happen, without persisting. Executing a mutating action is intentionally restricted to a human session in the app; agent/API-key callers can only preview.

AI task (PREVIEW ONLY): preview segmenting contacts by a filter and applying one action (add/remove a tag, assign to a user, or update a field) to the whole segment. Returns the matched count and what WOULD change, without persisting. Executing this is intentionally restricted to a human session in the app; agent/API-key callers can only preview.

AI usage and budget report for the account. Returns request counts and budget consumption over a rolling window. Requires an owner/admin API key — other roles get 403.

Discover all Conduyt CRM API endpoints across 90+ domains, with full request and response schemas. Call this first to learn what the CRM can do — the response carries the exact, current endpoint counts. NOTE: the catalog is the full REST surface; not every endpoint has a dedicated MCP tool. Call conduyt_mcp_coverage to see exactly which endpoints are callable through MCP tools versus API-only.

Record an appointment's outcome (completed, no_show, cancelled) in one action: sets the appointment status AND moves the contact's most recently updated open deal to the stage the account mapped for that outcome in Pipeline settings (appointmentOutcomeStages). Returns { appointment, stageMove, reason }; reason explains when nothing moved (no_contact, no_deal, no_mapping, already_there, stage_move_failed).

Undo the last outcome recorded on an appointment: the status returns to what it was before, and the deal returns to the stage the outcome moved it from — only if it is still in the stage the outcome put it in (a stage changed by hand since is left alone; the answer says stageRestored and reason).

Appointment report: every appointment whose time (basis=start, default) or booking (basis=booked) falls in the window: booked, by status (scheduled, confirmed, completed, cancelled, no-show), the outcome of the ones already in the past (held or no-show, show rate), cancellations, reschedules and upcoming; overall and by assigned user, by calendar or booking page, by lead source, by the channel it came in on (booking page, call disposition, created in Conduyt, calendar) and by day. Reschedules count moves by the attendee, by a person in Conduyt, or synced from a connected calendar. Spans clamp …

Attribution: where the window's new contacts came from and what they turned into: the contacts created in the window grouped by their first or latest touch (UTM source, medium, campaign, content, term, the channel, the landing page or the referrer), each group followed to appointments booked, deals won and revenue so far. Touches are captured on forms, booking pages, inbound webhooks, imports and contact creation through the API (pass an `attribution` object with utm_source, utm_medium, utm_campaign, utm_content, utm_term, referrer, landingUrl, pageTitle, clickIds). Spans clamp to 366 days; th…

Pause all active enrollments for a campaign or smart list.

Resume paused enrollments for a campaign or smart list.

Permanently stop enrollments for a campaign or smart list. Cannot be undone.

Soft-delete many contacts in a single call. Requires contacts:delete.

Soft-delete EVERY contact a list filter matches, across pages (#73, 2026-09-15) — the contacts page's "Select all N matching" action. FIRST CALL: pass the same filter you would give conduyt_list_contacts (search, tag, tags, source, reachability, company, company_id, assigned_to, created_from/to, updated_from/to, min_score, import_id, smart_view, smartListId, filters JSON, master_status, exclude_master_status, cf[key]) and expectedTotal = the meta.total that filter returned. The server re-counts and refuses when the set moved (409 expected_total_mismatch), refuses when some matching contacts ar…

Add or remove a Do-Not-Contact / litigator mark for many contacts (compliance action). Requires the EXPLICIT 'dnc' API-key scope — an admin must grant it deliberately in Settings > API Keys (an unrestricted key does NOT imply it; without the scope this returns 403). Writes are also bound by contact-ownership rules for limited keys. To CHECK whether a number is already blocked, use conduyt_get_contact (dnc status) or the contacts dnc-status read.

Apply the SAME field changes to many contacts at once (one updates object → all ids). For different values per contact, use conduyt_bulk_update_contacts. Requires contacts:edit.

Apply the SAME field changes to many deals at once (one updates object → all ids) — e.g. reassign a set of deals to a user. For different values per deal, use conduyt_bulk_update_deals. Requires deals:edit.

Add one tag to many contacts in a single call. Requires contacts:edit.

Remove one tag from many contacts in a single call. Requires contacts:edit.

Apply DIFFERENT field changes per contact in one call (each row carries its own id + fields). For the same change across many, use conduyt_bulk_edit_contacts. Requires contacts:edit.

Apply DIFFERENT field changes per deal in one call (each row carries its own id + fields). For the same change across many, use conduyt_bulk_edit_deals. Requires deals:edit.

Get the routing roster: members with DIDs and their live availability — the people call-flow and ring-group steps can ring.

Unified call report: every call in the window, whatever carried it (the in-app dialer over Twilio, click-to-call Twilio, Project Blue), with the dialer analytics' definitions: calls, inbound and outbound, answered (network completed with talk time), connected and conversations (from the saved disposition), talk time and average talk, voicemails, missed inbound, appointments set and sales closed; overall and by user, transport, direction, disposition, day and hour of the account's timezone. Spans clamp to 366 days; the definition comes back as `definition`.

Stop a queued or running Run Batch. Contacts already processed stay as they are (there is no undo); claimed-but-unprocessed contacts go back to pending and are not touched.

Cancel a drip enrollment's whole send barrier (POST /api/v1/drip-enrollments/{id}/cancel-barrier; admin or owner, the drip-enrollments scope): every parked / queued / failed webhook log of the enrollment is cancelled, including the case where no webhook log exists at all (the processor died after writing its marker). Without a resolution the barrier STANDS (nothing is sent). resolution 'skip' assumes the current step was delivered: the processor advances without sending. resolution 'resend' makes the processor rebuild and send the step AGAIN (a possible duplicate SMS): refused unless acknowled…

Cancel ONE parked / queued / failed webhook log of a drip send whose outcome was unconfirmed (POST /api/v1/webhook-logs/{id}/cancel; admin or owner, the webhooks scope). Without a resolution the log is cancelled and the barrier STANDS (nothing is sent, the enrollment stays parked). resolution 'skip' assumes the step was delivered: the processor advances without sending. resolution 'resend' makes the processor rebuild and send the step AGAIN (a possible duplicate SMS): it is refused unless acknowledgeDuplicateRisk is true. Answers 404 (no such log), 409 webhook_log_in_flight (a request is in fl…

Check what the current API key can do — tier, scopes, rate limits, and usage stats.

Mark a task done (the idiomatic 'complete' action). Sets status to 'done', which the server stamps with completedAt and dispatches task.completed automations/webhooks. Requires tasks:edit.

Log a new activity — a call, meeting, note, or custom event. Can be linked to a contact.

Create a new appointment. Times must include timezone offset (e.g. '2026-05-01T10:00:00-07:00').

Create a new automation. Requires a name and trigger event. Use conduyt_resolve_names to convert human-readable names to UUIDs before building actions.

Queue a Run Batch: ONE task applied to many contacts, logged with progress and cancel (no undo). Tasks: enroll (automationId of a published workflow), delete (the #73 engine: cleanup runs, contacts with an upcoming appointment are kept), add_tag / remove_tag (params.tagId), assign (params.userId — one rep) or a round-robin pool (params.userIds, 2–50 reps rotated in order; a rep who is no longer an active member is skipped), set_source (params.source — OVERWRITES the lead source), set_status (params.status — one of the account's lead statuses; a lead with a won deal keeps its status). Pick the …

Create a booking page (POST /api/v1/booking-pages): title, slug, userId (host) and durationMinutes at least; optional written location, videoProvider 'zoom' + videoHostEmail for one Zoom meeting per booking, availabilityRules override, embedAllowedOrigins, leadSource, brandName. Requires calendar:edit (admin/owner).

Create a call flow. Starts as a DRAFT — edit the graph, validate, then publish to make it live on its number.

Register a call-flow function endpoint (admin). Conduyt POSTs a signed JSON snapshot of the call (X-Conduyt-Signature = sha256 HMAC of `${timestamp}.${body}` with the secret, X-Conduyt-Timestamp, Idempotency-Key callSid:version:nodeId); the endpoint replies 200 with a JSON object whose top-level strings/numbers/booleans become call attributes. https only, public hosts only, no redirects, 2-8 s timeout, 64 KB response cap. The secret is write-only.

Create a new company record with business details.

Create a new contact in the CRM. Email or phone is recommended but not strictly required.

Create a new custom field definition for contacts, deals, or companies. Field types: text, number, date, select, multiselect, boolean.

Create a dashboard: a board of tiles, each a saved report shown as a KPI, chart, table or pivot, with one set of filters for the whole board.

Create a new deal in a pipeline with full attributes. Requires a pipeline and stage ID — use conduyt_list_pipelines to discover them. Supports currency (e.g. GBP), probability, priority, expected close date, and structured custom-field values.

Create a new drip campaign with step delays, send windows, and provider configuration.

Create a new web form. Generates a unique slug automatically if not provided.

Create a new invoice with line items. Automatically calculates subtotal, tax, and total.

Send an in-app notification to a team member. Optionally triggers a web push notification.

Create a new sales pipeline, optionally with its full set of stages in one call. If stages are omitted, default New/Won/Lost stages are created. There is no fixed limit on stage count — pass as many as your funnel needs (e.g. eight active stages plus 'On Hold' and 'Declined/Dead').

Add a named filter set to a pool page (admin only). A new set is a DRAFT (off) unless isEnabled is true. Enabling a set that would OPEN the whole page (no rule) is refused with 409 pool_opens unless acknowledgeOpensPool is true. Every tag name a rule carries must be a live tag (422 tag_missing); a custom field must exist (422 custom_field_missing). pageVersion is the one your list read answered (409 page_version_stale when the page moved since: re-list and retry).

Create a new product in the catalog.

Create a saved custom report. contacts/deals bases support rollup columns, cf:<key> custom fields, a Smart View population and groupBy2 (see conduyt_report_fields).

Schedule a saved report to be emailed on a cadence. The delivery runs with the visibility of whoever creates it. Needs reports export.

Create a ring group on an account number. Without memberIds the group is created INACTIVE.

Save a named contact filter for one-click re-use — e.g. "save a filter for Heather's Facebook leads". Since 2026-09-24 a saved filter IS a personal Smart View (the Smart Views tab), private to the key's user for every role (max 50 per user). Requires the 'saved-filters' scope.

Create a lead scoring rule. Awards points to contacts matching a condition.

Create a new email sequence with steps. Each step has a delay and email content.

Create a new smart list (segment). Static lists have manually added contacts; dynamic lists use filter rules.

Add a new stage to an existing pipeline. The stage is appended after the current last stage. Use this to extend a funnel (e.g. add 'On Hold' or 'Declined/Dead').

Create a new tag. Rejects duplicates.

Create a new task. Can be linked to a contact or deal and assigned to a team member.

Create a new email or SMS template.

Create a new team member directly (no invite email). Generates a random password. Use conduyt_invite_user for email-based onboarding.

Register a new webhook endpoint. Returns the signing secret once — store it securely. Events: contact.created/updated/deleted, contact.tag_added/removed, deal.created/updated/stage_changed/won/lost/deleted, company.created/updated/deleted, message.sent/received, appointment.created/updated/cancelled, campaign.completed.

Get a full CRM dashboard summary — pipeline stages with deal values, recent activities, contact/deal/task counts, admin metrics (overdue tasks, stale deals, unassigned items, team workload), billing summary, contacts needing follow-up, and overdue tasks.

Deactivate (soft-disable) a team member so they can no longer sign in. Optionally reassign their open records to another user. Requires the users:deactivate permission.

Delete a call flow. A PUBLISHED flow refuses deletion (409) — call conduyt_unpublish_call_flow first.

Remove a call-flow function endpoint (admin). Refused while a PUBLISHED flow still calls it — edit and republish that flow first.

Delete a contact by UUID (soft-delete — the contact is removed from lists/searches but the row is retained for audit, and its deals are unaffected). Use this to clean up test or duplicate contacts. There is no undelete endpoint, so treat it as irreversible via the API.

Delete a custom field definition. Removes the field from all entities.

Delete a dashboard (its tiles go with it; the saved reports stay).

Delete a deal by UUID (soft-delete — the deal is removed from lists/boards and its value drops out of pipeline totals, but the row is retained for audit). Use this to clean up test or mistaken deals. There is no undelete endpoint, so treat it as irreversible via the API.

Delete a pipeline. Deals in the pipeline must be moved or removed first. Cannot delete the default or an archived pipeline.

Remove a pool filter set (admin only). Removing the LAST enabled set once the legacy filter is retired OPENS the page to every unassigned lead: refused with 409 pool_opens unless acknowledgeOpensPool is true. pageVersion is the one your list read answered for the set's page.

Remove a schedule. Past deliveries stay downloadable until they expire (14 days).

Delete a ring group. Its number keeps ringing default routing afterwards.

Delete one of YOUR saved filters (a personal Smart View) by id. Owner-only. Requires the 'saved-filters' scope.

Delete a lead scoring rule.

Delete a stage from a pipeline. The stage must be empty (no deals) — move or reassign deals first.

Delete a tag. Removes the tag from all contacts.

Delete a task by UUID (hard delete — the task row is removed and a task_deleted activity is logged for audit). There is no undelete endpoint, so treat it as irreversible via the API. Requires tasks:delete.

Delete a webhook endpoint.

Enroll one or more contacts into an email sequence. Skips contacts already enrolled.

GDPR data-portability export: returns the full portable JSON of everything held about a contact — profile, custom fields, tags, messages, notes, deals, activities, calls, appointments, files, and consent/suppression records. Read-only. Requires an owner or admin API key (the API enforces this).

Export contacts as JSON with filtering. Returns all matching contacts with tags and custom fields.

Export deals as JSON with filtering by status, pipeline, or search term.

Export every matching row of a saved report (up to 50,000) as CSV or XLSX text. Returns the file body; for a large report narrow the filters or ask for the scheduled delivery.

IRREVERSIBLE GDPR right-to-be-forgotten erasure: permanently anonymizes the contact and erases their personal data EVERYWHERE it appears — messages, notes, deals, files, automations, and exports — across the whole account. Suppression/consent tombstones are kept so they are not re-contacted. THERE IS NO UNDO. Requires an owner API key (the API enforces this) and an explicit confirm='FORGET'. On a large tenant this can legitimately take tens of seconds. A 409 is retryable (a concurrent merge or in-flight automation) — retry once.

Connect or replace the account's FromK.ai workspace API key (PUT /api/v1/settings/fromk): fk_… with numbers:read, contacts:write and messages:send. Verified with FromK.ai before it is stored (it must list the workspace's lines: 422 key_rejected / key_scope, 502 vendor_unavailable, nothing stored). Pass disconnect: true to forget the key, the signing secret, the lines and every contact link instead (DELETE): workflow steps on the FromK.ai channel stop sending. Requires settings:edit.

Refresh the FromK.ai line list from the workspace with the stored key and store it as the new snapshot (GET /api/v1/settings/fromk/lines): every line with sendReady (assigned, ownership verified, SMS-capable, on a real carrier). A send-ready phoneNumberId is a valid send_sms config.fromkPhoneNumberId / conduyt_send_sms fromkPhoneNumberId. 409 fromk_not_configured, 422 key_revoked, 502 vendor_unavailable (the old snapshot is kept). Requires settings:view.

FromK.ai connection for this account (GET /api/v1/settings/fromk): status connected | not_configured, the API key masked, the lines snapshot (phoneNumberId, phoneE164, status, provider, sendReady) and the webhook setup (the URL the tenant pastes into FromK.ai → Developers → Webhooks, whether the signing secret is stored, the events to subscribe). Requires settings:view.

Store (PUT /api/v1/settings/fromk/webhook) or forget (DELETE, clear: true) the signing secret of the FromK.ai webhook endpoint the tenant pointed at Conduyt (whsec_…, shown once by FromK.ai when the endpoint is created). Until it is stored, FromK.ai replies and delivery reports are refused. 409 fromk_not_configured before the key is connected. Requires settings:edit.

Stage funnel for ONE pipeline: every deal that entered each stage in the window (created in it, or moved into it) and what happened to that presence so far (advanced to a later stage, lost, moved back, handed off to another pipeline, still there; the five add up to the entries), with the median days a settled stay lasted, plus the pipeline cohort (deals created in the window by where they sit now: won / lost / open). Built from recorded stage moves, never from where deals sit now. Windows clamp to 90 days. GET /api/v1/reports/funnel

Read the account's curated dialer agent statuses (2026-09-15): Available, Break, Lunch, Meeting, Training, Offline. Each carries a FIXED basis the dialer runs on (available = takes inbound calls and Smart Dialing hand-outs; break = signed in, not ringable; offline = signed out), the tenant's label, and whether the tenant hid it from the softphone menu. Admins rename or hide with conduyt_update_agent_statuses; Available and Offline can never be hidden. Reports bucket by basis; heartbeats and status logs also carry the chosen code (statusCode).

Get a single appointment with full details — contact, assignee, booking page, and notes.

Get a single automation with full details — trigger, actions graph, schedule, and execution stats.

One Run Batch run with its per-contact items: status per contact (pending | success | error | skipped) with the reason (e.g. 'kept: upcoming appointment', 'tag already applied', 'a lead a deal has won keeps its status').

One booking page with every setting (GET /api/v1/booking-pages/{id}). Requires calendar:view.

Get a single call record by UUID (read-only) — direction, status, duration, disposition, notes, transcript text (if any), and the linked contact/user. Recording/voicemail URLs are withheld; hasRecording/hasVoicemail flags indicate their presence. Requires dialer:view.

Get one call flow including its draft and published graphs.

Twilio's truth for a call flow's number: the voice webhook Twilio has right now vs the inboundUrl Conduyt needs, and whether they match (wired). A published flow that is NOT wired does not receive calls.

Read the workspace's call recording policy for both kinds of line. twilio = the workspace's Twilio lines: always an object, with everything off when the workspace never set it. Needs a key whose creator may view settings; without it the tool answers with an error instead of a policy. iphone = the iPhone line's OWN policy (outbound only); null = none was written, and the iPhone line then follows the Twilio lines' policy without its inbound part. Each object is the policy as it is APPLIED: inbound, outbound, disclosure { enabled, on: 'inbound' | 'outbound' | 'both' } (whether a recording disclos…

Get a single company with full details — contacts (up to 100), deals (up to 50), and aggregated deal value.

Get a single contact with full details — profile, tags, custom fields, timeline, deals, and activity history.

Read the account-level DEFAULT COLUMNS for the Contacts list: the column ids every user gets merged into their own layout on their next visit (each version once; users can rearrange afterwards). null = no account default (users see the built-in layout). Reads /api/v1/settings (settings:view).

Read the full conversation thread for one contact — the chronological SMS/email message history (both inbound replies and outbound sends), plus conversation state, unread count, and recent notes. Use this to see what a contact has replied before deciding how to follow up. Requires communications:view.

One dashboard with its tiles and their reports.

Get a single deal with full details — value, currency, probability, stage, contact, expected close date, custom-field values, activities, tasks, and history. Use this to read structured custom-field data back out of a deal (e.g. for a P&L or balance-sheet model).

Read the account's Smart Dialing policy: autoAdvanceEnabled + pauseSeconds + advanceOn ('disposition' = the next dial waits for a saved disposition, 'timer' = the pause starts when the call ends), openLeadOnDial (the lead's record opens as each Smart Dialing call goes out), smartDialCallerId ('local_presence' = an area-code match from the number pool, the rep's own line when no pool exists; 'did' = always the rep's own line), and localPresenceConfigured (whether a number pool exists).

Get a single drip campaign with full details — steps, delays, send windows, and provider config.

Get a single form with fields, settings, and submission count.

Get a single invoice with line items, payments, contact, and company details.

Read the admin-curated lead pool behind Up for Grabs / Lead Pool (settings.poolFilter + poolClaimDailyLimit). When enabled, an unassigned lead is offered only if it matches EVERY configured criterion: tagIds (any of), sources (any of), minScore (lead score >=), maxScore (lead score <=; min = max keeps one exact score), createdWithinDays (added to the CRM in the past N days: the contact's creation time — import, webhook, form, API or by hand; a re-import into an existing contact does not make it new). An empty criterion is skipped; enabled with nothing configured reads as disabled. Claims are g…

Read the account's Lifecycle configuration (v2 + v3), shaped for read-before-write: dealWorkingMode and lostPropagation say how the tenant works leads and whether lost propagation is live; masterStatuses.effective is the full list a contact's masterStatus may take (the five built-in defaults plus the account's customs — the raw settings key stores only the customs); intakeDeals is the automatic deal-on-intake config, or null with an intakeDealsNote explaining that null can mean either not-configured or not-visible-to-your-key (the setting is admin-visible; member-tier responses omit it).

The post-call copilot's read of a RECORDED call (read-only): the transcription ledger state (none | pending | processing | done | failed | skipped, with the error or skip reason) and the stored insight — summary, sentiment, key topics, the suggested disposition with its confidence, a suggested deal stage move (only ever to a stage of the deal's own pipeline), a suggested follow-up task, and what it was grounded on (the account's AI knowledge, the client's configured dispositions). Nothing is applied by the copilot: a rep, or an agent through conduyt_update_deal / conduyt_create_task, acts on i…

Get a single product with full details — pricing, SKU, and metadata.

Get one ring group.

Get a single email sequence with full details — steps, enrollment stats, and configuration.

The Smart Dialing PRIORITIES, uncapped: every dial-enabled, account-wide contact Smart View in dial order (exactly the set the queue walks; personal views and deal views are never priorities) plus the candidates that could become one. Prefer this over conduyt_list_smart_views (capped at 100) before changing the priority order.

Get a single smart list with contact count and filter definitions.

Get contacts in a smart list. For static lists, returns the members; for dynamic lists, runs the filter query.

Get a single task by UUID with full details — title, description, due date, status, priority, and the linked assignee, creator, contact, and deal.

Get a single email or SMS template with full content.

Get a single team member with full profile — name, email, phone, role, permissions, and activity.

Get a team member's performance stats — contacts assigned, deals (total/won/value), tasks (total/completed/pending), and last activity.

Bulk-import deals from a list of rows in one call. Runs on the canonical import engine — pipelines and stages are resolved by NAME (create them first with conduyt_create_pipeline), contacts by email. Deduplicates on title + pipeline + contact, and intentionally does NOT fire deal-created automations/webhooks/SMS/email (bulk imports are side-effect-free by design). Requires an owner/admin API key. Returns the created/skipped/duplicate counts and any per-row errors.

Pre-check a contact import BEFORE running it — returns criticalWarnings (phone-less list bound for SMS, heavy create-only duplicate skips, double-mapped columns), duplicate/existing-match estimates, invalid emails, DNC/litigator hits, SMS-provider readiness, and plan-limit impact. Same engine the import wizard uses; call this before conduyt_ai_import_contacts on any sizeable list.

Invite a new team member via email. Sends an invite email with a link to set their password.

Associate an existing contact with an existing deal (creates a deal↔contact link). A deal's primary contact is set at create time via contactId; use this to attach ADDITIONAL contacts (e.g. a decision-maker plus an influencer) to the same deal. Both must already exist and belong to your account.

List recent activities across the CRM — calls, emails, notes, meetings, deal changes, and system events.

List appointments with filtering by date range, calendar, contact, assignee, or status.

List all automations (workflows) in the account. Returns name, trigger event, status, and execution counts.

List Run Batch runs (newest first): task (operation + params with the display names), status (queued | running | completed | cancelled | failed), totals and progress, creator, comment.

List the account's booking pages (GET /api/v1/booking-pages): slug, title, host, duration, active, video option. Requires calendar:view.

List all calendars in the account with appointment counts.

List the account's call-flow function endpoints — the HTTPS endpoints a flow's "Call a function" step may invoke mid-call (settings scope).

The voice numbers this workspace owns in Twilio, each with what answers it in Conduyt today (claimedBy: call flow / ring group / main line) and whether its Twilio voice webhook is already wired to Conduyt. Use it to pick a free number for a flow.

List call flows (IVR routing graphs) with their status (draft/published) and attached phone numbers.

List call-history records (read-only) with filters — review past inbound/outbound calls, their status, duration, and disposition. Newest first. Returns metadata only by default (NO call transcripts, NO recording/voicemail URLs — only hasRecording/hasVoicemail/hasTranscript flags), so a routine list never pulls raw transcripts into context. To read a specific call's transcript, use conduyt_get_call. Requires dialer:view.

List and search companies. Returns name, domain, industry, contact count, deal count, and total deal value.

List and search contacts with filtering. Returns paginated results with name, email, phone, tags, source, and assignee.

List custom field definitions. Filter by entity type (contact, deal, or company) to see available fields.

The dashboards this key can open (shared boards and its own; admins see all): name, filters, tiles.

List the account's SAVED DEAL VIEWS (saved deal segments, e.g. 'Open deals over $10k'), each with its id, name, stored filter rules, and current deal count. Read-only — shows how the account segments its deals.

List deals with filtering by pipeline, stage, assignee, or status. Returns deal title, value, stage, contact, and dates. Filter by pipeline/stage NAME (the same names you import with) or by UUID — both camelCase (pipelineName) and snake_case (pipeline_name) argument names are accepted. An unknown name returns a clear error, never the whole account.

List active Do-Not-Call / litigator entries. Filter by search (phone or contact name) or tier. Requires the explicit 'dnc' API-key scope.

List SMS/email drip campaigns with enrollment counts and provider info.

List drip campaign enrollments with contact and campaign details. Filter by campaign, contact, or status.

List submissions for a specific form with contact details.

List web forms with submission counts. Filter by active status or search by name.

List invoices with filtering by status, contact, or date range.

List individual messages across contacts with filters — read inbound replies and outbound sends account-wide, or scoped to one contact. Newest first. Use direction='inbound' to surface replies that need a response. Requires communications:view.

List notifications for the current user (determined by API key's associated user).

List all sales pipelines with their stages. Use this to discover pipeline and stage UUIDs before creating or moving deals.

The named filter sets behind the gear on Up for Grabs or Lead Pool (admin only): each set's name, Advanced Filters payload, enabled flag and order, plus the page's current pageVersion — every write must name it, so LIST FIRST. The page shows the UNION of the enabled sets; a page with an enabled rule-less set — or no set once the legacy filter is retired — is OPEN to every unassigned lead.

List products in the catalog. Filter by active status or search by name.

The scheduled deliveries on a saved report (daily / weekly / monthly emails of the report as CSV, XLSX or PDF): cadence, time, formats, recipients, next and last run.

List the account's saved custom reports (shared ones and your own), with their definition and last-run status.

List ring groups (simultaneous/sequential ring sets over member DIDs) with their numbers and members.

List YOUR saved contact filters (the web app's 'Saved' dropdown on All Contacts). Each entry has a name, the grouped filter payload, and sort. Saved filters are personal to the API key's user. Requires the 'saved-filters' scope.

List lead scoring rules. Each rule awards points when a condition matches a contact.

List email sequences (drip campaigns). Returns name, step count, enrollment stats, and active status.

List all smart lists (segments) with contact counts.

List the account's Smart Views in sidebar order with their lead counts, audience (groupId + group name, members, isPersonal) and Smart Dialing settings (dialEnabled = it is a dialing priority; sortPosition = its rank; maxDialAttempts, maxDialAttemptsPerDay, dialCooldownMinutes, dialSchedule). Use it to answer "what does the team dial first?" or before changing a priority.

List all tags in the account with contact counts. Use this to discover tag names and IDs.

The account's per-user targets (userId, metric, period, value). Admins and owners read everyone's; anyone else reads their own. Metrics: calls, conversations, appointments, deals_won, revenue, activities, talk_minutes; periods: daily, weekly, monthly.

List tasks with filtering by assignee, status, or due date. Returns task title, description, due date, priority, and assignee.

List email and SMS templates. Filter by channel (sms/email), category, or active status.

The Up for Grabs queue as the rep-facing page shows it: open claim offers plus the implicit pool of unassigned leads the account's curated pool filter admits (highest lead score first, up to 200), each with a teaser (name, company, source, score, city/state; phone and email only for admin keys) and eligibleCount. poolFilter is the active curation (tags resolved to names) and criteria the plain-English line under the page header — empty when curation is off. Claim with POST /api/v1/up-for-grabs/{contactId}/claim. Requires the up-for-grabs scope on the key.

List team members with optional performance stats. Returns name, email, role, status, and last login.

List all registered webhooks with their events, status, and failure counts.

The REST-to-MCP coverage matrix: which of the catalog's API endpoints are callable through MCP tools (and by which tool), which are deliberately excluded (with reasons — e.g. interactive-only auth/billing, inbound webhook receivers, realtime browser surfaces), and which are planned but not yet wrapped. Use this to know up front whether a capability you discovered in conduyt_api_catalog is executable here, instead of failing mid-task. Ships with the package and matches this release's tools exactly.

Merge two tags — moves all contacts from source tag to target tag, then deletes the source. Useful for deduplicating tags.

Move ONE Smart View next to another in the sidebar order (admin key): pass the moved view's id and exactly one anchor, beforeId (it lands directly above that view) or afterId (directly below). Every other view keeps its relative position; no size limit, so use this on accounts with more than 200 views (conduyt_reorder_smart_views is capped at 200 ids). The order is the Smart Dialing priority for dial-enabled views.

Run an UNSAVED report definition (10 rows) to check columns and filters before saving. Same fields as conduyt_create_report.

Assign a Project Blue line to an agent, or release it (userId null). One line per agent and one agent per line: assigning a line another agent holds, or to an agent who already has a line, MOVES it — the response's `released` lists what was displaced. The line must exist on the vendor account right now (404 line_not_found otherwise); the agent must be an active member (404 user_not_found). Requires settings:edit.

The LIVE Project Blue line inventory read from the vendor with this account's key: every line (lineId, E.164 phoneNumber, name) with its assigned agent (assignedTo) or null, plus `orphaned` — assignments whose line the vendor no longer lists. 409 when Project Blue is not connected, 422 when the stored key was revoked, 502 when the vendor is unreachable. Requires settings:view.

Project Blue connection status for this account (connected / not_configured, the API key masked) plus the current line assignments (which agent holds which iPhone line). Requires settings:view.

Store Project Blue's Twilio Voice keys for this account (from their dashboard: Settings → General → API Keys → Voice Calling API). Conduyt verifies them against Twilio READ-ONLY and records the caller ID that account can present; a rejected key set is refused with the reason. Pass clear=true to remove the keys (iPhone-line calls fall back to FaceTime Audio).

Project Blue VOICE calling status: whether the vendor's Twilio Voice keys (Account SID, TwiML App SID, API Key) are stored, masked, and the caller ID that account presents for iPhone-line calls (the line itself once Project Blue verifies it, else the vendor-provisioned number). The secret is never returned.

Publish an automation — copies the draft actions to the live published version. The automation must have actions defined. The publish is bound to the draft revision you reviewed (fetched automatically unless you pass expectedConfigRevision).

Publish a call flow's draft, making it live on its phone number. Refuses an invalid graph. expectedUpdatedAt is REQUIRED (the API returns 428 without it): read the flow first and pass its updatedAt — a concurrent edit then fails 409 instead of being published over.

Reactivate a previously deactivated team member, restoring their access.

Recalculate lead scores for all contacts based on current scoring rules. Returns count of contacts processed and changed.

Release a number still held by a deleted call flow's tombstone: restores the number's pre-Conduyt Twilio configuration (verified) and lets the tombstone go. Admin. 404 when no tombstone holds the number; 409 when Conduyt still answers it and no prior configuration is known.

Release a phone number from ring-group routing (DESTRUCTIVE). confirm must be the EXACT phone number repeated as a string. A number still referenced by an ACTIVE ring group cannot be released — delete or repoint that group first; force does NOT bypass it. force exists only for numbers whose Twilio ownership cannot be verified, and then a non-empty forceReason is required.

Remove a tile from a dashboard (the saved report stays).

Remove (soft-delete) a Do-Not-Call / litigator entry by its entry id — unblocks the number/contact. Use conduyt_list_dnc to find the entry id first. Requires the explicit 'dnc' API-key scope.

Set the SIDEBAR order of Smart Views (admin key). Pass EVERY view id from conduyt_list_smart_views in the wanted order (max 200, no duplicates) — views you leave out keep a stale position, so always send the full list. For the dialing priority use conduyt_set_smart_dialing_order, which only needs the dial-enabled ids.

Get the account's reply-capture state: whether it is configured and live, the capture domain and reply address, DNS records for a pending setup, and provider health. health='checking' with a healthWarning means the provider is re-checking DNS — capture stays active. degraded=true means the provider can no longer receive on that domain and it must be removed and set up again. needsSupport=true means an operator must reconcile it first. cleanupPending=true means a previous removal did not finish at the provider — call conduyt_reply_capture_remove again to complete it. After a removal: draining=t…

Remove reply capture. Outcome depends on the domain's state. LIVE with a provider-backed setup: it DRAINS — the capture Reply-To stops on new email immediately, but the address keeps receiving for 30 days (drainEndsAt in the response) so late replies to already-sent emails still reach the contact's timeline; after that it parks, and the name is permanently retired (no account can ever set it up again — resuming capture means a NEW subdomain, see suggestedDomain on conduyt_reply_capture_get). LIVE legacy row with no stored provider id: removed immediately with NO drain — reply threading stops a…

Start reply-capture setup: creates the receiving domain at the email provider and returns the DNS records to add. The domain MUST be a strict subdomain of the account's own verified sending domain (omit it to use the suggested 'reply.<sending-domain>'); anything else is refused. Requires a verified sending domain first. After adding the DNS records, call conduyt_reply_capture_verify. A 409 means capture is already configured, a setup is already in progress, the previous one still needs operator reconciliation, or the requested name belongs to a retired (drained/parked) domain — retired names a…

Check the pending reply-capture domain's DNS and promote it to live once the provider reports it verified with inbound receiving in place. Returns verified=false plus the current DNS record states while records are still propagating — that is expected, not an error; poll sparingly (DNS takes minutes, and this endpoint is budgeted per account). Promotion is what turns on inbound matching and the Reply-To on outgoing email.

Copilot Tier 2 — the suggested reply for a contact's LATEST inbound text or email (what they said, what they are asking, sentiment, and a draft reply shaped for the channel). Advice only: nothing is sent by this tool. state: ready | pending (the copilot has not read it yet) | none | decided | skipped (opt-out, do-not-contact, feature off).

Copilot Tier 2 — record what was done with a suggested reply: accepted (the draft was taken into a composer), sent (with the outbound message id, after sending it through conduyt_send_message / the messages API), or dismissed. A suggestion moves once (accepted → sent is allowed).

The field catalogue a custom report may use on a base: the entity's own columns, its per-row rollups (contacts/deals) and the account's custom fields, with type, operators and whether each can group, sort or be measured. Read this before building a report.

The delivery history of a schedule (newest first): status, rows, whether it was emailed, and download URLs for the files.

Resolve human-readable names to UUIDs. Use this before creating automations — converts tag names, pipeline names, user names, and custom field labels to their UUIDs.

Run every tile of a dashboard with the board filters applied (pass filters to override them for this run only): KPI tiles carry the value, the previous window's value, the delta, and for trend a series, for goal the progress and pace; chart tiles the chart data; table tiles the first rows; pivot tiles the pivot grid. A tile whose report fails carries its error and the rest still return.

Run a saved custom report: a page of rows (per_page ≤ 500), the total, the metric, the chart data (groupBy) and, on contacts/deals with groupBy2, the two-dimensional grouped rows.

Get the account's scheduled-export configuration (enabled, frequency, entities) and whether the Enterprise feature is available on the current plan.

Update scheduled-export settings. Enabling requires an Enterprise plan (403 upsell otherwise). Omitted fields keep their current values. Weekly exports run on Mondays; all exports run in the morning of the account timezone and files are kept 14 days.

Global search across all CRM entities — contacts, deals, companies, tasks, plus notes, messages, activities and document text. Names, emails, phones and deal titles match from 2 characters; the text legs (note/message/activity/task bodies, message subjects, activity titles) need 3 or more and each runs under a 3-second budget — a leg cut at the budget is left out and the response says so (`partial: true`, `partialLegs: [...]`); with a term under 3 characters the text legs are not searched and `skippedLegs` lists them (`textMinLength` = 3); retry with a longer or more specific term.

Send a single email to a contact. Requires either HTML or plain text body. Subject line max 998 characters.

Send an invoice to the contact via email. Generates PDF, creates Stripe payment link, and sends via email.

Build and email a schedule right now (one manual delivery; the schedule itself is untouched). Rate-limited to 3 per 10 minutes per schedule.

Send an SMS message to a contact. Contact must have a phone number and not have opted out. Max 1600 characters.

Set the account-level DEFAULT COLUMNS for the Contacts list (settings:edit). Every user's saved layout gains the columns it lacks on their next visit (appended; nothing they already show moves); at most 8 ids; custom fields as 'custom:<fieldKey>' (the key must exist). The write is revision-fenced: by default the tool reads the current row and names its `revision` (version@epoch); pass expectedRevision to fence on a row you read earlier. A concurrent change answers { conflict: true, current } — re-read and decide, nothing was overwritten.

Set the Smart Dialing PRIORITY order (admin key): pass the dial-enabled Smart View ids in the wanted order — every dial-enabled view exactly once, nothing else. The server rebuilds the account-wide view order so views that are not priorities keep their slots. Prefer this over conduyt_reorder_smart_views for dialing.

Who a SHARED Smart View is for (admin key): everyone on the account, one Team group (its CURRENT members, resolved when the view is read, so a rep added to the group later sees it and dials from it), or picked reps. A group replaces picked reps and vice versa. Personal views (a rep's own) have no audience.

Set per-user targets in one call (admins and owners): one row per user, metric and period is replaced; value 0 removes it; every user must be an active member. Up to 200 targets.

Answer "if someone calls right now, who picks up?" — simulates the DRAFT graph against LIVE member availability (DIDs, on-call state). No side effects.

SMS provider delivery-outcome report for external-workflow SMS drips: per-automation entered vs delivered / rejected (invalid, litigator, DNC) / provider-error / workflow dead-end, plus a send-attempt 'why rejected' reason breakdown (line_type = 'not mobile' often WRONGLY rejected; landline_skipped / no_phone_skipped = Conduyt's own recorded skips). Use to answer 'what did the SMS provider do with our drips?'

Conversion by drip STEP for external-workflow SMS drips: for each text in each SMS-drip automation, how many contacts were texted and how many of them replied, booked an appointment, moved their deal forward (to a non-Lost stage) or won, credited last-touch inside the attribution window (the next text, from any drip, closes the window early). Per-step and per-automation rates. Spans clamp to 90 days. Response `notes` states the one approximation: texts from a since-deleted drip still close windows but are credited to no step.

What a workflow Send SMS step can speak through TODAY (GET /api/v1/sms/transports): twilio {connected, numbers[] = the account number + every active rep's assigned line, each a valid send_sms config.fromNumber}, projectBlue {connected, lines[] = Project Blue iPhone lines held by active reps, each lineId a valid config.projectBlueLineId for smsMode project_blue}, whatsapp {connected, sender = the account's WhatsApp sender for smsMode whatsapp; templates come from conduyt_whatsapp_templates}, voiceDrop {connected = Twilio is connected, recordings {hasDefault, templates[] = names valid as config.…

Speed to lead: for every contact created in the window, the time to the FIRST HUMAN touch (a call placed by a person, a text or email a person sent through a connected provider, a note, or a completed task, inside the CRM): median and p90 seconds, leads reached within 5/15 min and 1/4/24 h, never reached, first-touch channel; overall, by assigned rep, by lead source and by who made the touch. Automation messages, campaign blasts and anything done outside the CRM are not touches (the response `definition` says so). Spans clamp to 90 days.

Sync the dialer's Local Presence number pool from the account's Twilio subaccount. IMPORTANT — sync only adopts numbers that meet ALL of: (1) the Twilio FriendlyName contains a standalone 'LP' (or 'LocalPres'), e.g. 'LP Miami 305'; (2) the number is voice-capable; (3) it is a US +1 E.164 number. The first 50 matches in sorted order become the pool; anything already in the pool that no longer matches is REMOVED. So buying a number is not enough — name it with the LP convention in Twilio first, then run this. Returns pool/added/removed/matched. Requires settings:edit.

Send a real signed test call (callSid TEST, a sample caller) to a function endpoint and report the status, latency and the attributes it would save.

Remove a contact from an email sequence. Pauses their enrollment.

Unpublish a call flow — its number stops executing the graph (falls back to default routing).

Rename or hide the curated dialer statuses (settings.agentStatuses). labels: code → the label reps see (1–24 chars; omit a code or pass an empty string to restore the default); hidden: the codes removed from the softphone menu (available and offline are refused with a 422; a rep already on a hidden status keeps it until they change). Codes: available, break, lunch, meeting, training, offline. Fields you omit keep their stored value (the tool reads the current settings first); two visible statuses cannot share a label (422). Requires settings:edit.

Update an appointment — reschedule, reassign, change status, or add notes. Sends cancellation email if status set to 'cancelled'.

Update an existing automation — change trigger, actions, schedule, or activation status.

Update a booking page (PATCH /api/v1/booking-pages/{id}): only the fields given change. videoProvider 'zoom' turns on one Zoom meeting per booking (null turns it off and clears the host); videoHostEmail must be a user of the connected Zoom account (null = the app's own user). Requires calendar:edit (admin/owner).

Update a call flow's DRAFT (name, number, graph). Published behavior does not change until the next publish. Replacing draftGraph REQUIRES expectedDraftRevision (the API 428s without it; a concurrent graph edit then 409s instead of being overwritten — the token is graph-specific, so live calls and publish never invalidate it).

Rename a call-flow function endpoint, change its URL, or rotate its secret (admin).

Change the workspace's call recording policy (admin: settings scope). line: 'twilio' (default) or 'iphone'. Send only what changes; what is not sent stays as it is. inbound / outbound: record calls the team receives / makes. disclosureEnabled + disclosureOn ('inbound' | 'outbound' | 'both'): play a recording disclosure and on which calls (send both together). On the iPhone line the disclosure plays on outbound calls only: 'inbound' is refused and 'both' is saved as 'outbound'. consentGreeting: the sentence that is said (500 characters at most). enabled: the OLD name of the outbound switch, acc…

Update a company's details — name, domain, industry, address, or any other field.

Update an existing contact's fields — name, email, phone, company, custom fields. customFields merge into existing values (omit a key to leave it unchanged).

Update a custom field's label, options, or required status. Cannot change the field key or entity type.

Rename, describe, share, replace the board filters, or reorder the tiles (tileOrder = every tile id once, in the new order). Only the fields you pass change.

Change a tile's style, size, title or target (null clears the target).

Update a deal — move stage, change value/currency, set probability or expected close date, reassign, mark won/lost, or write structured custom-field values. customFields are merged into existing values (omit a key to leave it unchanged).

Set how this tenant works leads (Lifecycle v3). 'pipeline': every inbound contact gets a deal card in the intake pipeline — requires intakeDeals enabled with a pipelineId and stageId (conduyt_update_intake_deals first), and a new form/webhook/line cannot go live without a pipeline. 'status': the contact is the opportunity, no automatic cards (small shops). Switchable later; new tenants default to 'pipeline'.

Change the account's Smart Dialing policy (admin: settings scope). Send only the fields to change: autoAdvanceEnabled, pauseSeconds (1-60), advanceOn ('disposition' | 'timer'), openLeadOnDial (true = the lead's record opens as each Smart Dialing call goes out), smartDialCallerId ('local_presence' | 'did'). Returns the policy as saved.

Set which lead status each call disposition sets when it is picked (by a rep after a call or by the AI auto-disposition): e.g. {"not-interested": "lost", "sale-closed": "won", "interested": "working"}. Keys are disposition values (built-ins like interested, not-interested, callback-requested, appointment-set, sale-closed, dnc-requested, voicemail, no-answer, wrong-number, or the account's custom outcomes); values are master statuses (open, won, lost, abandoned, disqualified, or the account's customs from conduyt_update_master_statuses). The map REPLACES the stored map (send the full map; {} cl…

Update a drip campaign — change name, schedule, provider, or activation status.

Configure automatic deal creation on LIVE intake (inbound webhook contact upserts, public form submissions, public bookings). When enabled, each ELIGIBLE intake event mints a deal in the chosen pipeline/stage stamped with the trigger's own source. Exclusions that apply even under reInbound 'always': bulk imports never mint, staff/calendar/dialer-created appointments never mint, an exact replay of the same occurrence never mints twice, a same-source event for the same contact+pipeline within 10 minutes is treated as a delivery retry and skipped, and a contact whose masterStatus is terminal (won…

Update a draft invoice — change items, contact, due date, or terms. Cannot update paid or voided invoices.

Change the admin-curated lead pool (Up for Grabs / Lead Pool). Pass only what changes; every other criterion keeps its stored value. Criteria are ANDed: enabled, tagIds (contact has ANY of these tags; [] = no tag rule), sources (lead source is ANY of these; [] = no source rule), minScore / maxScore (lead score floor / ceiling, 0..1000, null = none; the same value for both keeps one exact score, e.g. "lead quality 4"), createdWithinDays (only leads ADDED to the CRM in the past N days — creation time, a re-import of an existing contact is not new; 1..365, null = none), poolClaimDailyLimit (0..20…

Turn LOST propagation on or off for this tenant (Lifecycle v3 P2). When on: a contact's masterStatus flips to 'lost' within a minute of its LAST open deal card closing lost (a per-minute resolver applies the rule on the committed state) (carrying that card's lostReason into masterStatusReason), a new open card on a lost/abandoned/disqualified contact reopens it, and a won contact never flips. Forward-only from the first enable (enabledAt is stamped server-side): existing history never flips by itself. A terminal masterStatus silences every drip, sequence and playbook for that contact, so read …

Set the account's custom lead lifecycle statuses. The five defaults (open, won, lost, abandoned, disqualified) always exist and cannot be removed; this REPLACES the custom list on top of them (max 20 names, 1-40 chars each, letters/numbers/spaces/-/_ only). Terminal statuses stop all outbound automation for a contact. Requires settings:edit.

Update a pipeline's name, description, or default flag. To add/edit/remove stages, use the stage tools.

Rename, refilter, enable / disable or reorder a pool filter set (admin only). Pass only what changes. Switching a set on or changing its rules reconciles the open offers the page no longer shows; a change that OPENS the whole page needs acknowledgeOpensPool. pageVersion is the one your list read answered for the set's page (409 page_version_stale when the page moved since: re-list and retry).

Update a product's name, price, description, or other details.

Update a saved custom report: any create field, plus pivot (set a pivot grid, or null to remove it). Only the fields you pass change.

Change a schedule (only the fields you pass), including pausing (enabled: false) or resuming it.

Update a ring group (name, number, members, strategy, ring time, active). Replacing memberIds REQUIRES expectedUpdatedAt (the API 428s without it); passing it on any update makes a concurrent edit 409 instead of being overwritten.

Rename a saved filter (a personal Smart View) or replace its filters/sort. Owner-only — a personal view is its owner's for every role. Use conduyt_list_saved_filters or conduyt_list_smart_views to find the id. Requires the 'saved-filters' scope.

Update a scoring rule's name, points, condition, or active status.

Update a smart list's name, description, type, or filters.

Change one Smart View's Smart Dialing settings (admin key): make it a priority or not, the lifetime attempt cap, the per-day cap (null = no daily cap, counted in the account timezone), the cooldown between calls to the same lead, the shared pool and when a pool lead is assigned, and the retry schedule. Only the fields you pass change. Use conduyt_reorder_smart_views to change WHICH priority it is.

Update a stage within a pipeline — rename, recolor, reorder (sortOrder), or change its won/lost/system flags.

Rename a tag or change its color.

Update an existing task's fields. Only the fields you provide are changed; omit a field to leave it as-is. To mark a task done, prefer conduyt_complete_task. Requires tasks:edit.

Update a template's content, subject, or category.

Update a team member's profile, role, or permissions. Cannot modify your own role. To activate/deactivate a user, use conduyt_deactivate_user / conduyt_reactivate_user (status cannot be changed here).

Update a webhook — change URL, events, or enable/disable. Reactivating resets the failure count.

Upload a greeting recording (mp3, wav or m4a, up to 10 MB) for use in a greeting node's audioUrl. Pass the file as base64. Returns { url } — put it on the greeting node via conduyt_update_call_flow.

Validate a call flow's draft graph WITHOUT publishing — returns structured problems (unreachable nodes, missing targets, etc.).

Verify contacts' phone LINE TYPE (mobile/landline/VoIP) + carrier + validity via the tenant's own Twilio Lookup, stamping the results on each contact (Phone Verification custom fields). OPT-IN + TENANT-PAID (~$0.008/number on their Twilio): requires the account's lineTypeVerificationEnabled Twilio setting, configured Twilio credentials, and org-wide contact access (owner/admin/view_all). BATCHED + idempotent: each call verifies up to 50 not-yet-stamped contacts and returns { verified, remaining, done, byLineType } — CALL REPEATEDLY until done=true. Provide exactly ONE scope: smartListId or con…

Place a voice drop to a contact (POST /api/v1/calls/voice-drop): an outbound Twilio call with answering-machine detection that plays one of the account's Voicemail Drop recordings (Settings → Twilio → Voicemail Drop; names from conduyt_sms_transports voiceDrop.recordings) when a machine answers, and hangs up quietly when a person answers unless onHuman is play. Governed like a call: calls-tier consent (a texting STOP does not block it, a DNC or litigator row does), the account's calling hours, one live call per lead. Placed from your own Twilio line (else the account number) unless fromNumber …

Connect the account's WhatsApp sender (PUT /api/v1/settings/whatsapp): pass the sender sid from conduyt_whatsapp_senders. Verified with Twilio before it is stored: it must be on this account and ONLINE (422 sender_not_found / sender_not_online), one sender belongs to one Conduyt account (409 sender_in_use), Twilio is required (422 twilio_required). Pass disconnect: true to forget the sender instead (DELETE): workflow steps on the WhatsApp channel stop sending. Requires settings:edit.

The WhatsApp senders Twilio lists under this account's credentials (GET /api/v1/settings/whatsapp/senders): sid (XE…), phoneNumber, status (only ONLINE can be connected), displayName, connected (the stored one). 422 twilio_required without Twilio credentials. Requires settings:view.

WhatsApp connection for this account (GET /api/v1/settings/whatsapp): status connected | not_configured | twilio_required (a sender is stored but Twilio is disconnected), twilioConnected, and the sender {phoneNumber (plain E.164), sid}. WhatsApp rides the account's Twilio credentials; the workflow Send SMS step, conduyt_send_sms (transport whatsapp) and the contact composer can use it once connected. Requires settings:view.

The account's WhatsApp templates (Twilio Content) with Meta's approval verdict (GET /api/v1/sms/whatsapp/templates): sid (a send_sms step's whatsappTemplateSid / conduyt_send_sms whatsappContentSid), friendlyName, language, body (the approved text with {{1}}, {{2}} placeholders), variables (the placeholder numbers to fill), approval (approved | pending | rejected | paused | disabled | unsubmitted | unknown), rejectionReason, category; plus `connected` (Twilio credentials AND a WhatsApp sender stored). Only an APPROVED template can be sent; outreach outside a contact's 24-hour window must use o…

Point the flow's number's Twilio voice webhook at Conduyt (the same step publish performs; use it when publish reported wiring.error, or after changing the number in Twilio). Admin. Returns the resulting wiring state.

Safely publish a workflow. First validates the current graph — if there are errors, returns them and refuses to publish. If validation passes, publishes the draft to live. This is the recommended way to go live — it prevents broken workflows from reaching contacts.

Dry-run a saved automation against a real or stub contact. Returns a step-by-step trace of what WOULD happen — no messages sent, no tags applied, no side effects. Checks compliance (DNC, opt-outs), provider readiness (SMS/email configured), and condition evaluation. Use this to verify a workflow does what you expect before publishing.

Validate a workflow graph WITHOUT saving it. Returns errors and warnings so you can fix issues before creating or publishing. Always call this before conduyt_workflow_promote.

Connect or replace the account's Zoom Server-to-Server OAuth app (PUT /api/v1/settings/zoom): accountId, clientId, clientSecret from the Zoom App Marketplace app with scopes meeting:write/read/update/delete:meeting:admin + user:read:user:admin. Verified with Zoom before it is stored (a token must be issued and the app's own user readable: 422 credentials_rejected / scope_missing, 502 vendor_unavailable, nothing stored). Answers the app's user = the default meeting host. Pass disconnect: true to forget the app instead (DELETE): booking pages set to Zoom fall back to their written location. Requ…

Zoom connection for this account (GET /api/v1/settings/zoom): status connected | not_configured, the Zoom account id and client id masked (the client secret is never returned). Requires settings:view.

Prove the stored Zoom app still works (POST /api/v1/settings/zoom/test): a token is issued and the app's own user answers; pass hostEmail to also prove that user belongs to the Zoom account (the value a booking page's videoHostEmail must be). Read-only on Zoom, nothing is created. 200 with ok:false + code host_not_found | credentials_rejected | scope_missing | vendor_unavailable when it does not; 409 zoom_not_configured before connect. Requires settings:view.