Rocket CRM
Contacts, opportunities, calendars, social, invoices, objects — 245 tools across 12 modules
crm_get_access_tokentoolExchange auth code for access token
crm_refresh_tokentoolRefresh an expired access token
crm_get_token_infotoolGet token metadata and scopes
crm_revoke_tokentoolRevoke an access token
crm_get_location_tokentoolGet location-scoped access token
crm_create_contacttoolCreate a new contact with fields
crm_get_contacttoolRetrieve contact by ID
crm_update_contacttoolUpdate contact fields
crm_delete_contacttoolRemove a contact permanently
crm_search_contactstoolSearch contacts by query
crm_list_contactstoolList all contacts with pagination
crm_add_contact_tagtoolAdd tags to a contact
crm_remove_contact_tagtoolRemove tags from a contact
crm_add_contact_notetoolAdd a note to a contact
crm_get_contact_notestoolList notes for a contact
crm_add_contact_tasktoolCreate a task for a contact
crm_get_contact_taskstoolList tasks for a contact
crm_add_contact_appointmenttoolSchedule appointment for contact
crm_get_contact_appointmentstoolList appointments for a contact
crm_add_contact_to_workflowtoolEnroll contact in automation workflow
crm_remove_contact_from_workflowtoolRemove contact from workflow
crm_get_contact_campaignstoolList campaigns for a contact
crm_upsert_contacttoolCreate or update contact by email/phone
crm_merge_contactstoolMerge duplicate contacts
crm_get_contact_by_emailtoolLookup contact by email address
crm_get_contact_by_phonetoolLookup contact by phone number
crm_bulk_update_contactstoolUpdate multiple contacts at once
crm_contact_createdtriggerTriggered when new contact is created
crm_list_conversationstoolList all conversations
crm_get_conversationtoolGet conversation by ID
crm_create_conversationtoolStart a new conversation
crm_send_messagetoolSend message in a conversation
crm_get_messagestoolList messages in a conversation
crm_update_conversationtoolUpdate conversation status
crm_delete_conversationtoolDelete a conversation
crm_send_emailtoolSend email via conversation
crm_send_smstoolSend SMS via conversation
crm_get_email_historytoolGet email thread history
crm_schedule_messagetoolSchedule a future message
crm_cancel_scheduledtoolCancel a scheduled message
crm_message_receivedtriggerTriggered when message arrives
crm_list_calendarstoolList all calendars
crm_get_calendartoolGet calendar by ID
crm_create_calendartoolCreate a new calendar
crm_update_calendartoolUpdate calendar settings
crm_delete_calendartoolDelete a calendar
crm_list_eventstoolList calendar events
crm_get_eventtoolGet event by ID
crm_create_eventtoolCreate a calendar event
crm_update_eventtoolUpdate an event
crm_delete_eventtoolDelete an event
crm_get_free_slotstoolGet available booking slots
crm_create_bookingtoolCreate a booking/appointment
crm_update_bookingtoolUpdate a booking
crm_cancel_bookingtoolCancel a booking
crm_get_bookingtoolGet booking details
crm_list_bookingstoolList all bookings
crm_create_calendar_grouptoolCreate a calendar group
crm_list_calendar_groupstoolList calendar groups
crm_update_calendar_grouptoolUpdate a calendar group
crm_delete_calendar_grouptoolDelete a calendar group
crm_get_calendar_resourcestoolList calendar resources
crm_create_calendar_resourcetoolCreate calendar resource
crm_check_slot_availabilitytoolCheck specific slot availability
crm_get_blocked_slotstoolGet blocked time slots
crm_block_slottoolBlock a time slot
crm_appointment_bookedtriggerTriggered when appointment booked
crm_appointment_cancelledtriggerTriggered when appointment cancelled
crm_list_pipelinestoolList all sales pipelines
crm_get_pipelinetoolGet pipeline by ID
crm_create_pipelinetoolCreate a new pipeline
crm_list_opportunitiestoolList opportunities in pipeline
crm_get_opportunitytoolGet opportunity by ID
crm_create_opportunitytoolCreate a new opportunity
crm_update_opportunitytoolUpdate opportunity fields/stage
crm_delete_opportunitytoolDelete an opportunity
crm_update_opportunity_statustoolMove opportunity to new stage
crm_add_opportunity_followertoolAdd follower to opportunity
crm_remove_opportunity_followertoolRemove follower from opportunity
crm_search_opportunitiestoolSearch opportunities by query
crm_opportunity_stage_changedtriggerTriggered when stage changes
crm_opportunity_createdtriggerTriggered when opportunity created
crm_list_invoicestoolList all invoices
crm_get_invoicetoolGet invoice by ID
crm_create_invoicetoolCreate a new invoice
crm_update_invoicetoolUpdate invoice details
crm_delete_invoicetoolDelete an invoice
crm_send_invoicetoolSend invoice to customer
crm_void_invoicetoolVoid an invoice
crm_record_paymenttoolRecord manual payment
crm_list_invoice_itemstoolList items on an invoice
crm_add_invoice_itemtoolAdd item to invoice
crm_update_invoice_itemtoolUpdate an invoice item
crm_remove_invoice_itemtoolRemove item from invoice
crm_generate_invoice_numbertoolGenerate next invoice number
crm_create_invoice_templatetoolCreate invoice template
crm_list_invoice_templatestoolList invoice templates
crm_get_invoice_scheduletoolGet recurring schedule
crm_create_invoice_scheduletoolCreate recurring invoice
crm_update_invoice_scheduletoolUpdate recurring schedule
crm_invoice_paidtriggerTriggered when invoice is paid
crm_invoice_senttriggerTriggered when invoice is sent
crm_list_transactionstoolList payment transactions
crm_get_transactiontoolGet transaction by ID
crm_list_orderstoolList all orders
crm_get_ordertoolGet order by ID
crm_create_ordertoolCreate a new order
crm_list_subscriptionstoolList subscriptions
crm_get_subscriptiontoolGet subscription details
crm_create_subscriptiontoolCreate a subscription
crm_cancel_subscriptiontoolCancel a subscription
crm_list_payment_methodstoolList customer payment methods
crm_charge_paymenttoolProcess a one-time charge
crm_refund_paymenttoolIssue a refund
crm_get_payment_integrationtoolGet payment provider config
crm_create_checkout_linktoolGenerate checkout link
crm_payment_receivedtriggerTriggered when payment received
crm_subscription_cancelledtriggerTriggered on sub cancellation
crm_list_productstoolList all products
crm_get_producttoolGet product by ID
crm_create_producttoolCreate a new product
crm_update_producttoolUpdate product details
crm_delete_producttoolDelete a product
crm_list_product_pricestoolList prices for a product
crm_create_product_pricetoolCreate a product price
crm_update_product_pricetoolUpdate a product price
crm_delete_product_pricetoolDelete a product price
crm_list_product_collectionstoolList product collections
crm_get_locationtoolGet location by ID
crm_list_locationstoolList all locations
crm_update_locationtoolUpdate location settings
crm_get_location_tagstoolList location tags
crm_create_location_tagtoolCreate a location tag
crm_update_location_tagtoolUpdate a location tag
crm_delete_location_tagtoolDelete a location tag
crm_get_location_custom_fieldstoolList custom fields
crm_create_location_custom_fieldtoolCreate custom field
crm_update_location_custom_fieldtoolUpdate custom field
crm_delete_location_custom_fieldtoolDelete custom field
crm_get_location_custom_valuestoolGet custom field values
crm_update_location_custom_valuestoolUpdate custom field values
crm_list_location_templatestoolList email/sms templates
crm_get_location_snippetstoolGet text snippets
crm_create_location_snippettoolCreate text snippet
crm_list_location_pipelinestoolList pipelines for location
crm_get_location_taskstoolList tasks for location
crm_search_locationtoolSearch within location
crm_get_location_timezonetoolGet location timezone
crm_update_location_timezonetoolUpdate location timezone
crm_get_location_business_infotoolGet business information
crm_update_location_business_infotoolUpdate business information
crm_get_location_integrationstoolList connected integrations
crm_list_social_accountstoolList connected social accounts
crm_get_social_accounttoolGet social account details
crm_connect_social_accounttoolConnect a social account
crm_disconnect_social_accounttoolDisconnect social account
crm_create_social_posttoolCreate a social media post
crm_update_social_posttoolUpdate a social post
crm_delete_social_posttoolDelete a social post
crm_schedule_social_posttoolSchedule future post
crm_publish_social_posttoolPublish post immediately
crm_list_social_poststoolList all social posts
crm_get_social_posttoolGet post by ID
crm_get_social_analyticstoolGet post analytics
crm_list_social_categoriestoolList post categories
crm_create_social_categorytoolCreate post category
crm_list_social_tagstoolList social tags
crm_create_social_tagtoolCreate social tag
crm_upload_social_mediatoolUpload media for posts
crm_get_social_mediatoolGet uploaded media
crm_delete_social_mediatoolDelete uploaded media
crm_list_social_conversationstoolList social conversations
crm_reply_social_conversationtoolReply to social conversation
crm_get_social_reviewstoolGet Google/FB reviews
crm_reply_social_reviewtoolReply to a review
crm_get_social_insightstoolGet audience insights
crm_list_social_templatestoolList post templates
crm_create_social_templatetoolCreate post template
crm_get_social_calendartoolGet posting calendar
crm_bulk_schedule_poststoolSchedule multiple posts
crm_get_google_businesstoolGet Google Business profile
crm_update_google_businesstoolUpdate Google Business
crm_create_google_posttoolCreate Google Business post
crm_get_facebook_insightstoolGet Facebook page insights
crm_get_instagram_insightstoolGet Instagram insights
crm_social_post_publishedtriggerTriggered on post publish
crm_social_review_receivedtriggerTriggered on new review
crm_list_userstoolList all users
crm_get_usertoolGet user by ID
crm_create_usertoolCreate a new user
crm_update_usertoolUpdate user details
crm_delete_usertoolDelete a user
crm_get_user_permissionstoolGet user permissions
crm_update_user_permissionstoolUpdate user permissions
crm_list_user_rolestoolList available roles
crm_assign_user_roletoolAssign role to user
crm_remove_user_roletoolRemove role from user
crm_search_userstoolSearch users by query
crm_get_user_availabilitytoolGet user availability
crm_update_user_availabilitytoolUpdate user availability
crm_get_user_calendarstoolGet calendars for user
crm_assign_user_calendartoolAssign calendar to user
crm_get_user_teamstoolGet user team memberships
crm_create_teamtoolCreate a team
crm_list_teamstoolList all teams
crm_add_team_membertoolAdd user to team
crm_remove_team_membertoolRemove user from team
crm_get_user_activitytoolGet user activity log
crm_invite_usertoolSend user invitation
crm_resend_invitationtoolResend user invitation
crm_user_logintriggerTriggered on user login
crm_list_custom_objectstoolList custom object schemas
crm_get_custom_objecttoolGet custom object schema
crm_create_custom_objecttoolCreate custom object schema
crm_update_custom_objecttoolUpdate custom object schema
crm_delete_custom_objecttoolDelete custom object schema
crm_list_object_recordstoolList records for object
crm_get_object_recordtoolGet specific record
crm_create_object_recordtoolCreate a new record
crm_update_object_recordtoolUpdate a record
crm_delete_object_recordtoolDelete a record
crm_search_object_recordstoolSearch records by query
crm_list_object_fieldstoolList fields for object
crm_create_object_fieldtoolCreate a field
crm_update_object_fieldtoolUpdate a field
crm_delete_object_fieldtoolDelete a field
crm_list_object_relationshipstoolList object relationships
crm_create_object_relationshiptoolCreate relationship
crm_delete_object_relationshiptoolDelete relationship
crm_list_object_viewstoolList saved views
crm_create_object_viewtoolCreate a saved view
crm_update_object_viewtoolUpdate a saved view
crm_delete_object_viewtoolDelete a saved view
crm_import_object_recordstoolBulk import records
crm_export_object_recordstoolBulk export records
crm_list_object_automationstoolList automations for object
crm_create_object_automationtoolCreate automation
crm_list_object_webhookstoolList webhooks for object
crm_create_object_webhooktoolCreate webhook
crm_get_object_analyticstoolGet object analytics
crm_duplicate_object_recordtoolDuplicate a record
crm_merge_object_recordstoolMerge duplicate records
crm_bulk_update_recordstoolBulk update records
crm_object_record_createdtriggerTriggered on record creation
crm_object_record_updatedtriggerTriggered on record update