hdls Contacts
hdls Contacts is a rich, standalone people database for your assistant — every contact with all their emails, phone numbers, freeform notes, and the lists they belong to. Where the CRM's contacts roll up to companies and deals, hdls Contacts is built for depth on the person: multiple emails and phones, a running note history, and flexible lists for segmentation.
The headline entity is the contact. Add as many emails, phones, and notes as you need, group people into lists, and pull the whole picture back with summarize_contact.
Common workflows
- Capture a new person:
create_contact→add_email/add_phone→add_note. - Segment your people:
create_list→add_to_listfor newsletters, events, or outreach. - Recall everything:
summarize_contactfor the record plus its recent timeline.
hdls Contacts is a headless, MCP-native contact management backend. It manages detailed people/contact records with emails, phones, notes, and lists, operated entirely through named tools your AI assistant calls. It stands in for tools like HubSpot Contacts, Apple Contacts — same job, no UI to run.
💬 Just ask
"Add Ada Lovelace with her email and phone, then add her to my newsletter list."
You don't call these tools yourself — just tell your assistant in plain English. Everything below is the reference for when you (or your assistant) want the exact details.
How Contacts is organized
The headline entity is the contact — start there, then attach the rest to it. Records connect by reference: an email links to a contact; a phone links to a contact; a note links to a contact; a list_member links to a list and a contact.
| Entity | Purpose | Relates to |
|---|---|---|
contact | The headline contact — every other record hangs off this. | — |
email | An email linked to a contact. | contact |
phone | A phone linked to a contact. | contact |
note | A note linked to a contact. | contact |
list | List records. | — |
list_member | A list member linked to a list and a contact. | list, contact |
Tools
Call these at https://hdls.ai/api/mcp/contacts. Required fields you must supply; optional fields refine the call. You never pass tenant_id — it is stamped server-side.
Create
| Tool | What it does | Required | Optional |
|---|---|---|---|
create_contact | Create a new contact. | — | first_name, last_name, preferred_name, title, department, company_name |
create_list | Create a new list. | name | description, data |
Update & advance
| Tool | What it does | Required | Optional |
|---|---|---|---|
update_contact | Update an existing contact by id. | id | first_name, last_name, preferred_name, title, department |
add_email | Add an email. | contact_id, value | label, is_primary, data |
add_phone | Add a phone. | contact_id, value | label, is_primary, data |
add_to_list | Add a record to a list. | list_id, contact_id | added_at |
Find & read
| Tool | What it does | Required | Optional |
|---|---|---|---|
search_contacts | Search contacts by free-text and/or column filters (tenant-scoped, paginated). | — | search, filters, limit, orderBy |
summarize_contact | Fetch a contact plus its most recent timeline activity in one call. | id | activityLimit |
Timeline
| Tool | What it does | Required | Optional |
|---|---|---|---|
add_note | Add a note. | contact_id, body | author |
Field lists come from the product's live schema and are embedded in each tool's own description — read the tool description for the exact, current fields.
Field reference
Every field you can set on each record. Custom fields you add live alongside these in data.
contact
| Field | Type | Required | Notes |
|---|---|---|---|
first_name | text | ||
last_name | text | ||
preferred_name | text | ||
title | text | Display name. | |
department | text | ||
company_name | text | ||
account_ref | text | ||
primary_email | text | ||
primary_phone | text | ||
owner | text | ||
lifecycle_stage | text | ||
lead_source | text | ||
status | text | Lifecycle state. | |
timezone | text | ||
locale | text | ||
do_not_contact | true / false | ||
address_line1 | text | ||
address_line2 | text | ||
city | text | ||
region | text | ||
postal_code | text | ||
country | text | ||
linkedin | text | ||
twitter | text | ||
website | text | ||
avatar_url | text | ||
birthday | date | ||
tags | list | Free-form labels. | |
data | json | Free-form JSON — custom fields live here. | |
created_by | text |
email
| Field | Type | Required | Notes |
|---|---|---|---|
contact_id | id | Yes | Links to a contact. |
value | text | Yes | |
label | text | ||
is_primary | true / false | ||
data | json | Free-form JSON — custom fields live here. |
phone
| Field | Type | Required | Notes |
|---|---|---|---|
contact_id | id | Yes | Links to a contact. |
value | text | Yes | |
label | text | ||
is_primary | true / false | ||
data | json | Free-form JSON — custom fields live here. |
note
| Field | Type | Required | Notes |
|---|---|---|---|
contact_id | id | Yes | Links to a contact. |
body | text | Yes | |
author | text |
list
| Field | Type | Required | Notes |
|---|---|---|---|
name | text | Yes | Display name. |
description | text | ||
data | json | Free-form JSON — custom fields live here. |
list_member
| Field | Type | Required | Notes |
|---|---|---|---|
list_id | id | Yes | Links to a list. |
contact_id | id | Yes | Links to a contact. |
added_at | timestamp |
Tailor it with custom fields
Add fields without a schema change. add_custom_field defines one, list_custom_fields shows what's defined, and promote_custom_field (admin) shares a personal field with the whole workspace. The value lives in each row's data (JSON) and is set and read through the normal record tools. See Products, tools & custom fields for the full model.
Roles & safety
- Tenant isolation is automatic. Your credential is pinned to one workspace; you never pass
tenant_id, and you can only ever see your own data (enforced by Postgres row-level security). - Role-gated. Permissions run
reader < member < admin < owner. Installing a product and promoting a custom field workspace-wide need admin/owner.
Connect
On the concierge (https://hdls.ai/api/mcp), run install_product({ slug: "contacts" }) (admin/owner) to enable it for your workspace, then add https://hdls.ai/api/mcp/contacts as a connector in your assistant — see Connect your assistant.
A worked example
The literal call your assistant makes when you ask it to create the headline record:
Tool: create_contact
Arguments: {
"first_name": "Ada",
"last_name": "Lovelace"
}