hdls CRM
hdls CRM gives your AI assistant a complete sales backend — accounts, the people who work at them, the deals in flight, and a timeline of everything that happened — without a single screen to navigate. Tell your assistant "create an account for Northwind, add Ada as the champion, open a Q3 expansion deal, and log today's call," and it does exactly that.
Because the headline entity is the account, the natural flow is top-down: create the account first, then hang contacts and deals off it, then keep the relationship warm by logging activity and reading it back with a single summarize_account.
Common workflows
- Land a new logo:
create_account→create_contact→create_deal→log_activity. - Advance a deal:
move_deal_stageas it progresses,log_activityafter every touch. - Prep for a call:
summarize_accountto pull the record plus its recent timeline in one shot.
hdls CRM is a headless, MCP-native customer relationship management backend. It manages accounts (companies), contacts (people), deals, and activity timelines, operated entirely through named tools your AI assistant calls. It stands in for tools like Salesforce, HubSpot — same job, no UI to run.
💬 Just ask
"Add Acme as an account and log that I had a kickoff call." · "Show me the deals closing this month."
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 CRM is organized
The headline entity is the account — start there, then attach the rest to it. Records connect by reference: a contact links to an account; a deal links to an account and a contact. The activity table is an append-only timeline — every change and note lands there and is never edited or deleted.
| Entity | Purpose | Relates to |
|---|---|---|
account | The headline account — every other record hangs off this. | — |
contact | A contact linked to an account. | account |
deal | A deal linked to an account and a contact. | account, contact |
activity | Append-only timeline of changes and notes. | — |
Tools
Call these at https://hdls.ai/api/mcp/crm. 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_account | Create a new account. | name | domain, industry, website, owner, annual_revenue, employee_count |
create_contact | Create a new contact. | name | account_id, email, company, title, tags, data |
create_deal | Create a new deal. | title | account_id, contact_id, stage, value, currency, owner |
Update & advance
| Tool | What it does | Required | Optional |
|---|---|---|---|
update_account | Update an existing account by id. | id | name, domain, industry, website, owner |
update_contact | Update an existing contact by id. | id | name, account_id, email, company, title |
move_deal_stage | Move a deal to a new pipeline stage (sets its stage). | id, stage | — |
Find & read
| Tool | What it does | Required | Optional |
|---|---|---|---|
search_accounts | Search accounts by free-text and/or column filters (tenant-scoped, paginated). | — | search, filters, limit, orderBy |
search_contacts | Search contacts by free-text and/or column filters (tenant-scoped, paginated). | — | search, filters, limit, orderBy |
summarize_account | Fetch an account plus its most recent timeline activity in one call. | id | activityLimit |
Timeline
| Tool | What it does | Required | Optional |
|---|---|---|---|
log_activity | Append an entry to the append-only activity timeline. | entity_type, entity_id, kind | body |
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.
account
| Field | Type | Required | Notes |
|---|---|---|---|
name | text | Yes | Display name. |
domain | text | ||
industry | text | ||
website | text | ||
owner | text | ||
annual_revenue | numeric(16,2) | ||
employee_count | number | ||
status | text | Lifecycle state. | |
tags | list | Free-form labels. | |
data | json | Free-form JSON — custom fields live here. |
contact
| Field | Type | Required | Notes |
|---|---|---|---|
account_id | id | Links to an account. | |
name | text | Yes | Display name. |
email | text | ||
company | text | ||
title | text | Display name. | |
tags | list | Free-form labels. | |
data | json | Free-form JSON — custom fields live here. |
deal
| Field | Type | Required | Notes |
|---|---|---|---|
account_id | id | Links to an account. | |
contact_id | id | Links to a contact. | |
title | text | Yes | Display name. |
stage | text | Lifecycle state. | |
value | numeric(14,2) | ||
currency | text | ||
owner | text | ||
close_date | date | ||
data | json | Free-form JSON — custom fields live here. |
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. - History is append-only. The
activitytimeline is never edited or deleted — it's your audit trail.
Connect
On the concierge (https://hdls.ai/api/mcp), run install_product({ slug: "crm" }) (admin/owner) to enable it for your workspace, then add https://hdls.ai/api/mcp/crm 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_account
Arguments: {
"name": "Acme Corp"
}