--- name: no-crm-io description: noCRM.io is a sales lead management platform that helps sales teams capture, qualify, and track leads through customizable pipelines, enabling users to manage prospecting activities, follow-ups, and conversions without the complexity of a traditional customer relationship management system. Read and write NoCRM.io data through One: leads, teams, users, comments, webhooks, auth and more, 82 actions with real parameter documentation. Use whenever the user asks to look something up in NoCRM.io, create or update a record there, or build code against the NoCRM.io API. license: One-Knowledge-1.0 (https://www.withone.ai/licenses/knowledge) metadata: author: one-systems attribution: Integration knowledge by One (withone.ai) platform: no-crm-io generated-from: one-knowledge-base --- # NoCRM.io through One noCRM.io is a sales lead management platform that helps sales teams capture, qualify, and track leads through customizable pipelines, enabling users to manage prospecting activities, follow-ups, and conversions without the complexity of a traditional customer relationship management system. One exposes NoCRM.io through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters. ## How to run an action 1. Find the action in the table below, or call `search_one_platform_actions` with platform `no-crm-io` if it is not listed. 2. Call `get_one_action_knowledge` with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters. 3. Call `execute_one_action` with parameters copied from that knowledge. Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing. ## Before you start Call `list_one_integrations` once and confirm NoCRM.io is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP. Each connection carries an `access` field. If it reports `{"policy": "methods", "methods": ["GET"]}` the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused. ## Before a write Creates, updates, deletes and sends land on a real NoCRM.io account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation. ## Actions ### Leads | Action | Method | Path | Action id | |---|---|---|---| | Get a Lead's Business Card | GET | `/api/v2/leads/{{id}}/business_card` | `conn_mod_def::GMcTMNLnVGs::8yXcSTUJQ5OmTyDuEKc-mw` | | List a Lead's Duplicates | GET | `/api/v2/leads/{{id}}/duplicates` | `conn_mod_def::GMcTMNlLYWU::h-yJSViTSbebHr_85wmhBw` | | List Leads | GET | `/api/v2/leads` | `conn_mod_def::GMcTMEicYRY::hyQcVN49SKGBgb8u0o2_tA` | | List Unassigned Leads | GET | `/api/v2/leads/unassigned` | `conn_mod_def::GMcTMYZoXbA::iUs-0Ob-TaCP03CAqKHt3A` | | Retrieve a Lead | GET | `/api/v2/leads/{{id}}` | `conn_mod_def::GMcTMCZOvqs::5YI7NJw4SAu_wMZYKJkvrg` | | Add to Client Using Leads | POST | `/api/v2/leads/{{id}}/add_to_client` | `conn_mod_def::GMcTMgV71KU::ZS4SGU_ISGOd5yfP4ocjsQ` | | Assign a Lead | POST | `/api/v2/leads/{{id}}/assign` | `conn_mod_def::GMcTMhJXGGw::otBp1PmYTIusdU9SU8TL7w` | | Create a Call on a Lead | POST | `/api/v2/leads/{{id}}/call` | `conn_mod_def::GMcTMhG36NA::_iUQyXrCTh2qthVEZCKUTA` | | Create a Lead | POST | `/api/v2/leads` | `conn_mod_def::GMcTMPXk5Rc::orbZ1jDUSzSYkfy6MNFhNQ` | | Create Lead from a Prospect in a Spreadsheet | POST | `/api/v2/spreadsheets/{{spreadsheetId}}/rows/{{id}}/create_lead` | `conn_mod_def::GMcTNmdvgOY::2D645OJQQciYslA8O8nV5w` | | Delete a Lead | DELETE | `/api/v2/leads/{{id}}` | `conn_mod_def::GMcTLwE81pg::D2A0lWw8SbOYr7rMvbLbvg` | | Delete Multiple Leads | DELETE | `/api/v2/leads/delete_multiple` | `conn_mod_def::GMcTLw_P9Pw::IIl5nF6ITn6n13prSw710g` | 3 more Leads actions are available through search. ### Teams | Action | Method | Path | Action id | |---|---|---|---| | List Teams | GET | `/api/v2/teams` | `conn_mod_def::GMcTOOpWSkA::C4Cd2QDWRSav3lMAthHimg` | | Retrieve a Team | GET | `/api/v2/teams/{{id}}` | `conn_mod_def::GMcTONfVZBw::DLJPJWn-RkCezxWlA_WKZQ` | | Add Member Using Teams | POST | `/api/v2/teams/{{id}}/add_member` | `conn_mod_def::GMcTOPM1q14::bJ5udGjkTYu7Me62OpHY-w` | | Create a Team | POST | `/api/v2/teams` | `conn_mod_def::GMcTOPSRKfM::Fz9WgB4uTLG88MrdHOyqAA` | | Delete a Team | DELETE | `/api/v2/teams/{{id}}` | `conn_mod_def::GMcTNux0-TE::Ly8TwB-XR0K1uC7gAO6zng` | | Remove Member Using Teams | DELETE | `/api/v2/teams/{{id}}/remove_member` | `conn_mod_def::GMcTOPd8g2g::DYgDvzBNSq-iHGWE1p-Xzg` | | Update a Team | PUT | `/api/v2/teams/{{id}}` | `conn_mod_def::GMcTOYcNsfE::g5ymR5P7QtWDUGbg0P2Cug` | ### Users | Action | Method | Path | Action id | |---|---|---|---| | List Users | GET | `/api/v2/users` | `conn_mod_def::GMcTObXiGQw::qkUtOjppSrChG5q0iZPKHg` | | Retrieve a User | GET | `/api/v2/users/{{id}}` | `conn_mod_def::GMcTOc1kcmI::_OI1X16sSmqYeCFQLFaOoA` | | Send Activation Email for a User | GET | `/api/v2/users/{{id}}/send_activation_email` | `conn_mod_def::GMcTOXTiPzM::RaORnxRNTDWOWnFsqKGu3Q` | | Create a User | POST | `/api/v2/users` | `conn_mod_def::GMcTOZLBoCQ::lQoMqgqHSMaWw8VzLp7X1g` | | Disable a User | PUT | `/api/v2/users/{{id}}/disable` | `conn_mod_def::GMcTOniorvo::MxIz_KY7RgKm3d0iZ9L1XQ` | ### Comments | Action | Method | Path | Action id | |---|---|---|---| | Create a Comment on a Lead | POST | `/api/v2/leads/{{id}}/comments` | `conn_mod_def::GMcTMgVaLxo::G7uZbkWoQterojlkD_dSKg` | | Create a Comment on a Prospect in a Spreadsheet | POST | `/api/v2/spreadsheets/{{spreadsheetId}}/rows/{{id}}/comments` | `conn_mod_def::GMcTNlOliE4::Q5m0cFNZTo-GSlMUHQIdbw` | | Create a Comment on a Prospecting List | POST | `/api/v2/spreadsheets/{{id}}/comments` | `conn_mod_def::GMcTNVznnso::SpstVdqTTDGOd4XPIDf6dQ` | | Delete a Comment on a Lead | DELETE | `/api/v2/leads/{{leadId}}/comments/{{id}}` | `conn_mod_def::GMcTLxEucxI::fAXh93P6TK2BX4Eo73I2NQ` | ### Webhooks | Action | Method | Path | Action id | |---|---|---|---| | List Webhooks | GET | `/api/v2/webhooks` | `conn_mod_def::GMcTOkhzpDM::LI1qhtNrR-u7czpvPRdUZg` | | Activate a Webhook | PUT | `/api/v2/webhooks/{{id}}/activate` | `conn_mod_def::GMcTOx6HHJA::WcNxuMUQRFqaBelnDngS3Q` | | Create a Webhook | POST | `/api/v2/webhooks` | `conn_mod_def::GMcTOwk89QQ::4wkCFKQ6QpydMaTIEF7ugw` | | Disable a Webhook | DELETE | `/api/v2/webhooks/{{id}}` | `conn_mod_def::GMcTOl428wc::EDBqz4usQUinjasAlKdoAA` | ### Auth | Action | Method | Path | Action id | |---|---|---|---| | Log As a User | GET | `/api/v2/auth/log_as` | `conn_mod_def::GMcTLDbwJUY::0z9ON6EMSBuFkIz_ikct-Q` | | Login to noCRM | GET | `/api/v2/auth/login` | `conn_mod_def::GMcTLDjBwWc::E6Cz7hGqT_GogjKnTrDztg` | | Logout | GET | `/api/v2/auth/logout` | `conn_mod_def::GMcTLC2Q0Ho::HdD9O4E8QHq64r1dyRMgUw` | ### ClientFolder | Action | Method | Path | Action id | |---|---|---|---| | Retrieve a Client Folder | GET | `/api/v2/clients/{{id}}` | `conn_mod_def::GMcTLXO7xO4::LAd5NdJgRxSAfQ7LLMW9SQ` | | Create a Client Folder | POST | `/api/v2/clients` | `conn_mod_def::GMcTLlpvVgY::GLjGl8vzRPqrxbmy66aM-A` | | Delete a Client Folder | DELETE | `/api/v2/clients/{{id}}` | `conn_mod_def::GMcTLZBMwW0::cxNVVrsLQUqMlGR6ZWrNUw` | ### Attachments | Action | Method | Path | Action id | |---|---|---|---| | Retrieve One Attachment for a Lead | GET | `/api/v2/leads/{{leadId}}/attachments/{{id}}` | `conn_mod_def::GMcTMFPyZRE::336pXefAQ0eXrcQabSaGyg` | | Add an Attachment to a Lead | POST | `/api/v2/leads/{{id}}/attachments` | `conn_mod_def::GMcTMgFPo98::kmZ2ipcORwafnTiIQJPdbw` | | Delete an Attachment for a Lead | DELETE | `/api/v2/leads/{{leadId}}/attachments/{{id}}` | `conn_mod_def::GMcTLwlm5r0::_EQHYvKzS9yjKR1x8mmoBQ` | ### ProspectingLists | Action | Method | Path | Action id | |---|---|---|---| | List Prospecting Lists | GET | `/api/v2/spreadsheets` | `conn_mod_def::GMcTNTeOgKo::iiFteQtfSFOAFX1IloE7xQ` | | Assign a Prospecting List | POST | `/api/v2/spreadsheets/{{id}}/assign` | `conn_mod_def::GMcTNT22JKk::ogSOdReqSVGsZedFoGOkcg` | | Update a Prospect in a Prospecting List | PUT | `/api/v2/spreadsheets/{{spreadsheetId}}/rows/{{id}}` | `conn_mod_def::GMcTNk4QIpA::GnuzWMA7SlG8GRD2jrQ-Ig` | ### Fields | Action | Method | Path | Action id | |---|---|---|---| | List Fields | GET | `/api/v2/fields` | `conn_mod_def::GMcTLju7rVw::AfQFK8SLTAmto1keBdwNKA` | | Create a Field | POST | `/api/v2/fields` | `conn_mod_def::GMcTLmlzF6k::fLxWR_a5TJmUyMvZgB3alQ` | ### PredefinedTags | Action | Method | Path | Action id | |---|---|---|---| | List Predefined Tags | GET | `/api/v2/predefined_tags` | `conn_mod_def::GMcTNEdjkgg::FX-5D6sFT0eMuPVPSFBlBQ` | | Create a Predefined Tag | POST | `/api/v2/predefined_tags` | `conn_mod_def::GMcTNHYb-UM::d5xqNeOrRsq7uLbRzTisig` | ### ProspectingList | Action | Method | Path | Action id | |---|---|---|---| | Retrieve a Prospecting List | GET | `/api/v2/spreadsheets/{{id}}` | `conn_mod_def::GMcTNcl3aP0::67uPW_FlTv2yNq4GEta--Q` | | Create a Prospecting List | POST | `/api/v2/spreadsheets` | `conn_mod_def::GMcTNS3GpYA::QPmfNcu5RRarWJOXqRFo0Q` | ### Steps | Action | Method | Path | Action id | |---|---|---|---| | List Steps | GET | `/api/v2/steps` | `conn_mod_def::GMcTNwSPs-s::Y9UgKNd8R1ex_V4O_IKYaA` | | Retrieve a Step | GET | `/api/v2/steps/{{id}}` | `conn_mod_def::GMcTOGj53Ow::4YeuG-OtRTqs10pXA-1Iqw` | ### WebhookEvents | Action | Method | Path | Action id | |---|---|---|---| | List Webhook Events | GET | `/api/v2/webhook_events` | `conn_mod_def::GMcTOlCLwuM::RIgnUiv8Ri-jer-IKKM4uQ` | | Retrieve a Webhook Event | GET | `/api/v2/webhook_events/{{id}}` | `conn_mod_def::GMcTOl1C-W8::XjIsH7wxQgaxAywWVsAfyw` | ### Activities | Action | Method | Path | Action id | |---|---|---|---| | List Activities | GET | `/api/v2/activities` | `conn_mod_def::GMcTLC_4AJE::ctuhIh5CTPqcApdBzND_-A` | ### Ping | Action | Method | Path | Action id | |---|---|---|---| | Ping the noCRM API | GET | `/api/v2/ping` | `conn_mod_def::GMcTLOn76ao::3rZb2tKrQzGDeeSwZOBojA` | ### Clients | Action | Method | Path | Action id | |---|---|---|---| | List Client Folders | GET | `/api/v2/clients` | `conn_mod_def::GMcTLVyBNqc::XAF7MfIZTtyO3TqWi8Rw3w` | ### Categories | Action | Method | Path | Action id | |---|---|---|---| | List Categories | GET | `/api/v2/categories` | `conn_mod_def::GMcTLWEsz70::EHl261_QRZax0CiSlASePA` | ### Category | Action | Method | Path | Action id | |---|---|---|---| | Create a Category | POST | `/api/v2/category` | `conn_mod_def::GMcTLWG04VM::gDIhqwQLSU-B2agjveuTcQ` | ### ClientFolders | Action | Method | Path | Action id | |---|---|---|---| | Update a Client Folder | PUT | `/api/v2/clients/{{id}}` | `conn_mod_def::GMcTLkLy1J8::mNSb2Q6yQHm48zdLKHggFg` | ### EmailSignatures | Action | Method | Path | Action id | |---|---|---|---| | Create or Update a User Email Signature | POST | `/api/v2/email_signatures` | `conn_mod_def::GMcTLmh5tpU::feeMB_NXS76HPiOF0YtAEw` | ### LeadBusinessCard | Action | Method | Path | Action id | |---|---|---|---| | Delete a Lead's Business Card | DELETE | `/api/v2/leads/{{id}}/business_card` | `conn_mod_def::GMcTLxDqA8k::HU1KE1N1QsiLVzxQNoJi1A` | ### LeadAttachments | Action | Method | Path | Action id | |---|---|---|---| | List a Lead's Attachments | GET | `/api/v2/leads/{{id}}/attachments` | `conn_mod_def::GMcTMB-3CGY::VkDd9DQpS7OZuM9w_eC4fw` | ### ActionHistories | Action | Method | Path | Action id | |---|---|---|---| | List a Lead's Action Histories | GET | `/api/v2/leads/{{id}}/action_histories` | `conn_mod_def::GMcTMEa99Kk::dWHa2HAfQVyU63zRs4XmEQ` | ### LeadsComments | Action | Method | Path | Action id | |---|---|---|---| | List a Lead's Comments | GET | `/api/v2/leads/{{id}}/comments` | `conn_mod_def::GMcTMO1_IOE::nnIAtZRBTguEINqEub9uIQ` | ### PartnerIntegration | Action | Method | Path | Action id | |---|---|---|---| | Activate a Partner Integration | POST | `/api/v2/partners/activate` | `conn_mod_def::GMcTMpq1wGs::BznlhWGlRm2Hu5xaczcATw` | ### LeadComments | Action | Method | Path | Action id | |---|---|---|---| | Update a Lead Comment | PUT | `/api/v2/leads/{{leadId}}/comments/{{id}}` | `conn_mod_def::GMcTMquyJjM::0UEvsq92TB67zImbYCdYfg` | ### PartnerIntegrations | Action | Method | Path | Action id | |---|---|---|---| | Revoke a Partner Integration Key | POST | `/api/v2/partners/revoke` | `conn_mod_def::GMcTM5Wpveg::zpRU1rIQTv6-vQ-kNylg1Q` | ### FollowUpTasks | Action | Method | Path | Action id | |---|---|---|---| | Update a Task for a Follow Up | PUT | `/api/v2/follow_ups/{{followUpId}}/tasks/{{taskId}}` | `conn_mod_def::GMcTM5tzAQ0::kkUPwBQkSgmnLP9FH6iv_g` | ### LeadsFollowUps | Action | Method | Path | Action id | |---|---|---|---| | Create From Template Using Leads Follow Ups | POST | `/api/v2/leads/{{leadId}}/follow_ups/create_from_template` | `conn_mod_def::GMcTM6T40pU::scEnO2k8SPiRswSNx-5ADA` | ### Pipelines | Action | Method | Path | Action id | |---|---|---|---| | List Pipelines | GET | `/api/v2/pipelines` | `conn_mod_def::GMcTM7rKh3o::mU1t0qjzQIOWGim6pU5GTQ` | ### FollowUps | Action | Method | Path | Action id | |---|---|---|---| | List Post-Sales Tasks | GET | `/api/v2/follow_ups` | `conn_mod_def::GMcTM9QUlYs::Bwc6CPhuTfuxYuKIgZ85GQ` | ### ProspectingListProspect | Action | Method | Path | Action id | |---|---|---|---| | Delete a Prospect in a Prospecting List | DELETE | `/api/v2/spreadsheets/{{spreadsheetId}}/rows/{{id}}` | `conn_mod_def::GMcTNGNns8M::wBJ6lokoT8S84VHdkhXaWg` | ### ProspectsCalledFrom | Action | Method | Path | Action id | |---|---|---|---| | List Prospects Called From noCRM | GET | `/api/v2/rows/called_from` | `conn_mod_def::GMcTNGxBQc0::O3IlEPVgSlONmtvh76dgxw` | ### Rows | Action | Method | Path | Action id | |---|---|---|---| | Find Prospects by Email or Field | GET | `/api/v2/rows` | `conn_mod_def::GMcTNJjfzgc::MRI9rfj3RYyDCLFMl9ch2w` | ### Spreadsheets | Action | Method | Path | Action id | |---|---|---|---| | Add Rows Using Spreadsheets | POST | `/api/v2/spreadsheets/{{spreadsheetId}}/rows` | `conn_mod_def::GMcTNkvxL50::dR6ouYtDT8Gi0w7C1MKhXg` | ### Calls | Action | Method | Path | Action id | |---|---|---|---| | Create a Call on a Prospect | POST | `/api/v2/spreadsheets/{{spreadsheetId}}/rows/{{id}}/call` | `conn_mod_def::GMcTNlDruCg::tGp5r-i1Rk-veRBYieqchQ` | ### ProspectComments | Action | Method | Path | Action id | |---|---|---|---| | Update a Prospect Comment | PUT | `/api/v2/spreadsheets/{{spreadsheetId}}/rows/{{prospectId}}/comments/{{id}}` | `conn_mod_def::GMcTNvu6MTQ::icZuppIhTXGs2zXrwXLbuA` | ### SpreadsheetsRows | Action | Method | Path | Action id | |---|---|---|---| | Update Fields Using Spreadsheets Rows for a Prospecting List | PUT | `/api/v2/spreadsheets/{{spreadsheetId}}/rows/{{id}}/update_fields` | `conn_mod_def::GMcTNwth2kE::dkxZkYunTxmlpG80LT-xig` | This lists 79 of 82 actions. For anything not here, call `search_one_platform_actions` with platform `no-crm-io`. The full catalog is at https://www.withone.ai/knowledge/no-crm-io. ## When a call fails The error comes from NoCRM.io, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed. Full catalog: https://www.withone.ai/knowledge/no-crm-io Integration knowledge by One (withone.ai), licensed under [One-Knowledge-1.0](https://www.withone.ai/licenses/knowledge). Attribution must be preserved in derivative works.