FREN
Book a demo
Ocliq · CRM · Automation · IA

Ocliq MCP tools and operations

Connect a compatible AI assistant to exposed Ocliq CRM operations. Start with account scope and read tools, then review any proposed writes separately. Connection details are provided for your account during activation.

See your workflow in OcliqView pricing

Reviewed operation snapshot

Selected contracts reviewed 2026-10-25. This is not an exhaustive export or proof of successful execution for every operation. Ask the live connector to describe an operation before use; required fields, scopes and account availability can change.

search-contacts-advanced · Read

Permission scopes: contacts.readonly

Approval flagged in catalog: no. Idempotency required: no.

Parameters

No public path/query parameter in the reviewed contract; account context is provided by the connection.

Body fields

  • sort (array) — optional
  • filters (array) — optional
  • searchAfter (array) — optional
  • pageLimit (number) — optional
get-pipelines · Read

Permission scopes: opportunities.readonly

Approval flagged in catalog: no. Idempotency required: no.

Parameters

No public path/query parameter in the reviewed contract; account context is provided by the connection.

search-opportunities-advanced · Read

Permission scopes: opportunities.readonly

Approval flagged in catalog: no. Idempotency required: no.

Parameters

No public path/query parameter in the reviewed contract; account context is provided by the connection.

Body fields

  • query (string) — optional
  • limit (number) — optional
  • page (number) — optional
  • searchAfter (array) — optional
  • additionalDetails (object) — optional
search-conversation · Read

Permission scopes: conversations.readonly

Approval flagged in catalog: no. Idempotency required: no.

Parameters

  • assignedTo (query, string) — optional
  • contactId (query, string) — optional
  • followers (query, string) — optional
  • id (query, string) — optional
  • lastMessageAction (query, string) — optional
  • lastMessageDirection (query, string) — optional
  • lastMessageType (query, string) — optional
  • limit (query, number) — optional
  • mentions (query, string) — optional
  • query (query, string) — optional
  • scoreProfile (query, string) — optional
  • scoreProfileMax (query, number) — optional
  • scoreProfileMin (query, number) — optional
  • sort (query, string) — optional
  • sortBy (query, string) — optional
  • sortScoreProfile (query, string) — optional
  • startAfterDate (query, any) — optional
  • status (query, string) — optional
get-messages · Read

Permission scopes: conversations/message.readonly

Approval flagged in catalog: no. Idempotency required: no.

Parameters

  • conversationId (path, string) — required
  • lastMessageId (query, string) — optional
  • limit (query, number) — optional
  • type (query, string) — optional
get-calendar-events · Read

Permission scopes: calendars/events.readonly

Approval flagged in catalog: no. Idempotency required: no.

Parameters

  • calendarId (query, string) — optional
  • endTime (query, string) — required
  • groupId (query, string) — optional
  • startTime (query, string) — required
  • userId (query, string) — optional
get-appointment · Read

Permission scopes: calendars/events.readonly

Approval flagged in catalog: no. Idempotency required: no.

Parameters

  • eventId (path, string) — required
task-search · Read

Permission scopes: locations/tasks.readonly

Approval flagged in catalog: no. Idempotency required: no.

Parameters

No public path/query parameter in the reviewed contract; account context is provided by the connection.

Body fields

  • contactId (array) — optional
  • completed (boolean) — optional
  • assignedTo (array) — optional
  • query (string) — optional
  • limit (number) — optional
  • skip (number) — optional
  • businessId (string) — optional
list-email-campaigns · Read

Permission scopes: emails/campaigns.readonly

Approval flagged in catalog: no. Idempotency required: no.

Parameters

  • limit (query, number) — optional
  • offset (query, number) — optional
  • search (query, string) — optional
  • status (query, string) — optional
get-campaign-stats · Read

Permission scopes: emails/stats.readonly

Approval flagged in catalog: no. Idempotency required: no.

Parameters

  • source (path, string) — required
  • sourceId (path, string) — required
  • subSourceId (query, string) — optional
create-contact · Write

Permission scopes: contacts.write

Approval flagged in catalog: yes. Idempotency required: yes.

Parameters

No public path/query parameter in the reviewed contract; account context is provided by the connection.

Body fields

  • firstName (string) — optional
  • lastName (string) — optional
  • name (string) — optional
  • email (string) — optional
  • gender (string) — optional
  • phone (string) — optional
  • address1 (string) — optional
  • city (string) — optional
  • state (string) — optional
  • postalCode (string) — optional
  • website (string) — optional
  • timezone (string) — optional
  • dnd (boolean) — optional
  • inboundDndSettings (object) — optional
  • tags (array) — optional
  • customFields (array) — optional
  • source (string) — optional
  • dateOfBirth (string) — optional
  • country (string) — optional
  • companyName (string) — optional
  • assignedTo (string) — optional
  • additionalEmails (array) — optional
  • additionalPhones (array) — optional
  • dndSettings (object) — optional
update-contact · Write

Permission scopes: contacts.write

Approval flagged in catalog: yes. Idempotency required: yes.

Parameters

  • contactId (path, string) — required

Body fields

  • firstName (string) — optional
  • lastName (string) — optional
  • name (string) — optional
  • email (string) — optional
  • phone (string) — optional
  • address1 (string) — optional
  • city (string) — optional
  • state (string) — optional
  • postalCode (string) — optional
  • website (string) — optional
  • timezone (string) — optional
  • dnd (boolean) — optional
  • inboundDndSettings (object) — optional
  • tags (array) — optional
  • customFields (array) — optional
  • source (string) — optional
  • dateOfBirth (string) — optional
  • country (string) — optional
  • assignedTo (string) — optional
  • additionalEmails (array) — optional
  • additionalPhones (array) — optional
  • dndSettings (object) — optional
create-note · Write

Permission scopes: contacts.write

Approval flagged in catalog: yes. Idempotency required: yes.

Parameters

  • contactId (path, string) — required

Body fields

  • userId (string) — optional
  • body (string) — required
  • title (string) — optional
  • color (string) — optional
  • pinned (boolean) — optional
create-task · Write

Permission scopes: contacts.write

Approval flagged in catalog: yes. Idempotency required: yes.

Parameters

  • contactId (path, string) — required

Body fields

  • title (string) — required
  • body (string) — optional
  • dueDate (string) — required
  • completed (boolean) — required
  • assignedTo (string) — optional
create-opportunity · Write

Permission scopes: opportunities.write

Approval flagged in catalog: yes. Idempotency required: yes.

Parameters

No public path/query parameter in the reviewed contract; account context is provided by the connection.

Body fields

  • pipelineId (string) — required
  • name (string) — required
  • pipelineStageId (string) — optional
  • status (string) — required
  • contactId (string) — required
  • monetaryValue (number) — optional
  • forecastExpectedCloseDate (string) — optional
  • forecastProbability (number) — optional
  • assignedTo (string) — optional
  • customFields (array) — optional
update-opportunity · Write

Permission scopes: opportunities.write

Approval flagged in catalog: yes. Idempotency required: yes.

Parameters

  • id (path, string) — required

Body fields

  • pipelineId (string) — optional
  • name (string) — optional
  • pipelineStageId (string) — optional
  • status (string) — optional
  • monetaryValue (number) — optional
  • forecastExpectedCloseDate (string) — optional
  • forecastProbability (number) — optional
  • assignedTo (string) — optional
  • customFields (array) — optional
create-appointment · Write

Permission scopes: calendars/events.write

Approval flagged in catalog: yes. Idempotency required: yes.

Parameters

No public path/query parameter in the reviewed contract; account context is provided by the connection.

Body fields

  • title (string) — optional
  • meetingLocationType (string) — optional
  • meetingLocationId (string) — optional
  • overrideLocationConfig (boolean) — optional
  • appointmentStatus (string) — optional
  • assignedUserId (string) — optional
  • description (string) — optional
  • address (string) — optional
  • ignoreDateRange (boolean) — optional
  • toNotify (boolean) — optional
  • ignoreFreeSlotValidation (boolean) — optional
  • rrule (string) — optional
  • calendarId (string) — required
  • contactId (string) — required
  • startTime (string) — required
  • endTime (string) — optional
add-tags · Write

Permission scopes: contacts.write

Approval flagged in catalog: yes. Idempotency required: yes.

Parameters

  • contactId (path, string) — required

Body fields

  • tags (array) — required
get-custom-fields · Read

Permission scopes: locations/customFields.readonly

Approval flagged in catalog: no. Idempotency required: no.

Parameters

  • model (query, string) — optional
get-contact · Read

Permission scopes: contacts.readonly

Approval flagged in catalog: no. Idempotency required: no.

Parameters

  • contactId (path, string) — required
get-all-tasks · Read

Permission scopes: contacts.readonly

Approval flagged in catalog: no. Idempotency required: no.

Parameters

  • contactId (path, string) — required

Parameter and result rules

  • Contact advanced search uses pageLimit; opportunity advanced search uses limit. Do not interchange them.
  • Reuse returned pagination cursors rather than inventing them. State the number of records reviewed.
  • Task creation requires a selected contact, title, ISO due date and completed state.
  • Appointment creation requires a calendar, contact and start time. Timezone, availability and notification effects need review.
  • Some record changes can trigger configured automations. A generated draft is different from sending a communication.

Start with your real workflow

Bring your lead sources, stages and tools. We define the configuration and scope before implementation.

Plan a demo