Kommo Automation

Kommo Automation

Manage your Kommo CRM sales pipeline -- list and filter leads, navigate pipeline stages, create and update deals, assign tasks, and work with custom fields -- all through natural language commands.

Toolkit docs: claude-skills.ai/toolkits/kommo

Setup

1. Add the Claude Skill MCP server to your client configuration:

   https://rube.app/mcp
   

2. Connect your Kommo account when prompted (OAuth authentication).
3. Start issuing natural language commands to manage your CRM.

Core Workflows

1. Navigate Pipelines and Stages

List all lead pipelines, then drill into specific pipeline stages to understand your sales funnel structure.

Tools: KOMMO_LIST_LEADS_PIPELINES, KOMMO_LIST_PIPELINE_STAGES

Example prompt:

"Show all my Kommo pipelines and the stages in my main sales pipeline"

Key parameters for List Pipelines: None required.

Key parameters for List Stages:

• pipeline_id (required) -- The pipeline ID to list stages for
• with_description -- Include stage descriptions in the response (boolean)

2. List and Filter Leads

Retrieve leads with powerful filtering by pipeline, status, date ranges, responsible users, price, and more.

Tool: KOMMO_LIST_LEADS

Example prompt:

"Show all leads in pipeline 12345 created this week, sorted by newest first"

Key parameters:

• query -- Free-text search across all filled fields
• filter_pipeline_ids -- Filter by pipeline IDs (array of integers)
• filter_status -- Filter by status within a pipeline: {"pipeline_id": 123, "status_id": 456}
• filter_responsible_user_ids -- Filter by assigned user IDs
• filter_names -- Filter by lead names
• filter_price -- Filter by deal value
• filter_created_at -- Date range: {"from": <unix_timestamp>, "to": <unix_timestamp>}
• filter_updated_at -- Date range for last update
• filter_closed_at -- Date range for closure
• order_by_created_at -- Sort: "asc" or "desc"
• order_by_updated_at -- Sort by update date
• limit -- Max 250 per page
• page -- Page number for pagination
• with_params -- Additional data: "contacts", "loss_reason", "catalog_elements", "source_id"

3. Create New Leads

Add new deals to your Kommo pipeline with custom fields, tags, and pipeline placement.

Tool: KOMMO_CREATE_LEAD

Example prompt:

"Create a new lead called 'Acme Corp Deal' worth $50,000 in pipeline 12345"

Key parameters:

• name (required) -- Name of the lead/deal
• price -- Deal value (integer)
• pipeline_id -- Pipeline to add the lead to
• status_id -- Stage within the pipeline (defaults to first stage of main pipeline)
• responsible_user_id -- Assigned user ID
• custom_fields_values -- Array of custom field value objects
• tags_to_add -- Array of tags (by name or ID)
• created_by -- User ID of creator (0 for robot)
• loss_reason_id -- Reason for loss (if applicable)

4. Update Existing Leads

Modify lead properties including name, price, pipeline stage, responsible user, tags, and custom fields.

Tool: KOMMO_UPDATE_LEAD

Example prompt:

"Move lead 789 to stage 456 in pipeline 123 and update the price to $75,000"

Key parameters:

• Lead ID (required)
• Any combination of: name, price, pipeline_id, status_id, responsible_user_id, tags_to_add, tags_to_delete, custom_fields_values

5. Create Tasks

Assign follow-up tasks linked to leads, contacts, or companies.

Tool: KOMMO_CREATE_TASK

Example prompt:

"Create a follow-up call task for lead 789 due tomorrow assigned to user 42"

Key parameters:

• Task text/description
• Entity type and ID (lead, contact, company)
• Responsible user ID
• Due date (Unix timestamp)
• Task type

6. Discover Custom Fields

List all custom fields for leads, contacts, or companies to understand your CRM schema.

Tool: KOMMO_LIST_CUSTOM_FIELDS

Example prompt:

"What custom fields are available for leads in Kommo?"

Key parameters:

• Entity type (leads, contacts, companies)

Known Pitfalls

• Date filters use Unix timestamps: All date range filters (filter_created_at, filter_updated_at, filter_closed_at) require Unix timestamp format in {"from": <timestamp>, "to": <timestamp>} structure, not ISO8601 strings.
• Pipeline and stage IDs are required: To filter leads by status, you need both pipeline_id and status_id. Always call KOMMO_LIST_LEADS_PIPELINES and KOMMO_LIST_PIPELINE_STAGES first to discover valid IDs.
• Max 250 leads per page: The limit parameter caps at 250. For large datasets, implement pagination using the page parameter.
• Custom field values format: Custom fields use a specific nested object format. Use KOMMO_LIST_CUSTOM_FIELDS to discover field IDs and expected value formats before setting values.
• Status filter requires both IDs: The filter_status parameter requires both pipeline_id and status_id as a combined object -- you cannot filter by status alone.
• Created_by 0 means robot: When setting created_by or updated_by to 0, the action is attributed to a robot/automation, not a human user.

Quick Reference

Part of the Claude Skills Hub