OnePageCRM through One
OnePageCRM is an action-focused CRM designed to help small and medium-sized businesses manage contacts, track follow-ups and drive deals by turning each lead into a prioritized next action.
One exposes OnePageCRM 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
- Find the action in the table below, or call
search_one_platform_actions with platform one-page-crm if it is not listed.
- 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.
- 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 OnePageCRM 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 OnePageCRM 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
Contacts
| Action |
Method |
Path |
Action id |
| Get a Specific Contact |
GET |
/api/v3/contacts/{{contactId}} |
conn_mod_def::GJ56GhNn7bs::NcTvXbwsRsWPOFwPLqQeRQ |
| List a Contact’s Actions |
GET |
/api/v3/contacts/{{contactId}}/actions |
conn_mod_def::GJ56Gj6pYxs::sJ2vnj5YRsys7f9HapdcqQ |
| List a Contact’s Relationships |
GET |
/api/v3/contacts/{{contactId}}/relationships |
conn_mod_def::GJ56G1dmZyw::ArwLpuN2STKz5IHzPvgEew |
| List Contacts |
GET |
/contacts |
conn_mod_def::GJ56GqQPcns::4MAbLqUkTOmcQYUGqb4oEQ |
| List Contacts After the First 10,000 (Cascade Pagination) |
GET |
/api/v3/contacts/cascade/{{lastId}} |
conn_mod_def::GJ56G9J_UMA::TvpdEEXaTfyUAepy-uj5gw |
| List Contacts After the First 10,000 (Cascade Pagination) |
GET |
/api/v3/contacts/cascade/{{lastId}} |
conn_mod_def::GJ56G9mD2BQ::IuT--n1NS-m27RU3exFD1Q |
| List Contacts Matching a Filter |
GET |
/api/v3/contacts/filters/{{filterId}} |
conn_mod_def::GJ56HMq4cLc::j8iu21GZQciHaOEtOJsSwQ |
| Add a Contact Photo (by Contact ID) |
POST |
/api/v3/contacts/{{contactId}}/contact_photo |
conn_mod_def::GJ56F_DKSjU::d3Yej4hpRwqB4wbY2DKrXg |
| Assign a Tag to a Contact |
PUT |
/api/v3/contacts/{{contactId}}/assign_tag/{{tagName}} |
conn_mod_def::GJ56GIHeNV8::MeXOhwpaR5Gxd_b3SgcCow |
| Change a Contact’s Owner |
PUT |
/api/v3/contacts/{{contactId}}/change_owner/{{ownerId}} |
conn_mod_def::GJ56GH2eaCo::0U8LDs1NTAa2ahEQZF-sBw |
| Change a Contact’s Status |
PUT |
/api/v3/contacts/{{contactId}}/change_status/{{statusId}} |
conn_mod_def::GJ56GI8eWX4::drXKa3BRS9Ka2nQ5clBqMw |
| Close a Contact’s Sales Cycle |
PUT |
/api/v3/contacts/{{contactId}}/close_sales_cycle |
conn_mod_def::GJ56GIKFJek::Ki7-G0EjRoinB7MwPAX2_g |
13 more Contacts actions are available through search.
Companies
| Action |
Method |
Path |
Action id |
| Get a Company |
GET |
/api/v3/companies/{{companyId}} |
conn_mod_def::GJ56FaLMrR8::0NuZFNnOT1Op5wjXOJaiQQ |
| List a Company’s Linked Contacts |
GET |
/api/v3/companies/{{companyId}}/linked_contacts |
conn_mod_def::GJ56FbBDLJw::FYZxTOO9Tma76tM67uS1Gg |
| List a Company’s Pinned Attachments |
GET |
/api/v3/companies/{{companyId}}/pinned_attachments |
conn_mod_def::GJ56Fk6UkJQ::aYvQdG4PQV-7ihfmJWTuLg |
| List Companies |
GET |
/api/v3/companies |
conn_mod_def::GJ56Fb3FLKg::uS2dJmulSP-RU6u7RYpfng |
| Delete a Company’s Logo |
DELETE |
/api/v3/companies/{{companyId}}/logo |
conn_mod_def::GJ56FPugi4w::tKz-_SLzRBSnvnsXOTaogQ |
| Disable a Company’s Synced Status (Status Sync) |
DELETE |
/api/v3/companies/{{companyId}}/synced_status |
conn_mod_def::GJ56FPuEO_g::w8o9oB4-QK2HML_uL51f3A |
| Enable a Company’s Status Sync |
POST |
/api/v3/companies/{{companyId}}/synced_status |
conn_mod_def::GJ56FQWysu8::QezxUAAJTxiraaU0NsoEAw |
| Link a Contact to a Specific Company |
POST |
/api/v3/companies/{{companyId}}/linked_contacts |
conn_mod_def::GJ56FtoFWd8::ChxouN0ESDqbK2IoyuXLhw |
| Unlink a Contact from a Company |
DELETE |
/api/v3/companies/{{companyId}}/linked_contacts/{{contactId}} |
conn_mod_def::GJ56F4KTmUQ::w-hEXvYhTDmcj92WM7xO2w |
| Update a Company |
PUT |
/api/v3/companies/{{companyId}} |
conn_mod_def::GJ56F1Ska4I::qPKhO6HyQd2zzLkl8uE9vw |
| Update a Company's Logo |
POST |
/api/v3/companies/{{companyId}}/logo |
conn_mod_def::GJ56F1BAtUo::EiatHZ9TRZ-oWkSF5aNIMw |
| Update a Company’s Logo |
PATCH |
/api/v3/companies/{{companyId}}/logo |
conn_mod_def::GJ56F1GyDgI::7iGPG1MMQVutmmaRTQsvbQ |
Actions
| Action |
Method |
Path |
Action id |
| Get a Specific Action |
GET |
/api/v3/actions/{{actionId}} |
conn_mod_def::GJ56EeHln8E::V1KLJJGGRru-lESQc8Vv-w |
| List Actions |
GET |
/api/v3/actions |
conn_mod_def::GJ56Eg0T55Q::3Nw-18FAQpu3c6H4w8bz5Q |
| Create an Action |
POST |
/api/v3/actions |
conn_mod_def::GJ56Ed7e3qk::ErdsAj7eSaqNOdHL3m1QjQ |
| Delete a Specific Action |
DELETE |
/api/v3/actions/{{actionId}} |
conn_mod_def::GJ56EeGx5Dg::U7GLKG3xTuyEOUxUH4CoSA |
| Mark an Action as Done |
PUT |
/api/v3/actions/{{actionId}}/mark_as_done |
conn_mod_def::GJ56Ep2VYfk::3t-G336BQA6XLm7Om3peOw |
| Promote an Action as the Logged-in User’s Next Action |
PUT |
/api/v3/actions/{{actionId}}/promote |
conn_mod_def::GJ56EqQfmSI::NYKSkZ9zRjaaXQHQip6fyQ |
| Swap a User’s Next Action (Resolve Date Conflict) |
PUT |
/api/v3/actions/{{actionId}}/swap |
conn_mod_def::GJ56EuH6V5Q::n0a5Ki1NTbW6fnyyuqzPhQ |
| Unassign an Action |
PUT |
/api/v3/actions/{{actionId}}/unassign |
conn_mod_def::GJ56Ep44mPw::wubzv_b6QJSicjGiUMmeAQ |
| Undo an Action’s Completion |
PUT |
/api/v3/actions/{{actionId}}/undo_completion |
conn_mod_def::GJ56Eptrvyw::UK-JybogTA265hjOQSYZ7A |
| Undo an Action’s Promotion |
PUT |
/api/v3/actions/{{actionId}}/revert_promotion |
conn_mod_def::GJ56E1EYWs0::IRxvmnPDRx6djQI9yJ079A |
| Update an Action |
PUT |
/api/v3/actions/{{actionId}} |
conn_mod_def::GJ56E18W0gQ::Uw_iCKQVRQaN2VTq0twuIA |
Calls
| Action |
Method |
Path |
Action id |
| Get a Call |
GET |
/api/v3/calls/{{callId}} |
conn_mod_def::GJ56FE2uAa8::O7xy8EbyRwGg_vwnLjw3mQ |
| List a Company’s Calls |
GET |
/api/v3/companies/{{companyId}}/calls |
conn_mod_def::GJ56Fc1nZ-8::hLa8DHr2RO6tfPZohgCYGw |
| List a Contact’s Calls |
GET |
/api/v3/contacts/{{contactId}}/calls |
conn_mod_def::GJ56G0A-3-M::d3_9bYyoRjCFV2XX1W8Ltw |
| List Calls |
GET |
/api/v3/calls |
conn_mod_def::GJ56FIguTN8::0yNRqlr3Tuq8U9T-ROKpIg |
| Create a Call |
POST |
/api/v3/calls |
conn_mod_def::GJ56FE_jZ9U::dyxRnbc4TBG92bnuLPDRuw |
| Create a Call for a Contact |
POST |
/api/v3/contacts/{{contactId}}/calls |
conn_mod_def::GJ56GQTHvPw::JCxHmDfFT8SPp9ORB1iOfg |
| Delete a Call |
DELETE |
/api/v3/calls/{{callId}} |
conn_mod_def::GJ56FFvVCEY::_J-FD3aLS9ySZenY2w-5Qg |
| Update a Specific Call |
PUT |
/api/v3/calls/{{callId}} |
conn_mod_def::GJ56FPmZvIs::HOSCB2RjRbGKWutP2RJFVg |
Deals
| Action |
Method |
Path |
Action id |
| Get a Deal |
GET |
/api/v3/deals/{{dealId}} |
conn_mod_def::GJ56HyCLP2c::hJLfSg3NQ7uXyBpTUBLvJQ |
| List a Company’s Deals |
GET |
/api/v3/companies/{{companyId}}/deals |
conn_mod_def::GJ56FpB-j7g::pqdPLeeqRsG2_5TUbQnbCA |
| List Deals |
GET |
/api/v3/deals |
conn_mod_def::GJ56H0J7CtA::lVVsRhWZRlyql8yUaf-8Bg |
| Create a Contact’s Deal |
POST |
/api/v3/contacts/{{contactId}}/deals |
conn_mod_def::GJ56GTEeZNQ::1CL2MMhcR7qCVRgFGX_oDA |
| Create a Deal |
POST |
/api/v3/deals |
conn_mod_def::GJ56HnURCYQ::sudENMWiR5y_fbUGc5FGsQ |
| Delete a Deal |
DELETE |
/api/v3/deals/{{dealId}} |
conn_mod_def::GJ56HwArOt8::McUp_2fpRWaMRueV-LIPxw |
| Update a Deal |
PUT |
/api/v3/deals/{{dealId}} |
conn_mod_def::GJ56HwBLI4Y::f7_UtM_UQ9uowqQSLxrJBQ |
Attachments
| Action |
Method |
Path |
Action id |
| Get a Pre-Authorized S3 Upload Form for an Attachment |
GET |
/api/v3/attachments/s3_form |
conn_mod_def::GJ56E2TAZlY::1M465gY-TFyxFiEnmHEgCA |
| Create an Attachment |
POST |
/attachments |
conn_mod_def::GJ56E1DxpFQ::gPv7-lEvSfytWmTU4fdyKw |
| Delete an Attachment |
DELETE |
/api/v3/attachments/{{attachmentId}} |
conn_mod_def::GJ56E1NwFPE::70B_6AkWQ167w8ApSRLpkg |
| Pin an Attachment to Its Owner Contact |
PATCH |
/api/v3/attachments/{{attachmentId}}/pin |
conn_mod_def::GJ56E9TsklE::Eaot_JJBTxaJ2zI8K7t53A |
| Unpin an Attachment from Its Owner Contact |
PATCH |
/api/v3/attachments/{{attachmentId}}/unpin |
conn_mod_def::GJ56E9eyyCg::TqvKUhAtRx6j7sHqI7a6gA |
| Update an Attachment’s Custom Filename |
PATCH |
/api/v3/attachments/{{attachmentId}} |
conn_mod_def::GJ56E-P6vQo::j8KNjrmVQLO-UlfQzDg_Eg |
Meetings
| Action |
Method |
Path |
Action id |
| Get a Meeting |
GET |
/api/v3/meetings/{{meetingId}} |
conn_mod_def::GJ56IPmwj9U::oYhYy8OXTsSo_iQE-Zt5yw |
| List a Contact’s Meetings |
GET |
/api/v3/contacts/{{contactId}}/meetings |
conn_mod_def::GJ56Gy-QFYc::Y0zShyWURIe4igz8TGjJBg |
| List Meetings |
GET |
/api/v3/meetings |
conn_mod_def::GJ56IRQpROw::dNtQ5kPVT_iMAhhbsiI81A |
| Create a Meeting |
POST |
/api/v3/meetings |
conn_mod_def::GJ56IFXCqEM::c5gEtfTXT6OPEQnHSHkrLw |
| Delete a Meeting |
DELETE |
/api/v3/meetings/{{meetingId}} |
conn_mod_def::GJ56IFb3njQ::wINwntJHSYmfOgbgFF7Ipg |
| Update a Meeting |
PUT |
/api/v3/meetings/{{meetingId}} |
conn_mod_def::GJ56IPG8nrw::01WXeh0tQDuXgOpFlVoaEA |
CompanyFields
| Action |
Method |
Path |
Action id |
| Get a Company Field |
GET |
/api/v3/company_fields/{{companyFieldId}} |
conn_mod_def::GJ56F-lHrCE::Vd6J-fzYT6CniKH5EFH8FA |
| List Company Fields (Logged-in User’s Account) |
GET |
/api/v3/company_fields |
conn_mod_def::GJ56GA2dp5Q::IaOF4hZqRG2a6XpXonm8Mw |
| Create a Company Field |
POST |
/api/v3/company_fields |
conn_mod_def::GJ56F1B1QYg::FUCvWxxGSX2mKfML_7IjWw |
| Delete a Company Field |
DELETE |
/api/v3/company_fields/{{companyFieldId}} |
conn_mod_def::GJ56F-9u-Jg::O3wd3gFgRCObPnN6M7nirw |
| Update a Company Field |
PUT |
/api/v3/company_fields/{{companyFieldId}} |
conn_mod_def::GJ56F_ENjpM::Xuxhw9rKT7SACT49JarauQ |
CustomFields
| Action |
Method |
Path |
Action id |
| Get a Custom Field |
GET |
/api/v3/custom_fields/{{customFieldId}} |
conn_mod_def::GJ56HdktuH8::PeMIGCkcT1Gy9BRfrmVlog |
| List Custom Fields |
GET |
/api/v3/custom_fields |
conn_mod_def::GJ56Hcf0AUA::-ErdnRgXSniz0-PyNFsgZw |
| Create a Custom Field |
POST |
/api/v3/custom_fields |
conn_mod_def::GJ56HTeoewQ::rDmrgCu7TDGyHVFNDsmHXA |
| Delete a Custom Field |
DELETE |
/api/v3/custom_fields/{{customFieldId}} |
conn_mod_def::GJ56HbUOa9c::Jhhg68TKT1SEQXzvpuTfJQ |
| Update a Custom Field |
PUT |
/api/v3/custom_fields/{{customFieldId}} |
conn_mod_def::GJ56HfyHy7E::H5PakECpQEqqI4Uxec64Mg |
DealFields
| Action |
Method |
Path |
Action id |
| Get a Deal Field |
GET |
/api/v3/deal_fields/{{dealFieldId}} |
conn_mod_def::GJ56HnHMVD0::OLdsYP8WRaSVLT-rSf17pw |
| List Deal Fields |
GET |
/api/v3/deal_fields |
conn_mod_def::GJ56HpRPBt8::C_PqeGkBQ367EHlNaGBJxw |
| Create a Deal Field |
POST |
/deal_fields |
conn_mod_def::GJ56Hbkue1A::7C30YItiROi1Jl32EEGdIg |
| Delete a Deal Field |
DELETE |
/api/v3/deal_fields/{{dealFieldId}} |
conn_mod_def::GJ56HnIk-zM::RTXcPS79QPO9GEUy0Dl8pw |
| Update a Deal Field |
PUT |
/api/v3/deal_fields/{{dealFieldId}} |
conn_mod_def::GJ56HnS7_hk::4pYLz9LVSYumgI9efcXUhw |
LeadSources
| Action |
Method |
Path |
Action id |
| Get a Lead Source |
GET |
/api/v3/lead_sources/{{leadSourceId}} |
conn_mod_def::GJ56H6kEZ2w::bzJlN8nPQk2eFOw9asut9w |
| List Lead Sources (Logged-in User’s Account) |
GET |
/api/v3/lead_sources |
conn_mod_def::GJ56IFVnI-4::W9vpby2aQPyCy4gDeJOm4A |
| Create a Lead Source |
POST |
/api/v3/lead_sources |
conn_mod_def::GJ56H71h5FE::xek8osztQYOg7jNuWwfrZw |
| Delete a Lead Source |
DELETE |
/api/v3/lead_sources/{{leadSourceId}} |
conn_mod_def::GJ56H6_HWgE::SW3JCtwHRDiDVt7h8SC60w |
| Update a Lead Source |
PUT |
/api/v3/lead_sources/{{leadSourceId}} |
conn_mod_def::GJ56IIskGms::cQkV_uHgRuuiZiKJ2K7HVg |
Notes
| Action |
Method |
Path |
Action id |
| Get a Note by ID |
GET |
/api/v3/notes/{{noteId}} |
conn_mod_def::GJ56IXq_olo::TdfmAT8TTDyg_PJClGKUzg |
| List Notes |
GET |
/api/v3/notes |
conn_mod_def::GJ56IaWLekU::fhGxSTNGS7Ws0O-rO3eJpw |
| Create a New Note |
POST |
/api/v3/notes |
conn_mod_def::GJ56IQIwJ0A::XNc3YbPWRymhsE9tqOfJ7g |
| Delete a Note |
DELETE |
/api/v3/notes/{{noteId}} |
conn_mod_def::GJ56IYRw5R4::I8Tv8oYpTiaI3z_WZo1Llg |
| Update a Note |
PUT |
/api/v3/notes/{{noteId}} |
conn_mod_def::GJ56IYSw3jA::XnvO-Ht4SMGRmnOXSsuzrQ |
PredefinedActions
| Action |
Method |
Path |
Action id |
| Get a Predefined Action |
GET |
/api/v3/predefined_actions/{{predefinedActionId}} |
conn_mod_def::GJ56Ir5c2RI::_u6qX4rERLmGRFm-GkJpvg |
| List Predefined Actions (for the Logged-in User’s Account) |
GET |
/api/v3/predefined_actions |
conn_mod_def::GJ56Ivwl6hU::iVcCw-5vTKSIKV8tsJio1g |
| Create a Predefined Action |
POST |
/api/v3/predefined_actions |
conn_mod_def::GJ56IrbW1Nw::oyLUl4i9SECoQkHWkJQklg |
2 more PredefinedActions actions are available through search.
This lists 90 of 161 actions. For anything not here, call search_one_platform_actions with platform one-page-crm. The full catalog is at https://www.withone.ai/knowledge/one-page-crm.
When a call fails
The error comes from OnePageCRM, 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/one-page-crm
Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.
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