Advanza

Workspace counts for a period: contacts, companies, open pipeline, win/loss, new contacts, sent emails, published posts/pages, form submissions. openDealsValue sums open deals per currency, the currencies with the most open deals first (amounts in different currencies are not compared), at most ten currencies; openDealsValueTruncated is true when more currencies exist than are listed. This operation normally executes immediately.

analytics.workspace-overview

Runs copy through the same checks the publish gate applies, before scheduling. This operation normally executes immediately.

brand.check-text

The working brand: identity, section fields, completeness, published revision, record counts. This operation normally executes immediately.

brand.get

The brand's offers, capped at 50, flagged active/expired/not-yet-valid. This operation normally executes immediately.

brand.list-offers

Brand revision history, newest first, capped at 20. This operation normally executes immediately.

brand.list-revisions

Publishes a brand revision; future generation reads this snapshot. This operation may require a person's strong approval in Advanza. After approval, retry this same tool with identical arguments. To preview without changing anything, pass dryRun: true; then call again without it to run.

brand.publish-revision

What a generation call would use for a channel/audience/style: resolved context and prompt text. This operation normally executes immediately.

brand.resolve-context

Copies an earlier revision onto the working brand as a draft. To make it live, submit it (brand.submit-revision) and publish that revision (brand.publish-revision). This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

brand.rollback

Freezes the working brand into a new revision, in review until it is published with brand.publish-revision. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

brand.submit-revision

Partial update of the working brand: identity fields and per-section field edits. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

brand.update

Creates or updates a brand offer. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

brand.upsert-offer

Reads a campaign: header, counts (including approved and pending-approval posts), workflow, audience, and the 5 nearest upcoming items. include socialPosts lists each post with its approval and review status. This operation normally executes immediately.

campaigns.get

Lists campaigns, most recently updated first, with asset/social/email counts, how many posts are approved or still waiting for approval, and next scheduled time. Capped 50. This operation normally executes immediately.

campaigns.list

Approves social posts in a campaign, or withdraws their approval - the review a person does in the campaign view. The approval card shows each post's platform, account, internal name, media and text. It only records the review: nothing is scheduled or published, and the campaign is not launched. Schedule approved posts with social-posts.bulk-schedule (one approval for all) or social-posts.schedule. A scheduled or published post cannot have its approval withdrawn; unschedule it first. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

campaigns.set-post-approval

Merges many duplicate companies, each into the company it duplicates, in one approval. Each pair works as companies.merge: contacts, deals, activities, sub-companies, documents and import links move over and the duplicate is deleted. Up to 500 pairs per call; over 100 needs strong approval. Runs as a background job: Execute returns the full result when the job finishes within about 20 seconds, otherwise Accepted with a jobId — follow it with jobs.status, whose result lists every row with its status and id. Wait for a batch to finish before sending one that depends on it (activities naming contacts the first batch creates). If a job stops part-way (partially_completed), run the same input again as a new request with runAgain: true (a plain retry only replays the stopped result): rows already imported match their externalId and are skipped or updated, never duplicated. Sending a batch that is still running joins that run instead of starting a second. This operation may return approval_required. After a person approves it, retry this same tool with identical arguments. To preview without changing anything, pass dryRun: true; then call again without it to run.

companies.bulk-merge

Creates or updates many companies in one call. Matches on externalSource + externalId, then organisation number, then domain; a name match alone is a possible duplicate, never a merge. Up to 500 rows per call (split larger imports). Runs as a background job: Execute returns the full result when the job finishes within about 20 seconds, otherwise Accepted with a jobId — follow it with jobs.status, whose result lists every row with its status and id. Wait for a batch to finish before sending one that depends on it (activities naming contacts the first batch creates). If a job stops part-way (partially_completed), run the same input again as a new request with runAgain: true (a plain retry only replays the stopped result): rows already imported match their externalId and are skipped or updated, never duplicated. Sending a batch that is still running joins that run instead of starting a second. Text fields have the same maximum lengths as the single-record capability (see that capability's input schema, e.g. company description 500); a longer value fails its row, unless the call passes "truncate": true, which shortens free text (names, titles, addresses, descriptions) and says so in the row's warning. Emails, domains, URLs, phone numbers and codes are never shortened; externalId takes at most 200 characters and externalSource 50. Give every row "externalId" (the record's id in the source system) and the call an "externalSource" (e.g. "tripletex") so re-running the same import updates or skips instead of duplicating. Rows take custom field values as "custom": { key: value }, as the single-record capability does (custom-fields.list lists the keys). Preview first: it reports per row create / update / skip / possible_duplicate / error with a reason, plus counts and the deal total. A possible_duplicate row (a name match only — a name is not an identity) is skipped unless listed in "includeRows" (create a new record); imports never merge, so to change the existing record (matchedId), check it is the same one and update it directly. Execution reports every row; some rows may fail while the rest succeed. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

companies.bulk-upsert

Deletes one company; linked contacts and deals stay, unlinked. For a duplicate, use companies.merge. Soft delete, as in the product: the record disappears from every list. This operation may return approval_required. After a person approves it, retry this same tool with identical arguments. To preview without changing anything, pass dryRun: true; then call again without it to run.

companies.delete

Lists every company in the workspace, a page at a time, ordered by name — for when you need them all rather than a search match. This operation normally executes immediately.

companies.list

Finds companies by exact key, many at once: the externalId they were imported with, organisation number, domain, or exact name. Every key comes back with its matches (or none), so this is how to collect the ids of an import without searching. This operation normally executes immediately.

companies.lookup

Merges a duplicate company into the one to keep: its contacts, deals, activities and documents move over and the duplicate is deleted. This operation may return approval_required. After a person approves it, retry this same tool with identical arguments. To preview without changing anything, pass dryRun: true; then call again without it to run.

companies.merge

Matches companies by name or domain substring only. Cannot filter by industry, size, revenue, country or any other field, and cannot count the whole tenant. There is no segment-style filtering engine for companies — narrow the query text instead. This operation normally executes immediately.

companies.search

Adds existing contacts to a contact group. Preview reports which contacts would be added, are already members, or do not exist. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

contact-groups.add-members

Adds many contacts, by id or by email, to one contact group in one call. Contacts already in the group are skipped. Up to 500 per call; runs directly and returns every row's result. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

contact-groups.bulk-add-members

Creates a new, empty contact group in the active tenant. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

contact-groups.create

Lists contact groups in the active tenant. This operation normally executes immediately.

contact-groups.list

Sets the same fields on many contacts in one call — e.g. lifecycle stage or lead status. Contacts that already hold the values are skipped. Up to 500 per call. Runs as a background job: Execute returns the full result when the job finishes within about 20 seconds, otherwise Accepted with a jobId — follow it with jobs.status, whose result lists every row with its status and id. Wait for a batch to finish before sending one that depends on it (activities naming contacts the first batch creates). If a job stops part-way (partially_completed), run the same input again as a new request with runAgain: true (a plain retry only replays the stopped result): rows already imported match their externalId and are skipped or updated, never duplicated. Sending a batch that is still running joins that run instead of starting a second. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

contacts.bulk-update

Creates or updates many contacts (and optionally their companies and the groups they join) in one call. Contacts match on email; groups on name. Up to 500 rows per call (split larger imports). Runs as a background job: Execute returns the full result when the job finishes within about 20 seconds, otherwise Accepted with a jobId — follow it with jobs.status, whose result lists every row with its status and id. Wait for a batch to finish before sending one that depends on it (activities naming contacts the first batch creates). If a job stops part-way (partially_completed), run the same input again as a new request with runAgain: true (a plain retry only replays the stopped result): rows already imported match their externalId and are skipped or updated, never duplicated. Sending a batch that is still running joins that run instead of starting a second. Text fields have the same maximum lengths as the single-record capability (see that capability's input schema, e.g. company description 500); a longer value fails its row, unless the call passes "truncate": true, which shortens free text (names, titles, addresses, descriptions) and says so in the row's warning. Emails, domains, URLs, phone numbers and codes are never shortened; externalId takes at most 200 characters and externalSource 50. Give every row "externalId" (the record's id in the source system) and the call an "externalSource" (e.g. "tripletex") so re-running the same import updates or skips instead of duplicating. Rows take custom field values as "custom": { key: value }, as the single-record capability does (custom-fields.list lists the keys). Preview first: it reports per row create / update / skip / possible_duplicate / error with a reason, plus counts and the deal total. A possible_duplicate row (a name match only — a name is not an identity) is skipped unless listed in "includeRows" (create a new record); imports never merge, so to change the existing record (matchedId), check it is the same one and update it directly. Execution reports every row; some rows may fail while the rest succeed. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

contacts.bulk-upsert

Deletes one contact. Soft delete, as in the product: the record disappears from every list. This operation may return approval_required. After a person approves it, retry this same tool with identical arguments. To preview without changing anything, pass dryRun: true; then call again without it to run.

contacts.delete

Creates a manual campaign, the same as Manual Campaign in the product: a container for social posts, created as a draft. Nothing is published or scheduled. Link posts with social-posts.create-draft or social-posts.update-draft (campaignId). The preview shows every stored value, defaults included. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

campaigns.create

Creates a company in the active tenant. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

companies.create

Creates a contact in the active tenant. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

contacts.create

Creates a deal in the active tenant. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

deals.create

Creates an active form from structured field definitions, ready to embed on a landing page. Field ids are assigned by the server. The form takes submissions from anyone at its public URL as soon as it exists. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

forms.create

Sets a reminder on an activity or a deal. Fires through the normal notification path (bell, desktop, mobile); email is sent only when notifyByEmail is set, and even then only if the recipient hasn't muted it. Preview echoes the remindAt time and recurrence in words so a relative request ("the day before", "in a month") is checked before approval. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

reminders.create

Deletes many contacts, companies, deals and activities in one approval — e.g. to clean up an import that went wrong. Soft delete, as in the product. Records already gone are skipped, so the same call can be run again safely. Up to 500 rows per call; over 100 needs strong approval. Runs as a background job: Execute returns the full result when the job finishes within about 20 seconds, otherwise Accepted with a jobId — follow it with jobs.status, whose result lists every row with its status and id. Wait for a batch to finish before sending one that depends on it (activities naming contacts the first batch creates). If a job stops part-way (partially_completed), run the same input again as a new request with runAgain: true (a plain retry only replays the stopped result): rows already imported match their externalId and are skipped or updated, never duplicated. Sending a batch that is still running joins that run instead of starting a second. This operation may return approval_required. After a person approves it, retry this same tool with identical arguments. To preview without changing anything, pass dryRun: true; then call again without it to run.

crm.bulk-delete

Adds a custom field to every contact, company, deal or activity in the workspace — it appears in the product's forms too. Check custom-fields.list first: a field may already exist under another name. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

custom-fields.create

Lists the workspace's custom fields for contacts, companies, deals and activities: the key, type, options and whether it is required. The key is what "custom" takes on create, update and import. This operation normally executes immediately.

custom-fields.list

Sets the same fields on many deals in one call — e.g. moves 40 deals to a new stage. Deals that already hold the values are skipped. Up to 500 per call. Runs as a background job: Execute returns the full result when the job finishes within about 20 seconds, otherwise Accepted with a jobId — follow it with jobs.status, whose result lists every row with its status and id. Wait for a batch to finish before sending one that depends on it (activities naming contacts the first batch creates). If a job stops part-way (partially_completed), run the same input again as a new request with runAgain: true (a plain retry only replays the stopped result): rows already imported match their externalId and are skipped or updated, never duplicated. Sending a batch that is still running joins that run instead of starting a second. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

deals.bulk-update

Imports many deals — with the contacts and companies they belong to — in one call, e.g. from an accounting system. Deals match on externalId; contacts on email; companies on externalId, organisation number, then domain (a name match alone is flagged as a possible duplicate, not merged). Rows link to each other with ref / contactRef / companyRef. Up to 500 rows per call (split larger imports). Runs as a background job: Execute returns the full result when the job finishes within about 20 seconds, otherwise Accepted with a jobId — follow it with jobs.status, whose result lists every row with its status and id. Wait for a batch to finish before sending one that depends on it (activities naming contacts the first batch creates). If a job stops part-way (partially_completed), run the same input again as a new request with runAgain: true (a plain retry only replays the stopped result): rows already imported match their externalId and are skipped or updated, never duplicated. Sending a batch that is still running joins that run instead of starting a second. Text fields have the same maximum lengths as the single-record capability (see that capability's input schema, e.g. company description 500); a longer value fails its row, unless the call passes "truncate": true, which shortens free text (names, titles, addresses, descriptions) and says so in the row's warning. Emails, domains, URLs, phone numbers and codes are never shortened; externalId takes at most 200 characters and externalSource 50. Give every row "externalId" (the record's id in the source system) and the call an "externalSource" (e.g. "tripletex") so re-running the same import updates or skips instead of duplicating. Rows take custom field values as "custom": { key: value }, as the single-record capability does (custom-fields.list lists the keys). Preview first: it reports per row create / update / skip / possible_duplicate / error with a reason, plus counts and the deal total. A possible_duplicate row (a name match only — a name is not an identity) is skipped unless listed in "includeRows" (create a new record); imports never merge, so to change the existing record (matchedId), check it is the same one and update it directly. Execution reports every row; some rows may fail while the rest succeed. This operation normally executes immediately. To preview without changing anything, pass dryRun: true; then call again without it to run.

deals.bulk-upsert

Deletes one deal. Soft delete, as in the product: the record disappears from every list. This operation may return approval_required. After a person approves it, retry this same tool with identical arguments. To preview without changing anything, pass dryRun: true; then call again without it to run.

deals.delete