Conecta

Approve one drafted message action after explicit confirmation. This tool changes only the stored action status and never sends the message.

Archive an authenticated-organization business. Archived businesses are retained and can be restored in Conecta.

Archive a contact after explicit confirmation. Archived contacts can be restored in Conecta.

Archive an organization tag after explicit confirmation. Conecta blocks archiving when dependencies remain.

Archive one or more authenticated-organization tasks after explicit confirmation. Verify every requested task is archived; this action does not create an unscheduled replacement.

Archive an organization workflows process definition after explicit confirmation. Existing instances are not silently changed.

Archive an organization workflows process instance after explicit confirmation. Verify it is no longer active before claiming success.

Assign an workflows process item to exactly one resolved organization team member or contact. Use user_id only for type team_member and contact_id only for type contact; mismatched assignment payloads are rejected.

Remove matching opportunity cards across every page in one exact pipeline, optionally limited to one exact stage or explicit opportunity IDs. Processing is bounded and idempotent; only opportunity rows are deleted, then the remaining matching count is verified.

Update one supported contact field for a bounded set of authenticated-organization contacts after explicit confirmation.

Cancel an authenticated-organization appointment after explicit confirmation. This is the appointment delete operation.

Cancel an organization-scoped invoice after explicit confirmation. Paid invoices cannot be silently changed; verify the canceled state before claiming success.

Cancel a prepared message action after explicit confirmation. Cancelled actions can never be executed.

Cancel an electronic-signature request after explicit confirmation. This cannot retrieve or delete the underlying document.

Close an organization-scoped opportunity card by moving it to an exact closed stage. The stage must be marked won or lost in the selected pipeline.

Complete an organization-scoped workflows process item.

Create an internal appointment using explicit UTC timestamps and an IANA timezone. event_id is the calendar event or service definition, user_id is the team member, and contact_id is the person the appointment concerns. Resolve each separately, check availability, and do not set override_availability unless the user explicitly authorizes it.

Create a business in the authenticated organization using explicit business fields.

Create a contact using safe operational fields and return the standard safe contact projection.

Create a canonical document request packet for a contact. Resolve the contact first and resolve business_id only when the request belongs to that business. Preserve requested items and reminder settings; send_now and notifications require explicit confirmation, and notification channels are never silently replaced.

Create an organization-owned custom field definition.

Create a form from a template or from an explicit list of field metadata keys.

Create an invoice draft through the canonical billing service; sending is a separate confirmed action. Resolve the contact and every provided service_id or catalog_item_id first, preserve line items and amounts, and verify the draft totals after creation.

Create an opportunity card in an exact organization-scoped pipeline and stage. Resolve the optional contact and team-member IDs before writing.

Create an Opportunities pipeline in the authenticated organization using the existing production pipeline model.

Create an Opportunities stage under an exact organization-scoped pipeline.

Create a service catalog item in the authenticated organization.

Create a contact service/list definition used by Contacts filters and active-service values.

Create an electronic-signature request from an uploaded PDF for a resolved contact or business. Signers and fields use the canonical e-signature service; responses contain status only, never document content or storage data.

Create or restore a tag in the authenticated organization.

Create a task in the authenticated organization. Resolve contact_id for the person the task concerns and assignee_id for the team member who performs it. A due_date requires an explicit IANA timezone; preserve both IDs and verify the stored UTC due date after writing.

Delete an authenticated-organization appointment after explicit confirmation by cancelling it through the canonical booking lifecycle. This preserves booking history; verify the appointment status before claiming deletion.

Delete an organization-scoped automation after explicit confirmation. Verify that the automation is no longer readable before claiming deletion.

Soft-delete an organization-owned custom field definition after explicit confirmation.

Permanently delete an authenticated-organization form after explicit confirmation.

Delete a draft invoice after explicit confirmation. Sent, paid, partial, overdue, or canceled invoices are not deleted by this tool; verify the draft is gone before claiming success.

Delete an organization-scoped Opportunities pipeline after explicit confirmation. The production model protects pipelines with dependent opportunity cards and stages.

Delete an Opportunities stage after explicit confirmation. The production model blocks deletion while opportunity cards remain in the stage.

Permanently delete a service catalog item after explicit confirmation. Conecta blocks deletion when calendar events reference it.

Deactivate a contact service/list definition after explicit confirmation.