FORTVISION

Create a CRM company (name required; domain, website, industry, phone, e-mail, address, city, country, size, description, owner, tags). A company with the same name already existing is returned instead of duplicated unless allowDuplicateName is true. Read back after saving. Linking contacts to it is done in the app (or by create_quote / deals, which carry the company on the record).

create_company

Create an empty My List on the Leads board. If a list with that name exists it is returned unchanged (created:false). Then add members with add_contacts_to_list.

create_contact_list

Create a coupon on a connected store (WooCommerce/Shopify): shared (one code for everyone) or unique (a pool of one-per-contact codes, usable as {{coupon.NAME}} in emails/SMS). Registers the code(s) in the store. The store must already be connected for coupons in the app.

create_coupon

Create a sales deal in the pipeline, optionally linked to contacts and companies. Defaults to the first open stage; stage names must match this workspace's pipeline (see list_deals). Stage history starts with the creation.

create_deal

Write an email DRAFT into FORTVISION. It appears under Email → Drafts for a human to review, style and send — this tool never sends anything and never picks recipients. Give it plain content (subject, headline, body paragraphs separated by blank lines, an optional button) and it builds a valid email in the editor's format. Use direction "rtl" for Hebrew or Arabic.

create_email_draft

Create an outreach email SEQUENCE — a multi-step cadence sent from a connected mailbox over days. It is created PAUSED: nothing sends until start_email_sequence is confirmed (or Start in the Sequences tab), so creating it is reversible. steps: up to 8 of {subject, body (plain text ok), delayDays — days AFTER the previous step, first step usually 0}. recipients: up to 500 of {email, name?}. from: a connected mailbox address or "__rotate__" (default) to rotate across all connected mailboxes by remaining warm-up budget. Replies and bounces automatically stop the cadence for that recipient (stopOnReply defaults true).

create_email_sequence

Create a landing-page lead list (returns the existing one if the name already exists).

create_landing_page_list

Add a contact to the Leads board. Needs at least an email or a phone number. If someone with that email or phone already exists, nothing is created and the existing lead is returned — so calling this twice is safe. Ad-platform leads arrive on their own; this is for contacts you are adding by hand.

create_lead

Create a prospect list from a LinkedIn SEARCH (people search / event attendees / Sales Navigator URL) or from a POST's engagers (everyone who reacted to or commented on it — preview first with preview_linkedin_post_engagers). The import runs in the background over minutes; poll get_linkedin_list until status "ready". Creating a list sends nothing.

create_linkedin_list

Create a LinkedIn outreach sequence as a DRAFT — nothing sends until launch_linkedin_sequence is confirmed, so creating is reversible. steps: ordered actions, each {type, delayDays, delayHours, message, messageB (A/B variant), subject (inmail/email), withdrawAfterDays (connect)}. Types: view_profile, like_post, endorse, connect, message, inmail, send_email, and branch nodes if_connected/{connected,notConnected}, if_replied/{replied,notReplied}, if_open/{open,notOpen} whose branch keys hold sub-step arrays. Personalization tokens like {firstName} {company} work in messages. Attach a prospect list (listId from list_linkedin_lists) and senders (senderIds from list_linkedin_senders) here or later with update_linkedin_sequence.

create_linkedin_sequence

Create a new board with a People column, a Status column (default labels Backlog / Todo / In Progress / Done, or your own), a Due date column and groups (default To-Do / Completed). Reversible — a board can be deleted in the app.

create_project

Add an item to a board. status must be one of the board's labels (see list_projects); group accepts a group id or name; values is an object keyed by column id or title (numbers, text, dropdown arrays, ratings…). Unknown statuses, groups or columns are rejected with the valid options — nothing is silently dropped.

create_project_item

Create a price quote as a DRAFT on an existing CRM record — a contact (contactId = the record id from list_contacts_in_list / search_contacts / get_contact), a company and/or a deal. It is saved in the app's own quote store with the next quote number and the customer's details prefilled (name, e-mail, phone, linked company; a deal's line items), so it appears on that record's Quotes card in the app immediately. Returns the quote, its customer link (url), previewUrl and printUrl (PDF view). Nothing is sent — use send_quote when the user asks. Line items replace nothing (new quote). Recurring services: pass months on the item. Defaults (currency, VAT, validity, terms, intro, layout, language) come from get_quote_settings unless overridden here. Pass an idempotencyKey so a retry cannot create two quotes.

create_quote

Save an SMS DRAFT the SMS composer can pick up. Never sends and never selects recipients. The response reports the character count and how many 160-character segments the message will cost.

create_sms_draft

Save a post to the calendar as a DRAFT (or pending client approval). Never publishes: scheduling and publishing are separate confirm-gated tools.

create_social_post

Create a CRM task. Attach it to a lead by passing relatedType "contact" and the lead id, and it will show on that lead and in list_leads_requiring_followup once overdue.

create_task

Register an https endpoint to receive signed event deliveries. The signing secret is returned ONCE — store it, because it is the only thing that proves a delivery came from FORTVISION. Verify each request by recomputing HMAC-SHA256 over `${timestamp}.${rawBody}` using the RAW body, and reject deliveries whose timestamp is more than a few minutes old.

create_webhook

Save a WhatsApp DRAFT into the WhatsApp composer, where it appears under Drafts for a human to finish and send. Never sends. WhatsApp delivers only approved templates outside a 24-hour service window, so a draft names a template rather than free text — call list_whatsapp_templates first — and templateVariables fill its placeholders in order.

create_whatsapp_draft

Delete a booking page (its public link stops working). PREVIEW FIRST. Existing bookings are kept.

delete_booking_page

Delete a My List (lists of up to 500 members; larger ones only in the app). Member records are NOT deleted. PREVIEW FIRST: without confirm it reports the list, its size and how many imported records carry its tag (cleared on delete so the list does not resurrect).

delete_contact_list

Delete a coupon definition and its unused code pool. PREVIEW FIRST. Codes already registered in the store are left untouched (so codes already in inboxes keep working).

delete_coupon

Take a landing page down (its URL stops serving). PREVIEW FIRST: without confirm it shows the page and how many leads it captured (they stay in the CRM).

delete_landing_page

Delete a prospect list and its prospects. IRREVERSIBLE. PREVIEW FIRST: without confirm it reports the prospect count and warns if any sequence still targets the list.

delete_linkedin_list

Delete a sequence and all its per-prospect progress and stats. IRREVERSIBLE — pause_linkedin_sequence is almost always the better choice. The prospect list is kept. PREVIEW FIRST.

delete_linkedin_sequence

Remove an item from a board (with its comments and sub-items). PREVIEW FIRST: without confirm it shows the item that would be removed. The board keeps a restorable version snapshot in the app, but the item is gone from the board immediately.

delete_project_item

Delete a quote. Its customer link stops working and it disappears from the record's Quotes card; an accepted quote loses its acceptance record and e-signature. PREVIEW FIRST: without confirm it reports the quote, its status, total and view count.

delete_quote

Remove a post from the calendar. PREVIEW FIRST. For a published post only the calendar record is removed — the live post stays on the network.

delete_social_post

Permanently delete a CRM task. PREVIEW FIRST: without confirm it shows the task that would be destroyed. There is no undo and no trash — prefer complete_task unless the task should never have existed.

delete_task

Permanently remove a webhook endpoint. PREVIEW FIRST: without confirm it shows which endpoint and events would stop. Any integration relying on those deliveries stops receiving them immediately.

delete_webhook

Copy a sequence into a new DRAFT (same steps, list and senders, no progress). Useful for A/B testing a variation without touching the original.

duplicate_linkedin_sequence

Copy a quote into a new DRAFT with the next number, a fresh customer link and a fresh validity date, on the same contact / company / deal. This is how an accepted (locked) quote is revised. The source is not changed.

duplicate_quote

One-click fix for a stalled queue: adds every currently-usable sender to the running sequences whose own senders are all cooling down, so the cron's rebalance has somewhere to move waiting prospects. Run get_linkedin_send_health first; only acts on sequences it reported as blocked.

fix_linkedin_send_health

Create a new landing page with the platform's AI page generator from a brief (prompt and/or title, description, paragraphs, image URLs), save it and return its URL. Takes 30-90 seconds. The page is live at its URL immediately but nothing is promoted; it can be edited with update_landing_page or removed with delete_landing_page. Leads submitted on it land in the CRM (and in listId if given).

generate_landing_page

Ask the platform's social AI (brand-aware) for post ideas: topic/source, angle, audience, objective, tone, channels, format, languages. Returns generated variants — nothing is saved until you call create_social_post with the one you want. Takes 20-60s.

generate_social_posts

One automation with its run statistics: contacts entered and completed, emails and SMS sent, conversions, orders, opens and unsubscribes.

get_automation

The open time slots of one booking page on one day — the exact list a guest would see — as ISO datetimes, plus the page timezone. Use before create_booking.

get_booking_slots

Month-to-date ad spend against each account monthly target: spent so far, what should have been spent by today, pace (1.0 = on plan), projected month-end spend and an on / over / under status per ad account. Use for "are we on budget this month".

get_budget_pacing

One campaign with its settings and headline metrics. Ids are platform-scoped — pass the platform and accountId you got from list_campaigns.

get_campaign

Just the metrics for one campaign over a date preset — spend, impressions, clicks, results, CTR, CPC, cost per result. Use it when you only need the numbers.

get_campaign_performance

One company with its fields, notes (newest first), the linked contacts (with their record ids), deals (stage, amount) and quotes.

get_company