IRM365

One IRM365 lead by its reference: status, priority, owner, requirements and key dates, its five most recent activities, and its ten most recent opportunities when that area is shared. No phone, email or notes.

get_lead

One activity by its reference, when its lead (or opportunity, when shared) is visible to this person: type, status, outcome, dates and who performed it; the description and outcome notes only when the company shares activity notes.

get_activity

One IRM365 opportunity by its reference: stage, expected value, quoted price, win probability, close date, owner, and the linked lead when that lead is visible too.

get_opportunity

Calls, meetings, tasks and other activities on leads (and opportunities, when shared) this person can see, most recent first. Filters by lead or opportunity reference, type and status. Returns type, status, outcome and dates; the description and outcome notes only when the company shares activity notes.

list_activities

Open follow-ups (pending or in-progress activities with a scheduled time or due date) on leads, and opportunities when shared, that this person can see, soonest first. Overdue: the scheduled time or the due date has passed. Today: not overdue, and one of them falls before the end of the company's day. Upcoming: both are after today.

list_followups

The people in this person's reporting line: everyone who reports to them, directly or through others, with their designation, branch and who they report to. No contact details.

list_my_team

Lists the IRM365 leads this person can see, most recently updated first. Filters by name or reference, status and priority. Returns reference, name, status, priority, type, source, score, owner and key dates — no phone, email or notes.

search_leads

Lists the IRM365 opportunities this person can see, newest first. Filters by title or reference, status and expected close date. Returns stage, expected value, quoted price, win probability, close date, owner and the linked lead when that lead is visible too.

search_opportunities

Returns the IRM365 company and person this connection acts for, their timezone, and the data areas it may read.

get_workspace_context