NoClutterCRM

Gets one saved ICP with immutable version history, analysis reasoning and limitations, structured targets, approval state, analysis runs, and credit receipts. This read uses no AI tokens or customer credits.

icp.get

Returns the permitted brand, active product catalog, approved knowledge FAQs, reusable contact-list sizes, and recent campaign outcomes needed to propose an evidence-based campaign. It excludes individual customer records and credentials.

get-marketing-context

Gets the durable status, bounded work-unit totals, estimated provider and AI cost, failure state, and customer-credit receipt for one company discovery run. Polling this tool performs no provider or AI work and charges zero credits.

prospecting.discovery.get

Lists retained Prospect Lists and discovery runs for the selected brand or ICP profile, including candidate totals, coverage outcomes, provider and AI cost estimates, and customer-credit receipts. This read performs no search, browser, or AI work and charges zero credits.

prospecting.history

Creates or resolves a canonical CRM Company from one explicitly reviewed prospect candidate using editable Company fields and duplicate-safe identity resolution. This is a governed material CRM write. It does not create Contacts or send outreach.

prospecting.candidate.import

Lists reusable NoClutterCRM targeting presets and CRM-backed Meta Custom Audiences for one brand. Use a targeting audience id when creating a campaign draft instead of recreating its rules.

list-ad-audiences

Lists Meta ad campaign drafts, provider status, budget controls, spend, and results for one permitted NoClutterCRM brand.

list-ad-campaigns

Lists ready, locally stored brand images that can be attached to a NoClutterCRM Meta campaign draft. Use the returned content_asset_id with create-ad-campaign-draft.

list-ad-creative-assets

Lists workflows and sequences for one permitted NoClutterCRM brand, including draft status, activation blockers, published version, and recent activity summary.

list-automations

Lists the active NoClutterCRM brands available to the connected user. Call this before brand-specific work when the user has not named a brand.

list-brands

Lists saved ICP profiles with their latest and approved versions, last durable analysis status, and review state. Listing history uses no AI tokens or customer credits.

icp.list

Returns retained company candidates with fit score, qualitative confidence, score reasons, limitations, public source evidence, duplicate state, review state, and proposed Company fields. Filter by ICP, Prospect List, or review status. This read performs no provider or AI work.

prospecting.candidates

Synchronizes a CRM Contact List to a Meta Custom Audience or archives a reusable audience. Synchronization sends only normalized SHA-256 hashes and always requires exact one-time approval confirming customer-data rights.

manage-ad-audience

Creates a revision, provisions a campaign paused in Meta, publishes it, pauses it, or synchronizes delivery data. Provision and publish always require exact one-time NoClutterCRM approval.

manage-ad-campaign

Activates or pauses a NoClutterCRM workflow or sequence. Activation requires a fresh dry run for the exact draft, validates dependencies, publishes an immutable version, always asks for one-time approval, and may enable configured email or WhatsApp actions when future matching events occur.

manage-automation

Creates, updates, completes, reopens, or cancels a NoClutterCRM task. Assignment and linked-record rules match the connected user’s brand permissions.

manage-task

Creates a new immutable draft ICP version from a saved version and explicit structured refinements. The connected model may do the reasoning with the context returned by icp.context_status; this tool itself calls no NoClutterCRM AI and charges zero customer credits. It never edits or approves an existing version.

icp.propose_update

Requests a durable NoClutterCRM ICP analysis from the current safe context using the platform-pinned Luna medium policy. This private-beta operation records real AI usage and estimated provider cost but currently charges a maximum of zero customer credits. Reuse icp.get instead of re-analysing unchanged approved history.

icp.analyze

Starts a bounded, durable company discovery run from an explicitly approved ICP version. It creates or continues a Prospect List, uses the same metered Serper, public-page, and Luna scoring pipeline as Lead Finder, and never creates a CRM Company. The private beta records real provider and AI cost but currently charges a maximum of zero customer credits.

prospecting.discovery.start

Matches one detected browser-page entity and its participants against permitted NoClutterCRM contacts and companies in a single request.

resolve-page-context

Searches permitted contacts, companies, deals, and tasks in one NoClutterCRM brand. Returns compact matches; use get-crm-record for full details.

search-crm

Records explicit private-beta feedback for a retained ICP analysis using yes, partly, or no plus bounded reason codes and an optional comment. The server joins the feedback to the actual model, reasoning, usage, cost, and run evidence; it performs no AI work and charges zero credits.

icp.feedback

Revises a NoClutterCRM Meta campaign while it is still a draft. It never changes provisioned Meta objects or spends money. Create a revision first when the campaign has already been provisioned.

update-ad-campaign-draft

Updates one enabled step in an inactive NoClutterCRM workflow or sequence draft. Published versions remain immutable, and activation is a separate approved operation.

update-automation-draft

Creates or updates a NoClutterCRM company in one brand. Company names and website domains are normalized and deduplicated within the workspace. If the company belongs only to another brand, stop on requires_confirmation and ask the user before repeating the unchanged call with confirm_existing_relationship=true.

upsert-company

Creates or updates a NoClutterCRM contact in one brand. Provide id to update; without id, email, phone, LinkedIn, or a supported social profile URL safely matches an existing contact before creating one. If the matched contact or submitted company belongs only to another brand, stop on requires_confirmation and ask the user before repeating the unchanged call with confirm_existing_relationship=true.

upsert-contact

Creates or updates a NoClutterCRM deal in one brand. Stage is the source of truth for open, won, or lost status; line-item deal values remain derived.

upsert-deal