Pepper Cloud

List all CRM sales and support team members. Not for conversation/message assignees.

Get the current date and time in UTC, as an ISO 8601 string. Call this before building a pipeline for any relative date/time range ("today", "this month", "last 7 days") — never assume or guess today's date.

Get current exchange rates for all supported currencies. Call before summing or averaging amounts across currencies.

Fetch messaging channel integrations (e.g. WhatsApp, Xero, Telegram) configured for the account.

Get the fields, their types, and the record or activityType shape for any CRM module

Get one or more Xero quotations' full details by id. Only call this to fetch current data before update_quotation — never for displaying quotation details, which the UI handles.

Get Xero form configuration (items, tax rates, branding themes, currencies) needed to build a quotation.

Run a MongoDB aggregation over quotations — use for any quotation list/count/search/analysis query. Returns real, complete results — {recordsTotal, limit, skip, quotations} — not a capped sample. Use page/pageSize/sorted to page through results when total exceeds what's already been returned. Call get_module_schema (moduleId: "QTM") first for field names, ObjectId rules, and pipeline-building guidance. Don't include $sort/$skip/$limit in the pipeline itself — use page/pageSize/sorted instead.

Query a CRM module's records, or Activities (NOTE, TASK, LOG, EVENT) when activityType is given, with a MongoDB aggregation pipeline. Returns real, complete results — {total, limit, skip, records} — not a capped sample. Use page/pageSize/sorted to page through more when total exceeds what's already been returned. Build the pipeline from the field ids and types from get_module_schema. Always project raw database paths only (e.g. records.F2: 1, records.F3: 1).

Get valid assignee suggestions for a CRM module — call before assigning a record to find who can be assigned. If same name appears, take confirmation from user before assigning. Do not call this when asked to assign to "me"

Fetch comments, checklist, and/or timeline for a ticket.

Run a MongoDB aggregation over tickets — use for any ticket list/count/search/analysis query. Returns real, complete ticket documents — {total, limit, skip, records} — not a capped sample or id-only list. Use page/pageSize to page through results when total exceeds what's already been returned. Call get_module_schema (moduleId: "TM") first for field names, ObjectId rules, and pipeline-building guidance. Don't include $skip/$limit in the pipeline itself — use page/pageSize instead; $sort is fine to include in the pipeline.

List Xero contacts available for linking to a CRM account.

Create a new activity (mode='create', NOTE/TASK/LOG/EVENT) linked to one or more business records, or update fields on an existing one (mode='update'). For updates, include only the fields being changed, using exact fieldIds. Before creating, collect the required fieldsfrom the user — never invent, assume, or auto-fill values the user didn't provide. Use defaults unless the user explicitly overrides them.

Create a new business record (mode='create') or update fields on an existing one (mode='update'). For updates, include only the fields being changed. Field value formats: - Text: String value directly - Number: Numeric value - Date/DateTime: ISO 8601 format - Currency: {"currencyType": "USD", "amount": 1000} - Phone: String with country code - Email: Valid email string - Reference fields (Account, Assigned to): Use the ID - Enum/Select: Use raw enum value (e.g. "OPEN", not display label) - Percent: string (e.g. "75")

Create a new support ticket (mode='create') or update fields on an existing one (mode='update'), including escalating it or closing it. Call get_module_schema (moduleId: "TM") first for valid pipeline/pipelineStage IDs and confirm details with the user before creating. For updates, records must contain ONLY the fields actually changing — omit anything unchanged, and never pass null for a field just to keep it as-is. Escalate with escalate=true, or close via records.status="CLOSED".

Search the Organization knowledge base such as Pdf, Docs, and other knowledge base articles.

Create a new Xero contact for a CRM account, or link the account to an existing Xero contact.

Push/sync a CRM quotation with Xero.

Update an existing Xero quotation. Requires the full payload — call get_quotation_by_id first to get current field values, then send them all back with the changed fields updated. Returns only the quotation's id — displaying it is handled in the UI.

Check a MongoDB aggregation pipeline's structure before passing it to get_records, get_tickets_aggregate, get_quotations_aggregate, or get_conversations_aggregate. Catches malformed stages (e.g. multiple fields in one stage object, unknown or disallowed stage names) so errors surface before the call instead of as a MongoServerError. This is a structural check only — it does not verify field paths or operator arguments, and does not run the pipeline against real data.