Translead CRM

Create an account record in Translead CRM. Use when adding a new account. Identify related records by their record ids. Items not passed are left empty; required items must be provided.

create_account

Update item values of an account record in Translead CRM. Use when changing an existing account. Only the fields passed are changed; other fields keep their current values. Identify the record by its record id.

update_account

Search account records in Translead CRM. Use when looking up accounts by text or field filters. Each record includes only its first 40 non-empty items by default; pass itemIds to include specific fields.

search_accounts

List product categories (商品カテゴリー) in display order. Category ids are used by create_product_master, update_product_master, and set_product_categories.

list_product_categories

Replace the product categories (商品カテゴリー) with the passed list: entries with an id are renamed or reordered, entries without an id are added, and existing categories missing from the list are deleted. Start from list_product_categories and pass the full list in the desired order. Categories that still have products cannot be deleted. Requires the product master management feature permission.

set_product_categories

List product masters (商品マスター) with product code, name, category, unit, cost price, list price, memo, detail, and whether the product is hidden on input. Product masters are the products selectable on deal amount details (案件明細) and quotations. Filter by keyword or productCategoryId to narrow large catalogs.

list_product_masters

Create a product master (商品マスター) with a tenant-unique product code, name, and optional category, unit, prices, memo, and detail. Product masters are the products selectable on deal amount details (案件明細) and quotations. Category ids come from list_product_categories. Requires the product master management feature permission.

create_product_master

Delete a product master (商品マスター). Products referenced by deal amount details or quotations cannot be deleted; hide them with update_product_master hideOnInput instead. Requires the product master management feature permission.

delete_product_master

Update a product master (商品マスター). Only the passed fields change; pass null to clear category, unit, prices, memo, or detail. Changing the code, name, unit, or category also updates the read-only copies on existing deal amount detail lines. Requires the product master management feature permission.

update_product_master

Export matching contact records to a CSV file and return a temporary download URL. Use when the user asks to download or bulk-export contacts as CSV. A query, field filter, account relation, or allowUnfiltered=true is required. The file includes accessible fields, up to 50000 records. The URL expires in 5 minutes.

download_contacts_csv

Create a contact record linked to an account in Translead CRM. Use when adding a new contact. Identify related records by their record ids. Items not passed are left empty; required items must be provided.

create_contact

Update item values or the linked account of a contact record in Translead CRM. Use when changing an existing contact. Only the fields passed are changed; other fields keep their current values. Identify the record by its record id.

update_contact

Search contact records in Translead CRM. Use when looking up contacts by text, field filters, or linked account ids. Each record includes only its first 40 non-empty items by default; pass itemIds to include specific fields.

search_contacts

Get the comments (コメント) posted on a user's daily report (日報) or weekly report (週報). Use when asked about feedback or discussion on someone's report for a date or week. The response includes reportType (DAILY or WEEKLY) and the normalized report date. Comments are returned in chronological order with the author, mentioned users (mentions are rendered as @name in content), reaction stamps, and edit time.

get_daily_report_comments

Get the comments (コメント) posted on a deal record. Use when asked about discussion, feedback, or history in the comment thread of a deal. Comments are returned in chronological order with the author, mentioned users (mentions are rendered as @name in content), reaction stamps, and edit time.

get_deal_comments

Export matching deal records to a CSV file and return a temporary download URL. Use when the user asks to download or bulk-export deals as CSV. A query, field filter, relation, subtype, or allowUnfiltered=true is required. The file includes accessible fields, up to 50000 records. The URL expires in 5 minutes.

download_deals_csv

Create a deal record linked to an account in Translead CRM. Use when adding a new deal. Identify related records by their record ids. Items not passed are left empty; required items must be provided.

create_deal

Update item values, subtype, or relations of a deal record in Translead CRM. Use when changing an existing deal. Only the fields passed are changed; other fields keep their current values. Identify the record by its record id.

update_deal

Search deal records in Translead CRM. Use when looking up deals by text, field filters, relations, or subtypes. Each record includes only its first 40 non-empty items by default; pass itemIds to include specific fields.

search_deals

Create a deal board (kanban view) in Translead CRM that groups deals by a column axis and an optional row axis. Item ids for axes, card layout, sort, filters, and card colors come from list_object_configs for DEAL. Requires the deal board management feature permission.

create_deal_board

Get the comments (コメント) posted on an activity record. Use when asked about discussion or feedback in the comment thread of an activity. Comments are returned in chronological order with the author, mentioned users (mentions are rendered as @name in content), reaction stamps, and edit time.

get_activity_comments

Export matching activity records to a CSV file and return a temporary download URL. Use when the user asks to download or bulk-export activities as CSV. A query, field filter, relation, subtype, or allowUnfiltered=true is required. The file includes accessible fields, up to 50000 records. The URL expires in 5 minutes.

download_activities_csv

Create an activity record linked to an account in Translead CRM. Use when adding a scheduled (PLANNED) or completed (ACTUAL) activity. Optionally register it on the user calendar (calendarSync: SYNC) and issue a web meeting URL (webMeeting: GOOGLE_MEET / TEAMS / ZOOM); the issued URL is returned as webMeetingUrl. Identify related records by their record ids. Items not passed are left empty; required items must be provided.

create_activity

Update item values, subtype, status, or relations of an activity record in Translead CRM. Use when changing an existing activity. activityStatus ACTUAL marks a planned activity as done. Only the fields passed are changed; other fields keep their current values. Identify the record by its record id.

update_activity

Search activity records in Translead CRM. Use when looking up activities by text, field filters, relations, or subtypes. Each record includes only its first 40 non-empty items by default; pass itemIds to include specific fields.

search_activities

Get the current authenticated Translead CRM user. Use when the caller identity, user id, or user group id is needed.

get_users_me

Create a saved goal report (目標レポート) in Translead CRM that compares actual results with the goal values of an existing goal setting per period. Pick goalSettingId from list_goal_settings. The created report can be read with get_report_data. Requires the report management feature permission.

create_goal_report

Get the goal values (目標値) of a goal setting for a period, together with the row value candidates (users, user groups, picklist options, account groups, products, or product categories) whose ids are used by set_goal_values. Pick goalSettingId from list_goal_settings. Requires the goal setting management feature permission.

get_goal_values

Set goal values (目標値) of a goal setting per period and row. Each entry replaces the stored value for its date and row ids, and other stored values are kept; pass null to clear a value. Row value ids and current values come from get_goal_values. Requires the goal setting management feature permission.

set_goal_values

List goal settings (目標項目) with their object type, goal span, row dimensions, and the aggregation spans a goal report can use. Use to pick goalSettingId for create_goal_report, get_goal_values, and set_goal_values.

list_goal_settings

Create a goal setting (目標項目) in Translead CRM: what is measured (record count, a numeric item sum, or deal amount detail), the DATE or PERIOD item that assigns records to periods, the goal span (monthly or daily), and one or two row breakdowns such as owner or user group. Item ids and subtype ids come from list_object_configs. Set goal values afterwards with set_goal_values, and compare results with create_goal_report. Requires the goal setting management feature permission.

create_goal_setting

Delete an option from a PICKLIST_SINGLE or PICKLIST_MULTIPLE item. The option is cleared from every record that selected it and cannot be restored, so confirm with the user beforehand. Hiding an option via update_item_setting keeps existing values. Requires the item setting management feature permission.

delete_picklist_option

Append an option to a PICKLIST_SINGLE or PICKLIST_MULTIPLE item. To reorder or rename options use update_item_setting. Requires the item setting management feature permission.

add_picklist_option

Search activity records linked to specific accounts, contacts, deals, or files. Use when looking up activities related to those records. At least one relation id array is required. Each record includes only its first 40 non-empty items by default; pass itemIds to include specific fields.

search_related_activities

Create a saved aggregation report (集計レポート) in Translead CRM, or a deal amount detail report (案件明細集計レポート) with reportSourceType DEAL_AMOUNT_DETAIL. Rows and columns group records by items, subtype, or deal amount detail product; each cell shows counts, item aggregates, deal amount detail aggregates, or ratios. Item ids come from list_object_configs. The created report can be read with get_report_data. Requires the report management feature permission.

create_report

Delete a custom item from accounts, contacts, deals, or activities. Values stored on records for the item are removed and cannot be restored, so confirm with the user beforehand. Default and relation key items, and items with editableByMcp false, cannot be deleted. Requires the item setting management feature permission.

delete_item_setting

Change an existing item of accounts, contacts, deals, or activities: names, system name, required flag, help text, or the order, names, visibility, and calculation values of picklist options. Fields omitted keep their current value. The data type cannot be changed. Each call on a picklist item reindexes every record of the object type, so combine all option changes of one item into a single call. Requires the item setting management feature permission.

update_item_setting

Add a custom item to accounts, contacts, deals, or activities in Translead CRM. Supported data types: TEXT, LONG_TEXT, NUMBER, DATE, PICKLIST_SINGLE, PICKLIST_MULTIPLE, CHECKBOX, URL, EMAIL, PHONE, MULTIPLE_USER. Other data types (formula, rollup, lookup, serial number, and so on) are set up from the settings screen. The new item becomes editable for every custom role. Requires the item setting management feature permission.

create_item_setting

List all item settings of an object type for item setting management: item ids, data types, system names, names per language, required flag, help text, every picklist option including hidden ones, and input visibility conditions. Use before update_item_setting, delete_item_setting, or picklist option changes. Items with editableByMcp false can only be changed from the Translead CRM settings screen. Requires the item setting management feature permission.

list_item_settings