crm_add_activity

Ajouter une note d'activité à un contact ou à une affaire (appel, visite, email envoyé, réunion).

Catégorie
CRM
Stabilité
Bêta
Version
v1
Auth
cf-access

Schéma d’entrée

{
  "type": "object",
  "properties": {
    "deal_id": { "type": "string" },
    "contact_id": { "type": "string" },
    "account_id": { "type": "string" },
    "kind": { "type": "string", "enum": ["call", "visit", "email", "meeting", "note"] },
    "body": { "type": "string", "description": "Plain text — the operator's summary of the touch." },
    "at": { "type": "string", "format": "date-time", "description": "Defaults to now()." }
  },
  "required": ["kind", "body"]
}

Schéma de sortie

{
  "type": "object",
  "properties": {
    "activity_id": { "type": "string" },
    "at": { "type": "string", "format": "date-time" }
  }
}

Exemple d’invocation

{
  "tool": "crm_add_activity",
  "arguments": {
    "account_id": "ACME-0042",
    "kind": "visit",
    "body": "Lunch with Jean. Next year's contract is open. Follow up with pricing."
  }
}

Exemple de réponse

{
  "activity_id": "A-2026-04-09142",
  "at": "2026-04-22T13:02:00Z"
}

Utilisé par la forme de compétence visit-debrief. Les activités alimentent la ligne « Dernier échange » dans la compétence look-up-customer.