crm_add_activity
Append an activity note to a contact or deal (call, visit, email sent, meeting).
Input schema
{
"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"]
}
Output schema
{
"type": "object",
"properties": {
"activity_id": { "type": "string" },
"at": { "type": "string", "format": "date-time" }
}
}
Example 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."
}
}
Example response
{
"activity_id": "A-2026-04-09142",
"at": "2026-04-22T13:02:00Z"
}
Used by the visit-debrief skill shape. Activities feed the Last touch line in the look-up-customer skill.