Tools reference
The CRM segment exposes a compact, business-oriented toolset. Every tool resolves against your live Twenty schema, and the surface is scoped to the core CRM objects — see Object scoping.
Filter syntax (for the search/query tools): field[operator]:value, e.g. name[eq]:Ada.
Discovery & schema
| Tool | Description |
|---|---|
list_object_types | List the CRM objects available (scoped). Start here to see what you can query. |
describe_object | Fields, types, and metadata for one object. Call before writing so you use real field names. |
refresh_schema | Reload the live schema after adding/changing objects or fields, or when a tool reports a mismatch. |
Reading
| Tool | Description |
|---|---|
find_contacts / find_companies / find_opportunities | Scoped searches with the filter syntax above. |
query_records | Generic scoped query with filter, orderBy, limit, depth (relations), and cursor pagination. |
get_record | Fetch one record by id, with an optional depth (0–2) to inline related records. |
get_contact_brief | One person by id plus related company, notes, tasks, opportunities, and recent activity. See Composite reads. |
get_account_snapshot | One company by id plus related people, opportunities, notes, and tasks. |
search | Full-text search across all searchable objects. Unscoped by design. |
Writing
Write tools are batch-native: pass an array of 1–60 records, even for a single write.
| Tool | Description |
|---|---|
create_tasks | Create 1–60 tasks in one batch. |
create_records | Create 1–60 records of an in-scope object. |
update_records | Update 1–60 records; each must include its id. |
delete_records | Delete 1–60 records by id. |
upsert_records | Create-or-update in one call; matched records are updated, others created. |
Schema resource
A read-only twenty://schema MCP resource returns the live cached schema (scoped to the CRM objects) as JSON, for clients that consume resources.