crm
Nimble
Connect Nimble to Elaichi and hand every teammate a governed MCP endpoint — 85 tools ready to call from Claude, Cursor, or any MCP client, clamped by roles, restrictions, and an audit log.
AI tools
Nimble tools for your AI agents
85 tools are ready to mint as an MCP endpoint the moment you connect Nimble — governed by the same roles, restrictions, and audit log as everything else in Elaichi.
list_all_nimble_me
Get current user info in Nimble. Returns company_id, company_size, email, name, and user_id in the response.
list_all_nimble_contacts
List contacts in Nimble. Returns important fields such as id, avatar_url, employers_info, tags, last_contacted, company_last_contacted, reminder, and record_type. These fields provide identification, company data, tags, interaction history, reminders, and type.
create_a_nimble_contact
Create a new contact in Nimble. Requires fields for contact data with at least a first or last name for persons or a company name for companies. Returns id, avatar_url, owner_id, privacy, tags, record_type, type, fields, created, updated, and additional details of the created contact.
delete_a_nimble_contact_by_id
Delete a contact in Nimble. Requires id. Returns a message field indicating the operation result.
update_a_nimble_contact_by_id
Update a contact in Nimble by id. Requires id. Returns fields such as id, avatar_url, fields, is_important, last_contacted, record_type, owner_id, tags, stages_info, reminder, notice, and contexts for the contact.
nimble_contacts_contact_ids
List contact ids in Nimble. Returns an array of ids for matching contacts. Response includes resources (array of contact ids) and meta (pagination details).
nimble_contacts_standard
List contacts in Nimble using required id parameter (comma-separated up to 30). Returns key fields including id, avatar_url, employers_info, company_last_contacted, created, updated, tags, record_type, stages_info, and contexts.
nimble_contacts_bulk
Delete a list of contacts in Nimble using advanced search query or record_type. Returns data.ids of deleted contacts, push_data with action and notification info, and status.
get_single_nimble_contact_by_id
Get a specific contact in Nimble by id. Returns avatar_url, employers_info, company_last_contacted, fields, created, updated, tags, reminder, privacy settings, stages_info, notice details, and contexts data.
nimble_contacts_proceedings
List proceedings for a specific contact in Nimble. Requires contact_id, direction, and limit. Returns proceeding_id, name, description, feed_tstamp, and proceeding_type with type_id and type_name.
nimble_contacts_proceeding_providers
List contacts proceeding providers in Nimble. Returns providers with name, provider_id, and available types including type_id and type_name.
nimble_contacts_assign_tags
Assign tags to a specific contact in Nimble. Requires id. Returns contact details including id, tags, avatar_url, employers_info, created, updated, fields, record_type, stages_info, and related metadata.
list_all_nimble_contact_notes
List contact-notes for a specific contact in Nimble. Requires contact_id. Returns id, note, note_preview, author_name, created, updated, owner details, and related contacts including their name, email, phones, and employment.
create_a_nimble_contact_note
Create a note on one or more contacts in Nimble. Requires contact_ids, note, and note_preview. Returns id, note, note_preview, author_name, created, updated, owner details, and associated contacts with their information.
update_a_nimble_contact_note_by_id
Update a contact note in Nimble by id. Requires id, contact_ids, note, and note_preview. Returns note content, note_preview, author_name, contacts details (id, name, email, employment, phones), owner details, created, updated, and owner_id.
delete_a_nimble_contact_note_by_id
Delete a specific contact note in Nimble using id. Returns id of the deleted note.
get_single_nimble_contact_note_by_id
Get a specific contact note in Nimble using id. Returns author_name, id, note, note_preview, created, updated, owner, and related contacts details.
nimble_contact_notes_create_with_id
Create a contact note in Nimble with id. Requires id, contact_ids (1-10), note, and note_preview. Returns id, note, note_preview, author_name, contacts with details (id, name, email, phones, employment), owner info, created, and updated.
list_all_nimble_contact_fields
List all available metadata for company contact fields in Nimble. Returns tabs with tab_id, tab_name, contact_types, members, and fields including field_id, name, type, field_kind, validation_rule, read_only, multiples, and available_actions.
create_a_nimble_contact_field
Create a new contact field in Nimble. Requires field_type, group_id, insert_after, name, presentation, tab_id, and multiples. Returns the created field including field_type, group_id, insert_after, name, presentation, tab_id, and multiples.
update_a_nimble_contact_field_by_id
Update a specific contact field in Nimble by id. Requires id. Returns the updated field details including group_id, insert_after, name, presentation with number_type, and tab_id.
delete_a_nimble_contact_field_by_id
Delete a contact field in Nimble by id. Requires id and preflight_checks. Returns object_id and object_type to confirm the deleted field.
nimble_contact_fields_unset_primary
Delete is_primary mark from a specific contact field in Nimble. Requires contact_id, field_id, and position. Returns object_id and object_type in the response.
nimble_contact_fields_set_primary
Update contact field in Nimble by marking it with is_primary flag. Requires contact_id, field_id, and position. Returns updated field details including is_primary status.
create_a_nimble_contact_fields_group
Create a new contacts fields group in Nimble. Requires insert_after, logo_id, name, and tab_id. Returns tab_id, tab_name, contact_types, is_standard, members with their fields, and available_actions.
update_a_nimble_contact_fields_group_by_id
Update a contacts fields group in Nimble by id. Requires id. Response includes tab_id, tab_name, contact_types, is_standard, members with fields details, and available_actions.
delete_a_nimble_contact_fields_group_by_id
Delete contact-fields-groups by id in Nimble. Requires id. Returns object_id for deleted resource and object_type indicating the resource type.
create_a_nimble_contact_field_tab
Create a new contact-field-tab in Nimble. Requires contact_types, insert_after, and tab_name. Returns the created tab details including its id and name.
update_a_nimble_contact_field_tab_by_id
Update contact-field-tab in Nimble using id. Requires id. Response returns updated tab details including contact_types, insert_after, and tab_name.
delete_a_nimble_contact_field_tab_by_id
Delete a contact-field-tab in Nimble by id. Requires id. Returns confirmation of deletion.
create_a_nimble_contact_field_choice
Create a choice for a contact field in Nimble. Requires field_id. Returns tab_id, tab_name, contact_types, is_standard, members with group and field details, and available_actions.
update_a_nimble_contact_field_choice_by_id
Update a contact-field-choice in Nimble. Requires field_id and id. Returns tabs with tab_id, tab_name, contact_types, is_standard, members with groups and fields including field_id, name, type, field_type, and available_actions.
delete_a_nimble_contact_field_choice_by_id
Delete a specific contact-field-choice in Nimble by providing field_id and id. The response confirms successful deletion.
list_all_nimble_contact_pipelines
List contacts pipelines in Nimble. Returns pipelines with fields such as pipeline_id, name, description, created, updated, creator details, stages with stage_id and name, and lost_reasons with id and text.
list_all_nimble_contacts_search
Search contacts in Nimble using advanced query. Requires query parameter. Returns resources containing fields like id, first name, last name, company, and email.
create_a_nimble_deal
Create a new deal in Nimble. Requires owner_id, fields_values (with at least deal_name), pipeline_id, and stage_id. Returns deal details including id, owner_id, pipeline_id, stage_id, fields_values like name, probability, description, amount, expected_close_date, plus related_contacts, related_external_contacts, tags, privacy settings, and currency.
get_single_nimble_deal_by_id
Get deal in Nimble by id. Returns deal_id, deal_number, creator details, related_contacts, owner, custom field values, stage_transitions, files, tags, final_probability, and age_in_days.
delete_a_nimble_deal_by_id
Delete a deal in Nimble by id. Requires id. Returns a message confirming deletion or access restrictions.
update_a_nimble_deal_by_id
Update a deal in Nimble by id. Requires id. Returns updated deal fields including name, probability, description, amount, stage_id, currency, related_contacts, external_contacts, and tags.
nimble_deals_won_deals_last_month
Get sum of all deals won last month in Nimble. Returns last_month_won_amount as the total amount and last_month_won_count as the total number of deals.
nimble_deals_overdue
List overdue activities for a specific deal in Nimble. Requires id. Returns activities with fields including activity_id, activity_type details, assigned_to, comments, created, description, priority, related_contacts, and related_deals.
list_all_nimble_deals_tags
List deals tags in Nimble. Returns tag name and created date for each tag.
create_a_nimble_deals_tag
Add tags to deals in Nimble using a query to match deals. Returns is_completed, operation_id, processed, started_at, total, and errors with details on failed operations.
update_a_nimble_deals_tag_by_id
Update a deals tag by name in Nimble. Requires id as tag_name in path and new_tag in body. Returns updated tag information.
delete_a_nimble_deals_tag_by_id
Delete a deals tag by name in Nimble. Requires id (tag name). Returns errors with message, nse_query, total, and type if deletion fails due to restrictions.
list_all_nimble_deal_column_catalogue
List column catalogue in Nimble. Returns columns and column groups including id, human_readable_name, json_path, value_json_path, presentation details, and whether columns are read_only, is_standard, or sortable.
list_all_nimble_deals_pipelines
List all deals pipelines in Nimble. Returns available pipelines including their details such as stages and structure.
get_single_nimble_deals_pipeline_by_id
Get deals pipeline by id in Nimble. Requires id. Returns details about the pipeline including name, stages, and configuration.
create_a_nimble_deals_pipeline
Create a new deals pipeline in Nimble. Requires name, description, color, lost_reasons, stages, fields_tab_members, and default_currency. Returns pipeline details including id, name, description, color, lost_reasons, stages with probabilities and expected_days, fields_tab_members, and default_currency.
update_a_nimble_deals_pipeline_by_id
Update a deals pipeline in Nimble by id. Requires id. Returns updated fields including name (pipeline name), description (pipeline description), and color (pipeline color).
delete_a_nimble_deals_pipeline_by_id
Delete a deals pipeline in Nimble by id. Requires id. All deals in this pipeline will also be deleted. Response confirms successful deletion.
nimble_deals_pipelines_archive
Archive a specific deals pipeline in Nimble using id. Returns confirmation of successful archival.
nimble_deals_pipelines_unarchive
Un-archive a deals pipeline in Nimble. Requires id. Returns pipeline details including id, name, and status to confirm it is unarchived.
nimble_deals_pipelines_add_pipeline_lost_reason
Add a new lost reason to a deals pipeline in Nimble. Requires pipeline_id and reason. Returns the created lost reason with its id and details.
list_all_nimble_message_drafts
List message drafts in Nimble. Returns draft_id, specification (including subject, body, sender, recipients), creator, recipients, cc, bcc, sender, and updated fields.
create_a_nimble_message_draft
Create a draft message in Nimble. Returns draft details including subject, body, sender, recipients, attachments, tracking_configuration, expiration settings, and sender_credential_id.
create_a_nimble_pipeline_transition
Exit lead from pipeline successfully in Nimble. Requires lead_id and pipeline_id. Returns lead details including id, owner_id, stages_info, record_type, company_last_contacted, reminder, notice, and tags.
update_a_nimble_pipeline_transition_by_id
Update the successful exit pipeline-transition in Nimble for a lead. Requires lead_id and pipeline_id. Returns fields including id, avatar_url, company_last_contacted, fields, owner_id, tags, stages_info, and updated.
delete_a_nimble_pipeline_transition_by_id
Clear all pipeline-transition for a lead in Nimble. Requires lead_id and pipeline_id. Returns lead details including id, record_type, object_type, stages_info with pipeline_id, pipeline_name, and stage_name, along with tags, created, updated, and owner_id.
nimble_pipeline_transition_exit_lead_unsuccessfully
Exit lead from a pipeline unsuccessfully in Nimble. Requires lead_id and pipeline_id. Returns lead details including id, name, avatar_url, tags, employers_info, stages_info, and contact metadata.
nimble_pipeline_transition_unsuccessful_exit
Update the unsuccessful exit pipeline-transition in Nimble. Requires lead_id and pipeline_id. Returns updated transition details including actual_exit_date, notes, and lost_reason.
nimble_pipeline_transition_move_lead_stage
Move lead to a specific pipeline stage in Nimble. Requires lead_id, pipeline_id, and stage_id. Returns lead details including id, owner_id, fields, tags, reminder, stages_info, and contact metadata.
nimble_pipeline_transition_undo_lead
Undo a recent lead transition to won or lost stage in Nimble. Requires lead_id and pipeline_id. Returns lead details including id, avatar_url, record_type, owner_id, stages_info, reminder, tags, and notice information.
create_a_nimble_deal_file
Store a new deal file in Nimble for a specific deal using id. Supports external sources or uploaded files via Azure SDK. Returns metadata including data_id and source.
update_a_nimble_deal_file_by_id
Update a deal file in Nimble using deal_id and id. Allows renaming the file by providing new_file_name. Only files uploaded using Azure SDK can be renamed. Response returns updated file details.
delete_a_nimble_deal_file_by_id
Delete a specific deal file in Nimble. Requires deal_id and id. Returns confirmation of deletion.
nimble_deal_file_download
Get download URL for a specific deal file in Nimble. Requires deal_id and id. Returns the download link of the requested file in the response.
create_a_nimble_deal_note
Create note in Nimble for a deal. Requires deal_id and title. Returns note details including title and body.
update_a_nimble_deal_note_by_id
Update a specific deal note in Nimble. Requires deal_id and id. Returns the updated note including title and body fields.
delete_a_nimble_deal_note_by_id
Delete a specific deal note in Nimble. Requires deal_id and id. The response confirms successful deletion of the note.
list_all_nimble_deal_fields
List deal fields in Nimble. Returns standard_fields with field_id, field_type, and field_name, and pipelines_tabs with tab_id, tab_name, pipeline_id, members, and related field details.
create_a_nimble_pipeline_stage
Create a new pipeline-stage in Nimble. Requires pipeline_id. Returns fields including id (stage identifier), name (stage name), description (stage description), expected_days (time before stage completion), and default_probability (default deal probability in this stage).
update_a_nimble_pipeline_stage_by_id
Update a pipeline stage in Nimble. Requires pipeline_id and id. Returns stage details including name, description, expected_days, and default_probability.
delete_a_nimble_pipeline_stage_by_id
Archive pipeline-stage in Nimble. Requires pipeline_id and id. Response confirms stage archived.
list_all_nimble_pipeline_deals_by_stages
List pipeline deals by stages in Nimble. Requires pipeline_id. Returns deals with fields such as deal_id, deal_number, creator, owner, related_contacts, stage details, tags, files, final_probability, and meta information including totals.
list_all_nimble_pipeline_deals_by_owner
List pipeline deals by owner in Nimble. Requires pipeline_id and sort. Returns groups containing deals with deal_id, deal_number, creator, owner, related contacts, stage transitions, files, tags, and meta with total_amount.
create_a_nimble_deal_pipeline_field
Create a new custom field in a deals pipeline in Nimble. Requires pipeline_id. Returns field id, name, field_type, validation_rule, presentation, and placement details.
update_a_nimble_deal_pipeline_field_by_id
Update a custom field in a specific deals pipeline in Nimble using pipeline_id and id. Returns pipelines_tabs with tab_id, tab_name, pipeline_id, members details, and standard_fields with field_id, field_type, and field_name.
delete_a_nimble_deal_pipeline_field_by_id
Delete a custom field from a deals pipeline in Nimble. Requires pipeline_id and id. Returns success if deleted, 404 if field not found, and 403 if access is forbidden.
create_a_nimble_deal_pipeline_choice
Create a new choice in a deals pipeline field in Nimble. Requires pipeline_id and field_id. Returns choice id and value fields in the response.
update_a_nimble_deal_pipeline_choice_by_id
Update a choice in a custom deals pipeline field in Nimble. Requires pipeline_id, field_id, and id. Returns updated choice details including value and order within the field.
delete_a_nimble_deal_pipeline_choice_by_id
Delete a specific deal pipeline custom field choice in Nimble. Requires pipeline_id, field_id, and id. If preflight_checks is true and deals use this choice, an error is returned; otherwise, the choice and its values are removed.
create_a_nimble_deal_pipeline_fields_group
Create a deal pipeline fields group in Nimble. Requires pipeline_id. Returns the created group details including group_name, logo_id, insert_after, and associated fields with their types and presentation.
update_a_nimble_deal_pipeline_fields_group_by_id
Update a specific deal pipeline fields group in Nimble. Requires pipeline_id and id. Returns updated group details such as group_name, logo_id, and position (insert_after).
delete_a_nimble_deal_pipeline_fields_group_by_id
Delete a specific deal pipeline fields group in Nimble. Requires pipeline_id and id. Returns confirmation of deletion.
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