AI tools — CRM

92 tools. The latest schema is always in crm_tool_catalog once connected.

Add a customer note

Write proposalScope: crm:write
crm_add_note

Add a note to a customer profile. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
phonestringnoCustomer phone
emailstringnoCustomer email
contactCodestringnoCustomer code shown in CRM (e.g. CT08027)
notestringyesNote text
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_add_note",
  "arguments": {
    "args": {
      "contactCode": "CT08027",
      "note": "Khách hẹn gọi lại sau 15h thứ Sáu"
    }
  }
}

Tag a customer

Write proposalScope: crm:write
crm_add_tag

Add an existing catalog tag to a customer. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
contactCodestringnoCustomer code shown in CRM (e.g. CT08027)
tagstringyesTag name from the catalog
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_add_tag",
  "arguments": {
    "args": {
      "contactCode": "CT08027",
      "tag": "VIP"
    }
  }
}

Appointments

ReadScope: crm:read
crm_appointments_query

Query appointments: count, list, group by status or type; filter on any Appointments field.

ParameterTypeRequiredDescription
opstringyescount, list (default) or group by groupBy
filterobject[]noFilters [{field, op, value}] on screen fields
matchstringnoall = every condition (default), any = any
groupBystringnoGroup by
sortstringnoSort "<field> asc|desc"
qstringnoQuick accent-insensitive search
limitintegernoMax rows (≤ 50, default 10)
pageintegernoPage, starting at 1
fieldsstring[]noFields to return
idsstring[]noRecord ids from a previous result

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_appointments_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"op":"group","groupBy":"status"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_appointments_query",
  "arguments": {
    "args": {
      "op": "group",
      "groupBy": "status"
    }
  }
}

Assign a customer owner

Write proposalScope: crm:write
crm_assign_owner

Assign the owner of a customer. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
contactCodestringnoCustomer code shown in CRM (e.g. CT08027)
assigneestringyesFull name, email, staff code or "me"
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_assign_owner",
  "arguments": {
    "args": {
      "contactCode": "CT08027",
      "assignee": "Nguyễn Văn An"
    }
  }
}

Customer activity log

ReadScope: crm:read
crm_contacts_activity

Most recent interaction history of one customer.

ParameterTypeRequiredDescription
contactstringyesCustomer phone, email or name
limitintegernoMax rows (≤ 50, default 10)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_contacts_activity/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"contact":"0901234567","limit":10}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_contacts_activity",
  "arguments": {
    "args": {
      "contact": "0901234567",
      "limit": 10
    }
  }
}

Customers needing care

ReadScope: crm:read
crm_contacts_care

Customers needing care: upcoming birthdays, long without contact, or leads never called.

ParameterTypeRequiredDescription
criteriastringyesbirthday, inactive = no recent contact, uncontacted_lead = lead never called
rangestringnotoday or week = next 7 days (for birthday)
daysintegernoDays without activity (for inactive, default 90)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_contacts_care/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"criteria":"birthday","range":"week"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_contacts_care",
  "arguments": {
    "args": {
      "criteria": "birthday",
      "range": "week"
    }
  }
}

Export customers

ExportScope: crm:export
crm_contacts_export

Export customers or leads to Excel by filter or id list; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
filterobject[]noFilters [{field, op, value}] on screen fields
matchstringnoall = every condition (default), any = any
idsstring[]noRecord ids from a previous result
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_contacts_export",
  "arguments": {
    "args": {
      "ids": [
        "0199a1b2-c3d4-7e5f-8a9b-0c1d2e3f4a5b"
      ]
    }
  }
}

Customers and leads

ReadScope: crm:read
crm_contacts_query

Query customers, leads and contacts: count, list, group; filter on any Customers field.

ParameterTypeRequiredDescription
opstringyescount, list (default) or group by groupBy
filterobject[]noFilters [{field, op, value}] on screen fields
matchstringnoall = every condition (default), any = any
groupBystringnoGroup by
sortstringnoSort "<field> asc|desc"
qstringnoQuick accent-insensitive search
limitintegernoMax rows (≤ 50, default 10)
pageintegernoPage, starting at 1
fieldsstring[]noFields to return
idsstring[]noRecord ids from a previous result
nhomstringyesGroup as on screen: khach_hang (customers), lead…

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_contacts_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"op":"list","nhom":"khach_hang","q":"Nguyễn An","limit":10}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_contacts_query",
  "arguments": {
    "args": {
      "op": "list",
      "nhom": "khach_hang",
      "q": "Nguyễn An",
      "limit": 10
    }
  }
}

Create an appointment

Write proposalScope: crm:write
crm_create_appointment

Create an appointment with a customer. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
contactCodestringnoCustomer code shown in CRM (e.g. CT08027)
titlestringyesTitle
startTimestringyesStart (ISO-8601 with offset)
endTimestringnoEnd (ISO-8601 with offset)
appointmentTypestringnoAppointment type
locationstringnoLocation
locationTypestringnoLocation type (in person, online…)
assigneestringnoFull name, email, staff code or "me"
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_create_appointment",
  "arguments": {
    "args": {
      "contactCode": "CT08027",
      "title": "Demo phần mềm",
      "startTime": "2026-10-30T14:00:00+07:00",
      "appointmentType": "DEMO",
      "locationType": "ONLINE"
    }
  }
}

Create a contract from a quotation

Write proposalScope: crm:write
crm_create_contract_from_quotation

Create a draft contract from a sent or accepted quotation. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
quotationCodestringnoQuotation code
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_create_contract_from_quotation",
  "arguments": {
    "args": {
      "quotationCode": "BG00045"
    }
  }
}

Create a lead

Write proposalScope: crm:write
crm_create_lead

Create a new lead. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
namestringyesCustomer / lead name
phonestringnoCustomer phone
emailstringnoCustomer email
notestringnoNote text
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_create_lead",
  "arguments": {
    "args": {
      "name": "Nguyễn Văn An",
      "phone": "0901234567",
      "note": "Quan tâm gói Pro"
    }
  }
}

Create an opportunity

Write proposalScope: crm:write
crm_create_opportunity

Create a sales opportunity for a customer. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
contactCodestringnoCustomer code shown in CRM (e.g. CT08027)
namestringyesCustomer / lead name
estimatedValuestringnoEstimated value (VND)
expectedCloseDatestringnoExpected close date (yyyy-MM-dd)
pipelinestringnoSales pipeline name
stagestringnoStage name
assigneestringnoFull name, email, staff code or "me"
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_create_opportunity",
  "arguments": {
    "args": {
      "contactCode": "CT08027",
      "name": "Gói Pro 12 tháng",
      "estimatedValue": "36000000",
      "expectedCloseDate": "2026-11-30"
    }
  }
}

Create a quotation

Write proposalScope: crm:write
crm_create_quotation

Create a draft quotation for a customer, optionally from fill and print templates. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
fillTemplatestringnoQuotation fill template name or id
printTemplatestringnoPDF print template name or id
contactCodestringnoCustomer code shown in CRM (e.g. CT08027)
contactQuerystringno—
titlestringnoTitle
itemsobject[]noQuotation line items
discountTypestringnoDiscount type
discountValuenumbernoDiscount value
taxRatenumbernoTax rate (%)
validUntilstringnoValid until (yyyy-MM-dd)
notesstringnoNotes
modelDescriptionstringnoOpportunity description
sectionsobject[]noSections to read
paymentTermsstringnoPayment terms
warrantyTermsstringnoWarranty terms
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_create_quotation",
  "arguments": {
    "args": {
      "contactCode": "CT08027",
      "title": "Báo giá gói Pro 12 tháng",
      "items": [
        {
          "product": "SP001",
          "quantity": 1
        }
      ],
      "validUntil": "2026-11-15"
    }
  }
}

Create a to-do

Write proposalScope: crm:write
crm_create_task

Create a to-do task linked to a customer. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
contactCodestringnoCustomer code shown in CRM (e.g. CT08027)
titlestringyesTitle
dueDatestringnoDue date (yyyy-MM-dd)
prioritystringnoPriority
assigneestringnoFull name, email, staff code or "me"
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_create_task",
  "arguments": {
    "args": {
      "contactCode": "CT08027",
      "title": "Gọi tư vấn gói Pro",
      "dueDate": "2026-10-30",
      "priority": "HIGH"
    }
  }
}

Move an opportunity stage

Write proposalScope: crm:write
crm_move_opportunity_stage

Move an open opportunity to another stage in the same pipeline. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
opportunityCodestringnoOpportunity code (e.g. OPP00012)
stagestringyesStage name
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_move_opportunity_stage",
  "arguments": {
    "args": {
      "opportunityCode": "OPP00012",
      "stage": "Đàm phán"
    }
  }
}

Export opportunities

ExportScope: crm:export
crm_opportunities_export

Export opportunities to Excel by filter or id list; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
filterobject[]noFilters [{field, op, value}] on screen fields
matchstringnoall = every condition (default), any = any
idsstring[]noRecord ids from a previous result
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_opportunities_export",
  "arguments": {
    "args": {
      "ids": [
        "0199a1b2-c3d4-7e5f-8a9b-0c1d2e3f4a5b"
      ]
    }
  }
}

Opportunities and pipeline

ReadScope: crm:read
crm_opportunities_query

Query opportunities and pipeline: count, list, group by stage, customer, owner.

ParameterTypeRequiredDescription
opstringyescount, list (default) or group by groupBy
filterobject[]noFilters [{field, op, value}] on screen fields
matchstringnoall = every condition (default), any = any
groupBystringnoGroup by
sumFieldsstring[]noTotals over the whole set, returned in totals
sortstringnoSort "<field> asc|desc"
qstringnoQuick accent-insensitive search
limitintegernoMax rows (≤ 50, default 10)
pageintegernoPage, starting at 1
fieldsstring[]noFields to return
idsstring[]noRecord ids from a previous result

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_opportunities_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"op":"group","groupBy":"stage"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_opportunities_query",
  "arguments": {
    "args": {
      "op": "group",
      "groupBy": "stage"
    }
  }
}

Quotation templates

ReadScope: crm:read
crm_quotation_templates_list

Quotation fill templates and PDF print templates.

ParameterTypeRequiredDescription
quotationCodestringnoQuotation code
namestringnoCustomer / lead name
kindstringnoKind (e.g. fill or print)
requirementsstringnoCustomer requirements to pick a template

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_quotation_templates_list/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"kind":"print"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_quotation_templates_list",
  "arguments": {
    "args": {
      "kind": "print"
    }
  }
}

Remove a customer tag

Write proposalScope: crm:write
crm_remove_tag

Remove a tag from a customer. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
contactCodestringnoCustomer code shown in CRM (e.g. CT08027)
tagstringyesTag name from the catalog
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_remove_tag",
  "arguments": {
    "args": {
      "contactCode": "CT08027",
      "tag": "VIP"
    }
  }
}

Export ads report

ExportScope: crm:export
crm_reports_ads_export

Export the CRM "Ads" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)
kindstringnoKind (e.g. fill or print)
windowDaysintegernoWindow in days
keystringnoStage key
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_ads_export",
  "arguments": {
    "args": {
      "code": "ads",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Ads report

ReadScope: crm:read
crm_reports_ads_query

CRM "Ads" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)
kindstringnoKind (e.g. fill or print)
windowDaysintegernoWindow in days
keystringnoStage key

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_ads_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"ads","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_ads_query",
  "arguments": {
    "args": {
      "code": "ads",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Analytics report

ReadScope: crm:read
crm_reports_analytics_query

CRM "Analytics" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_analytics_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"analytics","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_analytics_query",
  "arguments": {
    "args": {
      "code": "analytics",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export calls and outcomes report

ExportScope: crm:export
crm_reports_call_outcome_export

Export the CRM "Calls and outcomes" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)
outboundOnlybooleannotrue = outbound calls only (telesales)
windowDaysintegernoWindow in days
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_call_outcome_export",
  "arguments": {
    "args": {
      "code": "call_outcome",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Calls and outcomes report

ReadScope: crm:read
crm_reports_call_outcome_query

CRM "Calls and outcomes" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)
outboundOnlybooleannotrue = outbound calls only (telesales)
windowDaysintegernoWindow in days

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_call_outcome_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"call_outcome","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_call_outcome_query",
  "arguments": {
    "args": {
      "code": "call_outcome",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Email campaigns report

ReadScope: crm:read
crm_reports_campaign_query

CRM "Email campaigns" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_campaign_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"campaign","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_campaign_query",
  "arguments": {
    "args": {
      "code": "campaign",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Care dashboard report

ReadScope: crm:read
crm_reports_care_dashboard_query

CRM "Care dashboard" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_care_dashboard_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"care_dashboard","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_care_dashboard_query",
  "arguments": {
    "args": {
      "code": "care_dashboard",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export customer care report

ExportScope: crm:export
crm_reports_care_tasks_export

Export the CRM "Customer care" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_care_tasks_export",
  "arguments": {
    "args": {
      "code": "care_tasks",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Customer care report

ReadScope: crm:read
crm_reports_care_tasks_query

CRM "Customer care" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_care_tasks_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"care_tasks","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_care_tasks_query",
  "arguments": {
    "args": {
      "code": "care_tasks",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Customer contacts report

ReadScope: crm:read
crm_reports_contact_query

CRM "Contacts" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_contact_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"contact","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_contact_query",
  "arguments": {
    "args": {
      "code": "contact",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export contracts report

ExportScope: crm:export
crm_reports_contracts_export

Export the CRM "Contracts" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_contracts_export",
  "arguments": {
    "args": {
      "code": "contracts",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Contracts report

ReadScope: crm:read
crm_reports_contracts_query

CRM "Contracts" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_contracts_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"contracts","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_contracts_query",
  "arguments": {
    "args": {
      "code": "contracts",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export conversations report

ExportScope: crm:export
crm_reports_conversations_export

Export the CRM "Conversations" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)
kindstringnoKind (e.g. fill or print)
windowDaysintegernoWindow in days
keystringnoStage key
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_conversations_export",
  "arguments": {
    "args": {
      "code": "conversations",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Conversations report

ReadScope: crm:read
crm_reports_conversations_query

CRM "Conversations" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)
kindstringnoKind (e.g. fill or print)
windowDaysintegernoWindow in days
keystringnoStage key

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_conversations_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"conversations","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_conversations_query",
  "arguments": {
    "args": {
      "code": "conversations",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export customers report

ExportScope: crm:export
crm_reports_customers_export

Export the CRM "Customers" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_customers_export",
  "arguments": {
    "args": {
      "code": "customers",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Customers report

ReadScope: crm:read
crm_reports_customers_query

CRM "Customers" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_customers_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"customers","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_customers_query",
  "arguments": {
    "args": {
      "code": "customers",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export revenue report

ExportScope: crm:export
crm_reports_export

Export the CRM "Revenue" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)
kindstringnoKind (e.g. fill or print)
granularitystringnoTime granularity
splitBySourcebooleannotrue = split by source
topintegernoTop N rows
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_export",
  "arguments": {
    "args": {
      "code": "revenue",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Forecast report

ReadScope: crm:read
crm_reports_forecast_query

CRM "Forecast" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
rotDaysintegernoOpportunities idle over N days (default 30)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_forecast_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"forecast","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_forecast_query",
  "arguments": {
    "args": {
      "code": "forecast",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export customer journey report

ExportScope: crm:export
crm_reports_journey_export

Export the CRM "Customer journey" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_journey_export",
  "arguments": {
    "args": {
      "code": "journey",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Customer journey report

ReadScope: crm:read
crm_reports_journey_query

CRM "Customer journey" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_journey_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"journey","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_journey_query",
  "arguments": {
    "args": {
      "code": "journey",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

KPI report

ReadScope: crm:read
crm_reports_kpi_query

CRM "KPI" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_kpi_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"kpi","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_kpi_query",
  "arguments": {
    "args": {
      "code": "kpi",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Leads report

ReadScope: crm:read
crm_reports_lead_query

CRM "Leads" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_lead_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"lead","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_lead_query",
  "arguments": {
    "args": {
      "code": "lead",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export lead sources report

ExportScope: crm:export
crm_reports_lead_source_export

Export the CRM "Lead sources" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_lead_source_export",
  "arguments": {
    "args": {
      "code": "lead_source",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Lead sources report

ReadScope: crm:read
crm_reports_lead_source_query

CRM "Lead sources" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_lead_source_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"lead_source","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_lead_source_query",
  "arguments": {
    "args": {
      "code": "lead_source",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export lead response speed report

ExportScope: crm:export
crm_reports_lead_speed_export

Export the CRM "Lead response speed" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_lead_speed_export",
  "arguments": {
    "args": {
      "code": "lead_speed",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Lead response speed report

ReadScope: crm:read
crm_reports_lead_speed_query

CRM "Lead response speed" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_lead_speed_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"lead_speed","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_lead_speed_query",
  "arguments": {
    "args": {
      "code": "lead_speed",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export multi-module customers report

ExportScope: crm:export
crm_reports_multi_module_export

Export the CRM "Multi-module customers" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_multi_module_export",
  "arguments": {
    "args": {
      "code": "multi_module",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Multi-module customers report

ReadScope: crm:read
crm_reports_multi_module_query

CRM "Multi-module customers" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_multi_module_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"multi_module","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_multi_module_query",
  "arguments": {
    "args": {
      "code": "multi_module",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Opportunities report

ReadScope: crm:read
crm_reports_opportunity_query

CRM "Opportunities" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
periodDaysintegernoRecent days

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_opportunity_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"opportunity","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_opportunity_query",
  "arguments": {
    "args": {
      "code": "opportunity",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Pipelines and campaigns report

ReadScope: crm:read
crm_reports_pipeline_campaign_query

CRM "Pipelines and campaigns" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_pipeline_campaign_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"pipeline_campaign","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_pipeline_campaign_query",
  "arguments": {
    "args": {
      "code": "pipeline_campaign",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export pipeline report

ExportScope: crm:export
crm_reports_pipeline_export

Export the CRM "Pipeline" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_pipeline_export",
  "arguments": {
    "args": {
      "code": "pipeline",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Pipeline report

ReadScope: crm:read
crm_reports_pipeline_query

CRM "Pipeline" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_pipeline_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"pipeline","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_pipeline_query",
  "arguments": {
    "args": {
      "code": "pipeline",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Revenue report

ReadScope: crm:read
crm_reports_query

CRM "Revenue" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)
kindstringnoKind (e.g. fill or print)
granularitystringnoTime granularity
splitBySourcebooleannotrue = split by source
topintegernoTop N rows

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"revenue","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_query",
  "arguments": {
    "args": {
      "code": "revenue",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export quotations report

ExportScope: crm:export
crm_reports_quotations_export

Export the CRM "Quotations" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_quotations_export",
  "arguments": {
    "args": {
      "code": "quotations",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Quotations report

ReadScope: crm:read
crm_reports_quotations_query

CRM "Quotations" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_quotations_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"quotations","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_quotations_query",
  "arguments": {
    "args": {
      "code": "quotations",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export reconciliation report

ExportScope: crm:export
crm_reports_reconciliation_export

Export the CRM "Reconciliation" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
metricstringnoMetric
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_reconciliation_export",
  "arguments": {
    "args": {
      "code": "reconciliation",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Reconciliation report

ReadScope: crm:read
crm_reports_reconciliation_query

CRM "Reconciliation" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
metricstringnoMetric

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_reconciliation_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"reconciliation","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_reconciliation_query",
  "arguments": {
    "args": {
      "code": "reconciliation",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export repeat purchase and churn report

ExportScope: crm:export
crm_reports_retention_export

Export the CRM "Repeat purchase and cooling customers" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_retention_export",
  "arguments": {
    "args": {
      "code": "retention",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Repeat purchase and churn report

ReadScope: crm:read
crm_reports_retention_query

CRM "Repeat purchase and cooling customers" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_retention_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"retention","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_retention_query",
  "arguments": {
    "args": {
      "code": "retention",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export satisfaction report

ExportScope: crm:export
crm_reports_satisfaction_export

Export the CRM "Satisfaction" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_satisfaction_export",
  "arguments": {
    "args": {
      "code": "satisfaction",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Satisfaction report

ReadScope: crm:read
crm_reports_satisfaction_query

CRM "Satisfaction" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_satisfaction_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"satisfaction","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_satisfaction_query",
  "arguments": {
    "args": {
      "code": "satisfaction",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export support report

ExportScope: crm:export
crm_reports_support_export

Export the CRM "Support" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_support_export",
  "arguments": {
    "args": {
      "code": "support",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Support report

ReadScope: crm:read
crm_reports_support_query

CRM "Support" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_support_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"support","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_support_query",
  "arguments": {
    "args": {
      "code": "support",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Surveys report

ReadScope: crm:read
crm_reports_survey_query

CRM "Surveys" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_survey_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"survey","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_survey_query",
  "arguments": {
    "args": {
      "code": "survey",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export team activity report

ExportScope: crm:export
crm_reports_team_activity_export

Export the CRM "Team activity" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_team_activity_export",
  "arguments": {
    "args": {
      "code": "team_activity",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Team activity report

ReadScope: crm:read
crm_reports_team_activity_query

CRM "Team activity" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_team_activity_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"team_activity","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_team_activity_query",
  "arguments": {
    "args": {
      "code": "team_activity",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Export win/loss report

ExportScope: crm:export
crm_reports_win_loss_export

Export the CRM "Win / loss" report to Excel by period, comparison and branch, staff, source filters; returns an export proposal and confirmation link.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)
jobIdstringnoExport job id to check status
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_win_loss_export",
  "arguments": {
    "args": {
      "code": "win_loss",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Win/loss report

ReadScope: crm:read
crm_reports_win_loss_query

CRM "Win / loss" report by period, with prior-period or year-over-year comparison, filtered by branch, staff, source.

ParameterTypeRequiredDescription
codestringyesReport code
fromstringyesFrom date (yyyy-MM-dd)
tostringyesTo date (yyyy-MM-dd)
comparestringnoComparison: prev, yoy or none
branchIdsstring[]noFilter by branches
staffIdsstring[]noFilter by staff
sourcesstring[]noFilter by lead sources
bystringnoBreakdown dimension (e.g. staff, campaign)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_reports_win_loss_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"code":"win_loss","from":"2026-10-01","to":"2026-10-27","compare":"prev"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_reports_win_loss_query",
  "arguments": {
    "args": {
      "code": "win_loss",
      "from": "2026-10-01",
      "to": "2026-10-27",
      "compare": "prev"
    }
  }
}

Cases needing attention

ReadScope: crm:read
crm_sales_process_alerts

Sales process 'Needs attention' inbox: overdue calls, silent too long, overdue payments, unassigned.

ParameterTypeRequiredDescription
takeintegernoMax rows (≤ 50)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_sales_process_alerts/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"take":20}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_alerts",
  "arguments": {
    "args": {
      "take": 20
    }
  }
}

Customer case in a sales process

ReadScope: crm:read
crm_sales_process_case

One customer's sales process case by opportunity code: stage, deadlines, alerts, payment requests.

ParameterTypeRequiredDescription
opportunityCodestringyesOpportunity code (e.g. OPP00012)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_sales_process_case/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"opportunityCode":"OPP00012"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_case",
  "arguments": {
    "args": {
      "opportunityCode": "OPP00012"
    }
  }
}

Act on a sales case

Write proposalScope: crm:write
crm_sales_process_case_action

Perform an action on a sales process case (payment reminder, postpone decision…). Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
opportunityCodestringyesOpportunity code (e.g. OPP00012)
actionKeystringyesAction key (e.g. remind_payment, delay_decision)
inputobjectnoExtra input for the action (e.g. appointment date, call outcome)
notestringnoNote text
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_case_action",
  "arguments": {
    "args": {
      "opportunityCode": "OPP00012",
      "actionKey": "remind_payment",
      "note": "Nhắc tạm ứng đợt 1"
    }
  }
}

Create a sales process

Write proposalScope: crm:write
crm_sales_process_create

Create a draft sales process from a template or blank. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
namestringnoCustomer / lead name
templateRefstringnoTemplate from crm_sales_process_templates
blankbooleannotrue = create blank, no template
teamstringnoSales team name
baseVersionintegernoVersion you read
opsobject[]noOrdered list of changes (max 20)
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_create",
  "arguments": {
    "args": {
      "name": "Bán gói phần mềm",
      "blank": true,
      "team": "Nhóm kinh doanh 1"
    }
  }
}

Pause a sales process

Write proposalScope: crm:write
crm_sales_process_disable

Pause a running sales process. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
processRefstringnoProcess ref (from crm_sales_process_list)
keepRemindersbooleannotrue = keep reminders for customers in progress
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_disable",
  "arguments": {
    "args": {
      "processRef": "QT001",
      "keepReminders": true
    }
  }
}

Enable a sales process

Write proposalScope: crm:write
crm_sales_process_enable

Enable a sales process so the team starts receiving customers. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
processRefstringnoProcess ref (from crm_sales_process_list)
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_enable",
  "arguments": {
    "args": {
      "processRef": "QT001"
    }
  }
}

Sales process details

ReadScope: crm:read
crm_sales_process_get

Details of a sales process: stages, transitions, conditions, deadlines and settings.

ParameterTypeRequiredDescription
processRefstringnoProcess ref (from crm_sales_process_list)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_sales_process_get/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"processRef":"QT001"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_get",
  "arguments": {
    "args": {
      "processRef": "QT001"
    }
  }
}

Sales processes

ReadScope: crm:read
crm_sales_process_list

The company's sales processes and their status.

ParameterTypeRequiredDescription
statestringnoState
takeintegernoMax rows (≤ 50)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_sales_process_list/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"state":"Enabled"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_list",
  "arguments": {
    "args": {
      "state": "Enabled"
    }
  }
}

Update a sales process

Write proposalScope: crm:write
crm_sales_process_patch

Edit a sales process: add, change or remove stages, transitions, settings — in one call. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
processRefstringnoProcess ref (from crm_sales_process_list)
baseVersionintegernoVersion you read
opsobject[]noOrdered list of changes (max 20)
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_patch",
  "arguments": {
    "args": {
      "processRef": "QT001",
      "baseVersion": 3,
      "ops": [
        {
          "op": "set_setting",
          "path": "callBack.maxAttempts",
          "value": 3
        }
      ]
    }
  }
}

Pending payment requests

ReadScope: crm:read
crm_sales_process_payments

Pending payment requests in the sales process: case, amount, due date, overdue.

ParameterTypeRequiredDescription
takeintegernoMax rows (≤ 50)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_sales_process_payments/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"take":20}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_payments",
  "arguments": {
    "args": {
      "take": 20
    }
  }
}

Reminder runs of a case

ReadScope: crm:read
crm_sales_process_runs

Reminder runs of a case: active sequences, skipped, waiting or failed steps.

ParameterTypeRequiredDescription
opportunityCodestringyesOpportunity code (e.g. OPP00012)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_sales_process_runs/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"opportunityCode":"OPP00012"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_runs",
  "arguments": {
    "args": {
      "opportunityCode": "OPP00012"
    }
  }
}

Test-run a sales process

ReadScope: crm:read
crm_sales_process_simulate

Dry-run a sales process with a sample customer; sends nothing, creates no tasks.

ParameterTypeRequiredDescription
processRefstringnoProcess ref (from crm_sales_process_list)
draftobjectnoUnsaved changes to validate

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_sales_process_simulate/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"processRef":"QT001"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_simulate",
  "arguments": {
    "args": {
      "processRef": "QT001"
    }
  }
}

Sales process templates

ReadScope: crm:read
crm_sales_process_templates

Available sales process templates.

No parameters.

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_sales_process_templates/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_templates",
  "arguments": {
    "args": {}
  }
}

Today's sales process work

ReadScope: crm:read
crm_sales_process_today

Today's sales process work: who to call, cases due or overdue.

ParameterTypeRequiredDescription
scopestringnomine or team
takeintegernoMax rows (≤ 50)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_sales_process_today/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"scope":"mine"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_today",
  "arguments": {
    "args": {
      "scope": "mine"
    }
  }
}

Validate a sales process

ReadScope: crm:read
crm_sales_process_validate

Validate a sales process: blocking issues, warnings, whether it can be enabled. Writes nothing.

ParameterTypeRequiredDescription
processRefstringnoProcess ref (from crm_sales_process_list)
draftobjectnoUnsaved changes to validate

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_sales_process_validate/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"processRef":"QT001"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_validate",
  "arguments": {
    "args": {
      "processRef": "QT001"
    }
  }
}

Sales process readiness

ReadScope: crm:read
crm_sales_process_workspace

Readiness for sales processes: usable messaging channels, call center, staff count.

No parameters.

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_sales_process_workspace/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_sales_process_workspace",
  "arguments": {
    "args": {}
  }
}

Choose a quotation print template

Write proposalScope: crm:write
crm_select_quotation_print_template

Select or change the print template of a draft quotation. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
quotationCodestringnoQuotation code
printTemplatestringyesPDF print template name or id
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_select_quotation_print_template",
  "arguments": {
    "args": {
      "quotationCode": "BG00045",
      "printTemplate": "Mẫu báo giá chuẩn"
    }
  }
}

Email a quotation

Write proposalScope: crm:write
crm_send_quotation_email

Email a draft quotation to the customer, with the PDF attached. Creates a proposal; the mail leaves only after the user taps Confirm in the app.

ParameterTypeRequiredDescription
quotationCodestringyesQuotation code
recipientEmailstringyesRecipient email
subjectstringnoMail subject
bodystringnoMail text
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_send_quotation_email",
  "arguments": {
    "args": {
      "quotationCode": "BG00045",
      "recipientEmail": "an.nguyen@example.com",
      "subject": "Báo giá gói Pro 12 tháng"
    }
  }
}

Change a customer's lifecycle stage

Write proposalScope: crm:write
crm_set_lifecycle

Move a customer or lead to a higher lifecycle stage. Creates a proposal; it only runs after the user taps Confirm in the app.

ParameterTypeRequiredDescription
contactCodestringnoCustomer code shown in CRM (e.g. CT08027)
stagestringyesStage name
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_set_lifecycle",
  "arguments": {
    "args": {
      "contactCode": "CT08027",
      "stage": "Sql"
    }
  }
}

To-dos

ReadScope: crm:read
crm_tasks_query

Query tasks: count, list, group by status or assignee.

ParameterTypeRequiredDescription
opstringyescount, list (default) or group by groupBy
filterobject[]noFilters [{field, op, value}] on screen fields
matchstringnoall = every condition (default), any = any
groupBystringnoGroup by
sortstringnoSort "<field> asc|desc"
qstringnoQuick accent-insensitive search
limitintegernoMax rows (≤ 50, default 10)
pageintegernoPage, starting at 1
fieldsstring[]noFields to return
idsstring[]noRecord ids from a previous result

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_tasks_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"op":"group","groupBy":"assignee"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_tasks_query",
  "arguments": {
    "args": {
      "op": "group",
      "groupBy": "assignee"
    }
  }
}

Support tickets

ReadScope: crm:read
crm_tickets_query

Query support tickets: count, list, group by status or priority.

ParameterTypeRequiredDescription
opstringyescount, list (default) or group by groupBy
filterobject[]noFilters [{field, op, value}] on screen fields
matchstringnoall = every condition (default), any = any
groupBystringnoGroup by
sortstringnoSort "<field> asc|desc"
qstringnoQuick accent-insensitive search
limitintegernoMax rows (≤ 50, default 10)
pageintegernoPage, starting at 1
fieldsstring[]noFields to return
idsstring[]noRecord ids from a previous result

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_tickets_query/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"op":"group","groupBy":"status"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_tickets_query",
  "arguments": {
    "args": {
      "op": "group",
      "groupBy": "status"
    }
  }
}

CRM summary

ReadScope: crm:read
crm_workspace_summary

Workspace-wide CRM totals: contacts, customers, leads, opportunities and conversion rate.

ParameterTypeRequiredDescription
periodstringnoPeriod for conversion rate (default month)

Or call over REST with an API key

curl -X POST https://api.nextx.vn/api/v1/ai/tools/crm/crm_workspace_summary/read \
  -H "X-Api-Key: $API_KEY" -H "Content-Type: application/json" \
  -d '{"period":"month"}'
MCP call example (for AI assistants)

AI assistants send this call themselves when you ask in plain words; you only need it when debugging an MCP connection.

{
  "name": "crm_workspace_summary",
  "arguments": {
    "args": {
      "period": "month"
    }
  }
}