{ "name": "unLocked CRM", "description": "LLM function-calling manifest for the unLocked CRM public REST API — an AI CRM, quoting, and commission-tracking platform for insurance agents and agencies.", "version": "1.0.0", "spec": { "openapi_json": "https://unlockedcrm.ai/.well-known/openapi.json", "openapi_full": "https://unlockedcrm.ai/openapi.json", "openapi_yaml": "https://unlockedcrm.ai/openapi.yaml", "swagger": "https://unlockedcrm.ai/swagger.json", "docs": "https://unlockedcrm.ai/api-docs", "markdown_docs": "https://unlockedcrm.ai/api.md", "mcp_manifest": "https://unlockedcrm.ai/.well-known/ai-plugin.json" }, "auth": { "type": "api_key", "in": "header", "name": "Authorization", "format": "Bearer ", "how_to_obtain": "Generate an API key in unLocked CRM under Settings > API Keys." }, "rate_limit": { "requests_per_minute": 120, "burst_per_second": 20, "on_exceeded": "HTTP 429 with Retry-After header" }, "error_catalog": "https://unlockedcrm.ai/api/errors.json", "tools": [ { "type": "function", "function": { "name": "unlocked_crm_list_records", "description": "List records from a unLocked CRM collection (leads, clients, policies, commissions, tasks, appointments, quotes, and more) for the workspace tied to the API key. Supports pagination, sorting, field selection, and text search. Use unlocked_crm_get_record when you already know the record id.", "parameters": { "type": "object", "properties": { "resource": { "type": "string", "enum": [ "leads", "clients", "activities", "tasks", "policies", "appointments", "communications", "webhooks", "pipelines", "pipeline_stages", "opportunities", "workflows", "email_campaigns", "commissions", "aca_leads", "agent_ai_call_logs", "agent_ai_scripts", "agent_ai_campaigns", "quotes", "tags", "call_recordings", "call_disposition_logs", "agent_presence", "inbound_campaigns", "inbound_vendors", "health", "whoami" ], "description": "Collection to list." }, "limit": { "type": "integer", "description": "Max records to return (1-100, default 50)." }, "offset": { "type": "integer", "description": "Number of records to skip for pagination." }, "sort": { "type": "string", "description": "Sort expression, e.g. created_at:desc." }, "fields": { "type": "string", "description": "Comma-separated list of fields to return." }, "search": { "type": "string", "description": "Free-text search across common fields." }, "status": { "type": "string", "description": "Filter by record status." } }, "required": [ "resource" ], "additionalProperties": false }, "x-http": { "method": "GET", "url": "https://gzigyepfasiumngxilai.supabase.co/functions/v1/public-api" } } }, { "type": "function", "function": { "name": "unlocked_crm_get_record", "description": "Fetch a single unLocked CRM record by id from a given collection.", "parameters": { "type": "object", "properties": { "resource": { "type": "string", "enum": [ "leads", "clients", "activities", "tasks", "policies", "appointments", "communications", "webhooks", "pipelines", "pipeline_stages", "opportunities", "workflows", "email_campaigns", "commissions", "aca_leads", "agent_ai_call_logs", "agent_ai_scripts", "agent_ai_campaigns", "quotes", "tags", "call_recordings", "call_disposition_logs", "agent_presence", "inbound_campaigns", "inbound_vendors", "health", "whoami" ], "description": "Collection the record belongs to." }, "id": { "type": "string", "description": "UUID of the record." } }, "required": [ "resource", "id" ], "additionalProperties": false }, "x-http": { "method": "GET", "url": "https://gzigyepfasiumngxilai.supabase.co/functions/v1/public-api" } } }, { "type": "function", "function": { "name": "unlocked_crm_create_record", "description": "Create a record in a unLocked CRM collection (for example a new lead or task). Pass the record fields in body. Use action=bulk with an array payload to create many records in one call.", "parameters": { "type": "object", "properties": { "resource": { "type": "string", "enum": [ "leads", "clients", "activities", "tasks", "policies", "appointments", "communications", "webhooks", "pipelines", "pipeline_stages", "opportunities", "workflows", "email_campaigns", "commissions", "aca_leads", "agent_ai_call_logs", "agent_ai_scripts", "agent_ai_campaigns", "quotes", "tags", "call_recordings", "call_disposition_logs", "agent_presence", "inbound_campaigns", "inbound_vendors", "health", "whoami" ], "description": "Collection to create in." }, "action": { "type": "string", "enum": [ "bulk" ], "description": "Set to bulk to create many records at once." }, "body": { "type": "object", "description": "Record fields to create. For bulk, an object with a records array.", "additionalProperties": true } }, "required": [ "resource", "body" ], "additionalProperties": false }, "x-http": { "method": "POST", "url": "https://gzigyepfasiumngxilai.supabase.co/functions/v1/public-api" } } }, { "type": "function", "function": { "name": "unlocked_crm_update_record", "description": "Update an existing unLocked CRM record by id. Only the fields supplied in body are changed.", "parameters": { "type": "object", "properties": { "resource": { "type": "string", "enum": [ "leads", "clients", "activities", "tasks", "policies", "appointments", "communications", "webhooks", "pipelines", "pipeline_stages", "opportunities", "workflows", "email_campaigns", "commissions", "aca_leads", "agent_ai_call_logs", "agent_ai_scripts", "agent_ai_campaigns", "quotes", "tags", "call_recordings", "call_disposition_logs", "agent_presence", "inbound_campaigns", "inbound_vendors", "health", "whoami" ] }, "id": { "type": "string", "description": "UUID of the record to update." }, "body": { "type": "object", "description": "Fields to update.", "additionalProperties": true } }, "required": [ "resource", "id", "body" ], "additionalProperties": false }, "x-http": { "method": "PUT", "url": "https://gzigyepfasiumngxilai.supabase.co/functions/v1/public-api" } } }, { "type": "function", "function": { "name": "unlocked_crm_delete_record", "description": "Delete a unLocked CRM record by id. Irreversible — confirm with the user before calling.", "parameters": { "type": "object", "properties": { "resource": { "type": "string", "enum": [ "leads", "clients", "activities", "tasks", "policies", "appointments", "communications", "webhooks", "pipelines", "pipeline_stages", "opportunities", "workflows", "email_campaigns", "commissions", "aca_leads", "agent_ai_call_logs", "agent_ai_scripts", "agent_ai_campaigns", "quotes", "tags", "call_recordings", "call_disposition_logs", "agent_presence", "inbound_campaigns", "inbound_vendors", "health", "whoami" ] }, "id": { "type": "string", "description": "UUID of the record to delete." } }, "required": [ "resource", "id" ], "additionalProperties": false }, "x-http": { "method": "DELETE", "url": "https://gzigyepfasiumngxilai.supabase.co/functions/v1/public-api" }, "x-needs-approval": true } }, { "type": "function", "function": { "name": "unlocked_crm_whoami", "description": "Return the workspace, plan, and scopes the supplied API credentials resolve to. Call this first to verify credentials and available permissions.", "parameters": { "type": "object", "properties": {}, "additionalProperties": false }, "x-http": { "method": "GET", "url": "https://gzigyepfasiumngxilai.supabase.co/functions/v1/public-api?resource=whoami" } } } ] }