KamoCRM

Leads, accounts and communications timelines for SIs (SITP TP10)

FeatureMCPGatewayService
Shipped
October 18, 2026 at 5:21 PM UTC
Author
Kamo
Commit
60a5374

54 tools over SecurityService as the SI member, each right checked there as well as here: - leads: create, edit (masked values never written back), assign, bulk reassign, delete, account link, form, status labels, markets, email opt-out, SI-call consent read, hot reassign - the pool: what is available, take the next lead (FINANCIAL, accept gate), blockers, credit balances, imports, intake endpoints, bulk-email audience - follow-up: callbacks (an invitation to the lead is SCHEDULE_EXTERNAL_MEETING through the outreach gate), my callbacks due, the lead's tasks, its timeline of notes (read, reply, edit, delete own) - communications: a lead's merged timeline, an email in full, the grid feed, webinars, social conversation - accounts: create, edit, notes, leads, orders, people, history, addresses, merge, delete, timeline - commerce_record_*: a record's timeline and contact points (new commerce_ prefix) Classified in ContentReadTools, DisclosingTools and CollabTools; internal reads refused for outside readers; the catalogue guards and the four tools/list snapshots grow by exactly these 54.

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