Generic CRM
Not on HubSpot? The generic CRM connector is a REST adapter for whatever CRM your business already runs. You supply the API base URL (plus optional endpoint-path and field-name overrides), and the agents get the same pipeline, deal, contact, and activity tools they would get from a provider-specific connector.
Because the target schema is unknown ahead of time, the deal-stage and
deal-value field names are configurable (stage_field / value_field,
defaulting to stage / value). Pipeline summaries are derived client-side
from the deals list, since no universal pipeline-summary endpoint exists
across CRMs.
Connector tools
| Tool | What it does |
|---|---|
get_pipeline_summary | Pipeline summary: deal counts by stage, total value, velocity metrics |
get_deals | List deals with filtering and sorting |
get_contacts | List CRM contacts with search and filtering |
get_activities | List recent activities (calls, emails, meetings, notes) |
create_deal | Create a new deal in the pipeline |
update_deal_stage | Move a deal to a different stage |
Configuration
The connector authenticates with an OAuth 2.0 access token or API key supplied in the tenant’s credentials, sent as a bearer token against your configured base URL. Detailed setup walkthrough lands in a future docs phase.