CRM developer access

Canonical commercial records, intake review, pipeline workflows, search, tasks, and explainable attention queues.

Owner: Vision CRM
Lifecycle: preview
Runtime: restricted
App entitlement: crm
Audience: Active Vision CRM App profile
Workspace: CRM workspace required

Authority boundary

CRM owns its records, workflow rules, workspace membership, provenance, and record-level authorization.

Complete preview contract: Every operation and MCP capability in the approved definitions below is documented. The lifecycle and runtime labels describe stability and availability, not partial catalog coverage.

CRM API

Owning App: CRM
Contract version: 3.0.0
Audience: Active Vision CRM App profile
Workspace binding: CRM workspace required

Download the authoritative OpenAPI 3.1 definition

20 operations

Generated from Vision CRM Authenticated API 3.0.0

GET/api/health
Process liveness
No bearer scope declared
Full operation reference →
GET/api/ready
Authenticated API database readiness
No bearer scope declared
Full operation reference →
GET/api/crm/v1/meta
Contract and version metadata
No bearer scope declared
Full operation reference →
GET/api/crm/v1/today
Explainable CRM attention queue
crm:today:read
Full operation reference →
GET/api/crm/v1/intake-submissions
Paginated quarantined intake queue
crm:intake:read
Full operation reference →
GET/api/crm/v1/intake-submissions/{reference}
Quarantined intake detail and provenance
crm:intake:read
Full operation reference →
GET/api/crm/v1/people
Browse canonical people
crm:people:read
Full operation reference →
GET/api/crm/v1/people/{reference}
Read a canonical person briefing
crm:people:read
Full operation reference →
GET/api/crm/v1/organizations
Browse canonical organizations
crm:organizations:read
Full operation reference →
GET/api/crm/v1/organizations/{reference}
Read a canonical organization briefing
crm:organizations:read
Full operation reference →
GET/api/crm/v1/opportunities
Browse the authoritative commercial pipeline
crm:opportunities:read
Full operation reference →
GET/api/crm/v1/opportunities/{reference}
Read authoritative opportunity detail
crm:opportunities:read
Full operation reference →
GET/api/crm/v1/tasks
Browse assigned CRM work
crm:tasks:read
Full operation reference →
GET/api/crm/v1/search
Search authorized canonical CRM records
crm:search:read
Full operation reference →
POST/api/crm/v1/commands
Apply a controlled human CRM record command
crm:opportunities:writecrm:organizations:writecrm:people:writecrm:tasks:write
Full operation reference →
POST/api/crm/v1/intake-review-commands
Apply an authorized, idempotent intake-review command
crm:intake:review
Full operation reference →
GET/api/crm/v1/people/{reference}/timeline
Chronological activity timeline for a person
crm:people:read
Full operation reference →
GET/api/crm/v1/funnel
Pipeline funnel: occupancy, flow and dwell per stage
crm:opportunities:read
Full operation reference →
GET/api/crm/v1/actors
Actors who can own work here, with current workload
crm:today:read
Full operation reference →
GET/api/crm/v1/presentation
CRM's navigation, views and actions, filtered to this caller
crm:today:read
Full operation reference →

Publication evidence

This page is generated from the approval registry. Contract checksums, source drift, security declarations, scopes, references, and operation identifiers are verified before publication. A production documentation deployment remains a separate approval and rollback gate.