Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.
Add Note
clinchpad:add_note
Add a note to a lead or contact for tracking interactions and important information.
Write
Medium risk
Complete Activity
clinchpad:complete_activity
Mark an activity as completed with optional completion notes.
Write
Medium risk
Create Activity
clinchpad:create_activity
Create a new activity (call, email, meeting, note, or task) in ClinchPad.
Write
Medium risk
Create Contact
clinchpad:create_contact
Create a new contact in ClinchPad with detailed contact information.
Write
Medium risk
Create Lead
clinchpad:create_lead
Create a new lead in ClinchPad with contact details and pipeline assignment.
Write
Medium risk
Delete Contact
clinchpad:delete_contact
Permanently delete a contact from ClinchPad. This action cannot be undone.
Write
High risk
Delete Lead
clinchpad:delete_lead
Permanently delete a lead from ClinchPad. This action cannot be undone.
Write
High risk
Get Contact
clinchpad:get_contact
Fetch a single contact by ID with all contact details and associated leads.
Read
Low risk
Get Lead
clinchpad:get_lead
Fetch a single lead by ID with all details including contact info and pipeline stage.
Read
Low risk
Get Pipeline
clinchpad:get_pipeline
Fetch a single pipeline by ID with all stages and statistics.
Read
Low risk
List Activities
clinchpad:list_activities
List activities with optional filtering by lead, contact, type, user, or date range.
Read
Low risk
List Contacts
clinchpad:list_contacts
List contacts with optional filtering by search query, company, or email domain.
Read
Low risk
List Leads
clinchpad:list_leads
List leads with optional filtering by pipeline, stage, status, owner, or search query.
Read
Low risk
List Pipelines
clinchpad:list_pipelines
List all sales pipelines with their stages and configuration.
Read
Low risk
Move Lead Stage
clinchpad:move_lead_stage
Move a lead to a different stage in the sales pipeline.
Write
Medium risk
Update Activity
clinchpad:update_activity
Update an existing activity's details, assignment, or completion status.
Write
Medium risk
Update Contact
clinchpad:update_contact
Update an existing contact's information and details.
Write
Medium risk
Update Lead
clinchpad:update_lead
Update an existing lead's details, pipeline stage, or assignment.
Write
Medium risk