Built by Metorial, the integration platform for agentic AI.
Add a note to an existing relationship in Parma CRM. Notes capture touchpoints, meeting summaries, and interaction details for a given customer or contact. Use this to log conversations, follow-ups, or any relevant information.
List relationships in Parma CRM, optionally filtering by name, email, phone, or relationship type. Returns one provider page with IDs for reading contacts and adding notes.
Retrieve the authenticated user's profile information from Parma CRM. Use this to verify the current connection, check account details, or retrieve the user's identity.
Create a new relationship (contact) in Parma CRM. Use this to add a new customer, partner, or any person you want to track in your relationship management system. Call list_groups first, then provide groupIds to choose where the relationship belongs. You can include background notes and link a person to an existing company.
List Parma relationship groups and their IDs. Call this before create_relationship to choose the required groupIds.
Read one page of notes for a Parma relationship, including content, linked relationship IDs, and interaction timestamps. Use search_relationships to discover the relationship ID.
Retrieve one Parma relationship by ID, including contact details, background information, and company and group IDs. Use search_relationships to find the ID.