Parma AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Parma MCP or direct API to manage contacts, log CRM notes, update deal stages, and automate follow-ups through natural language.
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Parma CRM is a relationship management app designed to help you accelerate growth by deepening and nurturing your business relationships. It streamlines your networking, contact tracking, and follow-ups in one place.
▪ Tools & Triggers
Supported Tools and Triggers
Every Parma action and event your agent gets out of the box.
Add Relationship to Group
Tool to add a relationship to a group in Parma. Use when you need to associate an existing relationship with a group.
Create Note
Tool to create a new note in the Parma account. Use when you need to add a note linked to specific relationships.
Create Relationship
Tool to create a new relationship in Parma. Use when you need to add a new person or company to your Parma account.
Get data.json metadata
Tool to retrieve DCAT-US 1.1 compliant metadata of all datasets. Use when you need the complete catalog JSON (data.json) from Parma’s open data portal.
Delete Relationship
Tool to delete a relationship from Parma by its ID. Use when you need to remove an existing relationship between entities. Returns success confirmation after deletion (HTTP 204).
Get Pipeline
Tool to retrieve a pipeline by its ID. Use when you need to fetch details about a specific pipeline.
Get Relationship
Tool to retrieve a relationship by its unique ID. Use when you need to get detailed information about a specific relationship.
Get Stage
Tool to retrieve a stage by its unique identifier. Use when you need to fetch details about a specific stage in a pipeline.
Get User by ID
Tool to retrieve a user by their unique ID. Use when you need to fetch details for a specific user.
Get User Profile
Tool to retrieve the authenticated user's profile. Use after obtaining a valid auth token to fetch current user account details.
List Deals
Tool to retrieve all deals from the Parma account. Use when you need to list deals, filter by pagination, or get an overview of all deals in the system.
List Groups
Tool to retrieve all groups in the Parma account. Use when you need to list groups, optionally filtered by a search query.
List Notes
Tool to retrieve all notes from the Parma account. Use when you need to list or search through notes associated with relationships.
List Pipelines
Tool to list all pipelines in the Parma account. Use when you need to retrieve available pipelines and their details.
List Relationship Groups
Tool to retrieve all groups linked to a specific relationship. Use when you need to see which groups are associated with a given relationship ID.
List Relationship Notes
Tool to list all notes linked to a relationship. Use when you need to retrieve all notes associated with a specific relationship ID.
List Relationships
Tool to list all relationships in the Parma account. Use when you need to retrieve and filter relationships by various criteria such as name, type, or contact details.
List Stages
Tool to retrieve all stages in the Parma account. Use when you need to list pipeline stages or check available stage configurations.
List Users
Tool to list all users in the Parma account. Use when you need to retrieve the complete list of users with their IDs, names, and email addresses.
List Parma CKAN datasets
Tool to retrieve all dataset identifiers from the Parma CKAN instance. Use when you need to list every available dataset ID.
Remove Relationship From Group
Tool to remove a relationship from a group. Use when you need to dissociate a relationship from a specific relationship group. Returns success status on completion (HTTP 204).
Update Note
Tool to update an existing note in the Parma account. Use when you need to modify the content, datetime, or relationships of a specific note.
Update Relationship
Tool to update an existing relationship in the Parma account. Use when you need to modify relationship details such as name, description, type, or associated groups.
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