Parma

Parma CRM is a relationship management app designed to help you accelerate growth by deepening and nurturing your business relationships.

23 actions Integration catalog
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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Add Relationship to GroupPARMA_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 NotePARMA_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 RelationshipPARMA_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 metadataPARMA_DATA_JSON
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 RelationshipPARMA_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 PipelinePARMA_GET_PIPELINE
Tool to retrieve a pipeline by its ID. Use when you need to fetch details about a specific pipeline.
Get RelationshipPARMA_GET_RELATIONSHIP
Tool to retrieve a relationship by its unique ID. Use when you need to get detailed information about a specific relationship.
Get StagePARMA_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 IDPARMA_GET_USER
Tool to retrieve a user by their unique ID. Use when you need to fetch details for a specific user.
Get User ProfilePARMA_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 DealsPARMA_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 GroupsPARMA_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 NotesPARMA_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 PipelinesPARMA_LIST_PIPELINES
Tool to list all pipelines in the Parma account. Use when you need to retrieve available pipelines and their details.
List Relationship GroupsPARMA_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 NotesPARMA_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 RelationshipsPARMA_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 StagesPARMA_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 UsersPARMA_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 datasetsPARMA_PACKAGE_LIST
Tool to retrieve all dataset identifiers from the Parma CKAN instance. Use when you need to list every available dataset ID.
Remove Relationship From GroupPARMA_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 NotePARMA_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 RelationshipPARMA_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.