The CRM responds. You don't navigate it.
Once Flitsy is connected, your AI client speaks more than 100 tools fluently. You don't learn the tool names — you just ask. Here's the shape of what's possible, grouped, with the kind of thing you'd ask and the kind of answer you'd get back.
Find what you need by describing it.
No filters, no column pickers, no remembering the exact spelling. Ask in plain English; Flitsy does the lookup and returns a single, readable answer.
list_organisations
get_organisation
list_people
get_person
search_notes
get_org_timeline
get_interactions
list_tagged
get_relationshipsOpen up. Get a three-thing list.
Instead of a dashboard of metrics, Flitsy returns the small list of things that actually matter today — chosen across your inbox, your follow-ups, and your stalled deals.
- 1Chase Acme. Sarah's been quiet 23 days after the proposal. warm lead→ Draft already in your voice. Hit Send when you're ready.
- 2Reply to Northwind. Asked about pricing on Friday; still waiting. awaiting reply
- 3Book the Globex demo. They said "next week, Tues or Wed." scheduling
next_best_action
get_my_tasks_today
get_followups_due
get_inbound_awaiting_reply
get_stale_engaged
weekly_digestCluster outreach by week, not by day.
Drag accounts onto a week — this one, next, the one after. Drop on Unscheduled to free a slot. Reads back as a tight horizontal map of who you're touching and when.
Drop on Unscheduled to clear.
plan_my_week
set_planned_contact
schedule_meeting
list_upcoming_meetingsAsk what's stuck. Move it in one line.
No kanban board to maintain. Ask for what's stalled, what's closing, who owns what — and edit the same way: "Move Acme to Negotiation," "Close the Hooli deal as won," done.
list_deals
get_deal
upsert_deal
move_deal_stage
close_deal
bulk_update_status
pipeline_summaryScore the deal. Know what's missing.
Flitsy scores each deal against your sales methodology — weighting the dimensions you care about, surfacing the single biggest gap to close next, and telling you whether it's forecast-ready yet. Ask "what should I move?" and it factors the gaps in.
get_deal_qualification
set_deal_qualification
get_methodology_config
guided_next_actionDraft in your voice. Send when you're ready.
Flitsy reads the last thread, your saved tone facts, and the contact's history — then drafts something you can review, tweak, and send without leaving the chat. Tracks opens and clicks if you want.
Hi Sarah,
Hope you're well. Wanted to circle back on the proposal we walked through three weeks back — I know you mentioned a board check-in was the next thing on the list.
If a one-pager would help going into that meeting, happy to put one together…
draft_message
preview_email
send_email
get_email_opens
get_email_send_statusPlug in your mailbox. Email flows both ways.
Connect Gmail or Microsoft 365 once. Outbound drafts send from your real address; inbound email finds its way in — forward anything to your private Flitsy address, or tag a message in Outlook and Flitsy reads it onto the right contact. (Inbox sync is Microsoft 365 today; Gmail is send-only.)
connect_email_send
get_email_send_status
list_send_authorities
get_inbound_email
enable_inbox_sync
sync_inbox_now
disconnect_email_sendTell Flitsy in one sentence. It does the filing.
"Just got off a call with Sarah — budget approved, wants a v2 demo Tuesday." Flitsy parses who, what, when, then updates the deal stage, books the follow-up, and adds the new person — all from one line.
log_interaction
complete_meeting
upsert_person
update_interaction
delete_interaction
search_notesA to-do list that knows what you mean.
"Remind me to chase Acme on Friday." That's enough — Flitsy parses the date, links the task to the right account, and surfaces it on Friday morning's three-thing list.
- Send v2 demo invite to Acmeoverdue · 2 days
- Follow up with Northwind on pricingoverdue · 1 day
- Reply to Tim @ Wonkatoday
- Confirm Globex demo timetomorrow
create_task
complete_task
snooze_task
list_tasks
get_overdue_tasks
get_my_tasks_todayTrack who owes what. Nothing slips.
Every "I'll send that Friday" and "they'll get back to me next week" is a commitment — yours or theirs. Flitsy tracks both directions, flags the ones that have blown their date, and pushes them up your next-actions list before they go cold.
create_commitment
list_commitments
update_commitmentSix degrees, mapped for you.
Flitsy remembers who knows whom — colleagues, former employers, who introduced whom. Need to reach someone cold? Ask for the warm path and it walks the graph for you.
- 1You already know Sarah Lin — Acme, spoke last week.
- 2Sarah is a former colleague of Mei Tan at Globex.
- 3Mei reports to the CFO you're trying to reach. → Ask Sarah for the intro.
find_path_to
add_relationship
get_relationshipsYour own labels. Your own fields.
Tag anything; invent any field. "Renewal month," "how we met," "T-shirt size" — Flitsy stores it as a custom attribute and recalls it on demand. No schema, no admin screen, no migration.
tag_entity
untag_entity
create_tag
list_tags
list_tagged
set_attribute
get_attribute
list_attributesTwo Acmes? Flitsy spots it.
Imports and forwarded emails breed duplicates. Ask Flitsy to find them — it ranks likely matches, shows a side-by-side before anything changes, and merges on your say-so. One word undoes it.
find_duplicate_organisations
find_duplicate_people
merge_organisations
merge_people
undo_last_actionInvite, track RSVPs, count heads.
Run a customer dinner or a webinar without a spreadsheet. Add invitees, record who said yes, mark who actually turned up — all by talking to Flitsy. It rolls the numbers up for you.
upsert_event
list_events
get_event
add_event_invitees
remove_event_invitee
record_invitations_sent
record_rsvp
record_attendance
list_event_invitees
list_event_attendeesPublic surfaces. Private capture.
Spin up a contact form or wrap a link with tracking. Submissions land back as new contacts; clicks and opens roll up under the contact they belong to. Ask for the rollup whenever.
upsert_form
list_forms
get_form
list_form_submissions
get_form_submission
issue_form_invitation
list_form_invitations
create_tracked_link
list_tracked_links
get_link_clicks
get_email_opensDrop in a contract. It sticks to the record.
Drag a PDF, image, or deck into the chat and Flitsy files it against the right contact, org, or deal. Ask for it back later and it hands you a secure, time-limited download link.
upload_attachment
list_attachments
get_attachment_urlSet it once. It runs without you.
Hand Flitsy a recurring job in plain English and a schedule — and it runs on its own, on a cron, as its own little agent. It works the dataset, drafts what's needed, and leaves the results for you to review.
- 1Scanned 142 accounts. Six have gone quiet past your 14-day threshold. stalled
- 2Drafted 6 chase emails in your voice, one per account.
- 3Left them in your review queue. Nothing sent — you approve each one.→ Last run 7:02am today · 18 tool calls · ran on its own.
register_automation
list_automations
run_automation_now
run_playbook
list_automation_runs
list_account_usage
delete_automationAdd the team. Hand out the keys.
Invite colleagues, set who's an admin, revoke access when someone moves on — all in chat. Everyone shares one dataset, and the seat travels with the person, not the device.
list_members
invite_members
change_member_role
revoke_invite
remove_memberGroup the team. Roll the numbers up.
Build out the org chart — nest teams under teams — then ask for the figures scoped to any branch. Win rate, open pipeline, weighted value, the stage breakdown: for one rep, one team, or everyone beneath them. No report builder, just the question.
list_teams
create_team
update_team
get_team_roster
assign_to_team
deal_metricsIt learns once. Then it sounds like you.
Set facts — your signature, your tone, things to never discount before, default meeting length. Every draft and reply pulls from these. No prompt scaffolding required.
Jay
set_dataset_fact
read_dataset_facts
delete_dataset_fact
set_my_signature
set_my_timezone
customize_dataset_vocabulary
list_dataset_configSound good? Wire it up in two minutes.
One MCP URL. Paste into Claude, ChatGPT, Cursor, Zed — anything that speaks MCP.