First-party app
OnePageCRM

OnePageCRM

Manage OnePageCRM contacts, companies, deals, next actions, notes and calls, and look up users, statuses, lead sources and pipelines via the OnePageCRM API v3.

stable Customer Relationship Management

About

OnePageCRM ships in the w6w first-party pack. It declares 23 actions, 3 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.onepagecrm
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Customer Relationship Management

Overview

OnePageCRM is an action-focused CRM for small businesses: every contact is meant to carry a next action, so nothing is left without a follow-up. This app covers its core objects through the OnePageCRM API v3.

It lists, searches, creates, updates and deletes contacts, reads companies, creates and moves deals through pending, won and lost, and manages next actions: creating one on a contact and marking it done. It logs notes and calls against a contact, tags a contact or changes its status, and looks up the users, statuses, lead sources and pipelines whose ids the other actions need.

Good for teams that want to create contacts and a first next action automatically from a form or another tool, keep deals in step with a billing or support system, log calls from an outside dialer, or hand a lead to the right owner.

Build with OnePageCRM

Three routes to the same 23 actions. The Workflow tab is generated from OnePageCRM's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

Assign Tag to Contact

assign-contact-tag

Add a tag to a contact without touching its other fields.

Change Contact Status

change-contact-status

Set a contact's status (lead, prospect, customer, or a custom status).

Create Next Action

create-action

Create a next action (follow-up step) on a contact.

Log Call

create-call

Log a phone call against a contact, with its outcome and recording link.

Create Contact

create-contact

Create a contact. Provide a last name or a company name (at least one is required).

Create Deal

create-deal

Create a deal on a contact (pending by default).

Create Note

create-note

Log a note against a contact, optionally linked to one of its deals.

Delete Contact

delete-contact

Delete a contact, or restore a deleted one with Undo.

Get Company

get-company

Fetch one company with its contact count, won/pending deal totals and pending deals.

Get Contact

get-contact

Fetch one contact: names, company, status, tags, phones, emails, URLs, addresses and custom fields.

Get Deal

get-deal

Fetch one deal: amount, months, stage, status, dates, owner and custom fields.

List Next Actions

list-actions

List next actions, filtered by assignee, contact, company, done flag or status.

List Companies

list-companies

List the account's companies, optionally filtered by name, phone or first letter.

List Contacts

list-contacts

List or search contacts, filtered by name/company/phone, email, tag, status, owner or company.

List Deals

list-deals

List deals, filtered by status, stage, pipeline, owner, contact or company.

List Lead Sources

list-lead-sources

The account's lead sources in alphabetical order; each id is what contacts reference as lead_source_id.

List Notes

list-notes

List notes, optionally for one contact or company.

List Pipelines

list-pipelines

The account's deal pipelines, each with its ordered stages; use the pipeline id and a stage number on deals.

List Statuses

list-statuses

The account's contact statuses (lead, prospect, customer, custom) in configured order; use the status id on contacts.

List Users

list-users

The account's users with name, email and role (unpaginated); use the ids as owners and assignees.

Mark Next Action Done

mark-action-done

Mark a next action as complete.

Update Contact

update-contact

Change fields on a contact. Only the fields you send change (unless Replace is set).

Update Deal

update-deal

Change fields on a deal, e.g. mark it won or lost. Only the fields you send change.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying OnePageCRM's real ids.

{
  "manifestVersion": "2",
  "name": "onepagecrm-example",
  "steps": [
    {
      "id": "assign-contact-tag",
      "uses": {
        "app": "io.w6w.onepagecrm",
        "action": "assign-contact-tag",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "contactId": "<contactId>",
        "tagName": "<tagName>"
      }
    }
  ]
}

Here are some of the things you can do

  • Assign Tag to Contact

    perform
    assign-contact-tag
  • Change Contact Status

    perform
    change-contact-status
  • Create Next Action

    perform
    create-action
  • Log Call

    perform
    create-call
  • Create Contact

    perform
    create-contact

+18 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for OnePageCRM, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to OnePageCRM. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "assign-contact-tag",
  payload: {
    contactId: "<value>",
    tagName: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action assign-contact-tag --payload '{"contactId":"<value>","tagName":"<value>"}'

Give an AI agent OnePageCRM — without giving it OnePageCRM's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.onepagecrm#assign-contact-tag",
    "input": {
      "contactId": "<contactId>",
      "tagName": "<tagName>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's OnePageCRM connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

OnePageCRM's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. OnePageCRM itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

OnePageCRM declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

OnePageCRM platform status

The vendor's own probe (developer.onepagecrm.com/status): the 1x1 PNG at https://app.onepagecrm.com/status_check/<timestamp>.png. 1x1 = up; any other image = maintenance; no image = unreachable. Unauthenticated and unsigned.

dependency

API reachable

Unsigned GET https://app.onepagecrm.com/api/v3/users. A 401 carrying OnePageCRM's own error envelope (`error_name`) passes: it proves the API is answering. Credential validity is the derived `auth:*` check's job.

quota

OnePageCRM request headroom