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crm.board

Quadro Kanban de uma pipeline. Pipeline, cards por etapa (cards[stageId], em ordem) e totais por etapa (count, valueCents). q filtra por título, nome ou telefone do contato. Só traz cards de contatos que o chamador pode ver.

  • Endpoint: POST https://app.atomiks.com.br/api/v1/crm.board (corpo JSON)
  • Quem pode chamar: membro da conta
  • Escopo da chave: crm:read
  • Grava dados: não
  • Pela chave de API: sim
  • Ferramenta MCP: crm_board
  • Ficha em JSON: https://app.atomiks.com.br/api/v1/openapi.json (operationId crm.board)

Entrada

CampoTipoObrigatórioNota
pipelineIdstring (uuid)sim
qstringnão
JSON Schema
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "pipelineId": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "q": {
      "type": "string",
      "maxLength": 120
    }
  },
  "required": [
    "pipelineId"
  ]
}

Exemplo

curl -X POST https://app.atomiks.com.br/api/v1/crm.board \
  -H "Authorization: Bearer $ATOMIKS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"pipelineId":"00000000-0000-0000-0000-000000000000"}'

CLI:

node cli/atomiks.mjs crm.board --json '{"pipelineId":"00000000-0000-0000-0000-000000000000"}'

MCP: ferramenta crm_board com a mesma entrada.

Saída

Sucesso: {"data": ...} com o formato abaixo.

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "pipeline": {
      "type": "object",
      "properties": {
        "id": {
          "type": "string"
        },
        "name": {
          "type": "string"
        },
        "groupName": {
          "type": [
            "string",
            "null"
          ]
        },
        "isDefault": {
          "type": "boolean"
        },
        "stages": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "id": {
                "type": "string"
              },
              "name": {
                "type": "string"
              },
              "kind": {
                "type": "string",
                "enum": [
                  "open",
                  "won",
                  "lost"
                ]
              },
              "position": {
                "type": "number"
              },
              "capiEvent": {
                "type": [
                  "string",
                  "null"
                ]
              }
            },
            "required": [
              "id",
              "name",
              "kind",
              "position",
              "capiEvent"
            ],
            "additionalProperties": false
          }
        }
      },
      "required": [
        "id",
        "name",
        "groupName",
        "isDefault",
        "stages"
      ],
      "additionalProperties": false
    },
    "cards": {
      "type": "object",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {
        "type": "array",
        "items": {
          "type": "object",
          "properties": {
            "id": {
              "type": "string"
            },
            "pipelineId": {
              "type": "string"
            },
            "stageId": {
              "type": "string"
            },
            "status": {
              "type": "string",
              "enum": [
                "open",
                "won",
                "lost"
              ]
            },
            "title": {
              "type": "string"
            },
            "valueCents": {
              "type": [
                "number",
                "null"
              ]
            },
            "product": {
              "anyOf": [
                {
                  "type": "object",
                  "properties": {
                    "id": {
                      "type": "string"
                    },
                    "name": {
                      "type": "string"
                    }
                  },
                  "required": [
                    "id",
                    "name"
                  ],
                  "additionalProperties": false
                },
                {
                  "type": "null"
                }
              ]
            },
            "contact": {
              "type": "object",
              "properties": {
                "id": {
                  "type": "string"
                },
                "name": {
                  "type": [
                    "string",
                    "null"
                  ]
                },
                "phone": {
                  "type": [
                    "string",
                    "null"
                  ]
                }
              },
              "required": [
                "id",
                "name",
                "phone"
              ],
              "additionalProperties": false
            },
            "owner": {
              "anyOf": [
                {
                  "type": "object",
                  "properties": {
                    "id": {
                      "type": "string"
                    },
                    "name": {
                      "type": [
                        "string",
                        "null"
                      ]
                    }
                  },
                  "required": [
                    "id",
                    "name"
                  ],
                  "additionalProperties": false
                },
                {
                  "type": "null"
                }
              ]
            },
            "openTasks": {
              "type": "number"
            },
            "updatedAt": {
              "type": "string"
            },
            "priority": {
              "anyOf": [
                {
                  "type": "string",
                  "enum": [
                    "low",
                    "normal",
                    "high",
                    "urgent"
                  ]
                },
                {
                  "type": "null"
                }
              ]
            },
            "expectedCloseDate": {
              "type": [
                "string",
                "null"
              ]
            },
            "probability": {
              "type": [
                "number",
                "null"
              ]
            },
            "origin": {
              "type": [
                "string",
                "null"
              ]
            },
            "lostReason": {
              "type": [
                "string",
                "null"
              ]
            },
            "company": {
              "anyOf": [
                {
                  "type": "object",
                  "properties": {
                    "id": {
                      "type": "string"
                    },
                    "name": {
                      "type": "string"
                    }
                  },
                  "required": [
                    "id",
                    "name"
                  ],
                  "additionalProperties": false
                },
                {
                  "type": "null"
                }
              ]
            }
          },
          "required": [
            "id",
            "pipelineId",
            "stageId",
            "status",
            "title",
            "valueCents",
            "product",
            "contact",
            "owner",
            "openTasks",
            "updatedAt",
            "priority",
            "expectedCloseDate",
            "probability",
            "origin",
            "lostReason",
            "company"
          ],
          "additionalProperties": false
        }
      }
    },
    "totals": {
      "type": "object",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {
        "type": "object",
        "properties": {
          "count": {
            "type": "number"
          },
          "valueCents": {
            "type": "number"
          }
        },
        "required": [
          "count",
          "valueCents"
        ],
        "additionalProperties": false
      }
    },
    "nextTasks": {
      "type": "object",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {
        "type": "object",
        "properties": {
          "title": {
            "type": "string"
          },
          "dueAt": {
            "type": [
              "string",
              "null"
            ]
          },
          "kind": {
            "type": "string"
          },
          "assignee": {
            "type": [
              "string",
              "null"
            ]
          }
        },
        "required": [
          "title",
          "dueAt",
          "kind",
          "assignee"
        ],
        "additionalProperties": false
      }
    }
  },
  "required": [
    "pipeline",
    "cards",
    "totals"
  ],
  "additionalProperties": false
}

Erros

{"error": {"code", "message", "requestId"}}. Códigos: invalid_input (400), unauthorized (401), forbidden / account_pending / scope_missing (403), not_found (404), limit_reached (409), internal (500).