CRM Permissions for Connections
Part of the MountDev Ops CRM documentation. Updated November 5, 2026
MountDev Ops CRM documentation | Updated November 5, 2026
These are the permissions a connection can hold in CRM. Each one is a single action. Pick only what the connection needs. A connection acts as the member who made it and never does more than that member could.
| Permission id | Level | What it does | Inputs |
|---|---|---|---|
crm.account.cancellation | Read | See a company's cancellation: when service ends, why, and each step taken | company (required) |
crm.board | Read | See the deals board | pipeline |
crm.calendar | Read | See the calendar | from (required), to (required) |
crm.cancel.settings.get | Read | See the Cancellation Email and where cancellations are sent | none |
crm.company | Read | See a company at a glance: its project manager, monthly value, services, websites, people, open projects, and open tickets | id (required) |
crm.company.find | Read | Find a company by the id it had in the system it was brought in from | source_id (required) |
crm.deals.move | Write | Move a deal to another stage | id (required), stage (required), pipeline, version |
crm.duplicates.check | Read | Check a record for likely duplicates | module_id (required), values (required), id |
crm.duplicates.scan | Read | Find likely duplicates in a module | module_id (required) |
crm.home | Read | See the CRM home page | until |
crm.leads.convert | Write | Turn a lead into a customer | id (required), company, new_company, deal, deal_name, deal_values |
crm.pipelines.default | Write | Make a pipeline the default | id (required) |
crm.pipelines.list | Read | See the pipelines and their stages | none |
crm.pipelines.save | Write | Add or change a pipeline | id, name (required), stages (required), moves |
crm.reports.list | Read | See the saved reports | none |
crm.reports.preview | Read | Run a report before saving it | module_id (required), group_by, measure, measure_field, filter_field, filter_value, chart |
crm.reports.run | Read | Run a saved report | id (required) |
crm.reports.save | Write | Add or change a saved report | id, name (required), module_id (required), group_by, measure, measure_field, filter_field, filter_value, chart |
crm.rules.list | Read | See the automation rules and what they did | none |
crm.rules.save | Write | Add or change an automation rule | id, name (required), module_id (required), trigger (required), field, value, action (required) |
crm.rules.state | Write | Turn an automation rule on or off | id (required), state (required) |
crm.settings.get | Read | See CRM Settings | none |
crm.summary | Read | See a record’s calculated numbers | module_id (required), id (required) |
crm.tasks.done | Write | Mark a task done or open | id (required), done (required), version |
crm.timeline | Read | See a record’s timeline and linked records | module_id (required), id (required) |
crm.website | Read | See a website at a glance: its status, its company, and every service on it and whether it is on, ending, or ended | id (required) |
crm.websites.status | Write | Set a website's status: Active, Inactive, or Canceled | id (required), status (required), reason, version |
See a Company's Cancellation: When Service Ends, Why, and Each Step Taken
Permission crm.account.cancellation | Read | MCP tool crm_account_cancellation (action crm.account.cancellation)
POST /account/api/v1/actions/crm.account.cancellation
{"company":1}See the Deals Board
Permission crm.board | Read | MCP tool crm_board (action crm.board)
POST /account/api/v1/actions/crm.board
{}See the Calendar
Permission crm.calendar | Read | MCP tool crm_calendar (action crm.calendar)
POST /account/api/v1/actions/crm.calendar
{"from":"Example","to":"Example"}See the Cancellation Email and Where Cancellations Are Sent
Permission crm.cancel.settings.get | Read | MCP tool crm_cancel_settings_get (action crm.cancel.settings.get)
POST /account/api/v1/actions/crm.cancel.settings.get
{}See a Company at a Glance: Its Project Manager, Monthly Value, Services, Websites, People, Open Projects, and Open Tickets
Permission crm.company | Read | MCP tool crm_company (action crm.company)
POST /account/api/v1/actions/crm.company
{"id":1}Find a Company by the Id It Had in the System It Was Brought in From
Permission crm.company.find | Read | MCP tool crm_company_find (action crm.company.find)
POST /account/api/v1/actions/crm.company.find
{"source_id":"Example"}Move a Deal to Another Stage
Permission crm.deals.move | Write | MCP tool crm_deals_move (action crm.deals.move)
POST /account/api/v1/actions/crm.deals.move
{"id":1,"stage":"Example"}Check a Record for Likely Duplicates
Permission crm.duplicates.check | Read | MCP tool crm_duplicates_check (action crm.duplicates.check)
POST /account/api/v1/actions/crm.duplicates.check
{"module_id":"Example","values":{}}Find Likely Duplicates in a Module
Permission crm.duplicates.scan | Read | MCP tool crm_duplicates_scan (action crm.duplicates.scan)
POST /account/api/v1/actions/crm.duplicates.scan
{"module_id":"Example"}See the CRM Home Page
Permission crm.home | Read | MCP tool crm_home (action crm.home)
POST /account/api/v1/actions/crm.home
{}Turn a Lead into a Customer
Permission crm.leads.convert | Write | MCP tool crm_leads_convert (action crm.leads.convert)
POST /account/api/v1/actions/crm.leads.convert
{"id":1}Make a Pipeline the Default
Permission crm.pipelines.default | Write | MCP tool crm_pipelines_default (action crm.pipelines.default)
POST /account/api/v1/actions/crm.pipelines.default
{"id":1}See the Pipelines and Their Stages
Permission crm.pipelines.list | Read | MCP tool crm_pipelines_list (action crm.pipelines.list)
POST /account/api/v1/actions/crm.pipelines.list
{}Add or Change a Pipeline
Permission crm.pipelines.save | Write | MCP tool crm_pipelines_save (action crm.pipelines.save)
POST /account/api/v1/actions/crm.pipelines.save
{"name":"Example","stages":[]}See the Saved Reports
Permission crm.reports.list | Read | MCP tool crm_reports_list (action crm.reports.list)
POST /account/api/v1/actions/crm.reports.list
{}Run a Report Before Saving It
Permission crm.reports.preview | Read | MCP tool crm_reports_preview (action crm.reports.preview)
POST /account/api/v1/actions/crm.reports.preview
{"module_id":"Example"}Run a Saved Report
Permission crm.reports.run | Read | MCP tool crm_reports_run (action crm.reports.run)
POST /account/api/v1/actions/crm.reports.run
{"id":1}Add or Change a Saved Report
Permission crm.reports.save | Write | MCP tool crm_reports_save (action crm.reports.save)
POST /account/api/v1/actions/crm.reports.save
{"name":"Example","module_id":"Example"}See the Automation Rules and What They Did
Permission crm.rules.list | Read | MCP tool crm_rules_list (action crm.rules.list)
POST /account/api/v1/actions/crm.rules.list
{}Add or Change an Automation Rule
Permission crm.rules.save | Write | MCP tool crm_rules_save (action crm.rules.save)
POST /account/api/v1/actions/crm.rules.save
{"name":"Example","module_id":"Example","trigger":"created","action":{}}Turn an Automation Rule on or Off
Permission crm.rules.state | Write | MCP tool crm_rules_state (action crm.rules.state)
POST /account/api/v1/actions/crm.rules.state
{"id":1,"state":"on"}See CRM Settings
Permission crm.settings.get | Read | MCP tool crm_settings_get (action crm.settings.get)
POST /account/api/v1/actions/crm.settings.get
{}See a Record’s Calculated Numbers
Permission crm.summary | Read | MCP tool crm_summary (action crm.summary)
POST /account/api/v1/actions/crm.summary
{"module_id":"Example","id":1}Mark a Task Done or Open
Permission crm.tasks.done | Write | MCP tool crm_tasks_done (action crm.tasks.done)
POST /account/api/v1/actions/crm.tasks.done
{"id":1,"done":true}See a Record’s Timeline and Linked Records
Permission crm.timeline | Read | MCP tool crm_timeline (action crm.timeline)
POST /account/api/v1/actions/crm.timeline
{"module_id":"Example","id":1}See a Website at a Glance: Its Status, Its Company, and Every Service on It and Whether It Is on, Ending, or Ended
Permission crm.website | Read | MCP tool crm_website (action crm.website)
POST /account/api/v1/actions/crm.website
{"id":1}Set a Website's Status: Active, Inactive, or Canceled
Permission crm.websites.status | Write | MCP tool crm_websites_status (action crm.websites.status)
POST /account/api/v1/actions/crm.websites.status
{"id":1,"status":"Active"}