int-evo-crm

Apps & Automation

Query and manage Evo AI CRM data via REST API. Use when you need to list/search contacts, conversations, messages, inboxes, pipelines (with stages and items), or labels. Supports filtering, pagination, creating/updating/deleting resources. Calls the CRM API directly with no third-party proxy.

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How to use this skill

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Source SKILL.md: https://github.com/evolution-foundation/evo-nexus/blob/HEAD/.claude/skills/int-evo-crm/SKILL.md

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Evo CRM

Interact with your Evo AI CRM instance directly via the REST API.

Setup (one-time)

Get your API access token from your CRM admin panel.

Set environment variables:

EVO_CRM_URL=https://api.evoai.app
EVO_CRM_TOKEN=your_api_access_token

Commands

Contacts

List contacts

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py contacts [--sort name] [--page 1]

Get contact details

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py contact <id>

Search contacts

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py search_contacts --q <term>

Filter contacts (advanced)

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py filter_contacts --payload '{"attribute_key":"city","filter_operator":"equal_to","values":["NYC"]}'

Create contact

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py create_contact --name "John Doe" [--email john@example.com] [--phone +5511999999999]

Update contact

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py update_contact <id> [--name "New Name"] [--email new@example.com] [--phone +5511999999999]

Delete contact

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py delete_contact <id>

Contact conversations

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py contact_conversations <id>

Contact notes

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py contact_notes <id>

Create contact note

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py create_contact_note <id> --content "Note text here"

Contact pipelines

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py contact_pipelines <id>

Conversations

List conversations

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py conversations [--status open] [--assignee_type all] [--inbox_id <id>] [--page 1]

Get conversation details

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py conversation <id>

Search conversations

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py search_conversations --q <term>

Filter conversations (advanced)

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py filter_conversations --payload '{"status":"open"}' [--page 1]

Conversation counts by status

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py conversation_meta [--status open] [--assignee_type all]

Create conversation

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py create_conversation --contact_id <id> --inbox_id <id>

Assign conversation

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py assign_conversation <id> --assignee_id <user_id>

Toggle conversation status

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py toggle_status <id> --status resolved

Toggle conversation priority

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py toggle_priority <id> --priority urgent

Mute/Unmute conversation

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py mute_conversation <id>
python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py unmute_conversation <id>

Mark conversation as unread

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py mark_unread <id>

Send conversation transcript

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py send_transcript <id> --email user@example.com

Messages

List messages in conversation

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py messages <conversation_id>

Send message (or private note)

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py create_message <conversation_id> --content "Hello" [--private]

Update message

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py update_message <conversation_id> <message_id> --content "Updated text"

Delete message

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py delete_message <conversation_id> <message_id>

Retry failed message

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py retry_message <conversation_id> <message_id>

Inboxes

List all inboxes

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py inboxes

Get inbox details

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py inbox <id>

List inbox agents

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py inbox_agents <inbox_id>

Get assignable agents

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py assignable_agents <inbox_id>

List inbox message templates

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py inbox_templates <inbox_id>

Pipelines

List all pipelines

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py pipelines

Get pipeline details

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py pipeline <id>

Pipeline stats

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py pipeline_stats
python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py pipeline_stat <id>

List pipeline stages

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py pipeline_stages <pipeline_id>

List pipeline items

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py pipeline_items <pipeline_id> [--stage_id <id>] [--page 1]

Create pipeline item

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py create_pipeline_item <pipeline_id> --contact_id <id> --stage_id <id>

Move item to stage

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py move_item <pipeline_id> <item_id> --stage_id <target_stage_id>

Bulk move items

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py bulk_move_items <pipeline_id> --item_ids id1,id2,id3 --stage_id <target>

Remove pipeline item

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py remove_pipeline_item <pipeline_id> <item_id>

Pipeline items stats

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py pipeline_items_stats <pipeline_id>

Labels

Contact labels

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py contact_labels <contact_id>
python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py add_contact_labels <contact_id> --labels label1,label2

Conversation labels

python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py conversation_labels <conversation_id>
python3 /mnt/skills/user/int-evo-crm/scripts/evo_crm_client.py add_conversation_labels <conversation_id> --labels label1,label2

Output

JSON to stdout. List responses include pagination metadata:

{
  "success": true,
  "data": [...],
  "meta": { "pagination": { "page": 1, "total": 336, "totalPages": 17 } }
}

Resources

contacts, conversations, messages, inboxes, pipelines, pipeline_stages, pipeline_items, labels