CRM & Customers

Manage customer profiles, tags, comments, tasks, calendar events, and perform global searches across all data sources.

Customer Profile

Get a complete customer profile including CRM data, comments, tags, and conversation summary:

curl

curl -X POST https://www.wazion.com/api/mcp/ \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $WAZION_TOKEN" \
  -d '{
    "jsonrpc": "2.0",
    "method": "tools/call",
    "params": {
      "name": "get_customer_info",
      "arguments": {
        "phone": "+34600000000"
      }
    },
    "id": 1
  }'

Python

import requests

def get_customer(token, phone):
    return requests.post(
        "https://www.wazion.com/api/mcp/",
        headers={
            "Content-Type": "application/json",
            "Authorization": f"Bearer {token}"
        },
        json={
            "jsonrpc": "2.0",
            "method": "tools/call",
            "params": {
                "name": "get_customer_info",
                "arguments": {"phone": phone}
            },
            "id": 1
        }
    ).json()

Global Search

Search across all data sources (CRM, contacts, conversations):

{
  "name": "global_search",
  "arguments": {
    "query": "John"
  }
}

Comments / Notes

Add internal notes to customer profiles:

{
  "name": "add_customer_comment",
  "arguments": {
    "phone": "+34600000000",
    "comment": "Interested in premium plan. Follow up next week.",
    "agent_name": "Ana"
  }
}

Search across all customer notes:

{
  "name": "search_customer_comments",
  "arguments": {
    "query": "premium plan"
  }
}

Tags

Classify customers with colored tags:

// Add a tag
{
  "name": "add_customer_tag",
  "arguments": {
    "phone": "+34600000000",
    "tag_name": "VIP",
    "tag_color": "#FFD700"
  }
}

// Remove a tag
{
  "name": "remove_customer_tag",
  "arguments": {
    "phone": "+34600000000",
    "tag_name": "VIP"
  }
}

Configure available tags for your shop:

{
  "name": "update_customer_tags",
  "arguments": {
    "add_tag": {"name": "VIP", "color": "#FFD700"}
  }
}

Customer Journey

View a complete timeline of all interactions with a customer:

{
  "name": "get_customer_journey",
  "arguments": {
    "phone": "+34600000000",
    "days": 30
  }
}

Returns messages, comments, files, tasks, orders, and more in chronological order.

Customer Lifetime Value

Calculate business metrics for a customer:

{
  "name": "get_customer_lifetime_value",
  "arguments": {
    "phone": "+34600000000"
  }
}

Merge Customers

Combine two customer records into one:

{
  "name": "merge_customers",
  "arguments": {
    "primary_phone": "+34600000001",
    "secondary_phone": "+34600000002"
  }
}

GDPR Compliance

Export or delete all customer data for GDPR compliance:

// Export all data (Article 15)
{
  "name": "gdpr_export_customer_data",
  "arguments": {
    "phone": "+34600000000"
  }
}

// Delete all data (Article 17) - requires confirmation
{
  "name": "gdpr_delete_customer_data",
  "arguments": {
    "phone": "+34600000000",
    "confirm": true
  }
}

Tasks

Create and manage tasks linked to customers:

Tool	Description
list_tasks	List tasks with filters
create_task	Create a new task
update_task	Update task status, text, priority
delete_task	Delete a task
get_overdue_tasks	List overdue tasks
get_agent_tasks	Tasks for a specific agent

{
  "name": "create_task",
  "arguments": {
    "task_text": "Follow up on quote request",
    "phone": "+34600000000",
    "due_date": "2026-03-10",
    "priority": "high",
    "assigned_agent_id": 1
  }
}

Calendar Events

Schedule events and appointments:

Tool	Description
list_calendar_events	List events in a date range
create_calendar_event	Create a new event
update_calendar_event	Modify an event
delete_calendar_event	Delete an event

{
  "name": "create_calendar_event",
  "arguments": {
    "title": "Demo call with John",
    "start_datetime": "2026-03-10T10:00:00",
    "end_datetime": "2026-03-10T11:00:00",
    "phone": "+34600000000",
    "assigned_agent_id": 1
  }
}

All Customer Tools

Tool	Type	Description
get_customer_info	query	Full customer profile
get_customer_comments	query	Customer comments and tags
add_customer_comment	mutation	Add a comment
search_customer_comments	query	Search all comments
add_customer_tag	mutation	Add a tag to customer
remove_customer_tag	mutation	Remove a tag
search_customers	query	Search customers by name/phone/email
get_customer_journey	query	Full interaction timeline
global_search	query	Search across all data sources
merge_customers	mutation	Merge two customer records
get_customer_lifetime_value	query	Business value metrics
gdpr_export_customer_data	query	Export all data (GDPR)
gdpr_delete_customer_data	mutation	Delete all data (GDPR)

Gotchas

• Phone numbers must include the + international prefix.
• Tags are defined at the shop level with update_customer_tags and then applied to individual customers with add_customer_tag.
• GDPR deletion is irreversible and requires a confirmation call (confirm: true).
• global_search searches CRM records, contacts from marketing lists, and conversation history.