Parma for AI agents

Agents read Parma at once. Changes and sends are held for a person's approval by default.

About Parma

Parma CRM is a relationship management app designed to help you accelerate growth by deepening and nurturing your business relationships.

What an agent can do in Parma

Every Parma action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Parma without asking first. 16 actions.

  • Get User ProfileTool to retrieve the authenticated user's profile. Use after obtaining a valid auth token to fetch current user account details.
  • List DealsTool to retrieve all deals from the Parma account. Use when you need to list deals, filter by pagination, or get an overview of all deals in the system.
  • List PipelinesTool to list all pipelines in the Parma account. Use when you need to retrieve available pipelines and their details.
  • List RelationshipsTool to list all relationships in the Parma account. Use when you need to retrieve and filter relationships by various criteria such as name, type, or contact details.
  • List StagesTool to retrieve all stages in the Parma account. Use when you need to list pipeline stages or check available stage configurations.
  • List UsersTool to list all users in the Parma account. Use when you need to retrieve the complete list of users with their IDs, names, and email addresses.
  • Get data.json metadataTool to retrieve DCAT-US 1.1 compliant metadata of all datasets. Use when you need the complete catalog JSON (data.json) from Parma’s open data portal.
  • Get PipelineTool to retrieve a pipeline by its ID. Use when you need to fetch details about a specific pipeline.
  • Get RelationshipTool to retrieve a relationship by its unique ID. Use when you need to get detailed information about a specific relationship.
  • Get StageTool to retrieve a stage by its unique identifier. Use when you need to fetch details about a specific stage in a pipeline.
  • Get User by IDTool to retrieve a user by their unique ID. Use when you need to fetch details for a specific user.
  • List GroupsTool to retrieve all groups in the Parma account. Use when you need to list groups, optionally filtered by a search query.
Show all 16
  • List NotesTool to retrieve all notes from the Parma account. Use when you need to list or search through notes associated with relationships.
  • List Relationship GroupsTool to retrieve all groups linked to a specific relationship. Use when you need to see which groups are associated with a given relationship ID.
  • List Relationship NotesTool to list all notes linked to a relationship. Use when you need to retrieve all notes associated with a specific relationship ID.
  • List Parma CKAN datasetsTool to retrieve all dataset identifiers from the Parma CKAN instance. Use when you need to list every available dataset ID.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 7 actions.

  • Create NoteTool to create a new note in the Parma account. Use when you need to add a note linked to specific relationships.
  • Create RelationshipTool to create a new relationship in Parma. Use when you need to add a new person or company to your Parma account.
  • Update NoteTool to update an existing note in the Parma account. Use when you need to modify the content, datetime, or relationships of a specific note.
  • Add Relationship to GroupTool to add a relationship to a group in Parma. Use when you need to associate an existing relationship with a group.
  • Delete RelationshipTool to delete a relationship from Parma by its ID. Use when you need to remove an existing relationship between entities. Returns success confirmation after deletion (HTTP 204).
  • Remove Relationship From GroupTool to remove a relationship from a group. Use when you need to dissociate a relationship from a specific relationship group. Returns success status on completion (HTTP 204).
  • Update RelationshipTool to update an existing relationship in the Parma account. Use when you need to modify relationship details such as name, description, type, or associated groups.

Changes wait in Needs you

Changes and sends in Parma are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Parma questions

Can an agent change data in Parma on its own?

Not by default. Changes and sends in Parma are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Parma?

This connector lists 16 read actions. Reads run at once, without waiting for approval.

How does Parma connect?

It connects with OAuth 2.0 or API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Parma to your agents.