retrieve_account
Get account information
list_sources
List all data sources with optional filtering
retrieve_source
Get specific data source by UUID
list_customers
List customers with filtering options
search_customers
Search customers by email
retrieve_customer
Get customer by UUID
create_customer
Create new customer
update_customer
Update customer attributes
list_customer_subscriptions
Get customer's subscriptions
list_customer_activities
Get customer activities
list_customer_attributes
Get customer attributes
add_customer_tags
Add tags to customer
add_customer_custom_attributes
Add custom attributes to customer
list_contacts
List all contacts
retrieve_contact
Get contact by UUID
create_contact
Create new contact
update_contact
Update contact information
list_customer_notes
List customer notes and calls
retrieve_customer_note
Get specific note by UUID
create_customer_note
Create new note or call log
update_customer_note
Update existing note
list_opportunities
List sales opportunities
retrieve_opportunity
Get opportunity by UUID
create_opportunity
Create new opportunity
update_opportunity
Update opportunity details
list_tasks
List customer tasks
retrieve_task
Get task by UUID
create_task
Create new task
update_task
Update task information
list_plans
List subscription plans
retrieve_plan
Get plan by UUID
create_plan
Create new plan
update_plan
Update plan details
list_plan_groups
List plan groups
retrieve_plan_group
Get plan group by UUID
create_plan_group
Create new plan group
update_plan_group
Update plan group
list_plan_group_plans
List plans in a group
all_metrics
Get all key metrics (MRR, ARR, ARPA, ASP, customer count, churn rates, LTV)
mrr_metrics
Get Monthly Recurring Revenue metrics
arr_metrics
Get Annual Run Rate metrics
arpa_metrics
Get Average Revenue Per Account metrics
asp_metrics
Get Average Sale Price metrics
customer_count_metrics
Get customer count metrics
customer_churn_rate_metrics
Get customer churn rate metrics
mrr_churn_rate_metrics
Get MRR churn rate metrics
ltv_metrics
Get Customer Lifetime Value metrics
list_subscription_events
List subscription events
create_subscription_event
Create new subscription event
update_subscription_event
Update subscription event details
list_invoices
List invoices with filtering
import_invoices
Create new invoice
retrieve_invoice
Get invoice by UUID
list_activities
List business activities (new_biz, expansion, churn, etc.)