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MCP server

set_crm_mappings

Sets the field mappings for contacts or companies pushed to a CRM.

Set CRM field mappings · Deletes or overwrites data

Sets the field mappings for contacts or companies pushed to a CRM. The list you send replaces the current one; get_crm_mappings first and list_crm_variables for the fields.

ConnectionAccount URL, team member URL or OAuth

Parameters

ParameterTypeRequiredDescription
websiteIdstringYesWebsite ID from list_websites.
crm"hubspot" | "salesforce" | "pipedrive" | "zoho" | "gohighlevel"YesThe CRM.
objectType"contact" | "company"Yescontact or company.
mappingsobject[]YesThe full list: lead field (source) to CRM field (target).
mappings[].sourcestringNoLead field, from list_crm_variables.
mappings[].targetstringNoCRM field name.

Tool definition

What your assistant receives from tools/list:

{
  "name": "set_crm_mappings",
  "title": "Set CRM field mappings",
  "annotations": {
    "title": "Set CRM field mappings",
    "readOnlyHint": false,
    "destructiveHint": true,
    "idempotentHint": true,
    "openWorldHint": false
  },
  "inputSchema": {
    "type": "object",
    "properties": {
      "websiteId": {
        "type": "string",
        "description": "Website ID from list_websites."
      },
      "crm": {
        "type": "string",
        "enum": [
          "hubspot",
          "salesforce",
          "pipedrive",
          "zoho",
          "gohighlevel"
        ],
        "description": "The CRM."
      },
      "objectType": {
        "type": "string",
        "enum": [
          "contact",
          "company"
        ],
        "description": "contact or company."
      },
      "mappings": {
        "type": "array",
        "items": {
          "type": "object",
          "properties": {
            "source": {
              "type": "string",
              "description": "Lead field, from list_crm_variables."
            },
            "target": {
              "type": "string",
              "description": "CRM field name."
            }
          }
        },
        "description": "The full list: lead field (source) to CRM field (target)."
      }
    },
    "required": [
      "websiteId",
      "crm",
      "objectType",
      "mappings"
    ]
  }
}

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