Lists the saved import templates of the organization (most recently updated first, paginated by cursor): name, destination (person, company, prospect, deal), the column → field mapping, the duplicates handling (behavior.deduplication, also in dedup_strategy), the cascade behavior and the default pipeline and currency. Use one with crm.imports.create (template_id) to import rows keyed by the same column names as the file the template was made for.
Alcance
crm:read
Permiso
Ver el módulo
Tool del MCP
crm_import_templates_listEn la superficie completa; en la compacta, mb_execute_operation con id: "crm.import_templates.list".
Costo declarado: hasta 51 lecturas y 0 escrituras por llamada (cuentan en el cupo diario).
Parámetros
limitintegerqueryopcional
How many items this page brings at most (see the maximum and the default in the schema).
Por defecto: 50
cursorstringqueryopcional
The next_cursor of the previous page, exactly as it came (only for the same list and filters); without it, the first page.
Saves an import template: a name, the destination (person, company, prospect, deal), the column → field mapping (field_mapping: {"Email": "person.email", …}), the cascade and duplicates behavior (behavior; dedup_strategy is the same as behavior.deduplication, kept for older clients: send one of the two) and an optional default pipeline and currency. Requires the import_data permission of the CRM.
Alcance
crm:write
Permiso
Editar en el módulo · Acción del CRM: import_data
Tool del MCP
crm_import_templates_createEn la superficie completa; en la compacta, mb_execute_operation con id: "crm.import_templates.create".
Costo declarado: hasta 0 lecturas y 1 escrituras por llamada (cuentan en el cupo diario).
Parámetros
namestringcuerporequerido
Name shown in the import wizard, up to 120 characters.
destinationenumcuerporequerido
What the rows become: person, company, prospect or deal.
Valores: deal, prospect, person, company
field_mappingobjectcuerporequerido
Column of the file → field (person.email, person.first_name, company.name, deal.title, cf:<custom field slug>…), up to 100; the column names are kept as written.
default_pipeline_idstringcuerpoopcional
Deals: the pipeline of rows without one (crm.pipelines.list).
default_currencystringcuerpoopcional
ISO 4217 code of values without a currency column.
dedup_strategyenumcuerpoopcional
Kept for older clients: the same as behavior.deduplication, which is what the import uses. Send one of the two; both must agree (import_template_dedup_mismatch).
Valores: merge, create_activity, notify, skip
behaviorobjectcuerpoopcional
Companies, unmatched persons and duplicates (crm.imports.create explains each); without it, the destination's defaults.
Changes the name, destination, mapping (field_mapping replaces the whole mapping), duplicates strategy, behavior, default pipeline or default currency of a saved import template; only what you send changes, and null clears the default pipeline or currency. Imports already done do not change. Requires the import_data permission of the CRM.
Alcance
crm:write
Permiso
Editar en el módulo · Acción del CRM: import_data
Tool del MCP
crm_import_templates_updateEn la superficie completa; en la compacta, mb_execute_operation con id: "crm.import_templates.update".
Costo declarado: hasta 1 lecturas y 1 escrituras por llamada (cuentan en el cupo diario).
Parámetros
template_idstringrutarequerido
The template's id, from crm.import_templates.list.
namestringcuerpoopcional
Name shown in the import wizard.
destinationenumcuerpoopcional
What the rows become: person, company, prospect or deal.
Valores: deal, prospect, person, company
default_pipeline_idstring | nullcuerpoopcional
Deals: the pipeline of rows without one; null clears it.
default_currencystring | nullcuerpoopcional
ISO 4217 code of values without a currency column; null clears it.
dedup_strategyenumcuerpoopcional
Kept for older clients: the same as behavior.deduplication, which is what the import uses. Send one of the two; both must agree (import_template_dedup_mismatch).
Valores: merge, create_activity, notify, skip
behaviorobjectcuerpoopcional
Companies, unmatched persons and duplicates; replaces the saved one.
field_mappingobjectcuerpoopcional
Column of the file → field (person.email, person.first_name, company.name, deal.title, cf:<custom field slug>…), up to 100; the column names are kept as written.
Deletes a saved import template (the column mapping); imports already done do not change. A template is a saved setting, not a customer record: it does not go to the trash and cannot be undone, so outside the screen it requires a dry run and a confirm_token. Requires the import_data permission of the CRM.
Pide confirmación: primero dry_run: true (vista previa y confirm_token, que vale 10 minutos y una sola vez), después el mismo cuerpo con confirm_token. En unas pocas, solo con ciertos datos: la descripción dice cuándo. Por qué y cómo: Vista previa y confirmación.
Alcance
crm:writey «Permitir eliminar» (crm:delete en OAuth)
Permiso
Editar en el módulo · Acción del CRM: import_data
Tool del MCP
crm_import_templates_deleteEn la superficie completa; en la compacta, mb_execute_operation con id: "crm.import_templates.delete".
Costo declarado: hasta 1 lecturas y 1 escrituras por llamada (cuentan en el cupo diario).
Parámetros
template_idstringrutarequerido
The template's id, from crm.import_templates.list.
