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.
Escopo
crm:read
Permissão
Ver o módulo
Tool do MCP
crm_import_templates_listNa superfície completa; na compacta, mb_execute_operation com id: "crm.import_templates.list".
Custo declarado: até 51 leituras e 0 escritas por chamada (contam na cota diária).
Parâmetros
limitintegerqueryopcional
How many items this page brings at most (see the maximum and the default in the schema).
Padrão: 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.
Escopo
crm:write
Permissão
Editar no módulo · Ação do CRM: import_data
Tool do MCP
crm_import_templates_createNa superfície completa; na compacta, mb_execute_operation com id: "crm.import_templates.create".
Custo declarado: até 0 leituras e 1 escritas por chamada (contam na cota diária).
Parâmetros
namestringcorpoobrigatório
Name shown in the import wizard, up to 120 characters.
destinationenumcorpoobrigatório
What the rows become: person, company, prospect or deal.
Valores: deal, prospect, person, company
field_mappingobjectcorpoobrigatório
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_idstringcorpoopcional
Deals: the pipeline of rows without one (crm.pipelines.list).
default_currencystringcorpoopcional
ISO 4217 code of values without a currency column.
dedup_strategyenumcorpoopcional
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
behaviorobjectcorpoopcional
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.
Escopo
crm:write
Permissão
Editar no módulo · Ação do CRM: import_data
Tool do MCP
crm_import_templates_updateNa superfície completa; na compacta, mb_execute_operation com id: "crm.import_templates.update".
Custo declarado: até 1 leituras e 1 escritas por chamada (contam na cota diária).
Parâmetros
template_idstringrotaobrigatório
The template's id, from crm.import_templates.list.
namestringcorpoopcional
Name shown in the import wizard.
destinationenumcorpoopcional
What the rows become: person, company, prospect or deal.
Valores: deal, prospect, person, company
default_pipeline_idstring | nullcorpoopcional
Deals: the pipeline of rows without one; null clears it.
default_currencystring | nullcorpoopcional
ISO 4217 code of values without a currency column; null clears it.
dedup_strategyenumcorpoopcional
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
behaviorobjectcorpoopcional
Companies, unmatched persons and duplicates; replaces the saved one.
field_mappingobjectcorpoopcional
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.
Pede confirmação: primeiro dry_run: true (prévia e confirm_token, válido por 10 minutos e por uma única execução), depois o mesmo corpo com confirm_token. Em algumas poucas, só com certos dados: a descrição diz quando. Por que e como: Prévia e confirmação.
Escopo
crm:writee «Permitir exclusões» (crm:delete no OAuth)
Permissão
Editar no módulo · Ação do CRM: import_data
Tool do MCP
crm_import_templates_deleteNa superfície completa; na compacta, mb_execute_operation com id: "crm.import_templates.delete".
Custo declarado: até 1 leituras e 1 escritas por chamada (contam na cota diária).
Parâmetros
template_idstringrotaobrigatório
The template's id, from crm.import_templates.list.
