Activities

List activities (timeline of an entity, or the agenda)

crm.activities.list

With entity_type + entity_id: the timeline of a deal, person, company or prospect (root notes, tasks, calls, meetings, emails and messages, newest first; replies and purged emails excluded; for API keys and third-party apps, emails of connected mailboxes appear only when the organization allows connected content and the credential was granted it; optional types filter). Without them: the agenda of tasks, calls and meetings by due date, with completion pending (default), done or all, an optional owner filter (team-wide only for managers; sellers get their own) and a due_from/dueTo window. Paginated by cursor.

Scope

crm:read

Permission

View the module

MCP tool

crm_activities_listOn the full surface; on the compact one, mb_execute_operation with id: "crm.activities.list".

Declared cost: up to 403 reads and 0 writes per call (they count against the daily quota).

Parameters

Response

Errors

Example

curl "https://api.mb-suite.com/v1/crm/activities" \
  -H "Authorization: Bearer $MB_API_KEY"

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl "https://api.mb-suite.com/v1/crm/activities" \
  -H "Authorization: Bearer $MB_TEST_KEY"

Get one activity with its replies

crm.activities.get

Returns an activity (note, task, call, meeting, email, message…) with its links to deals, persons, companies and prospects, and the replies of a note in order. For API keys and third-party apps, an email of a connected mailbox is not found unless the organization allows connected content and the credential was granted it. Not found if the id does not exist, the email was deleted, or a seller cannot see the deal it belongs to.

Scope

crm:read

Permission

View the module

MCP tool

crm_activities_getOn the full surface; on the compact one, mb_execute_operation with id: "crm.activities.get".

Declared cost: up to 12 reads and 0 writes per call (they count against the daily quota).

Parameters

Response

Errors

Example

curl "https://api.mb-suite.com/v1/crm/activities/{activity_id}" \
  -H "Authorization: Bearer $MB_API_KEY"

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl "https://api.mb-suite.com/v1/crm/activities/{activity_id}" \
  -H "Authorization: Bearer $MB_TEST_KEY"

Create a note, reply, task, call or meeting

crm.activities.create

Creates an activity by type. note: HTML content (sanitized), mentions, optional attachments; task: subject, due date, priority, assignee; call: optional subject, outcome, duration, completed_now for a call that already happened; meeting: subject, date, provider, URL, attendees; reply: a note under parent_activity_id that inherits its links. For note/task/call/meeting pass target (the deal, person, company or prospect it belongs to): the activity is linked to that entity and its related ones, and links can narrow the set. Mentions notify the mentioned members. Requires create_activity.

Scope

crm:write

Permission

Edit in the module

MCP tool

crm_activities_createOn the full surface; on the compact one, mb_execute_operation with id: "crm.activities.create".

Events it can emit

crm.activity.created

Declared cost: up to 8 reads and 4 writes per call (they count against the daily quota).

Parameters

No parameters.

Response

Errors

Example

curl -X POST "https://api.mb-suite.com/v1/crm/activities" \
  -H "Authorization: Bearer $MB_API_KEY"

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl -X POST "https://api.mb-suite.com/v1/crm/activities" \
  -H "Authorization: Bearer $MB_TEST_KEY"

Update an activity (fields, pin, links)

crm.activities.update

Updates an activity: subject, description, content, mentions (new ones are notified), due date, completed_at, duration, owner (a member), metadata (merged); pinned fixes it on top of the timeline; links replaces, per dimension given, the deals/companies/persons/prospects it belongs to (unknown ids are dropped). Requires edit_activity (owner or creator of the activity).

Scope

crm:write

Permission

Edit in the module

MCP tool

crm_activities_updateOn the full surface; on the compact one, mb_execute_operation with id: "crm.activities.update".

Declared cost: up to 30 reads and 3 writes per call (they count against the daily quota).

Parameters

Response

Errors

Example

curl -X PATCH "https://api.mb-suite.com/v1/crm/activities/{activity_id}" \
  -H "Authorization: Bearer $MB_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "updates": {}
}'

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl -X PATCH "https://api.mb-suite.com/v1/crm/activities/{activity_id}" \
  -H "Authorization: Bearer $MB_TEST_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "updates": {}
}'

Complete or reopen a task, call or meeting

crm.activities.complete

Marks an activity as completed (completed: true, now) or pending again (false); a completed sequence task lets its enrollment continue and a completed call counts as an outbound contact. Requires edit_activity.

Scope

crm:write

Permission

Edit in the module

MCP tool

crm_activities_completeOn the full surface; on the compact one, mb_execute_operation with id: "crm.activities.complete".

Declared cost: up to 1 reads and 4 writes per call (they count against the daily quota).

Parameters

Response

Errors

Example

curl -X POST "https://api.mb-suite.com/v1/crm/activities/{activity_id}/complete" \
  -H "Authorization: Bearer $MB_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "completed": true
}'

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl -X POST "https://api.mb-suite.com/v1/crm/activities/{activity_id}/complete" \
  -H "Authorization: Bearer $MB_TEST_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "completed": true
}'

Delete an activity

crm.activities.delete

Deletes an activity and the replies of a note; they go to the 30-day trash and restore together. An email is not deleted but emptied (a tombstone that keeps the mail sync from recreating it) and does not go to the trash. Requires delete_activity.

With an API key, this DELETE runs directly: the record stays 30 days in the trash and the response carries its trash_item_id. With an OAuth token, and through the MCP, it needs dry_run → confirm_token.

Scope

crm:write and “Allow deletions” (crm:delete in OAuth)

Permission

Edit in the module

MCP tool

crm_activities_deleteOn the full surface; on the compact one, mb_execute_operation with id: "crm.activities.delete".

Declared cost: up to 20 reads and 25 writes per call (they count against the daily quota).

Parameters

Response

Errors

Example

curl -X DELETE "https://api.mb-suite.com/v1/crm/activities/{activity_id}" \
  -H "Authorization: Bearer $MB_API_KEY"

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl -X DELETE "https://api.mb-suite.com/v1/crm/activities/{activity_id}" \
  -H "Authorization: Bearer $MB_TEST_KEY"

Reschedule, reassign or complete many activities

crm.activities.bulk.update

Updates up to 500 activities in one call, with the changes inside updates (as in crm.activities.update): updates.due_date (epoch ms; null clears it), updates.owner_id (a member) and/or updates.completed. Activities that already are that way are left as they are (unchanged: completing one already done keeps the time it was done) and ids that do not exist (or deleted emails) are skipped (not_found). Rescheduling or completing tasks, calls and meetings updates the pending and overdue counts of their deals and prospects. Manager-tier only. Outside the screen it requires a dry run and a confirm_token.

Needs confirmation: first dry_run: true (preview and confirm_token, valid 10 minutes and for one run), then the same body with confirm_token. In a few operations only with certain data: the description says when. Why and how: Dry run and confirm_token.

Scope

crm:write

Permission

Edit in the module

MCP tool

crm_activities_bulk_updateOn the full surface; on the compact one, mb_execute_operation with id: "crm.activities.bulk.update".

Declared cost: up to 500 reads and 500 writes per call (they count against the daily quota).

Parameters

Response

Errors

Example

curl -X POST "https://api.mb-suite.com/v1/crm/activities/bulk/update" \
  -H "Authorization: Bearer $MB_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "activity_ids": [
    "ACTIVITY_ID"
  ],
  "updates": {},
  "dry_run": true
}'

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl -X POST "https://api.mb-suite.com/v1/crm/activities/bulk/update" \
  -H "Authorization: Bearer $MB_TEST_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "activity_ids": [
    "ACTIVITY_ID"
  ],
  "updates": {},
  "dry_run": true
}'

Delete many activities

crm.activities.bulk.delete

Deletes up to 500 activities; each goes to the 30-day trash and can be restored one by one (an email is emptied instead, as with crm.activities.delete). deleted counts the activities that existed; the other ids come back in not_found. Manager-tier only. Outside the screen it requires a dry run and a confirm_token.

Needs confirmation: first dry_run: true (preview and confirm_token, valid 10 minutes and for one run), then the same body with confirm_token. In a few operations only with certain data: the description says when. Why and how: Dry run and confirm_token.

Scope

crm:write and “Allow deletions” (crm:delete in OAuth)

Permission

Edit in the module

MCP tool

crm_activities_bulk_deleteOn the full surface; on the compact one, mb_execute_operation with id: "crm.activities.bulk.delete".

Declared cost: up to 500 reads and 1000 writes per call (they count against the daily quota).

Parameters

Response

Errors

Example

curl -X POST "https://api.mb-suite.com/v1/crm/activities/bulk/delete" \
  -H "Authorization: Bearer $MB_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "activity_ids": [
    "ACTIVITY_ID"
  ],
  "dry_run": true
}'

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl -X POST "https://api.mb-suite.com/v1/crm/activities/bulk/delete" \
  -H "Authorization: Bearer $MB_TEST_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "activity_ids": [
    "ACTIVITY_ID"
  ],
  "dry_run": true
}'