List the CRM products (the catalog deal quotes are built from)
crm.products.list
ReadIdempotentSince 2026-11-01
Lists the org's manually curated products (the ones deal quotes are built from) in the same manual order as the settings screen, paginated by cursor (limit up to 200). Archived products are left out unless include_archived is true (the page is filled skipping them). Each product says who created it (created_by_name). Each product carries its default price, currency, billing frequency (one_time or monthly), tax, SKU and custom fields. Synced feed catalogs are a different thing: see crm.catalogs.list.
Scope
crm:read
Permission
View the module
MCP tool
crm_products_listOn the full surface; on the compact one, mb_execute_operation with id: "crm.products.list".
Declared cost: up to 202 reads and 0 writes per call (they count against the daily quota).
Returns one product of the org's product list (name, default price, currency, frequency, tax, description, SKU, image, custom fields, archived flag and order). Not found if the id does not exist. Use crm.products.list when you do not know the id.
Scope
crm:read
Permission
View the module
MCP tool
crm_products_getOn the full surface; on the compact one, mb_execute_operation with id: "crm.products.get".
Declared cost: up to 1 reads and 0 writes per call (they count against the daily quota).
Adds a product at the end of the org's product list with a name and, optionally, default price (0 if omitted), currency (ISO code; without it the workspace's main currency applies), frequency (one_time by default, or monthly), tax percentage, description, SKU, image URL and up to 50 custom fields. Deal quotes copy these values when a line is added; editing the product later does not change existing quotes. Requires manage_products (owners, admins and CRM admins).
Scope
crm:write
Permission
Edit in the module · CRM action: manage_products
MCP tool
crm_products_createOn the full surface; on the compact one, mb_execute_operation with id: "crm.products.create".
Declared cost: up to 1 reads and 1 writes per call (they count against the daily quota).
Parameters
namestringbodyrequired
Name, up to 160 characters.
default_pricenumberbodyoptional
Default unit price (0 or more) that a quote line copies. Default 0.
currencystringbodyoptional
ISO 4217 code (USD, ARS…); without it the workspace's main currency applies.
default_frequencyenumbodyoptional
one_time or monthly (a monthly line adds to the deal's MRR). Default one_time.
Values: one_time, monthly
taxnumberbodyoptional
Tax rate as a percentage, 0 to 100 (21 = 21 %).
descriptionstringbodyoptional
Description, up to 2000 characters.
skustringbodyoptional
SKU or internal code.
image_urlstring (uri)bodyoptional
Image URL (absolute).
custom_fieldsobjectbodyoptional
Extra fields of the product, up to 50 keys with scalar values.
Updates one or more fields of a product: name, default price, currency, frequency, tax, description, SKU, image URL or custom fields. Pass null on currency, tax, description, sku, image_url or custom_fields to clear them. Existing deal quotes keep the values they copied. Fails with no_changes if nothing is sent. Requires manage_products.
Scope
crm:write
Permission
Edit in the module · CRM action: manage_products
MCP tool
crm_products_updateOn the full surface; on the compact one, mb_execute_operation with id: "crm.products.update".
Declared cost: up to 1 reads and 1 writes per call (they count against the daily quota).
Parameters
product_idstringpathrequired
The product's id, from crm.products.list.
namestringbodyoptional
Name, up to 160 characters.
default_pricenumberbodyoptional
Default unit price (0 or more) that a quote line copies.
currencystring | nullbodyoptional
ISO 4217 code (USD, ARS…); without it the workspace's main currency applies. null clears it.
default_frequencyenumbodyoptional
one_time or monthly (a monthly line adds to the deal's MRR).
Values: one_time, monthly
taxnumber | nullbodyoptional
Tax rate as a percentage, 0 to 100 (21 = 21 %). null clears it.
descriptionstring | nullbodyoptional
Description, up to 2000 characters. null clears it.
skustring | nullbodyoptional
SKU or internal code. null clears it.
image_urlstring (uri) | nullbodyoptional
Image URL (absolute). null clears it.
custom_fieldsobject | nullbodyoptional
Extra fields of the product, up to 50 keys with scalar values. The whole map; null clears it.
Sets the manual order of the product list: each id in ordered_ids gets its position as order (up to 2000 ids, usually the full list as shown). An id that does not exist fails with product_not_found. Not audited, like every reorder. Requires manage_products.
Scope
crm:write
Permission
Edit in the module · CRM action: manage_products
MCP tool
crm_products_reorderOn the full surface; on the compact one, mb_execute_operation with id: "crm.products.reorder".
Declared cost: up to 0 reads and 2000 writes per call (they count against the daily quota).
Parameters
ordered_idsarray<string>bodyrequired
Product ids (crm.products.list) in the new order, usually the whole list, up to 2000.
Archives (is_archived: true) or unarchives (false) a product. An archived product stays referenceable by existing quotes but is hidden from the product picker and from crm.products.list unless include_archived is set. This is NOT the trash (see crm.products.delete). Requires manage_products.
Scope
crm:write
Permission
Edit in the module · CRM action: manage_products
MCP tool
crm_products_archiveOn the full surface; on the compact one, mb_execute_operation with id: "crm.products.archive".
Declared cost: up to 1 reads and 1 writes per call (they count against the daily quota).
Parameters
product_idstringpathrequired
The product's id, from crm.products.list.
is_archivedbooleanbodyrequired
true archives it (hidden from the product picker), false brings it back.
Deletes a product from the org's list. It goes to the 30-day trash: restore it with platform.trash.restore (or from CRM settings → Trash); deal quotes that used it keep their own copy of the line. Prefer crm.products.archive when it should just stop being offered. Requires manage_products.
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:writeand “Allow deletions” (crm:delete in OAuth)
Permission
Edit in the module · CRM action: manage_products
MCP tool
crm_products_deleteOn the full surface; on the compact one, mb_execute_operation with id: "crm.products.delete".
Declared cost: up to 1 reads and 2 writes per call (they count against the daily quota).
Parameters
product_idstringpathrequired
The product's id, from crm.products.list.
Response
oktrue
trash_item_idstring
The trash item this deletion left: the item_id of platform.trash.restore (POST /trash/{item_id}/restore). Missing if nothing went to the trash.
trash_item_idsarray<string>
Only when the deletion left more than one copy: all of them, the first being trash_item_id.
trash_expires_atnumber
When the copy leaves the trash for good (epoch ms): 30 days after the deletion.
Archives (is_archived: true) or unarchives (false) up to 500 products at once. Ids that do not exist are skipped and counted in missing, and products already in that state are left as they are (unchanged), the same as the bulk delete. Requires manage_products. Bulk: outside the screen it requires a dry run (which lists the products that change and flags unknown ids and the ones that would not change) 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 · CRM action: manage_products
MCP tool
crm_products_bulk_archiveOn the full surface; on the compact one, mb_execute_operation with id: "crm.products.bulk.archive".
Declared cost: up to 0 reads and 500 writes per call (they count against the daily quota).
Parameters
product_idsarray<string>bodyrequired
Up to 500 product ids (crm.products.list); ids that do not exist are skipped and counted in missing.
is_archivedbooleanbodyrequired
true archives them, false brings them back.
Response
updatednumber
missingnumber
Ids that are not products of the organization (skipped).
Deletes up to 500 products; each one goes to the 30-day trash and can be restored individually with platform.trash.restore. Unknown ids are skipped: deleted counts what was deleted and missing what did not exist. Deal quotes keep their own copy of the lines. Requires manage_products. 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:writeand “Allow deletions” (crm:delete in OAuth)
Permission
Edit in the module · CRM action: manage_products
MCP tool
crm_products_bulk_deleteOn the full surface; on the compact one, mb_execute_operation with id: "crm.products.bulk.delete".
Declared cost: up to 500 reads and 1000 writes per call (they count against the daily quota).
Parameters
product_idsarray<string>bodyrequired
Up to 500 product ids (crm.products.list); ids that do not exist are skipped and counted in missing.
Response
deletednumber
missingnumber
Ids that are not products of the organization (skipped).
trash_item_idsarray<string>
The trash items this deletion left, one per record: the item_id of platform.trash.restore (POST /trash/{item_id}/restore).
trash_expires_atnumber
When the copy leaves the trash for good (epoch ms): 30 days after the deletion.