Vtiger

Live 57 Actions 1 Event

Vtiger Integration for AI Agents

Connect your AI agent to 57 QA'd Vtiger actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in, plus 1 event to subscribe to.

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Vtiger AI Agent Actions

57 production-ready actions for your agent to do more on Vtiger.

Read the Vtiger docs

57 Actions

Get Current User - Retrieve the authenticated user's profile and session details from Vtiger CRM

List Users - Query all CRM user records with pagination support using SQL-like syntax

List Contacts - Query contact records from Vtiger CRM with pagination support

Get Contact - Retrieve a single contact record by its composite ID from Vtiger CRM

Create Contact - Create a new contact record in Vtiger CRM with personal and address details

Update Contact - Partially update a contact record using the /revise endpoint, sending only changed fields

Delete Contact - Permanently delete a contact record from Vtiger CRM by its composite ID

Search Contacts - Search for contacts by email address or phone number using the /lookup endpoint

List Accounts - Query account (organization) records from Vtiger CRM with pagination support

Get Account - Retrieve a single account/organization record by its composite ID from Vtiger CRM

Create Account - Create a new account/organization record in Vtiger CRM with billing and company details

Update Account - Partially update an account record using the /revise endpoint, sending only changed fields

Delete Account - Permanently delete an account/organization record from Vtiger CRM by its composite ID

Get Account Hierarchy - Retrieve the parent-child organizational hierarchy for an account in Vtiger CRM

Search Accounts - Search for accounts by email address or phone number using the /lookup endpoint

List Deals - Query deal (Potentials) records from Vtiger CRM with pagination support

Get Deal - Retrieve a single deal/opportunity record by its composite ID from Vtiger CRM

Create Deal - Create a new deal/opportunity record in Vtiger CRM linked to an account

Update Deal - Partially update a deal record using the /revise endpoint, sending only changed fields

Delete Deal - Permanently delete a deal/opportunity record from Vtiger CRM by its composite ID

Record Event - Fires when a Vtiger Workflow with a "Webhook" action runs against a record (e.g. a Lead, Contact, Organization, or Potential create/update matching the workflow's conditions). Vtiger's webhook action lets the admin choose exactly which fields to send and does not include a fixed module or event-type field, so this single generic handler receives the full payload as configured in the workflow.

List Leads - Query lead records from Vtiger CRM with pagination support

Get Lead - Retrieve a single lead record by its composite ID from Vtiger CRM

Create Lead - Create a new lead record in Vtiger CRM with contact and company details

Update Lead - Partially update a lead record using the /revise endpoint, sending only changed fields

Delete Lead - Permanently delete a lead record from Vtiger CRM by its composite ID

Convert Lead - Convert a qualified lead into a contact and account, optionally creating a deal simultaneously

Search Leads - Search for leads by email address or phone number using the /lookup endpoint

List Tasks - Query task and activity records from the Vtiger CRM Calendar module with pagination support

Get Task - Retrieve a single task/activity record by its composite ID from the Vtiger CRM Calendar module

Create Task - Create a new task, meeting, or call activity in the Vtiger CRM Calendar module

Update Task - Partially update a task/activity record using the /revise endpoint, sending only changed fields

Delete Task - Permanently delete a task/activity record from the Vtiger CRM Calendar module by its composite ID

List Products - Query product catalog records from Vtiger CRM with pagination support

Get Product - Retrieve a single product record by its composite ID from Vtiger CRM

Create Product - Create a new product record in the Vtiger CRM product catalog

Update Product - Partially update a product record using the /revise endpoint, sending only changed fields

Delete Product - Permanently delete a product record from the Vtiger CRM catalog by its composite ID

List Documents - Query document and note records from Vtiger CRM with pagination support

Get Document - Retrieve a single document/note record by its composite ID from Vtiger CRM

Create Document - Create a new document or note record in Vtiger CRM

Update Document - Partially update a document/note record using the /revise endpoint, sending only changed fields

Delete Document - Permanently delete a document/note record from Vtiger CRM by its composite ID

List Modules - List all accessible CRM modules (entity types) available to the authenticated user

Describe Module - Retrieve the schema, field definitions, and metadata for a specific Vtiger CRM module

Sync Records - Retrieve records modified since a Unix timestamp for incremental data synchronization

Get Related Types - Discover which modules have relationship definitions with a given module in Vtiger CRM

Add Related Record - Create a relationship link between two existing records in Vtiger CRM

Get Related Records - Retrieve all records of a specific module type that are related to a given source record

Query Related Records - Query related records with SQL-like filter criteria, scoped to a source record's relationships

Delete Related Record - Remove a relationship link between two records without deleting either record

Reopen Record - Reopen a previously closed or completed record in Vtiger CRM

Retrieve File - Download the binary content of a file attachment from Vtiger CRM by its resource ID

Get Picklist Dependency - Retrieve the value dependency mapping between two linked picklist fields in a module

Add Tags - Add one or more classification tags to a record in Vtiger CRM

Get Tags - Retrieve all tags currently assigned to a specific record in Vtiger CRM

Delete Tags - Remove specific tags from a record, optionally removing them from all records in Vtiger CRM

Vtiger Webhook Events

1 real-time Vtiger event your AI agent can subscribe to.

Webhooks for AI agents Read the Vtiger docs

1 Event

Record Event Fires when a Vtiger Workflow with a "Webhook" action runs against a record (e.g. a Lead, Contact, Organization, or Potential create/update matching the workflow's conditions). Vtiger's webhook action lets the admin choose exactly which fields to send and does not include a fixed module or event-type field, so this single generic handler receives the full payload as configured in the workflow.

Vtiger AI Agent Use Cases

Connect your AI agent to Vtiger and help your team scale the sales operations they run by hand today.

Post-Demo Follow-Up

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.

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Deal Risk Scoring

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.

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Ticket Triage

Use StackOne to connect your AI agent to your helpdesk, CRM, and messaging tools to automate ticket triage and priority routing.

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More Sales & CRM use cases More Customer Support use cases

Do More, Build Less

Connect AI to Vtiger and control what it can do, down to the field

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Vtiger MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Vtiger action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."