CRM plugin and AI Agent integration

• What the AI gets
• AI assistant tools (PRO)
• MCP tools

This article describes how the CRM plugin works with the Redmine Agent plugin. Everything below needs the Agent plugin installed; without it CRM works as usual. All data and actions follow the permissions of the user and, for MCP, the scopes of the OAuth token. See MCP server and AI assistant tools for general setup.

What the AI gets

• Context of an issue: contacts and deals linked to the issue (up to 10 each, only the ones the user can see) with name, company, emails, phones, status and price. The AI uses them when drafting comments, descriptions and summaries.
• Project metadata: get_project_metadata additionally returns deal_statuses and deal_categories (needs View deals), so that a client knows valid ids for create_deal.

AI assistant tools (PRO)

Read-only tools used by the built-in assistant, see AI assistant tools:

Tool	Description
contact_search	contacts (people and companies) by name, company, email or phone, up to 10 results
contact_read	a contact: fields, background, deals and the last 20 notes (emails, calls, meetings)
deal_search	deals by words in the name, up to 10 results
deal_read	a deal: fields, background, contact and the last 20 notes

Only contacts and deals visible to the user are returned. Example for the Agent window: "find the contact of Acme and use the history of calls to write the reply".

MCP tools

Tool	Needs	Description
list_contacts	View contacts	search people and companies by name, company, email, phone; filter by project
get_contact	View contacts	a contact by id
create_contact	Add contacts	a person (first_name, last_name) or a company (is_company true, name in first_name)
update_contact	Edit contacts	change the given fields
delete_contact	Delete contacts	delete with its notes, cannot be undone
list_deals, get_deal	View deals	search and read deals
create_deal, update_deal	Add / Edit deals	statuses and categories come from get_project_metadata
delete_deal	Delete deals	delete with its notes, cannot be undone
list_crm_notes	View contacts or deals	notes of a contact or a deal (email, call, meeting), newest first
add_crm_note	Add notes	add a note, optionally with files from create_upload
update_crm_note	Edit notes	change subject, content, type or attach files
delete_crm_note	Delete notes	delete a note

Lists support limit, offset, fields and compact. Deleting tools are marked destructive, so clients can ask for confirmation.