Revert CRM Integration

naftiko: 1.0.0-alpha2
info:
  label: Revert CRM Integration
  description: Workflow capability for building unified CRM integrations across Salesforce, HubSpot, Zoho CRM, Pipedrive,
    and Close CRM. Enables product teams to manage contacts, companies, deals, leads, tasks, events, and notes through a single
    normalized API with automatic OAuth and field mapping.
  tags:
  - Revert
  - CRM
  - Integrations
  - Salesforce
  - HubSpot
  - Pipedrive
  created: '2026-05-02'
  modified: '2026-05-06'
binds:
- namespace: env
  keys:
    REVERT_API_TOKEN: REVERT_API_TOKEN
    REVERT_TENANT_ID: REVERT_TENANT_ID
capability:
  consumes:
  - type: http
    namespace: revert
    baseUri: https://api.revert.dev
    description: Revert Unified API for CRM, ticketing, chat, and accounting integrations
    authentication:
      type: apikey
      key: x-revert-api-token
      value: '{{REVERT_API_TOKEN}}'
      placement: header
    resources:
    - name: connections
      path: /connection
      description: Manage third-party OAuth connections and webhooks
      operations:
      - name: get-connection
        method: GET
        description: Get details of a connection for a specific tenant
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: The unique customer id used when the customer linked their account
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: create-connection-webhook
        method: POST
        description: Create a webhook for a tenant connection
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: The unique customer tenant ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        body:
          type: json
          data:
            webhookUrl: '{{tools.webhookUrl}}'
    - name: crm-contacts
      path: /crm/contacts
      description: Unified CRM contact operations
      operations:
      - name: get-contacts
        method: GET
        description: Get all CRM contacts with pagination
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        - name: fields
          in: query
          type: string
          required: false
          description: Comma-separated list of fields
        - name: pageSize
          in: query
          type: string
          required: false
          description: Number of results per page
        - name: cursor
          in: query
          type: string
          required: false
          description: Pagination cursor
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: get-contact
        method: GET
        description: Get details of a specific CRM contact by ID
        inputParameters:
        - name: id
          in: path
          type: string
          required: true
          description: Contact ID
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: create-contact
        method: POST
        description: Create a new CRM contact
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        body:
          type: json
          data:
            firstName: '{{tools.firstName}}'
            lastName: '{{tools.lastName}}'
            email: '{{tools.email}}'
      - name: update-contact
        method: PATCH
        description: Update an existing CRM contact
        inputParameters:
        - name: id
          in: path
          type: string
          required: true
          description: Contact ID
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: search-contacts
        method: POST
        description: Search CRM contacts by criteria
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        body:
          type: json
          data:
            searchCriteria: '{{tools.searchCriteria}}'
    - name: crm-companies
      path: /crm/companies
      description: Unified CRM company/account operations
      operations:
      - name: get-companies
        method: GET
        description: Get all CRM companies/accounts with pagination
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        - name: pageSize
          in: query
          type: string
          required: false
          description: Number of results per page
        - name: cursor
          in: query
          type: string
          required: false
          description: Pagination cursor
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: create-company
        method: POST
        description: Create a new CRM company/account
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        body:
          type: json
          data:
            name: '{{tools.name}}'
            website: '{{tools.website}}'
    - name: crm-deals
      path: /crm/deals
      description: Unified CRM deal/opportunity operations
      operations:
      - name: get-deals
        method: GET
        description: Get all CRM deals/opportunities with pagination
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        - name: pageSize
          in: query
          type: string
          required: false
          description: Number of results per page
        - name: cursor
          in: query
          type: string
          required: false
          description: Pagination cursor
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: create-deal
        method: POST
        description: Create a new CRM deal/opportunity
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        body:
          type: json
          data:
            name: '{{tools.name}}'
            amount: '{{tools.amount}}'
            stage: '{{tools.stage}}'
    - name: crm-leads
      path: /crm/leads
      description: Unified CRM lead operations
      operations:
      - name: get-leads
        method: GET
        description: Get all CRM leads with pagination
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        - name: pageSize
          in: query
          type: string
          required: false
          description: Number of results per page
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: create-lead
        method: POST
        description: Create a new CRM lead
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        body:
          type: json
          data:
            firstName: '{{tools.firstName}}'
            lastName: '{{tools.lastName}}'
            email: '{{tools.email}}'
    - name: ticket-tasks
      path: /ticket/tasks
      description: Unified ticketing task operations
      operations:
      - name: get-ticket-tasks
        method: GET
        description: Get all ticketing tasks with pagination
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        - name: pageSize
          in: query
          type: string
          required: false
          description: Number of results per page
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: create-ticket-task
        method: POST
        description: Create a new ticketing task
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        body:
          type: json
          data:
            title: '{{tools.title}}'
            description: '{{tools.description}}'
            priority: '{{tools.priority}}'
    - name: chat-messages
      path: /chat/messages
      description: Unified chat message operations
      operations:
      - name: get-messages
        method: GET
        description: Get chat messages with pagination
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        - name: pageSize
          in: query
          type: string
          required: false
          description: Number of results per page
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: send-message
        method: POST
        description: Send a new chat message to a channel
        inputParameters:
        - name: x-revert-t-id
          in: header
          type: string
          required: true
          description: Tenant ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        body:
          type: json
          data:
            text: '{{tools.text}}'
            channelId: '{{tools.channelId}}'
  exposes:
  - type: rest
    port: 8080
    namespace: revert-crm-api
    description: Unified REST API for CRM integration workflows.
    resources:
    - path: /v1/contacts
      name: contacts
      description: Unified contact management across all connected CRMs
      operations:
      - method: GET
        name: list-contacts
        description: List all contacts from the tenant's connected CRM
        call: revert.get-contacts
        with:
          x-revert-t-id: rest.tenant_id
          pageSize: rest.page_size
          cursor: rest.cursor
          fields: rest.fields
        outputParameters:
        - type: object
          mapping: $.
      - method: POST
        name: create-contact
        description: Create a new contact in the tenant's CRM
        call: revert.create-contact
        with:
          x-revert-t-id: rest.tenant_id
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/contacts/{id}
      name: contact
      description: Individual contact operations
      operations:
      - method: GET
        name: get-contact
        description: Get a specific contact by ID
        call: revert.get-contact
        with:
          id: rest.id
          x-revert-t-id: rest.tenant_id
        outputParameters:
        - type: object
          mapping: $.
      - method: PATCH
        name: update-contact
        description: Update an existing contact
        call: revert.update-contact
        with:
          id: rest.id
          x-revert-t-id: rest.tenant_id
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/contacts/search
      name: contact-search
      description: Search contacts by criteria
      operations:
      - method: POST
        name: search-contacts
        description: Search contacts using filter criteria
        call: revert.search-contacts
        with:
          x-revert-t-id: rest.tenant_id
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/companies
      name: companies
      description: Unified company/account management
      operations:
      - method: GET
        name: list-companies
        description: List all companies from the tenant's CRM
        call: revert.get-companies
        with:
          x-revert-t-id: rest.tenant_id
          pageSize: rest.page_size
          cursor: rest.cursor
        outputParameters:
        - type: object
          mapping: $.
      - method: POST
        name: create-company
        description: Create a new company/account in the CRM
        call: revert.create-company
        with:
          x-revert-t-id: rest.tenant_id
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/deals
      name: deals
      description: Unified deal/opportunity pipeline management
      operations:
      - method: GET
        name: list-deals
        description: List all deals/opportunities from the tenant's CRM
        call: revert.get-deals
        with:
          x-revert-t-id: rest.tenant_id
          pageSize: rest.page_size
          cursor: rest.cursor
        outputParameters:
        - type: object
          mapping: $.
      - method: POST
        name: create-deal
        description: Create a new deal/opportunity in the CRM
        call: revert.create-deal
        with:
          x-revert-t-id: rest.tenant_id
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/leads
      name: leads
      description: Unified lead management
      operations:
      - method: GET
        name: list-leads
        description: List all leads from the tenant's CRM
        call: revert.get-leads
        with:
          x-revert-t-id: rest.tenant_id
          pageSize: rest.page_size
        outputParameters:
        - type: object
          mapping: $.
      - method: POST
        name: create-lead
        description: Create a new lead in the CRM
        call: revert.create-lead
        with:
          x-revert-t-id: rest.tenant_id
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/connections
      name: connections
      description: Tenant OAuth connection management
      operations:
      - method: GET
        name: get-connection
        description: Get OAuth connection status for a tenant
        call: revert.get-connection
        with:
          x-revert-t-id: rest.tenant_id
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    port: 9080
    namespace: revert-crm-mcp
    transport: http
    description: MCP server for AI-assisted CRM integration workflows.
    tools:
    - name: list-contacts
      description: List all contacts from the tenant's connected CRM (Salesforce, HubSpot, Zoho, Pipedrive, or Close)
      hints:
        readOnly: true
        openWorld: true
      call: revert.get-contacts
      with:
        x-revert-t-id: tools.tenant_id
        pageSize: tools.page_size
        cursor: tools.cursor
      outputParameters:
      - type: object
        mapping: $.
    - name: get-contact
      description: Get details of a specific CRM contact by ID
      hints:
        readOnly: true
        openWorld: false
      call: revert.get-contact
      with:
        id: tools.contact_id
        x-revert-t-id: tools.tenant_id
      outputParameters:
      - type: object
        mapping: $.
    - name: create-contact
      description: Create a new contact in the tenant's CRM
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: revert.create-contact
      with:
        x-revert-t-id: tools.tenant_id
      outputParameters:
      - type: object
        mapping: $.
    - name: update-contact
      description: Update an existing CRM contact
      hints:
        readOnly: false
        destructive: false
        idempotent: true
      call: revert.update-contact
      with:
        id: tools.contact_id
        x-revert-t-id: tools.tenant_id
      outputParameters:
      - type: object
        mapping: $.
    - name: search-contacts
      description: Search CRM contacts using filter criteria
      hints:
        readOnly: true
        openWorld: true
      call: revert.search-contacts
      with:
        x-revert-t-id: tools.tenant_id
      outputParameters:
      - type: object
        mapping: $.
    - name: list-companies
      description: List all companies/accounts from the tenant's CRM
      hints:
        readOnly: true
        openWorld: true
      call: revert.get-companies
      with:
        x-revert-t-id: tools.tenant_id
      outputParameters:
      - type: object
        mapping: $.
    - name: create-company
      description: Create a new company/account in the CRM
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: revert.create-company
      with:
        x-revert-t-id: tools.tenant_id
      outputParameters:
      - type: object
        mapping: $.
    - name: list-deals
      description: List all deals/opportunities in the CRM pipeline
      hints:
        readOnly: true
        openWorld: true
      call: revert.get-deals
      with:
        x-revert-t-id: tools.tenant_id
      outputParameters:
      - type: object
        mapping: $.
    - name: create-deal
      description: Create a new deal/opportunity in the CRM pipeline
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: revert.create-deal
      with:
        x-revert-t-id: tools.tenant_id
      outputParameters:
      - type: object
        mapping: $.
    - name: list-leads
      description: List all leads in the CRM
      hints:
        readOnly: true
        openWorld: true
      call: revert.get-leads
      with:
        x-revert-t-id: tools.tenant_id
      outputParameters:
      - type: object
        mapping: $.
    - name: create-lead
      description: Create a new lead in the CRM
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: revert.create-lead
      with:
        x-revert-t-id: tools.tenant_id
      outputParameters:
      - type: object
        mapping: $.
    - name: get-connection-status
      description: Get OAuth connection status and details for a tenant
      hints:
        readOnly: true
        openWorld: false
      call: revert.get-connection
      with:
        x-revert-t-id: tools.tenant_id
      outputParameters:
      - type: object
        mapping: $.