CRM

Sales cycles (CRM board)

The board leads move on: sales cycles and their stages, lead stats and funnel, follow-ups due, moving leads in bulk and turning them into deals.

Each workspace has one or more sales cycles (e.g. “New customers”, “Distributors”). A cycle is a list of stages; every contact sits in one cycle (sales_cycle_id) at one stage (pipeline_stage). “New leads” and “Lost” always exist. Each cycle has a deal pipeline with the same stages, kept in step: moving a deal moves its contact, and the other way round.

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Claude Code or CodexAdd this line to CLAUDE.md or AGENTS.md.Meetzy API reference (read before calling the API): https://www.meetzy.ai/llms-full.txt

CursorSettings › Indexing & Docs › Add Doc, then type @Meetzy in the chat.https://www.meetzy.ai/llms-full.txt

Connect Meetzy as tools (MCP)The AI can then read and change your CRM itself — Claude Code:claude mcp add --transport http meetzy https://meetzy.me/api/mcp/mcp

Same for Codexcodex mcp add meetzy --url https://meetzy.me/api/mcp/mcp

GET/crm/cyclesList sales cycles PUT/crm/cyclesSave the sales cycles GET/crm/stagesStages of the default cycle GET/crm/lead-statsLead statistics and funnel GET/crm/followupsFollow-ups due POST/contacts/bulk/moveMove leads to a cycle and stage POST/crm/convert-to-dealsTurn leads into deals GET/crm/settingsCRM housekeeping settings PATCH/crm/settingsChange CRM housekeeping settings

GET/crm/cycles

List sales cycles

Every cycle with its stages (fixed for New leads / Lost, won for the won stage) and how many leads it holds.

Scope: read

Request

curl "https://meetzy.me/api/v1/crm/cycles" \
  -H "Authorization: Bearer $MEETZY_API_KEY"

const res = await fetch("https://meetzy.me/api/v1/crm/cycles", {
  headers: { Authorization: `Bearer ${process.env.MEETZY_API_KEY}` },
});
const data = await res.json();

import os, requests

res = requests.get(
    "https://meetzy.me/api/v1/crm/cycles",
    headers={"Authorization": f"Bearer {os.environ['MEETZY_API_KEY']}"},
)
data = res.json()

Response200

{
  "configured": false,
  "multi_supported": true,
  "cycles": [
    {
      "id": "default",
      "name": "Main pipeline",
      "color": "#007AFF",
      "is_default": true,
      "stages": [
        {
          "id": "new_leads",
          "name": "New leads",
          "color": "#8E8E93",
          "fixed": true
        },
        {
          "id": "in_discussion",
          "name": "In discussion",
          "description": null,
          "color": "#5856D6",
          "won": false
        },
        {
          "id": "negotiation",
          "name": "Negotiation",
          "description": null,
          "color": "#007AFF",
          "won": false
        }
      ],
      "count": 1
    }
  ]
}

PUT/crm/cycles

Save the sales cycles

Replaces every cycle at once (the first one is the default). Stages are listed in order and the last one is the won stage. A renamed stage keeps its leads when you send its previous_id; leads of a removed stage go back to New leads, leads of a removed cycle go to the default one. Don’t include New leads and Lost — they are added.

Scope: write

Body

cyclesobject[]required: Each { id?, name, color, stages: [{ name, description?, previous_id? }] }. Omit id for a new cycle. A stage description is its playbook (up to 1500 characters): shown on every lead at that stage, and followed by Claude.

Returns the saved cycles (same shape as GET /crm/cycles) plus moved (leads) and deals_moved.

Request

curl -X PUT "https://meetzy.me/api/v1/crm/cycles" \
  -H "Authorization: Bearer $MEETZY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "cycles": [
      {
        "id": "default",
        "name": "New customers",
        "color": "#007AFF",
        "stages": [
          {
            "name": "In discussion",
            "previous_id": "in_discussion"
          },
          {
            "name": "Proposal sent"
          },
          {
            "name": "Won"
          }
        ]
      },
      {
        "name": "Distributors",
        "color": "#AF52DE",
        "stages": [
          {
            "name": "Contacted"
          },
          {
            "name": "Contract signed"
          }
        ]
      }
    ]
  }'

const res = await fetch("https://meetzy.me/api/v1/crm/cycles", {
  method: "PUT",
  headers: { Authorization: `Bearer ${process.env.MEETZY_API_KEY}`, "Content-Type": "application/json" },
  body: JSON.stringify({
    "cycles": [
      {
        "id": "default",
        "name": "New customers",
        "color": "#007AFF",
        "stages": [
          {
            "name": "In discussion",
            "previous_id": "in_discussion"
          },
          {
            "name": "Proposal sent"
          },
          {
            "name": "Won"
          }
        ]
      },
      {
        "name": "Distributors",
        "color": "#AF52DE",
        "stages": [
          {
            "name": "Contacted"
          },
          {
            "name": "Contract signed"
          }
        ]
      }
    ]
  }),
});
const data = await res.json();

import os, requests

res = requests.put(
    "https://meetzy.me/api/v1/crm/cycles",
    headers={"Authorization": f"Bearer {os.environ['MEETZY_API_KEY']}"},
    json={
        "cycles": [
            {
                "id": "default",
                "name": "New customers",
                "color": "#007AFF",
                "stages": [
                    {
                        "name": "In discussion",
                        "previous_id": "in_discussion"
                    },
                    {
                        "name": "Proposal sent"
                    },
                    {
                        "name": "Won"
                    }
                ]
            },
            {
                "name": "Distributors",
                "color": "#AF52DE",
                "stages": [
                    {
                        "name": "Contacted"
                    },
                    {
                        "name": "Contract signed"
                    }
                ]
            }
        ]
    },
)
data = res.json()

Response200

See the notes on the left.

GET/crm/stages

Stages of the default cycle

Ids, names and colours of the default cycle’s stages — the values pipeline_stage takes.

Scope: read

Request

curl "https://meetzy.me/api/v1/crm/stages" \
  -H "Authorization: Bearer $MEETZY_API_KEY"

const res = await fetch("https://meetzy.me/api/v1/crm/stages", {
  headers: { Authorization: `Bearer ${process.env.MEETZY_API_KEY}` },
});
const data = await res.json();

import os, requests

res = requests.get(
    "https://meetzy.me/api/v1/crm/stages",
    headers={"Authorization": f"Bearer {os.environ['MEETZY_API_KEY']}"},
)
data = res.json()

Response200

{
  "stages": [
    {
      "id": "new_leads",
      "name": "New leads",
      "color": "#6B7280"
    },
    {
      "id": "in_discussion",
      "name": "In discussion",
      "color": "#3B82F6"
    }
  ]
}

GET/crm/lead-stats

Lead statistics and funnel

For one cycle: leads per stage (and how many are hot), totals (active, hot, warm, won, lost, new this period and change, follow-ups due, stale, unassigned, conversion rate), the funnel, leads by source and by owner.

Scope: read

Query parameters

periodstring: week, month (default), quarter, year…
ownerstring: me or a teammate’s email.
cyclestring: Cycle id. Default: the default cycle.

Request

curl "https://meetzy.me/api/v1/crm/lead-stats?period=quarter&owner=me" \
  -H "Authorization: Bearer $MEETZY_API_KEY"

const res = await fetch("https://meetzy.me/api/v1/crm/lead-stats?period=quarter&owner=me", {
  headers: { Authorization: `Bearer ${process.env.MEETZY_API_KEY}` },
});
const data = await res.json();

import os, requests

res = requests.get(
    "https://meetzy.me/api/v1/crm/lead-stats?period=quarter&owner=me",
    headers={"Authorization": f"Bearer {os.environ['MEETZY_API_KEY']}"},
)
data = res.json()

Response200

{
  "cycle": "default",
  "cycles": [
    {
      "id": "default",
      "name": "Main pipeline",
      "color": "#007AFF",
      "count": 1,
      "active": 1,
      "won": 0,
      "hot": 0
    }
  ],
  "stages": [
    {
      "id": "new_leads",
      "name": "New leads",
      "color": "#6B7280",
      "count": 1,
      "hot": 0
    },
    {
      "id": "in_discussion",
      "name": "In discussion",
      "color": "#3B82F6",
      "count": 0,
      "hot": 0
    }
  ],
  "won_stage": "won",
  "first_stage": "new_leads",
  "totals": {
    "total": 1,
    "active": 1,
    "hot": 0,
    "warm": 0,
    "lost": 0,
    "won": 0,
    "new": 1,
    "new_change": 100,
    "won_period": 0,
    "lost_period": 0,
    "followups_due": 0,
    "stale": 0,
    "with_email": 1,
    "unassigned": 1,
    "conversion_rate": 0
  },
  "funnel": [
    {
      "id": "new_leads",
      "name": "New leads",
      "color": "#6B7280",
      "reached": 1
    },
    {
      "id": "in_discussion",
      "name": "In discussion",
      "color": "#3B82F6",
      "reached": 0
    }
  ],
  "by_source": [
    {
      "source": "manual",
      "count": 1
    }
  ],
  "by_owner": [
    {
      "owner": "unassigned",
      "count": 1,
      "hot": 0,
      "won": 0
    }
  ]
}

GET/crm/followups

Follow-ups due

Contacts whose follow-up date (reminder_date) is today, late, or within the next days.

Scope: read

Query parameters

daysinteger: Look ahead this many days. Default 7.
ownerstring: me for your own.

Request

curl "https://meetzy.me/api/v1/crm/followups" \
  -H "Authorization: Bearer $MEETZY_API_KEY"

const res = await fetch("https://meetzy.me/api/v1/crm/followups", {
  headers: { Authorization: `Bearer ${process.env.MEETZY_API_KEY}` },
});
const data = await res.json();

import os, requests

res = requests.get(
    "https://meetzy.me/api/v1/crm/followups",
    headers={"Authorization": f"Bearer {os.environ['MEETZY_API_KEY']}"},
)
data = res.json()

Response200

{
  "followups": [
    {
      "id": "e43414d6-f56f-42be-a64c-a836d6015efc",
      "display_name": "Camille Laurent",
      "company": "Payfit",
      "reminder_date": "2026-10-08",
      "reminder_note": "Send the pricing",
      "assigned_to": "olivia@acme.com",
      "pipeline_stage": "in_discussion",
      "lead_score": 55
    }
  ]
}

POST/contacts/bulk/move

Move leads to a cycle and stage

Moves up to 5,000 contacts to a stage of a sales cycle; their open deals follow to that cycle’s pipeline.

Scope: write

Body

contact_idsuuid[]required: Contacts to move.
cycle_idstring: Target cycle. Default: the default cycle.
stage_idstring: Target stage. Default: the first stage.

Request

curl -X POST "https://meetzy.me/api/v1/contacts/bulk/move" \
  -H "Authorization: Bearer $MEETZY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "contact_ids": [
      "e43414d6-f56f-42be-a64c-a836d6015efc"
    ],
    "cycle_id": "default",
    "stage_id": "in_discussion"
  }'

const res = await fetch("https://meetzy.me/api/v1/contacts/bulk/move", {
  method: "POST",
  headers: { Authorization: `Bearer ${process.env.MEETZY_API_KEY}`, "Content-Type": "application/json" },
  body: JSON.stringify({
    "contact_ids": [
      "e43414d6-f56f-42be-a64c-a836d6015efc"
    ],
    "cycle_id": "default",
    "stage_id": "in_discussion"
  }),
});
const data = await res.json();

import os, requests

res = requests.post(
    "https://meetzy.me/api/v1/contacts/bulk/move",
    headers={"Authorization": f"Bearer {os.environ['MEETZY_API_KEY']}"},
    json={
        "contact_ids": ["e43414d6-f56f-42be-a64c-a836d6015efc"],
        "cycle_id": "default",
        "stage_id": "in_discussion"
    },
)
data = res.json()

Response201

{
  "moved": 1,
  "cycle_id": "default",
  "stage_id": "in_discussion",
  "stage_name": "In discussion"
}

POST/crm/convert-to-deals

Turn leads into deals

Creates a deal for each lead (up to 2,000) — chosen by id or by stage — in their cycle’s pipeline at the same stage. Leads that already have an open deal are skipped.

Scope: write

Body

lead_idsuuid[]: Leads to convert.
stage_idsstring[]: Or every lead in these stages.
amountnumber: Amount of each new deal. Default 0.

Request

curl -X POST "https://meetzy.me/api/v1/crm/convert-to-deals" \
  -H "Authorization: Bearer $MEETZY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "stage_ids": [
      "negotiation"
    ],
    "amount": 5000
  }'

const res = await fetch("https://meetzy.me/api/v1/crm/convert-to-deals", {
  method: "POST",
  headers: { Authorization: `Bearer ${process.env.MEETZY_API_KEY}`, "Content-Type": "application/json" },
  body: JSON.stringify({
    "stage_ids": [
      "negotiation"
    ],
    "amount": 5000
  }),
});
const data = await res.json();

import os, requests

res = requests.post(
    "https://meetzy.me/api/v1/crm/convert-to-deals",
    headers={"Authorization": f"Bearer {os.environ['MEETZY_API_KEY']}"},
    json={
        "stage_ids": ["negotiation"],
        "amount": 5000
    },
)
data = res.json()

Response201

{
  "created": 12,
  "skipped": 3
}

GET/crm/settings

CRM housekeeping settings

inactivity_days_lost: after how many days without activity a lead is moved to Lost automatically (0 = never).

Scope: read

Request

curl "https://meetzy.me/api/v1/crm/settings" \
  -H "Authorization: Bearer $MEETZY_API_KEY"

const res = await fetch("https://meetzy.me/api/v1/crm/settings", {
  headers: { Authorization: `Bearer ${process.env.MEETZY_API_KEY}` },
});
const data = await res.json();

import os, requests

res = requests.get(
    "https://meetzy.me/api/v1/crm/settings",
    headers={"Authorization": f"Bearer {os.environ['MEETZY_API_KEY']}"},
)
data = res.json()

Response200

{
  "inactivity_days_lost": 0
}

PATCH/crm/settings

Change CRM housekeeping settings

Scope: write

Body

inactivity_days_lostintegerrequired: Days without activity before a lead is lost (0 = never, max 3650).

Request

curl -X PATCH "https://meetzy.me/api/v1/crm/settings" \
  -H "Authorization: Bearer $MEETZY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "inactivity_days_lost": 90
  }'

const res = await fetch("https://meetzy.me/api/v1/crm/settings", {
  method: "PATCH",
  headers: { Authorization: `Bearer ${process.env.MEETZY_API_KEY}`, "Content-Type": "application/json" },
  body: JSON.stringify({
    "inactivity_days_lost": 90
  }),
});
const data = await res.json();

import os, requests

res = requests.patch(
    "https://meetzy.me/api/v1/crm/settings",
    headers={"Authorization": f"Bearer {os.environ['MEETZY_API_KEY']}"},
    json={
        "inactivity_days_lost": 90
    },
)
data = res.json()

Response200

{
  "inactivity_days_lost": 90
}