Read a G2X CRM record

What it does

Reads one account or contact from the signed-in user's G2X CRM as G2X shows it now: its fields, next step, people or account, linked pursuits, and latest notes.

Inputs

• record_type (text, required): "account" or "contact" Allowed values: account, contact.
• record_id (text, required): The record's G2X id

What it returns

Rows of records, each with a title, key facts and a link to its G2X record where one exists, plus notes on what the answer covers. A long list gives a cursor for the next page.

Try asking

Show me everything in my CRM about this account.

AI and your account

• Does not use G2X's own AI: your agent does any analysis with its own model.
• Reads only: it changes nothing in your G2X account.

Next steps

• Every tool, with inputs and examples
• Connect your agent to G2X