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Tool reference · Search and retrieve

count_crm_objects EngageBay MCP tool

Get an exact count of the records that match a filter — contacts, companies, deals, products, tasks, or appointments — without pulling back the records themselves. This is the tool for every “how many…” question.

Category
Search and retrieve
Permission needed
One per object type — see Permissions below
Access type
Read-only
On this page

What this tool does

count_crm_objects answers questions that start with “how many.” It takes the same filter grammar as search_crm_objects — the same object types, the same filter_groups, the same operators — but instead of returning the matching records, it returns a single number: how many records matched.

This matters because search_crm_objects returns at most 50 records per page and never includes a total. If you used search results to answer a counting question, the number you'd see is just the size of one page — not the real total. count_crm_objects is built specifically to give you the honest number, in a single call, regardless of how many records actually match.

Leave filter_groups out entirely and it counts every record of the chosen type — useful for a quick “how many contacts do we have in total?”

Not a substitute for reporting. count_crm_objects gives you a single count per request. It doesn't calculate totals such as revenue, or break a count down by owner, month, or stage. For that kind of breakdown, you'd currently run one count per case — for example, once per pipeline stage.

What you can ask

“How many contacts did we add last week?”

“How many tasks are overdue for Priya?”

“How many deals are in the Negotiation stage of the Sales pipeline?”

“How many companies have no website on file?”

“How many contacts do we have in total?”

Permissions

Access is checked per object type, using the same read scopes as search_crm_objects:

object_typePermission required
contactcrm.contacts.read
companycrm.companies.read
dealcrm.deals.read
productcrm.deals.read
taskcrm.tasks.read
calendar_eventcrm.appointments.read

Less access is handled gracefully. If your connection wasn't granted the permission for a given object type, a count against it returns a clear refusal naming the missing permission — not a zero that looks like a real answer.

  • search_crm_objects — same filter grammar, returns the matching records instead of a count.
  • get_properties — confirms a field's exact key and accepted values before you filter on it.
  • list_pipelines, list_tags, and list_users — resolve a pipeline stage, a tag spelling, or a person's name into the exact value a filter needs.

More tools

Use count_crm_objects from your AI tool

Connect your AI tool to the EngageBay MCP server and ask in plain language — it calls the right tool for you.

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