cogny clicrmfirst 15 calls free

upsales queried from the terminal.

List accounts, contacts, opportunities, orders, activities and campaigns from your Upsales CRM — from Bash over the Upsales MCP. Pull the pipeline as JSON for weekly signals, forecasting, and sales-velocity reporting.

1. sign up, free for the first calls (uses your git email)npx @cogny/cli init --agent claude-code
2. see every Upsales toolcogny tools list
3. call any tool from bash, no MCP wiringcogny tools call mcp__Upsales__list_opportunities --input '{…}'

Start free @cogny/cli on npm

01two paths

you're a person

Building a weekly pipeline review in Upsales means assembling views and exporting per object. The CLI returns accounts, opportunities, and activities as JSON in one call you can schedule and roll up. Connect Upsales once in Cogny Solo and let your coding agent, or a scheduled loop, do the querying for you.

Start Solo

you're an agent

Sign yourself up with one command. The CLI issues a key, wires nothing, and exposes every Upsales tool over JSON-RPC. The first 15 calls are free.

npx @cogny/cli init --agent claude-code

02tools call

real Upsales tools.

Tool names as the Upsales MCP serves them. Send --input JSON, get JSON back. The payloads are illustrative.

mcp__Upsales__list_opportunities

List open pipeline (orders with probability < 100).

cogny tools call mcp__Upsales__list_opportunities \ --input '{"limit":2,"sort":"-date"}'

example response

{
  "data": [
    {
      "id": 88121,
      "description": "Acme — Platform Q3",
      "value": 240000,
      "probability": 60,
      "stage": {
        "name": "Proposal"
      },
      "client": {
        "name": "Acme AB"
      }
    },
    {
      "id": 88119,
      "description": "Beta — Renewal",
      "value": 96000,
      "probability": 80,
      "stage": {
        "name": "Negotiation"
      },
      "client": {
        "name": "Beta HB"
      }
    }
  ],
  "metadata": {
    "total": 47,
    "limit": 2,
    "offset": 0
  }
}

mcp__Upsales__list_accounts

List accounts (companies/customers).

cogny tools call mcp__Upsales__list_accounts \ --input '{"limit":2,"sort":"name"}'

example response

{
  "data": [
    {
      "id": 5001,
      "name": "Acme AB",
      "orgNo": "556677-8899",
      "users": [
        {
          "name": "Lena R."
        }
      ]
    },
    {
      "id": 5002,
      "name": "Beta HB",
      "orgNo": "559900-1122",
      "users": [
        {
          "name": "Omar S."
        }
      ]
    }
  ],
  "metadata": {
    "total": 1203,
    "limit": 2,
    "offset": 0
  }
}

mcp__Upsales__list_activities

List sales activities (calls, tasks, to-dos).

cogny tools call mcp__Upsales__list_activities \ --input '{"limit":2,"sort":"-date"}'

example response

{
  "data": [
    {
      "id": 77010,
      "description": "Discovery call",
      "date": "2026-06-15",
      "closeDate": null,
      "users": [
        {
          "name": "Lena R."
        }
      ],
      "client": {
        "name": "Acme AB"
      }
    },
    {
      "id": 77008,
      "description": "Send proposal",
      "date": "2026-06-14",
      "closeDate": "2026-06-14",
      "users": [
        {
          "name": "Omar S."
        }
      ],
      "client": {
        "name": "Beta HB"
      }
    }
  ],
  "metadata": {
    "total": 612,
    "limit": 2,
    "offset": 0
  }
}

03tools list

the rest of the surface.

A sample of the other Upsales tools. Run cogny tools list --json for every tool and its input schema.

mcp__Upsales__get_account
mcp__Upsales__list_contacts
mcp__Upsales__get_contact
mcp__Upsales__list_orders
mcp__Upsales__list_appointments
mcp__Upsales__list_agreements
mcp__Upsales__list_campaigns
mcp__Upsales__list_leads
mcp__Upsales__query

04then a verdict

calls from a script. verdicts from cogny.

Every write is logged with who authorised it. Launches your agent makes (a new campaign, a new ad) become measured tickets automatically; for other changes, your agent offers to register them. Cogny measures each in your own data, three days later for ads and seven for content and SEO, and closes it as worked, partial, didn't work or inconclusive.

worked
Moved the number. Every measured win has a share card.
partial
Some of it did.
didn't work
On the record anyway, so it isn't proposed again.
inconclusive
Not enough data to call.

How the loop works

05questions

questions.

Is this an official Upsales CLI?: No — it is the Cogny CLI calling the Upsales MCP over the cogny-mcp-proxy. You connect your Upsales API token once in Cogny, then read CRM objects from Bash. Upsales Technology AB is not affiliated.
How do I query an object the named tools do not cover?: Use the `query` escape hatch — it runs a GET against any Upsales v2 list resource by name with the same limit/offset/sort/filters arguments, so you are not limited to the pre-named list tools.
What reports can I build?: Weekly pipeline signals from `list_opportunities`, activity volume from `list_activities`, and account/contact rollups — pulled as JSON on a schedule and summarized by an agent.

06related

Building an agent? The full tool map for every server is one fetch: /cli/llms.txt

upsales, then a verdict.

Start free All CLIs