Kommo Automation

When to use this skill

Use Kommo Automation when an AI agent needs a reusable SKILL.md workflow for this job: Automate Kommo CRM operations -- manage leads, pipelines, pipeline stages, tasks, and custom fields -- using natural language through the Composio MCP integration.

When not to use it

Skip Kommo Automation when the task is outside the productivity category, or when a more specific skill in this directory already covers the same workflow with clearer triggers.

What this skill does

# Kommo Automation

Manage your Kommo CRM sales pipeline -- list and filter leads, navigate pipeline stages, create and update deals, assign tasks, and work with custom fields -- all through natural language commands.

**Toolkit docs:** [composio.dev/toolkits/kommo](https://composio.dev/toolkits/kommo)

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## Setup

1. Add the Composio MCP server to your client configuration: ``` https://rube.app/mcp ``` 2. Connect your Kommo account when prompted (OAuth authentication). 3. Start issuing natural language commands to manage your CRM.

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## Core Workflows

### 1. Navigate Pipelines and Stages List all lead pipelines, then drill into specific pipeline stages to understand your sales funnel structure.

**Tools:** `KOMMO_LIST_LEADS_PIPELINES`, `KOMMO_LIST_PIPELINE_STAGES`

**Example prompt:** > "Show all my Kommo pipelines and the stages in my main sales pipeline"

**Key parameters for List Pipelines:** None required.

**Key parameters for List Stages:** - `pipeline_id` (required) -- The pipeline ID to list stages for - `with_description` -- Include stage descriptions in the response (boolean)

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### 2. List and Filter Leads Retrieve leads with powerful filtering by pipeline, status, date ranges, responsible users, price, and more.

**Tool:** `KOMMO_LIST_LEADS`

**Example prompt:** > "Show all leads in pipeline 12345 created this week, sorted by newest first"

**Key parameters:** - `query` -- Free-text search across all filled fields - `filter_pipeline_ids` -- Filter by pipeline IDs (array of integers) - `filter_status` -- Filter by status within a pipeline: `{"pipeline_id": 123, "status_id": 456}` - `filter_responsible_user_ids` -- Filter by assigned user IDs - `filter_names` -- Filter by lead names - `filter_price` -- Filter by deal value - `filter_created_at` -- Date range: `{"from": <unix_timestamp>, "to": <unix_timestamp>}` - `filter_updated_at` -- Date range for last update - `filter_closed_at` -- Date range for closure - `order_by_created_at` -- Sort: "asc" or "desc" - `order_by_updated_at` -- Sort by update date - `limit` -- Max 250 per page - `page` -- Page number for pagination - `with_params` -- Additional data: "contacts", "loss_reason", "catalog_elements", "source_id"

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### 3. Create New Leads Add new deals to your Kommo pipeline with custom fields, tags, and pipeline placement.

**Tool:** `KOMMO_CREATE_LEAD`

**Example prompt:** > "Create a new lead called 'Acme Corp Deal' worth $50,000 in pipeline 12345"

**Key parameters:** - `name` (required) -- Name of the lead/deal - `price` -- Deal value (integer) - `pipeline_id` -- Pipeline to add the lead to - `status_id` -- Stage within the pipeline (defaults to first stage of main pipeline) - `responsible_user_id` -- Assigned user ID - `custom_fields_values` -- Array of custom field value objects - `tags_to_add` -- Array of tags (by name or ID) - `created_by` -- User ID of creator (0 for robot) - `loss_reason_id` -- Reason for loss (if applicable)

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### 4. Update Existing Leads Modify lead properties including name, price, pipeline stage, responsible user, tags, and custom fields.

**Tool:** `KOMMO_UPDATE_LEAD`

**Example prompt:** > "Move lead 789 to stage 456 in pipeline 123 and update the price to $75,000"

**Key parameters:** - Lead ID (required) - Any combination of: `name`, `price`, `pipeline_id`, `status_id`, `responsible_user_id`, `tags_to_add`, `tags_to_delete`, `custom_fields_values`

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### 5. Create Tasks Assign follow-up tasks linked to leads, contacts, or companies.

**Tool:** `KOMMO_CREATE_TASK`

**Example prompt:** > "Create a follow-up call task for lead 789 due tomorrow assigned to user 42"

**Key parameters:** - Task text/description - Entity type and ID (lead, contact, company) - Responsible user ID - Due date (Unix timestamp) - Task type

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### 6. Discover Custom Fields List all custom fields for leads, contacts, or companies to understand your CRM schema.

**Tool:** `KOMMO_LIST_CUSTOM_FIELDS`

**Example prompt:** > "What custom fields are available for leads in Kommo?"

**Key parameters:** - Entity type (leads, contacts, companies)

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## Known Pitfalls

- **Date filters use Unix timestamps**: All date range filters (`filter_created_at`, `filter_updated_at`, `filter_closed_at`) require Unix timestamp format in `{"from": <timestamp>, "to": <timestamp>}` structure, not ISO8601 strings. - **Pipeline and stage IDs are required**: To filter leads by status, you need both `pipeline_id` and `status_id`. Always call `KOMMO_LIST_LEADS_PIPELINES` and `KOMMO_LIST_PIPELINE_STAGES` first to discover valid IDs. - **Max 250 leads per page**: The `limit` parameter caps at 250. For large datasets, implement pagination using the `page` parameter. - **Custom field values format**: Custom fields use a specific nested object format. Use `KOMMO_LIST_CUSTOM_FIELDS` to discover field IDs and expected value formats before setting values. - **Status filter requires both IDs**: The `filter_status` parameter requires both `pipeline_id` and `status_id` as a combined object -- you cannot filter by status alone. - **Created_by 0 means robot**: When setting `created_by` or `updated_by` to 0, the action is attributed to a robot/automation, not a human user.

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## Quick Reference

| Action | Tool Slug | Required Params | |---|---|---| | List pipelines | `KOMMO_LIST_LEADS_PIPELINES` | None | | List pipeline stages | `KOMMO_LIST_PIPELINE_STAGES` | `pipeline_id` | | List leads | `KOMMO_LIST_LEADS` | None (optional filters) | | Create lead | `KOMMO_CREATE_LEAD` | `name` | | Update lead | `KOMMO_UPDATE_LEAD` | Lead ID | | Create task | `KOMMO_CREATE_TASK` | Task details | | List custom fields | `KOMMO_LIST_CUSTOM_FIELDS` | Entity type |

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*Powered by [Composio](https://composio.dev)*

Intended uses

• Use Kommo Automation when this documented workflow matches the task.