Lumenbase is a new CRM for the AI age that helps you prioritize your day and engage with the right people in your network.
Full-funnel CRM with lists, leads, deals, and accounts; Lumo AI for daily priorities and outreach; automations, lead scoring, forecasting, and integrations with Gmail, Outlook, Slack, LinkedIn, and more.
Tables of read, write, and UI tools Lumo can call in Chat — including approval behavior for emails and edits.
By Sebastian StreiffertPublished May 31, 2026Updated May 31, 20266 min read
In Chat, Lumo uses tools to read your workspace and — when you ask — create or update records, draft outreach, and render charts. Tools respect workspace data-access settings and your role. This inventory matches the deployed copilot-chat tool set.
| Tool | Type | Summary | Approval |
|---|---|---|---|
| fetch_contacts | read | Search and load contacts with filters. | — |
| fetch_companies | read | Search and load companies. | — |
| fetch_deals | read | Search pipeline deals and stages. | — |
| fetch_invoices | read | Load invoice records. | — |
| fetch_tasks | read | Load tasks with due dates and links. | — |
| fetch_activities | read | Timeline activities and notes. | — |
| fetch_revenue_at_risk | read | Revenue-at-risk rows for accounts. | — |
| get_funnel_overview | read | Pipeline/funnel summary across entities. | — |
| fetch_linkedin_imports | read | Recent LinkedIn capture/import signals. | — |
| fetch_mail_conversations | read | Mailbox conversation list. | — |
| fetch_mail_thread | read | Single email thread for reply context. | — |
| get_calendar_availability | read | Free/busy slots for scheduling. | — |
| fetch_upcoming_meetings | read | Upcoming calendar meetings. | — |
| check_outreach_status | read | Status of queued LinkedIn outreach (extension/MCP). | — |
In Chat, every write tool is staged for your approval — nothing mutates CRM data until you accept. Review card — Accept or Cancel on creates, edits, deletes, tasks, notes, and meetings. Review & send — email drafts from your connected mailbox. Review / queue — LinkedIn messages (extension or remote MCP when enabled).
| Tool | Type | Summary | Approval |
|---|---|---|---|
| create_task | write | Create a linked task (todo, call, meeting, etc.). | Review card |
| log_activity_note | write | Log a note on a contact or company timeline. | Review card |
| attach_file_to_entity | write | Attach a file to a contact, company, or deal timeline. | Review card |
| create_contact | write | Add a contact with name and optional fields. | Review card |
| edit_contact | write | Update contact fields. | Review card |
| create_company | write | Add a company (requires meaningful data). | Review card |
| edit_company | write | Update company fields. | Review card |
| create_deal | write | Create a deal in the pipeline. | Review card |
| edit_deal | write | Update deal amount, stage, status, links. | Review card |
| create_invoice | write | Create an invoice for a company. | Review card |
| edit_invoice | write | Update invoice fields. | Review card |
| add_to_list | write | Add a contact to a lead list/column. | Review card |
| create_revenue_at_risk | write | Flag exposed revenue on an account. | Review card |
| edit_revenue_at_risk | write | Update a RAR row. | Review card |
| delete_revenue_at_risk | write | Remove a RAR row. | Review card |
| send_email | write | Draft email from connected mailbox. | Review & send |
| schedule_meeting | write | Book a calendar meeting; links CRM entities. | Review card |
| send_linkedin_message | write | Draft or queue LinkedIn DM (extension when remote). | Review / queue |
| Tool | Type | Summary | Approval |
|---|---|---|---|
| generate_chart | ui | Inline analytics chart from CRM entities (bar, line, KPI, etc.). | Renders inline — no separate approve step |
| request_clarification | ui | Disambiguation when multiple contacts/entities match. | User picks in chat UI |
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