Connect Parma to your AI agent

CRM 23 actions available

Parma CRM is a relationship management app designed to help you accelerate growth by deepening and nurturing your business relationships.

We set up the connection using your own Parma account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Parma

Each one is a real action the agent can take on its own, the same things a person clicking around Parma could do. Read-only by default; write actions are confirmed against your policy.

  • Add Relationship to Group Tool to add a relationship to a group in Parma. Use when you need to associate an existing relationship with a group.
  • Create Note Tool to create a new note in the Parma account. Use when you need to add a note linked to specific relationships.
  • Create Relationship Tool to create a new relationship in Parma. Use when you need to add a new person or company to your Parma account.
  • Get data.json metadata Tool to retrieve DCAT-US 1.1 compliant metadata of all datasets. Use when you need the complete catalog JSON (data.json) from Parma’s open data portal.
  • Delete Relationship Tool to delete a relationship from Parma by its ID. Use when you need to remove an existing relationship between entities. Returns success confirmation after deletion (HTTP 204).
  • Get Pipeline Tool to retrieve a pipeline by its ID. Use when you need to fetch details about a specific pipeline.
  • Get Relationship Tool to retrieve a relationship by its unique ID. Use when you need to get detailed information about a specific relationship.
  • Get Stage Tool to retrieve a stage by its unique identifier. Use when you need to fetch details about a specific stage in a pipeline.
  • Get User by ID Tool to retrieve a user by their unique ID. Use when you need to fetch details for a specific user.
  • Get User Profile Tool to retrieve the authenticated user's profile. Use after obtaining a valid auth token to fetch current user account details.
  • List Deals Tool to retrieve all deals from the Parma account. Use when you need to list deals, filter by pagination, or get an overview of all deals in the system.
  • List Groups Tool to retrieve all groups in the Parma account. Use when you need to list groups, optionally filtered by a search query.
  • List Notes Tool to retrieve all notes from the Parma account. Use when you need to list or search through notes associated with relationships.
  • List Pipelines Tool to list all pipelines in the Parma account. Use when you need to retrieve available pipelines and their details.
  • List Relationship Groups Tool to retrieve all groups linked to a specific relationship. Use when you need to see which groups are associated with a given relationship ID.
  • List Relationship Notes Tool to list all notes linked to a relationship. Use when you need to retrieve all notes associated with a specific relationship ID.
  • List Relationships Tool to list all relationships in the Parma account. Use when you need to retrieve and filter relationships by various criteria such as name, type, or contact details.
  • List Stages Tool to retrieve all stages in the Parma account. Use when you need to list pipeline stages or check available stage configurations.
  • List Users Tool to list all users in the Parma account. Use when you need to retrieve the complete list of users with their IDs, names, and email addresses.
  • List Parma CKAN datasets Tool to retrieve all dataset identifiers from the Parma CKAN instance. Use when you need to list every available dataset ID.
  • Remove Relationship From Group Tool to remove a relationship from a group. Use when you need to dissociate a relationship from a specific relationship group. Returns success status on completion (HTTP 204).
  • Update Note Tool to update an existing note in the Parma account. Use when you need to modify the content, datetime, or relationships of a specific note.
  • Update Relationship Tool to update an existing relationship in the Parma account. Use when you need to modify relationship details such as name, description, type, or associated groups.
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own Parma account. We never see your password, and you can revoke access from Parma at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Parma questions, answered.

You sign in with your own Parma account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from Parma at any time.
The actions Parma's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Parma to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

All product names, logos, and brands are property of their respective owners; used for identification only. ZeroToClaw is not affiliated with or endorsed by Parma.