Connect Parma with Hookshot™ and your stack

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

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Tools and triggers

What Agents can do in Parma

Available tools and events after Parma is connected.

  • 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.

  • 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 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.

  • 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 Parma CKAN Datasets

    Tool to retrieve all dataset identifiers from the Parma CKAN instance. Use when you need to list every available dataset ID.

  • 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.

  • 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

Connect Parma in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.