Prepare a Relationship Brief
Find a relationship and read its details and notes before a conversation.
/oo Parma: Find Parma relationship [name], read relationship [relationship ID] and its notes, then summarize useful context.
Find relationship records, read their notes and groups, and save notes or update specified relationship details. Ask your connected AI assistant to explain the results or carry out the specified operation.
Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.
Find a relationship and read its details and notes before a conversation.
/oo Parma: Find Parma relationship [name], read relationship [relationship ID] and its notes, then summarize useful context.
Create a note linked to explicitly selected relationships.
/oo Parma: Create a Parma note linked to relationship IDs [IDs] from these interaction notes: [notes].
Set up oo CLI and the oo Skill in your agent.
Install OOMOL →Connect with a Parma workspace API token.
Connect Parma →Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →Choose Your Agent
Parma connects supported service operations to your AI assistant. Find relationship records, read their notes and groups, and save notes or update specified relationship details.
Find relationships and read their notes and group assignments.
Create notes and revise relationship details or group assignments.
Read deals, pipelines, and stages.
List deals in the connected Parma workspace.
parma.list_deals Get a Parma deal by ID.
parma.get_deal List Parma relationship groups, optionally filtered by name.
parma.list_groups List notes in the connected Parma workspace.
parma.list_notes Create a note linked to one or more Parma relationships.
parma.create_note Update a Parma note by ID.
parma.update_note List pipelines in the connected Parma workspace.
parma.list_pipelines Get a Parma pipeline by ID.
parma.get_pipeline List groups assigned to a Parma relationship.
parma.list_relationship_groups Add a Parma relationship to a group.
parma.add_relationship_to_group Remove a Parma relationship from one of its groups.
parma.remove_relationship_from_group List notes linked to a Parma relationship.
parma.list_relationship_notes List and filter relationships in the connected Parma workspace.
parma.list_relationships Create a person or company relationship in Parma.
parma.create_relationship Get a Parma relationship by ID.
parma.get_relationship Update a Parma relationship and its custom properties.
parma.update_relationship Delete a Parma relationship by ID.
parma.delete_relationship List pipeline stages in the connected Parma workspace.
parma.list_stages Get a Parma pipeline stage by ID.
parma.get_stage List users in the connected Parma workspace.
parma.list_users Get a Parma user by ID.
parma.get_user Get the current Parma user and workspace account.
parma.get_current_user No matching tools.
Yes. Provide the relationship_ids list when creating the note.
Filter the relationship list by supported values such as name, type, or email.
Yes. Read deals, pipeline records, and stage records to interpret the returned deal data.
Manage which optional storage OOMOL can use. You can change these choices from the footer at any time.