manage_custom_fields
List, create, update, or delete the custom lead fields a workspace collects.
# MCP tool reference
1 callable tools.
Use tools/call at https://mcp.schedulerzero.com/mcp with the exact tool name and arguments below. The /tools/ paths in this view are documentation identifiers, not HTTP endpoints. Request execution is disabled for this reference.
Inputs are shown for personal API keys (bound) and for OAuth/delegated agents. Output schemas describe MCP structuredContent: native objects pass through; arrays, scalars and null use a data wrapper. Text content retains the native JSON result.
[Connect a client](/mcp/connect) · [Authentication and authorization](/authentication) · [Generated auth guide](/auth.md) · [Download tool catalog](/mcp-catalog.json) · [Agent documentation](/llms.txt)
## manage_custom_fields
List, create, update, or delete the custom lead fields a workspace collects.
Use to inspect or extend the workspace's lead schema before imports or enrichment rely on a field.
Reserved lead property names are rejected; deleting a field drops its stored values.
Obtain the user's explicit authorization before invoking a write or destructive action. This is a client interaction requirement, not a server-issued approval token.
Scopes: workspace:read, workspace:update
Risk: write; confirmation: explicit; idempotency: supported.
### Input schema (personal API key)
```json
{
"type": "object",
"anyOf": [
{
"type": "object",
"properties": {
"workspaceId": {
"type": "string",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$",
"format": "uuid"
},
"action": {
"anyOf": [
{
"type": "string",
"enum": [
"list"
]
}
]
},
"search": {
"$ref": "#/$defs/ShortText"
},
"cursor": {
"$ref": "#/$defs/Cursor"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"required": [
"workspaceId",
"action"
],
"patternProperties": {
"^(?!(?:workspaceId|action|search|cursor|limit)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"type": "string",
"enum": [
"workspaceId",
"action",
"search",
"cursor",
"limit"
]
}
},
{
"type": "object",
"properties": {
"workspaceId": {
"type": "string",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$",
"format": "uuid"
},
"action": {
"anyOf": [
{
"type": "string",
"enum": [
"create"
]
}
]
},
"input": {
"type": "object",
"properties": {
"name": {
"$ref": "#/$defs/CustomFieldName"
},
"fieldType": {
"type": "string",
"enum": [
"text",
"number",
"date",
"boolean",
"url"
]
},
"defaultValue": {
"anyOf": [
{
"type": "string",
"maxLength": 1000
},
{
"type": "null"
}
]
}
},
"required": [
"name"
],
"patternProperties": {
"^(?!(?:name|fieldType|defaultValue)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"type": "string",
"enum": [
"name",
"fieldType",
"defaultValue"
]
}
}
},
"required": [
"workspaceId",
"action",
"input"
],
"patternProperties": {
"^(?!(?:workspaceId|action|input)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"type": "string",
"enum": [
"workspaceId",
"action",
"input"
]
}
},
{
"type": "object",
"properties": {
"workspaceId": {
"type": "string",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$",
"format": "uuid"
},
"action": {
"anyOf": [
{
"type": "string",
"enum": [
"update"
]
}
]
},
"customFieldId": {
"type": "string",
"minLength": 1,
"maxLength": 64
},
"input": {
"type": "object",
"properties": {
"name": {
"$ref": "#/$defs/CustomFieldName"
},
"fieldType": {
"type": "string",
"enum": [
"text",
"number",
"date",
"boolean",
"url"
]
},
"defaultValue": {
"anyOf": [
{
"type": "string",
"maxLength": 1000
},
{
"type": "null"
}
]
}
},
"patternProperties": {
"^(?!(?:name|fieldType|defaultValue)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"type": "string",
"enum": [
"name",
"fieldType",
"defaultValue"
]
},
"minProperties": 1,
"maxProperties": 3
}
},
"required": [
"workspaceId",
"action",
"customFieldId",
"input"
],
"patternProperties": {
"^(?!(?:workspaceId|action|customFieldId|input)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"type": "string",
"enum": [
"workspaceId",
"action",
"customFieldId",
"input"
]
}
},
{
"type": "object",
"properties": {
"workspaceId": {
"type": "string",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$",
"format": "uuid"
},
"action": {
"anyOf": [
{
"type": "string",
"enum": [
"delete"
]
}
]
},
"customFieldId": {
"type": "string",
"minLength": 1,
"maxLength": 64
}
},
"required": [
"workspaceId",
"action",
"customFieldId"
],
"patternProperties": {
"^(?!(?:workspaceId|action|customFieldId)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"type": "string",
"enum": [
"workspaceId",
"action",
"customFieldId"
]
}
}
],
"$defs": {
"ShortText": {
"type": "string",
"minLength": 1,
"maxLength": 256
},
"Cursor": {
"type": "string",
"minLength": 1,
"maxLength": 2048
},
"CustomFieldName": {
"type": "string",
"minLength": 1,
"maxLength": 64,
"pattern": "^[a-z][a-z0-9_]*$"
}
}
}
```
### Input schema (OAuth / delegated agent)
```json
{
"type": "object",
"properties": {
"workspaceId": {
"type": "string",
"format": "uuid",
"description": "Target Workspace UUID. Call list_workspaces to enumerate the Workspaces this credential may access, then pass the chosen id here."
}
},
"required": [
"workspaceId"
],
"anyOf": [
{
"type": "object",
"properties": {
"workspaceId": {
"type": "string",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$",
"format": "uuid"
},
"action": {
"anyOf": [
{
"type": "string",
"enum": [
"list"
]
}
]
},
"search": {
"$ref": "#/$defs/ShortText"
},
"cursor": {
"$ref": "#/$defs/Cursor"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"required": [
"workspaceId",
"action"
],
"patternProperties": {
"^(?!(?:workspaceId)$)[\\s\\S]*?(?:^(?!(?:workspaceId|action|search|cursor|limit)$)[\\s\\S]*$)": false
},
"additionalProperties": true,
"propertyNames": {
"anyOf": [
{
"type": "string",
"enum": [
"workspaceId",
"action",
"search",
"cursor",
"limit"
]
},
{
"enum": [
"workspaceId"
]
}
]
}
},
{
"type": "object",
"properties": {
"workspaceId": {
"type": "string",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$",
"format": "uuid"
},
"action": {
"anyOf": [
{
"type": "string",
"enum": [
"create"
]
}
]
},
"input": {
"type": "object",
"properties": {
"name": {
"$ref": "#/$defs/CustomFieldName"
},
"fieldType": {
"type": "string",
"enum": [
"text",
"number",
"date",
"boolean",
"url"
]
},
"defaultValue": {
"anyOf": [
{
"type": "string",
"maxLength": 1000
},
{
"type": "null"
}
]
}
},
"required": [
"name"
],
"patternProperties": {
"^(?!(?:name|fieldType|defaultValue)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"type": "string",
"enum": [
"name",
"fieldType",
"defaultValue"
]
}
}
},
"required": [
"workspaceId",
"action",
"input"
],
"patternProperties": {
"^(?!(?:workspaceId)$)[\\s\\S]*?(?:^(?!(?:workspaceId|action|input)$)[\\s\\S]*$)": false
},
"additionalProperties": true,
"propertyNames": {
"anyOf": [
{
"type": "string",
"enum": [
"workspaceId",
"action",
"input"
]
},
{
"enum": [
"workspaceId"
]
}
]
}
},
{
"type": "object",
"properties": {
"workspaceId": {
"type": "string",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$",
"format": "uuid"
},
"action": {
"anyOf": [
{
"type": "string",
"enum": [
"update"
]
}
]
},
"customFieldId": {
"type": "string",
"minLength": 1,
"maxLength": 64
},
"input": {
"type": "object",
"properties": {
"name": {
"$ref": "#/$defs/CustomFieldName"
},
"fieldType": {
"type": "string",
"enum": [
"text",
"number",
"date",
"boolean",
"url"
]
},
"defaultValue": {
"anyOf": [
{
"type": "string",
"maxLength": 1000
},
{
"type": "null"
}
]
}
},
"patternProperties": {
"^(?!(?:name|fieldType|defaultValue)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"type": "string",
"enum": [
"name",
"fieldType",
"defaultValue"
]
},
"minProperties": 1,
"maxProperties": 3
}
},
"required": [
"workspaceId",
"action",
"customFieldId",
"input"
],
"patternProperties": {
"^(?!(?:workspaceId)$)[\\s\\S]*?(?:^(?!(?:workspaceId|action|customFieldId|input)$)[\\s\\S]*$)": false
},
"additionalProperties": true,
"propertyNames": {
"anyOf": [
{
"type": "string",
"enum": [
"workspaceId",
"action",
"customFieldId",
"input"
]
},
{
"enum": [
"workspaceId"
]
}
]
}
},
{
"type": "object",
"properties": {
"workspaceId": {
"type": "string",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|[fF]{8}-[fF]{4}-[fF]{4}-[fF]{4}-[fF]{12})$",
"format": "uuid"
},
"action": {
"anyOf": [
{
"type": "string",
"enum": [
"delete"
]
}
]
},
"customFieldId": {
"type": "string",
"minLength": 1,
"maxLength": 64
}
},
"required": [
"workspaceId",
"action",
"customFieldId"
],
"patternProperties": {
"^(?!(?:workspaceId)$)[\\s\\S]*?(?:^(?!(?:workspaceId|action|customFieldId)$)[\\s\\S]*$)": false
},
"additionalProperties": true,
"propertyNames": {
"anyOf": [
{
"type": "string",
"enum": [
"workspaceId",
"action",
"customFieldId"
]
},
{
"enum": [
"workspaceId"
]
}
]
}
}
],
"$defs": {
"ShortText": {
"type": "string",
"minLength": 1,
"maxLength": 256
},
"Cursor": {
"type": "string",
"minLength": 1,
"maxLength": 2048
},
"CustomFieldName": {
"type": "string",
"minLength": 1,
"maxLength": 64,
"pattern": "^[a-z][a-z0-9_]*$"
}
}
}
```
### Output schema (structuredContent)
```json
{
"$defs": {
"CustomFieldName": {
"type": "string",
"minLength": 1,
"maxLength": 64,
"pattern": "^[a-z][a-z0-9_]*$"
},
"UtcDateTimeEncoded": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}T\\d{2}:\\d{2}:\\d{2}\\.\\d{3}Z$"
},
"Cursor": {
"type": "string",
"minLength": 1,
"maxLength": 2048
}
},
"type": "object",
"anyOf": [
{
"allOf": [
{
"anyOf": [
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"minLength": 1,
"maxLength": 64
},
"name": {
"$ref": "#/$defs/CustomFieldName"
},
"fieldType": {
"type": "string",
"enum": [
"text",
"number",
"date",
"boolean",
"url"
]
},
"defaultValue": {
"anyOf": [
{
"type": "string",
"maxLength": 1000
},
{
"type": "null"
}
]
},
"createdAt": {
"$ref": "#/$defs/UtcDateTimeEncoded"
},
"updatedAt": {
"$ref": "#/$defs/UtcDateTimeEncoded"
}
},
"required": [
"id",
"name",
"fieldType",
"defaultValue",
"createdAt",
"updatedAt"
],
"patternProperties": {
"^(?!(?:id|name|fieldType|defaultValue|createdAt|updatedAt)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"type": "string",
"enum": [
"id",
"name",
"fieldType",
"defaultValue",
"createdAt",
"updatedAt"
]
}
}
},
"nextCursor": {
"anyOf": [
{
"$ref": "#/$defs/Cursor"
},
{
"type": "null"
}
]
}
},
"required": [
"items",
"nextCursor"
],
"patternProperties": {
"^(?!(?:items|nextCursor)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"type": "string",
"enum": [
"items",
"nextCursor"
]
}
},
{
"type": "object",
"properties": {
"id": {
"type": "string",
"minLength": 1,
"maxLength": 64
},
"name": {
"$ref": "#/$defs/CustomFieldName"
},
"fieldType": {
"type": "string",
"enum": [
"text",
"number",
"date",
"boolean",
"url"
]
},
"defaultValue": {
"anyOf": [
{
"type": "string",
"maxLength": 1000
},
{
"type": "null"
}
]
},
"createdAt": {
"$ref": "#/$defs/UtcDateTimeEncoded"
},
"updatedAt": {
"$ref": "#/$defs/UtcDateTimeEncoded"
}
},
"required": [
"id",
"name",
"fieldType",
"defaultValue",
"createdAt",
"updatedAt"
],
"patternProperties": {
"^(?!(?:id|name|fieldType|defaultValue|createdAt|updatedAt)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"type": "string",
"enum": [
"id",
"name",
"fieldType",
"defaultValue",
"createdAt",
"updatedAt"
]
}
},
{
"type": "object",
"properties": {
"deleted": {
"anyOf": [
{
"type": "boolean",
"enum": [
true
]
}
]
}
},
"required": [
"deleted"
],
"patternProperties": {
"^(?!(?:deleted)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"anyOf": [
{
"type": "string",
"enum": [
"deleted"
]
}
]
}
}
]
},
{
"type": "object"
}
]
},
{
"type": "object",
"properties": {
"data": {
"allOf": [
{
"anyOf": [
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"minLength": 1,
"maxLength": 64
},
"name": {
"$ref": "#/$defs/CustomFieldName"
},
"fieldType": {
"type": "string",
"enum": [
"text",
"number",
"date",
"boolean",
"url"
]
},
"defaultValue": {
"anyOf": [
{
"type": "string",
"maxLength": 1000
},
{
"type": "null"
}
]
},
"createdAt": {
"$ref": "#/$defs/UtcDateTimeEncoded"
},
"updatedAt": {
"$ref": "#/$defs/UtcDateTimeEncoded"
}
},
"required": [
"id",
"name",
"fieldType",
"defaultValue",
"createdAt",
"updatedAt"
],
"patternProperties": {
"^(?!(?:id|name|fieldType|defaultValue|createdAt|updatedAt)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"type": "string",
"enum": [
"id",
"name",
"fieldType",
"defaultValue",
"createdAt",
"updatedAt"
]
}
}
},
"nextCursor": {
"anyOf": [
{
"$ref": "#/$defs/Cursor"
},
{
"type": "null"
}
]
}
},
"required": [
"items",
"nextCursor"
],
"patternProperties": {
"^(?!(?:items|nextCursor)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"type": "string",
"enum": [
"items",
"nextCursor"
]
}
},
{
"type": "object",
"properties": {
"id": {
"type": "string",
"minLength": 1,
"maxLength": 64
},
"name": {
"$ref": "#/$defs/CustomFieldName"
},
"fieldType": {
"type": "string",
"enum": [
"text",
"number",
"date",
"boolean",
"url"
]
},
"defaultValue": {
"anyOf": [
{
"type": "string",
"maxLength": 1000
},
{
"type": "null"
}
]
},
"createdAt": {
"$ref": "#/$defs/UtcDateTimeEncoded"
},
"updatedAt": {
"$ref": "#/$defs/UtcDateTimeEncoded"
}
},
"required": [
"id",
"name",
"fieldType",
"defaultValue",
"createdAt",
"updatedAt"
],
"patternProperties": {
"^(?!(?:id|name|fieldType|defaultValue|createdAt|updatedAt)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"type": "string",
"enum": [
"id",
"name",
"fieldType",
"defaultValue",
"createdAt",
"updatedAt"
]
}
},
{
"type": "object",
"properties": {
"deleted": {
"anyOf": [
{
"type": "boolean",
"enum": [
true
]
}
]
}
},
"required": [
"deleted"
],
"patternProperties": {
"^(?!(?:deleted)$)[\\s\\S]*$": false
},
"additionalProperties": true,
"propertyNames": {
"anyOf": [
{
"type": "string",
"enum": [
"deleted"
]
}
]
}
}
]
},
{
"not": {
"type": "object"
}
}
]
}
},
"required": [
"data"
],
"additionalProperties": false
}
]
}
```
### Underlying API operations
- `customFields.list`: `GET /v1/workspaces/:workspaceId/settings/custom-fields`
- `customFields.create`: `POST /v1/workspaces/:workspaceId/settings/custom-fields`
- `customFields.update`: `PATCH /v1/workspaces/:workspaceId/settings/custom-fields/:customFieldId`
- `customFields.delete`: `DELETE /v1/workspaces/:workspaceId/settings/custom-fields/:customFieldId`