Act! CRM Metadata Info API
The MetadataInfo API from Act! CRM — 14 operation(s) for metadatainfo.
Operations 22
Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay
Ask an LLM
“What values are in one particular drop-down list?”
“Can I look up a drop-down list's settings by its id?”
Tell an agent
Get drop-down list {id}.
Show the definition and items of drop-down list {id}.
PUT
/api/metadata/drop-down/lists/{id}
Update a drop-down list · Update an already existing drop-down list
#
Ask an LLM
“Can I rename a drop-down list or change its items?”
“Is it possible to stop users editing a drop-down list?”
Tell an agent
Rename drop-down list {id} to {name}.
Replace the items in drop-down list {id} with {items}.
DELETE
/api/metadata/drop-down/lists/{id}
Delete a drop-down list · Delete an existing drop-down list
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Ask an LLM
“Can I remove a drop-down list I no longer use?”
“What happens if I delete a drop-down list definition?”
Tell an agent destructive · confirm first
Delete drop-down list {id}.
Remove the drop-down list {id} permanently.
GET
/api/metadata/{recordType}/fields/{id}
Get a field definition for a record type · Get a specific field
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Ask an LLM
“What are the settings of one field on contacts or opportunities?”
“Can I see a field's data type and length on a given record type?”
Tell an agent
Get field {id} on record type {recordType}.
Show the definition of {recordType} field {id}.
PUT
/api/metadata/{recordType}/fields/{id}
Update a field definition · Update an already existing field
#
Ask an LLM
“Can I change a custom field's display name or default value?”
“Is it possible to make an existing field required or read-only?”
Tell an agent
Rename {recordType} field {id} to display as {displayName}.
Set the default value of {recordType} field {id} to {defaultValue}.
Ask an LLM
“Can I remove a custom field from a record type?”
“What happens to data when I delete a field definition?”
Tell an agent destructive · confirm first
Delete field {id} from record type {recordType}.
Remove the {recordType} field {id}.
GET
/api/metadata/datatypes
List allowed field data types · Get all available defined field data types for each Act! record type
#
Ask an LLM
“Which data types can a new field use in Act!?”
“What field types are allowed for opportunities versus contacts?”
Tell an agent
List the allowed field data types.
Show which data types a {recordType} field can use.
GET
/api/metadata/drop-down/lists
List all drop-down lists · Get all drop-down list matching an (optional) OData query
#
Ask an LLM
“What drop-down lists are defined in my database?”
“Can I filter drop-down lists with an OData query?”
Tell an agent
List all drop-down lists.
Show every drop-down list definition in the database.
Ask an LLM
“How do I set up a new drop-down list for a field?”
“Can I create a drop-down list with its items in one call?”
Tell an agent
Create a drop-down list called {name} of type {type}.
Add a {type} drop-down list named {name} with items {items}.
GET
/api/metadata/drop-down/lists/{list}/items/{item}
Get one item in a drop-down list · Gets a specific drop-down pick list item
#
Ask an LLM
“Can I look up a single entry inside a drop-down list?”
“What does one pick list item contain?”
Tell an agent
Get item {item} from drop-down list {list}.
Show pick list entry {item} of list {list}.
GET
/api/metadata/drop-down/lists/{list}/items
List the items in a drop-down list · Gets all drop-down pick list item(s)
#
Ask an LLM
“Which choices does a given drop-down list offer?”
“Can I get every pick list entry for one list?”
Tell an agent
List the items in drop-down list {list}.
Show all choices offered by drop-down list {list}.
GET
/api/metadata/entities
List record types and custom tables · Get all entity matching an (optional) OData query
#
Ask an LLM
“What entities, including custom tables, exist in my database?”
“Can I see all record types the API exposes?”
Tell an agent
List all entities in the database.
Show every record type and custom table.
POST
/api/metadata/entities
Create a custom table · Create a new custom table (custom entity), optionally linked to parent entities
#
Ask an LLM
“How do I add my own custom table to the database?”
“Can a new custom table be linked to contacts or companies as a parent?”
Tell an agent
Create a custom table named {name} displayed as {displayName}.
Create custom table {name} labeled {displayName} and link it to {parentEntities}.
GET
/api/metadata/fields
List fields across all record types · Get all fields matching an (optional) OData query
#
Ask an LLM
“What fields exist across the whole database?”
“Can I list only customizable fields, or every visible one?”
Tell an agent
List all fields across every record type.
Show database-wide fields with show-all set to {showAll}.
Ask an LLM
“Can I look up a field just by its id without knowing the record type?”
“Which record type does a given field id belong to?”
Tell an agent
Get field {id} without specifying a record type.
Look up field definition {id} by id only.
GET
/api/metadata/{recordType}/fields
List fields on a record type · Get all fields matching an (optional) OData query
#
Ask an LLM
“What fields are on contacts, companies or opportunities?”
“Can I list just the customizable fields for one record type?”
Tell an agent
List the fields on record type {recordType}.
Show {recordType} fields with show-all set to {showAll}.
Ask an LLM
“How do I add a new custom field to contacts?”
“Can I make a new field tracked or attach a drop-down to it?”
Tell an agent
Create a {type} field named {name} on {recordType}.
Add field {name} of type {type} to {recordType} with default {defaultValue}.
GET
/api/metadata/{recordType}/picklists/{id}
Get a pick list for a record type · Get specific pick list
#
Ask an LLM
“What's in a specific pick list attached to a record type?”
“Can I fetch one pick list by id for contacts or opportunities?”
Tell an agent
Get pick list {id} for {recordType}.
Show {recordType} pick list {id} with show-all {showAll}.
GET
/api/metadata/{recordType}/picklists
List pick lists for a record type · Get all pick list matching an (optional) OData query
#
Ask an LLM
“Which pick lists are used on a record type?”
“Can I list every pick list for opportunities?”
Tell an agent
List the pick lists for {recordType}.
Show all {recordType} pick lists with show-all {showAll}.
DELETE
/api/metadata/entities/{recordType}
Delete a custom table · Delete an existing custom table (custom entity), including any parent-link…
#
Ask an LLM
“Can I drop a custom table along with its parent links?”
“What gets removed when I delete a custom entity?”
Tell an agent destructive · confirm first
Delete custom table {recordType}.
Drop custom entity {recordType} and its parent-link junction tables.
Ask an LLM
“Can I trigger a metadata cache refresh with a simple GET request?”
“Is there a GET endpoint that reloads field and table metadata?”
Tell an agent
Refresh the metadata cache using the GET endpoint.
Reload cached metadata via GET.
Ask an LLM
“Is there a POST endpoint to force a metadata cache refresh?”
“My new custom field isn't showing up; which POST call reloads the metadata?”
Tell an agent
Refresh the metadata cache using the POST endpoint.
Post a metadata cache refresh after my schema change.