CRM Updates - Invoke

CRM writes go wrong when a record changes between the moment the agent resolves it and the moment the write lands: the account is reassigned, merged, or re-keyed. Check first, then write once.

Tool names depend on how your workspace connects to your CRM. Run invoke gateway tools to see the tools your workspace has.

Check, then write

POST /state/verify compares what the agent assumed with what is true now. Act only when it says verified:

const check = await fetch("https://api.invokehq.run/state/verify", {
  method: "POST",
  headers: { "X-API-Key": process.env.INVOKE_API_KEY!, "Content-Type": "application/json" },
  body: JSON.stringify({
    intent: "crm_update_contact",
    required_fields: ["contact_id", "owner"],
    assumed_state: { contact_id: "c_123", owner: "ana" },   // what the agent planned against
    current_state: { contact_id: "c_123", owner: "ana" },   // what the CRM says now
    conditions: { owner: "ana" },
    on_mismatch: "replan",
  }),
}).then((r) => r.json())

if (check.status !== "verified") {
  return replan(check.verification.mismatches) // the record drifted; resolve it again
}

await invoke.call({
  tool: "hubspot.upsert_contact",
  params: { email: "ana@acme.com", contact_id: "c_123", properties: { lifecyclestage: "salesqualifiedlead" } },
  agentId: "sales-agent",
  idempotencyKey: "crm:c_123:sql",
})

The write is named, so a retry or a re-run resolves with status: "duplicate" instead of writing again.

What drift looks like

curl -X POST https://api.invokehq.run/state/verify \
  -H "X-API-Key: $INVOKE_API_KEY" -H "Content-Type: application/json" \
  -d '{
    "intent": "crm_update_contact",
    "required_fields": ["contact_id"],
    "assumed_state": { "contact_id": "c_123" },
    "current_state": { "contact_id": "c_999" },
    "conditions": { "contact_id": "c_123" },
    "on_mismatch": "replan"
  }'

contact_id drifted from c_123 to c_999, so the answer is "status": "replan_required", and it lists the mismatched field. The agent doesn’t write.

Next steps

POST /state/verify: the full API reference
TypeScript SDK: idempotency and errors in full