MCP Server for Vault CRM

Build 25.0.9440

Bookmarks

Stores user-specific bookmarks within the Vault system, allowing users to save quick links to frequently accessed documents, records, or views for improved navigation and productivity.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the bookmark record within the Vault database.

Bookmark Type String True

Specifies the type or classification of the bookmark, typically mapped from the object type in Vault.

Global ID String True

A globally unique identifier used across Vault environments for consistent cross-reference of this bookmark.

Link String False

URL or URI string that the bookmark points to, enabling direct navigation to the referenced Vault object or view.

Name String False

User-defined name or label for the bookmark, used for display and identification purposes in Vault interfaces.

Status String False

Current lifecycle state of the bookmark, such as Active, Inactive, or Archived, based on Vault configuration.

Created By String True

Username or identifier of the Vault user who originally created the bookmark.

Created Date Datetime True

Timestamp indicating when the bookmark was first created in the Vault system.

Last Modified By String True

Username or identifier of the user who most recently updated or modified the bookmark record.

Last Modified Date Datetime True

Timestamp indicating the last time the bookmark record was modified in Vault.

Display Configuration String False

References a saved UI display setup that controls which fields and layouts are used when rendering the bookmarked view.

Field Criteria String False

Serialized filtering logic applied to determine which records are shown when accessing the bookmarked view. May include field names, operators, and values.

Mobile ID String False

Unique identifier used by the Vault mobile application to sync or track this bookmark across devices.

Sort Definition String False

Defines the field or fields and corresponding sort direction used to order records in the bookmarked view (for example, name__v:asc, created_date__v:desc).

Owner String False

Reference to the user, group, or role who owns the bookmark and has control over its visibility and sharing.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to map this bookmark to a pre-existing record, aiding in data migration and system integration.

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Build 25.0.9440