Deals

Manage sales deals and opportunities. Use action=“create” to record a new deal. Use action=“update” to modify a deal. Use action=“list” to search deals. Use action=“delete” to remove a deal record.

Input Schema

Parameter	Type	Description
action	string	Action to perform on deals. Enum: create, list, update, delete
deal_id	string	Deal UUID (required for update/delete)
site_id	string	Site UUID
name	string	Deal name (required for create)
amount	number	Deal amount
currency	string	Currency code (e.g. USD)
stage	string	Deal stage in the sales pipeline (e.g. prospecting, proposal, negotiation, closed_won)
status	string	Overall deal status (e.g. open, won, lost)
company_id	string	Company UUID
expected_close_date	string	Date string for expected close (YYYY-MM-DD)
notes	string	Deal notes
qualification_score	number	Qualification score
qualification_criteria	object	JSON object with qualification specifics
sales_order_id	string	Related Sale/Order UUID if closed
lead_ids	array	Array of Lead UUIDs attached to this deal
owner_ids	array	Array of User UUIDs who own this deal
limit	number	Limit results
offset	number	Offset results

REST Endpoint

Actions map to sub-routes: create → /create, list → /get, update → /update, delete → /delete.


POST /api/agents/tools/deals/create
GET /api/agents/tools/deals/get
POST /api/agents/tools/deals/update
POST /api/agents/tools/deals/delete


POST /api/agents/tools/deals/create
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json
 
{
  "site_id": "YOUR_SITE_ID",
  "name": "Acme Corp Q3 Renewal",
  "amount": 10000,
  "currency": "USD",
  "stage": "proposal",
  "status": "open"
}

Response:


{
  "success": true,
  "deal": { 
    "id": "...", 
    "name": "Acme Corp Q3 Renewal", 
    "amount": 10000, 
    "stage": "proposal" 
  }
}