Review Pipeline History
get_pipeline_historyReturn pipeline history for one concrete inclusive date range. For comparisons, call once per range with identical non-date arguments; align by explicit ranges and returned order, and treat unavailable history as missing, not zero.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | ||
| columns | No | Optional fields; omission uses view defaults. For deal_changes, movement_type identifies the fact. assigned_to_owner means unassigned-to-assigned or entering owner/team scope; assigned_from_owner means assigned-to-unassigned or leaving scope; owner_changed is in-scope reassignment. amount is the ending deal_value_property value. Concurrent value and owner changes produce two fact rows. | |
| group_by | Yes | Historical grouping. Limits: 120 day, 208 week, 60 month, or 40 quarter periods. | |
| team_ids | No | Exclusive selector: exact team IDs, expanded to active owners. | |
| owner_ids | No | Exclusive selector: exact IDs from the owners catalog. | |
| page_size | No | ||
| date_range | Yes | Required explicit inclusive pipeline-history date range, bounded to 120 day, 208 week, 60 month, or 40 quarter periods for the selected grouping. | |
| end_stages | No | ||
| segment_by | No | Optional current/latest deal-health segmentation for history_view=deal_changes. | |
| owner_scope | No | Exclusive selector: all owners or current authenticated user. | |
| amount_range | No | Inclusive configured Deal-value range. | |
| history_view | No | For what changed or why pipeline grew or shrank, start with waterfall. Use stage_transitions for stage-flow causes and deal_changes for supporting deals. snapshot shows state, not change drivers. | snapshot |
| start_stages | No | ||
| segment_value | No | ||
| group_page_size | No | ||
| pipeline_stages | No | ||
| movement_direction | No | Movement direction filter for stage_transitions or deal_changes. Use pipeline_changed for moves between pipelines and won or lost for historical outcomes. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | Yes | ||
| kind | Yes | ||
| tool | Yes | ||
| summary | Yes | ||
| result_id | No | ||
| limitations | No |