A pipeline, stage by stage
crm_boardA pipeline as a board: its stages in order — each open, won or lost — the deals at each stage with their contact, amount, currency, expected date and owner, how many there are, and the sum of the amounts by currency, for each stage and for the pipeline. Amounts are never added across currencies. Without pipeline_id, every pipeline of the company: that is where the pipeline and stage ids for crm_open_deal and crm_move_deal come from. Open deals only, unless include_closed. A company starts with no pipeline: one is created by its users, not by this server.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"company_id": "<company_id>"
},
"name": "crm_board"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| company_id | Yes | The company to work in. Ask list_companies if unsure. | |
| pipeline_id | No | One pipeline. Left out, all of them. | |
| include_closed | No | Show the deals already won or lost too. |