Deal Write Tool
deal-writeCreate, partially update, mark_won, mark_lost or reopen sales deals. Create requires user_id, pipeline_id, stage_id, title and either value or service_id; it creates the deal and first pipeline card together. Separate opportunities under one contact are allowed. Update preserves omitted fields, can reassign user_id to another active client contact, and accepts null to clear company_id, owner_id, service_id, value or expected_close_date. Reassignment moves existing activities and the conversation to the new contact while invoices retain their original client. Closed deals lock value and service. Closing a deal also closes its conversation ticket and can trigger configured integrations. Use pipeline-item-write to move cards and deal-activity-write with deal_id to record deal activities. Use deal-message-write to send client-facing messages. Does not delete deals.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | Optional first private activity, max 10000 characters. Create only; requires permission to create activities for the contact. | |
| title | No | Opportunity title, max 255 characters. Required for create; optional for update. | |
| value | No | Nonnegative decimal amount, e.g. "1250.00". Requires invoice access. Create requires value or service_id; zero is allowed. Null clears on update. Locked once closed. | |
| action | Yes | ||
| deal_id | No | Required for update, mark_won, mark_lost and reopen. | |
| user_id | No | Existing active client contact ID. Required for create; optional on update to reassign the deal and its conversation while preserving history. Multiple deals may use the same contact. | |
| owner_id | No | Staff owner ID. Create defaults to the authenticated user; null unassigns on update. | |
| stage_id | No | Stage in that pipeline. Required for create. Move existing cards with pipeline-item-write. | |
| company_id | No | Optional company owned by or containing the contact. Null clears it on update. An unknown end-client does not require a company. | |
| service_id | No | Optional active service. Supplies the price/currency when value is omitted. Required on create without invoice access. Null clears on update. Locked once closed. | |
| lost_reason | No | Optional reason for mark_lost, max 255 characters. | |
| pipeline_id | No | Visible sales pipeline ID. Required for create. | |
| expected_close_date | No | Optional date, YYYY-MM-DD. Null clears on update. |