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Pipeline CRM MCP by usefulapi

Create deal

pipelinecrm_create_deal
Destructive

WRITE: create a deal. Give the owner (user id), stage id, value, expected close date and company or primary contact when known; a new company is created from company_name if no company_id is given. No email is sent to the owner. POST /deals.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesDeal name.
valueNoThe deal's value in its currency.
summaryNoDescription of the deal.
tag_idsNoDeal tag ids.
owner_idNoUser id of the owner (default: the authenticated user).
stage_idNoDeal stage id (see pipelinecrm_list_deal_stages).
source_idNoLead source id (see pipelinecrm_list_lookup with kind lead_sources).
company_idNoExisting company id.
person_idsNoIds of the people associated with the deal.
company_nameNoCreates a new company with this name for the deal.
custom_fieldsNoCustom field values keyed by the custom field's key (see the account's custom field labels in Pipeline CRM).
primary_contact_idNoExisting person id of the primary contact.
expected_close_dateNoExpected close date (yyyy-mm-dd).

Schema Changelog

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