create-upnify-opportunity
Generate new sales opportunities in Upnify CRM by defining concepts, prospect tokens, amounts, and commission percentages, integrated with dynamic authentication through the Weather & Upnify MCP Server.
Instructions
Create a new opportunity for a prospect in Upnify CRM (requires tkProspecto from search)
Input Schema
Name | Required | Description | Default |
---|---|---|---|
comision | Yes | Commission percentage (as decimal, e.g., 0.15 for 15%) | |
concepto | Yes | Opportunity concept or description | |
monto | Yes | Opportunity amount in currency | |
tkProspecto | Yes | Prospect token (obtained from search-upnify-contacts) |
Input Schema (JSON Schema)
{
"properties": {
"comision": {
"description": "Commission percentage (as decimal, e.g., 0.15 for 15%)",
"maximum": 1,
"minimum": 0,
"type": "number"
},
"concepto": {
"description": "Opportunity concept or description",
"type": "string"
},
"monto": {
"description": "Opportunity amount in currency",
"minimum": 0,
"type": "number"
},
"tkProspecto": {
"description": "Prospect token (obtained from search-upnify-contacts)",
"type": "string"
}
},
"required": [
"concepto",
"tkProspecto",
"monto",
"comision"
],
"type": "object"
}