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) |