list_opportunities
Retrieve sales opportunities from ChartMogul CRM with filtering options for customer, owner, pipeline, stage, and close dates. Returns detailed opportunity data including amounts, win likelihood, and forecast categories.
Instructions
[ChartMogul API] List sales opportunities (CRM feature). LIMIT WARNING: Default limit 20. Discourage requesting more than 20 items to avoid excessive token usage. Returns opportunity objects with: uuid (string: opportunity UUID like "39351ba6-dea0-11ee-ac96-37b2b3de29af"), customer_uuid (string), owner (string: email), pipeline (string), pipeline_stage (string), estimated_close_date (string: YYYY-MM-DD), amount_in_cents (INTEGER CENTS), currency (string), type (string: "recurring" or "one-time"), forecast_category (string: "pipeline", "best_case", "committed", "lost", "won"), win_likelihood (integer: 0-100), custom (object: key-value pairs like {"seats": 3, "product": "CRM"}), created_at (ISO 8601), updated_at (ISO 8601). CRITICAL: amount_in_cents is INTEGER CENTS - divide by 100. Example: amount_in_cents=100000 means $1,000.00. FILTERS: customer_uuid, owner (email), pipeline, pipeline_stage, estimated_close_date_on_or_after (ISO 8601 date), estimated_close_date_on_or_before
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| customer_uuid | No | ||
| owner | No | ||
| pipeline | No | ||
| pipeline_stage | No | ||
| estimated_close_date_on_or_after | No | ||
| estimated_close_date_on_or_before | No | ||
| limit | No |