Search opportunities (deals)
search_opportunitiesSearch deals by name, status, pipeline, stage, owner, company, value or close date. Get totals by status and stage plus a compact list for pipeline reviews and forecasts.
Instructions
Search deals by name, status, pipeline, stage, owner, company, value or close date. Returns totals by status and stage (count and value) and a compact list with stage names instead of IDs. Good for pipeline reviews and forecasts.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| raw | No | ||
| name | No | ||
| tags | No | ||
| sort_by | No | e.g. name, monetary_value, close_date, date_modified | |
| statuses | No | Open, Won, Lost, Abandoned | |
| page_size | No | Results per page, 1-200 (default 20) | |
| close_after | No | Close date on or after, ISO 8601 date, e.g. 2026-10-31 | |
| company_ids | No | Company IDs | |
| page_number | No | Page number, starting at 1 | |
| assignee_ids | No | Owner (user) IDs | |
| close_before | No | Close date on or before, ISO 8601 date, e.g. 2026-10-31 | |
| pipeline_ids | No | Pipeline IDs | |
| sort_direction | No | ||
| pipeline_stage_ids | No | Stage IDs | |
| primary_contact_ids | No | Primary contact (person) IDs | |
| stage_unchanged_since | No | Only deals whose stage hasn't changed since this date (stale deals), ISO 8601 date, e.g. 2026-10-31 | |
| maximum_monetary_value | No | ||
| minimum_monetary_value | No |