get_deals_summary
Retrieve a summarized list of deals from Pipedrive CRM with essential fields only, optimized for efficient data retrieval. Filter by status or user to view key deal information.
Instructions
Get a summarized list of deals (optimized for token usage) - shows essential fields only
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| start | No | Pagination start (default: 0) | |
| limit | No | Number of items to return (default: 20, max: 50 for summary) | |
| status | No | Filter by deal status | |
| user_id | No | Filter by user ID |
Implementation Reference
- src/index.ts:228-232 (handler)The handler logic for 'get_deals_summary' which calls the pipedrive client's getDealsOptimized method and then passes the result through a token optimizer.
case 'get_deals_summary': { const result = await client.getDealsOptimized(args as any); const optimized = optimizeResponse(result, 'deals', { maxItems: 20, summarizeItems: true }); return { content: [{ type: 'text', text: JSON.stringify(optimized, null, 2) }] }; } - src/tools/optimized.ts:4-29 (schema)The definition and input schema for the 'get_deals_summary' tool.
{ name: 'get_deals_summary', description: 'Get a summarized list of deals (optimized for token usage) - shows essential fields only', inputSchema: { type: 'object', properties: { start: { type: 'number', description: 'Pagination start (default: 0)', }, limit: { type: 'number', description: 'Number of items to return (default: 20, max: 50 for summary)', }, status: { type: 'string', enum: ['all_not_deleted', 'open', 'won', 'lost', 'deleted'], description: 'Filter by deal status', }, user_id: { type: 'number', description: 'Filter by user ID', }, }, }, },