List recent backup snapshots (most recent first). Use restore_backup with the filename to undo.

Restore the state captured in a backup file (undo a previous operation).

• CREATE ops → deletes the entity that was created.

• UPDATE ops → PATCHes the entity back to the before state.

• DELETE ops → re-creates the entity from before (note: for remove_deal_field, only the schema is recreated; per-deal values are permanently lost).

List deals. Defaults to Renda Fixa pipeline (id=6) + open status.

Pass pipeline_id=None to query across ALL pipelines.

Fetch full details of a single deal.

Search deals by title or custom field content.

Update one or more fields on a deal. Auto-snapshots before+after for undo.

Essential fields (title, value, org_id, person_id, stage_id, etc.) cannot be blanked — passing "" for title is rejected. To change them, pass the new value.

Move a deal to a specific stage. Use list_stages to find stage_id. Auto-backed up.

Clear (set to null) one custom field on a deal. Auto-backed up.

Refuses to clear essential fields (value, title, org_id, etc.) — those define the deal and shouldn't be blanked. Change them via update_deal with a new value.

Attach a note (descrição rica, aceita HTML) to a deal. Notes API is v1. Auto-backed up.

Create a meeting activity linked to a deal.

• due_date: "YYYY-MM-DD"; due_time: "HH:MM"; duration: "HH:MM"

• participants: list of person_ids attending

Create a follow-up (task/call/email) linked to a deal. Auto-backed up.

List activities on a deal. done=False=pending only, True=completed only, None=both.

Mark an activity done (or reopen it). Auto-backed up.

Search persons by name, email, or phone.

Fetch a person's full record.

Create a new person. Email/phone added as primary 'work' contact. Auto-backed up.

Update a person. Email/phone REPLACE the primary entry. Auto-backed up.

Set person_id on a deal (replaces any previously-linked contact). Auto-backed up.

Search organizations by name.

Fetch an organization's full record.

Create a new organization. Auto-backed up.

Set org_id on a deal. Auto-backed up.

Find-or-create a person (by email) and optionally an organization (by name), then link both to the deal.

Flow:

1. Search person by email — if not found, create (requires contact_name).

2. If company_name given, search org — if not found, create.

3. Link person+org to the deal.

Each sub-operation is independently backed up. To fully undo, restore each backup file in reverse order (use list_backups).

List all deal fields (default + custom) with their key (used in custom_fields dict) and field_type.

Use the returned key in update_deal(custom_fields={key: value}).

Create a new custom deal field on the Pipedrive account.

• field_type: varchar | text | double | monetary | date | enum | set | address | phone | time | etc.

• options: list of labels for enum/set (dropdown) fields.

Returns the new field's id and key to use in update_deal(custom_fields={key: value}). Auto-backed up.

DELETE a custom deal field. WARNING: per-deal values across ALL deals are PERMANENTLY lost.

Refuses to delete:

• Essential keys (value, title, org_id, person_id, stage_id, etc.) — listed in PROTECTED_FIELD_KEYS

• System fields (edit_flag=false) — Pipedrive API also blocks these

Backup recreates the schema on restore, but per-deal values are unrecoverable. Prefer clear_deal_custom_field for per-deal cleanups.

List all pipelines with ids and names.

List stages of a pipeline (default: Renda Fixa, id=6). Returns stage_ids for move_deal_to_stage.