crm_list_deals

Lister les affaires ouvertes du CRM, filtrées optionnellement par propriétaire, étape ou compte.

Catégorie
CRM
Stabilité
Bêta
Version
v1
Auth
cf-access

Schéma d’entrée

{
  "type": "object",
  "properties": {
    "owner": { "type": "string", "description": "Rep username (e.g. 'rani')" },
    "stage": { "type": "string", "enum": ["lead", "qualified", "proposal", "won", "lost"] },
    "account_id": { "type": "string" },
    "limit": { "type": "integer", "minimum": 1, "maximum": 100, "default": 20 }
  }
}

Schéma de sortie

{
  "type": "object",
  "properties": {
    "deals": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "deal_id": { "type": "string" },
          "account_id": { "type": "string" },
          "owner": { "type": "string" },
          "stage": { "type": "string" },
          "amount_eur": { "type": "number" },
          "next_step": { "type": "string" },
          "updated_at": { "type": "string", "format": "date-time" }
        }
      }
    }
  }
}

Exemple d’invocation

{
  "tool": "crm_list_deals",
  "arguments": { "owner": "rani", "stage": "qualified" }
}

Exemple de réponse

{
  "deals": [
    {
      "deal_id": "D-2026-00084",
      "account_id": "ACME-0042",
      "owner": "rani",
      "stage": "qualified",
      "amount_eur": 8400.00,
      "next_step": "Send pricing by 2026-04-25",
      "updated_at": "2026-04-21T15:02:00Z"
    }
  ]
}

Surface primaire de listing pour le flux commercial. S’utilise avec crm_advance_stage quand une affaire change d’étape.