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