CRM

Find deals

crm_find_deals · Reads only · Markdown

Finds deals by pipeline, stage, status, company or contact, by filters on any field or tag, or by a saved segment.

Free*

*Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads.

Which open deals haven't moved in two weeks?

Your agent callscrm_find_dealsFree*

The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.

With these arguments

{
  "status": "open",
  "filters": [
    {
      "field": "stage_entered_at",
      "op": "lt",
      "value": "today-14"
    }
  ]
}

What comes back

{
  "deals": [
    {
      "id": 4101,
      "title": "Hotel Elbblick kitchen",
      "pipeline": "Sales",
      "pipeline_id": 4101,
      "stage": "Proposal",
      "stage_id": 4104,
      "status": "open",
      "probability": 60,
      "amount": "38600.00",
      "weighted_amount": "23160.00",
      "currency": "EUR",
      "close_date": "2026-11-20",
      "next_step": "Send the quote for two combi steamers and a dishwasher",
      "description": "",
      "lost_reason": null,
      "company_id": 4101,
      "contact_id": 4102,
      "tags": [],
      "custom_fields": {},
      "stage_entered_at": "2026-09-23T08:00:00+00:00",
      "closed_at": null,
      "updated_at": "2026-10-14T08:00:00+00:00"
    }
  ],
  "count": 1,
  "total": 1,
  "next_offset": null
}

Use it when

Someone asks about the pipeline: open deals, stuck deals, deals closing this month.

For the pipeline's totals, win rate and forecast, use crm_pipeline_report.

What it does

Deals by pipeline, stage, status (open, won, lost), company or contact, or by filters on any field, tag or custom field, or by a saved segment; most recently changed first unless `sort` says otherwise. Deals that have not moved in 14 days: filters [{"field": "status", "op": "eq", "value": "open"}, {"field": "stage_entered_at", "op": "lt", "value": "today-14"}].

What comes back

A page of deals with their pipeline, stage, amounts, dates, company and contact, how many are on it, the total and next_offset. Every reply also carries cost_usd and balance_usd.

Inputs

Name	Type	What it is
`pipeline`	string	Up to 80 characters.
`stage`	string	Up to 60 characters.
`status`	string	One of: open,won,lost.
`company_id`	integer	At least 1.
`contact_id`	integer	At least 1.
`query`	string	Up to 200 characters.
`filters`	array of objects	Conditions that must all match, e.g. [{"field": "lifecycle_stage", "op": "eq", "value": "customer"}, {"field": "renewal_date", "op": "lte", "value": "today+30"}]. field: a standard field, "tag", or a custom field key (crm_list_fields lists them all). op: eq, ne, contains, starts_with, in (value is a list), gt, gte, lt, lte, is_empty, is_set. Dates take YYYY-MM-DD or today, today+N, today-N. Up to 20 items.
`filters[].field`Required	string	1 to 60 characters.
`filters[].op`Required	string	One of: contains,eq,gt,gte,in,is_empty,is_set,lt,lte,ne,starts_with.
`filters[].value`	any	Text, a number, true/false, a date, or a list for "in".
`tag`	string	Only records with this tag. Up to 60 characters.
`segment`	string	A saved segment (crm_save_segment), by name or id. Up to 80 characters.
`sort`	string	Field to sort by, "-" first for descending, e.g. "-amount" or "renewal_date". Up to 61 characters.
`limit`	integer	1 to 100. Default: 25.
`offset`	integer	At least 0. Default: 0.

The call

Over MCP, call crm_find_deals on https://api.conecto.chat/mcp/crm. Over REST:

Terminal

curl -X POST https://api.conecto.chat/v1/tools/crm_find_deals \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"status":"open","filters":[{"field":"stage_entered_at","op":"lt","value":"today-14"}]}'

When it refuses

A refused call costs nothing and says what to do next.

Code	When	What to do
`not_found`404	No pipeline, or no stage in it, has that name or id.	Call crm_list_pipelines and use a pipeline and stage from it.
`invalid_input`400	A filter or the sort names a field the object does not have, uses an op that does not fit the field, or compares it with the wrong kind of value.	Check the fields with crm_list_fields and use one of the ops the message lists.
`not_found`404	No saved segment of that object has that name or id.	Call crm_list_segments; the message also names the saved segments.

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Find deals

An example

Use it when

What it does

What comes back

Inputs

The call

When it refuses

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