--- name: "crm_find_deals" area: "crm" title: "Find deals" price: "free" method: "POST" url: "https://api.conecto.chat/v1/tools/crm_find_deals" mcp_server: "https://api.conecto.chat/mcp/crm" auth: "Authorization: Bearer " docs_url: "https://conecto.chat/tools/crm/crm_find_deals" --- # Find deals (`crm_find_deals`) Finds deals by pipeline, stage, status, company or contact, by filters on any field or tag, or by a saved segment. 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"}]. Price: Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads. A call that fails costs nothing. ## 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](https://conecto.chat/tools/crm/crm_pipeline_report.md). ## Say this to your agent > Which open deals haven't moved in two weeks? ## Inputs | Name | Type | Required | Description | Allowed values | Default | |---|---|---|---|---|---| | `pipeline` | string | no | Up to 80 characters. | | | | `stage` | string | no | Up to 60 characters. | | | | `status` | string | no | | `"open"`, `"won"`, `"lost"` | | | `company_id` | integer | no | At least 1. | | | | `contact_id` | integer | no | At least 1. | | | | `query` | string | no | Up to 200 characters. | | | | `filters` | array of objects | no | 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` | string | yes, in each item of `filters` | 1 to 60 characters. | | | | `filters[].op` | string | yes, in each item of `filters` | | `"contains"`, `"eq"`, `"gt"`, `"gte"`, `"in"`, `"is_empty"`, `"is_set"`, `"lt"`, `"lte"`, `"ne"`, `"starts_with"` | | | `filters[].value` | any | no | Text, a number, true/false, a date, or a list for "in". | | | | `tag` | string | no | Only records with this tag. Up to 60 characters. | | | | `segment` | string | no | A saved segment (crm_save_segment), by name or id. Up to 80 characters. | | | | `sort` | string | no | Field to sort by, "-" first for descending, e.g. "-amount" or "renewal_date". Up to 61 characters. | | | | `limit` | integer | no | 1 to 100. | | `25` | | `offset` | integer | no | At least 0. | | `0` | ## Example Written for Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. MCP: call `crm_find_deals` on the MCP server `https://api.conecto.chat/mcp/crm` with these arguments: ```json { "status": "open", "filters": [ { "field": "stage_entered_at", "op": "lt", "value": "today-14" } ] } ``` REST: ```bash curl 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"}]}' ``` ## Response ```json { "call_id": "5f0c8a2e-3b7d-4c1e-9a64-2d8e1f7b0c93", "tool": "crm_find_deals", "status": "succeeded", "replayed": false, "cost_usd": "$0.00", "balance_usd": "$19.75", "result": { "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 } } ``` `result`: A page of deals with their pipeline, stage, amounts, dates, company and contact, how many are on it, the total and next_offset. ## Errors | Code | Status | When | Fix | |---|---|---|---| | `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. | The refusals every tool can give (401 key, 402 balance, 429 limits) are on the errors page: https://conecto.chat/docs/errors.md ## Related - [crm_search](https://conecto.chat/tools/crm/crm_search.md): Finds contacts, companies and deals from whatever you have: a name, an email, a phone number in any format, a domain or a deal title. Free up to 1,000,000 reads a month. - [crm_find_contacts](https://conecto.chat/tools/crm/crm_find_contacts.md): Finds contacts by name, email, company or phone, by filters on any field or tag, or by a saved segment, one page at a time. Free up to 1,000,000 reads a month. - [crm_get_contact](https://conecto.chat/tools/crm/crm_get_contact.md): One contact, by id or email, with its tags, custom fields, recent activity, open tasks and deals. Free up to 1,000,000 reads a month. - [crm_get_customer](https://conecto.chat/tools/crm/crm_get_customer.md): Everything open with one customer in one read: deals, tickets, invoices, quotes, signatures, meetings and their last messages. Free up to 1,000,000 reads a month. - [crm_save_contact](https://conecto.chat/tools/crm/crm_save_contact.md): Creates a contact, or updates the one with the same email; only the fields you send change. $0.01 a call. - [crm_save_contacts](https://conecto.chat/tools/crm/crm_save_contacts.md): Creates or updates up to 100 contacts in one call, each like crm_save_contact; you pay only for the ones saved. $0.01 per record saved. - [crm_update_contact](https://conecto.chat/tools/crm/crm_update_contact.md): Changes fields on a contact by its id, its email included; only the fields you send change. $0.01 a call. - [crm_archive_contact](https://conecto.chat/tools/crm/crm_archive_contact.md): Hides a contact from searches and lists; its history is kept. $0.001 a call. - [crm_restore_contact](https://conecto.chat/tools/crm/crm_restore_contact.md): Brings an archived contact back into searches and lists. $0.001 a call. - [crm_timeline](https://conecto.chat/tools/crm/crm_timeline.md): What happened with a contact, a company, a deal or the whole CRM, newest first: notes, tasks, emails, chats, calls, tickets and stage moves. Free up to 1,000,000 reads a month. - [crm_add_note](https://conecto.chat/tools/crm/crm_add_note.md): Adds a note to a contact, a company or a deal: what was said, decided or learned. $0.01 a call. - [crm_create_task](https://conecto.chat/tools/crm/crm_create_task.md): A follow-up on a contact, with an optional due time and priority. $0.01 a call. - [crm_list_tasks](https://conecto.chat/tools/crm/crm_list_tasks.md): Tasks by status (open by default), for one contact or due before a time, soonest first. Free up to 1,000,000 reads a month. - [crm_complete_task](https://conecto.chat/tools/crm/crm_complete_task.md): Marks a task done, or cancelled. $0.01 a call. - [crm_save_company](https://conecto.chat/tools/crm/crm_save_company.md): Creates a company, or updates the one with the same name or with the company_id you give, which can rename it; only the fields you send change. $0.01 a call. - [crm_save_companies](https://conecto.chat/tools/crm/crm_save_companies.md): Creates or updates up to 100 companies in one call, each like crm_save_company; you pay only for the ones saved. $0.01 per record saved. - [crm_archive_company](https://conecto.chat/tools/crm/crm_archive_company.md): Hides a company from lists, searches, duplicates and exports; its people, deals and notes stay. $0.001 a call. - [crm_restore_company](https://conecto.chat/tools/crm/crm_restore_company.md): Brings an archived company back into lists, searches, duplicates and exports. $0.001 a call. - [crm_find_companies](https://conecto.chat/tools/crm/crm_find_companies.md): Finds companies by name or domain, by filters on any field or tag, or by a saved segment, one page at a time. Free up to 1,000,000 reads a month. - [crm_get_company](https://conecto.chat/tools/crm/crm_get_company.md): One company, by id or exact name, with its people, deals (open ones first) and notes. Free up to 1,000,000 reads a month. - [crm_save_deal](https://conecto.chat/tools/crm/crm_save_deal.md): Creates a deal, or updates one by its deal_id: pipeline and stage, amount, close date, next step, company and contact. $0.01 a call. - [crm_get_deal](https://conecto.chat/tools/crm/crm_get_deal.md): One deal with its stage history (the days it spent in each stage), notes, contact and company. Free up to 1,000,000 reads a month. - [crm_move_deal](https://conecto.chat/tools/crm/crm_move_deal.md): Moves a deal to a stage, maybe in another pipeline; a won or lost stage closes it. $0.01 a call. - [crm_list_pipelines](https://conecto.chat/tools/crm/crm_list_pipelines.md): The deal pipelines in order, each with its stages and how many deals sit in each, with their value. Free up to 1,000,000 reads a month. - [crm_save_pipeline](https://conecto.chat/tools/crm/crm_save_pipeline.md): Creates a deal pipeline or changes one: its name, position and stages in order. $0.001 a call. - [crm_delete_pipeline](https://conecto.chat/tools/crm/crm_delete_pipeline.md): Deletes an empty pipeline; the last one stays. $0.001 a call. - [crm_pipeline_report](https://conecto.chat/tools/crm/crm_pipeline_report.md): How a pipeline is doing: open value by stage, deals won and lost, win rate, a forecast by month and stale deals. Free up to 1,000,000 reads a month. - [crm_define_field](https://conecto.chat/tools/crm/crm_define_field.md): Adds a field of the business's own to contacts, companies or deals, or changes its label, description or options. $0.001 a call. - [crm_list_fields](https://conecto.chat/tools/crm/crm_list_fields.md): The standard and custom fields of contacts, companies and deals, to read, filter and sort on. Free up to 1,000,000 reads a month. - [crm_delete_field](https://conecto.chat/tools/crm/crm_delete_field.md): Deletes a custom field and its value on every record, for good. $0.001 a call. - [crm_tag_records](https://conecto.chat/tools/crm/crm_tag_records.md): Adds and removes tags on up to 100 contacts, companies or deals at once. $0.001 per record tagged. - [crm_list_tags](https://conecto.chat/tools/crm/crm_list_tags.md): Every tag with how many contacts, companies and deals carry it. Free up to 1,000,000 reads a month. - [crm_delete_tag](https://conecto.chat/tools/crm/crm_delete_tag.md): Deletes a tag and takes it off every contact, company and deal. $0.001 a call. - [crm_save_segment](https://conecto.chat/tools/crm/crm_save_segment.md): Saves filters under a name, so the same list can be pulled again and stays up to date. $0.001 a call. - [crm_list_segments](https://conecto.chat/tools/crm/crm_list_segments.md): The saved segments, each with its filters and how many records match right now. Free up to 1,000,000 reads a month. - [crm_delete_segment](https://conecto.chat/tools/crm/crm_delete_segment.md): Deletes a saved segment; the records in it stay as they are. $0.001 a call. - [crm_export](https://conecto.chat/tools/crm/crm_export.md): Contacts, companies or deals as CSV text, with the same filters, tag and segment as the find tools. Free up to 1,000,000 reads a month. - [crm_find_duplicates](https://conecto.chat/tools/crm/crm_find_duplicates.md): Contacts or companies that are probably the same record twice, grouped, with the reason. Free up to 1,000,000 reads a month. - [crm_merge_contacts](https://conecto.chat/tools/crm/crm_merge_contacts.md): Merges duplicate contacts into the one you keep; their notes, emails, chats, calls and deals move with them. $0.01 a call. - [crm_merge_companies](https://conecto.chat/tools/crm/crm_merge_companies.md): Merges duplicate companies into the one you keep; their people, deals and notes move with them. $0.01 a call.