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CRM

Get a deal

crm_get_deal · Reads only · Markdown

One deal with its stage history (the days it spent in each stage), notes, contact and company.

Free*

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

An example

How long has the Elbblick kitchen deal been sitting in each stage?

Your agent callscrm_get_dealFree*

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
{
  "deal_id": 318
}
What comes back
{
  "deal": {
    "id": 4418,
    "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": "2026-10-14T08:00:00+00:00",
    "closed_at": null,
    "updated_at": "2026-10-14T08:00:00+00:00",
    "history": [
      {
        "pipeline": "Sales",
        "stage": "Proposal",
        "from": null,
        "entered_at": "2026-10-14T08:00:00+00:00",
        "left_at": null,
        "days": 0
      }
    ],
    "notes": [
      {
        "id": 4101,
        "title": "Discount asked",
        "body": "Lukas asked for 10% off both combi steamers. We offered 5% with the three-year service plan.",
        "deal_id": 4418,
        "company_id": 4101,
        "contact_id": 4102,
        "at": "2026-10-14T08:00:00+00:00",
        "by": "Pip",
        "via": "ai_app"
      }
    ],
    "contact": {
      "id": 4102,
      "name": "Lukas Meyer",
      "email": "lukas.meyer@hotel-elbblick.example",
      "phone": null,
      "title": "Purchasing manager"
    },
    "company": {
      "id": 4101,
      "name": "Hotel Elbblick",
      "domain": "hotel-elbblick.example"
    }
  }
}

Use it when

Someone asks how a deal is going, or how long it has been stuck.

What it does

One deal with its pipeline and stage, its stage history (each stage and the days it stayed there), its notes with who wrote each (by and via, as crm_timeline gives them), and its contact and company.

What comes back

The deal with its stage history (each stage and the days it stayed there), its notes with who wrote each (by and via, as in crm_timeline), and its contact and company. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
deal_idRequiredintegerAt least 1.

The call

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

Terminal
curl -X POST https://api.conecto.chat/v1/tools/crm_get_deal \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"deal_id":318}'

When it refuses

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

CodeWhenWhat to do
not_found404No deal of the business has that deal_id.Find the deal with crm_find_deals or crm_search and use its id.

More CRM tools

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