Save a deal

crm_save_deal · Changes data · Markdown

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

From your agent’s balance. A call that fails costs nothing.

Open a deal for Hotel Elbblick's new kitchen, two combi steamers and a dishwasher, about 38,600 euros, expected to close by November 20.

Your agent callscrm_save_deal$0.01 a call

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

{
  "title": "Hotel Elbblick kitchen",
  "company_name": "Hotel Elbblick",
  "contact_email": "lukas.meyer@hotel-elbblick.example",
  "stage": "Proposal",
  "amount": 38600,
  "currency": "EUR",
  "close_date": "2026-11-20",
  "next_step": "Send the quote for two combi steamers and a dishwasher"
}

What comes back

{
  "deal": {
    "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": "2026-10-14T08:00:00+00:00",
    "closed_at": null,
    "updated_at": "2026-10-14T08:00:00+00:00"
  },
  "created": true
}

Use it when

A sale is in play, or its amount, close date or next step changed.

For a new stage for a deal and nothing else, use crm_move_deal.

What it does

Create a deal (no deal_id) or update one (with deal_id): pipeline and stage, amount, expected close date, next step, the company and contact it belongs to, tags and custom fields. A new deal starts at the first stage of its pipeline unless you give one.

What comes back

The deal as saved (pipeline, stage, status, probability, amount and weighted amount, currency, close date, next step, company, contact, tags, custom fields, when it entered its stage), and created. Every reply also carries cost_usd and balance_usd.

Inputs

Name	Type	What it is
`deal_id`	integer	At least 1.
`title`	string	1 to 200 characters.
`pipeline`	string	Pipeline name or id (crm_list_pipelines). Default: the deal's own, else the first pipeline. Up to 80 characters.
`stage`	string	Stage name or id in that pipeline, e.g. "Proposal". A new deal without one starts at the first stage. crm_move_deal moves deals too. Up to 60 characters.
`amount`	number	At least 0.
`currency`	string	Exactly 3 characters.
`close_date`	string	YYYY-MM-DD: when it is expected to close. Up to 10 characters.
`next_step`	string	Up to 500 characters.
`description`	string	Up to 20,000 characters.
`company_id`	integer	At least 1.
`company_name`	string	Up to 255 characters.
`contact_id`	integer	At least 1.
`contact_email`	string	Up to 254 characters.
`lost_reason`	string	Up to 500 characters.
`custom_fields`	object	Custom fields as {"key": value}, merged into the existing ones; null clears one. Keys defined with crm_define_field are checked against their type.
`tags`	array of strings	Tags to add, e.g. ["vip"]; a new tag is made on first use. crm_tag_records removes tags. Up to 20 items.

The call

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

Terminal

curl -X POST https://api.conecto.chat/v1/tools/crm_save_deal \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title":"Hotel Elbblick kitchen","company_name":"Hotel Elbblick","contact_email":"lukas.meyer@hotel-elbblick.example","stage":"Proposal","amount":38600,"currency":"EUR","close_date":"2026-11-20","next_step":"Send the quote for two combi steamers and a dishwasher"}'

When it refuses

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

Code	When	What to do
`not_found`404	No deal of the business has that deal_id.	Find the deal with crm_find_deals or crm_search and use its id.
`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.
`not_found`404	No company of the business has that company_id.	Find the company with crm_search or crm_find_companies and use its id.
`not_found`404	No contact of the business matches that contact_id or email.	Find the person with crm_search and use the id it returns.
`invalid_input`400	A custom field value does not fit the field's type, or the record would hold too many custom fields.	Send a value of the type crm_list_fields shows for that key, or null to clear it.
`invalid_input`400	A new deal has no title, or close_date is not YYYY-MM-DD.	Give a title and a date like 2026-11-20.

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Save a deal

An example

Use it when

What it does

What comes back

Inputs

The call

When it refuses

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