Move a deal to another stage, or close it
Either moves a deal to another stage of its own pipeline (stage_id) or closes it (outcome), never both. Call crm_get_deal first: it lists the stages this deal can move to. Closing is a decision with consequences — it takes the deal out of the forecast and into the win-rate — so show the user what they are closing and get an explicit yes. Closing as lost normally requires a reason from the organisation’s own list; if one is needed this tool refuses and returns the list.
Request
- Base URL: https://api.custodo.ai
- URL: https://api.custodo.ai/api/v1/rest/crm/deals/{id}/advance
- Auth: HTTP bearer
Path parameters
The deal id, from crm_list_deals or crm_get_deal.
Headers
The organisation to act in. An API key is bound to exactly one, so this is optional for a key and must match the one it was minted for.
Request body
Response
Done. data is the tool’s own answer.
Changes
No recorded changes to this operation across all 1 revision of this API.