v4

latestOpenAPI 3.1.02026-08-03427198448.4 KB

prospecting

Create Manual Deal

Manually add a contact to the prospecting pipeline.

Thin wrapper over services.pipeline_intake.create_manual_deal_for_org, which is also called by the chat-agent add_deal tool.

post/api/prospecting/deals

user_idstring nullable

org_idstring nullable

contact_idstring nullable

client_idstring nullable

target_namestring required

Display name for the target

target_emailstring nullable

target_company_namestring nullable

target_rolestring nullable

notesstring nullable

Optional user context to seed the plan

goal_summarystring nullable

goal_service_idsstring[]

goal_targetingstring nullable

stagestring nullable

Starting stage — 'lead' (default), 'opportunity', 'won', or 'lost'.

Successful Response

{"stackTrail":"paths:/api/prospecting/deals:post:responses:200:content:application/json:schema","oasType":"schema","type":"unknown"}