deal-pipeline

/deal-pipeline — Deal pipeline review

Algorithm

1. Call get_deals with optional filter_status (account-specific status codes), filter_responsible_id or search, plus limit (max 100). Lists are cursor-paginated: pass the returned nextPageAfter back as page_after until the list ends.
2. Call get_employees to resolve responsible IDs into names.
3. Group deals by status and sum amount per group — that is the pipeline picture. Show both count and money; a stage with many small deals is a different problem from one with few large ones.
4. Find stalled deals: for the largest ones, call get_deal with the deal ID for the full record, then get_comments with subject_type = deal and subject_id = that ID. A deal with no recent comment is not being worked. Use list_clients or get_client when you need the counterparty behind a deal.
5. Call get_projects with filter_status or search if the user wants to see which delivery projects the won deals feed into.
6. To add a deal, call get_deal_programs first to find the program_id (the pipeline ID — create_deal requires it), then call create_deal with name and program_id, plus optionally responsible_id, contact_id, amount and description. Use get_deal_program for the detail of one pipeline.
7. To chase a deal, call create_comment with subject_type = deal, subject_id and content.

Response format

## Megaplan pipeline

| Stage | Deals | Value |
|-------|-------|-------|
| negotiation | 14 | 4,820,000 ₽ |
| proposal sent | 9 | 2,310,000 ₽ |
| won | 6 | 3,150,000 ₽ |

**Open pipeline**: 7,130,000 ₽ across 23 deals

### Stalled (no comment in 14+ days)
| Deal | Value | Owner | Last activity |
|------|-------|-------|---------------|
| Contract — Romashka | 1,200,000 ₽ | Ivan Petrov | 2026-08-14 |

Notes

• program_id is mandatory for create_deal. Get it from get_deal_programs — never guess an ID. update_deal changes an existing deal without recreating it.
• Status codes are account-specific. If a filter returns empty, pull unfiltered and group by whatever status values actually come back.
• create_deal takes the amount as amount + currency; the server wraps it into the v3 Money object. Tool output is a compact summary by default (raw: true for the API JSON).
• create_comment notifies the assignee. Get the text approved before posting.