Dealops
Authentication: API key. See Magic Link for the runtime auth flow.
Sample use cases
- Create a pricing quote for opportunity
006Hs00001aXyZwith the annual platform SKU - List quotes waiting on approval and show which approval group each one is blocked on
- Recall a submitted approval after the customer changes the requested discount
Available Tools
List the organization’s approval groups; who can approve, how many approvals each group needs, and where it sits in…
Fetch one approval group by ID, with its assignees and required-approval count. Use list_approval_groups to find…
List the approval rules that decide which quotes need approval and which group they route to. Read these to explain…
List approval rule groups; named sets of approval rules, each returned with the rules it contains. Use this for an…
List approval requests, newest first, filtered server-side by status, approval group, or quote owner. To narrow by…
Fetch one approval request with its full chain: which groups must approve, in what order, and what each approver has…
Return the in-flight approval request for one pricing quote, or null when no approval is active on it. Use this to…
Submit an opportunity’s pricing quotes for approval, returning one approval request ID per quote. Chain membership…
Recall a still-pending approval request, withdrawing it from the chain. The API key acts as the user it was issued…
Find every deal group that contains a given opportunity, most recent first. This is a reverse lookup, not a full…
Fetch one deal group with its opportunity memberships in sequence order. Read this before…
Create a deal group; the chain an account’s opportunities move through. Returns the new deal group ID for…
Update a deal group’s name, status, or CRM contract link. Only the fields you send change. Set clear_crm_contract_id…
Add an opportunity to a deal group at a given sequence position, and return the group with its updated memberships…
Reorder every opportunity in a deal group, assigning sequence 1, 2, 3 in the order given. The list must name all…
Fetch a Dealops opportunity by its CRM record id. Dealops creates the opportunity from the CRM record on first…
Update a Dealops opportunity by its CRM record id. This REPLACES the record rather than patching it: read it with…
List the products in the Dealops catalog with their pricing and cost, one page at a time. Call this before building…
Fetch one catalog product by its slug, with its pricing and cost components. Use list_products to find product IDs.
List the organization’s pricing quotes, one page at a time. Returns metadata only; no input or output block; so use…
Fetch one pricing quote in full: its product lines, terms, commitments, and the pricing engine’s output. Read this…
Create a pricing quote on an opportunity. pricingSpecId and dataSheetId are organization-specific: copy them from an…
Update a pricing quote’s name, comment, or input. Name and comment patch independently, but input REPLACES the…
Return the Dealops organization the API key belongs to. Use this to confirm which organization’s catalog, quotes and…
List the organization’s registered webhook endpoints, with their subscribed events and delivery health. Revoked…
Fetch one webhook endpoint by ID, with its subscribed events, status, and failure counters. The signing secret is…
Register a webhook endpoint for the organization and subscribe it to events. Returns the new config ID and the…
Update a webhook endpoint’s name, URL, event subscription, or status. Sending eventTypes replaces the whole…
Revoke a webhook endpoint. Deliveries stop and the endpoint disappears from list_webhook_configs. This cannot be…
Generate a new signing secret for a webhook endpoint. The new secret is returned once here and never again, and the…
List delivery attempts for one webhook endpoint, most recent first, with the HTTP status and error for each. Filter…