> This page is for Agent Handler. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. # Dealops **Authentication:** API key. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow. ## Sample use cases * Create a pricing quote for opportunity `006Hs00001aXyZ` with 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_approval_groups List the organization's approval groups; who can approve, how many approvals each group needs, and where it sits in... #### get_approval_group Fetch one approval group by ID, with its assignees and required-approval count. Use list_approval_groups to find... #### list_approval_rules List the approval rules that decide which quotes need approval and which group they route to. Read these to explain... #### list_approval_rule_groups List approval rule groups; named sets of approval rules, each returned with the rules it contains. Use this for an... #### list_approvals List approval requests, newest first, filtered server-side by status, approval group, or quote owner. To narrow by... #### get_approval Fetch one approval request with its full chain: which groups must approve, in what order, and what each approver has... #### get_active_approval Return the in-flight approval request for one pricing quote, or null when no approval is active on it. Use this to... #### submit_approval Submit an opportunity's pricing quotes for approval, returning one approval request ID per quote. Chain membership... #### recall_approval Recall a still-pending approval request, withdrawing it from the chain. The API key acts as the user it was issued... #### list_deal_groups Find every deal group that contains a given opportunity, most recent first. This is a reverse lookup, not a full... #### get_deal_group Fetch one deal group with its opportunity memberships in sequence order. Read this before... #### create_deal_group Create a deal group; the chain an account's opportunities move through. Returns the new deal group ID for... #### update_deal_group Update a deal group's name, status, or CRM contract link. Only the fields you send change. Set clear_crm_contract_id... #### add_opportunity_to_deal_group Add an opportunity to a deal group at a given sequence position, and return the group with its updated memberships... #### reorder_deal_group Reorder every opportunity in a deal group, assigning sequence 1, 2, 3 in the order given. The list must name all... #### get_opportunity Fetch a Dealops opportunity by its CRM record id. Dealops creates the opportunity from the CRM record on first... #### update_opportunity Update a Dealops opportunity by its CRM record id. This REPLACES the record rather than patching it: read it with... #### list_products List the products in the Dealops catalog with their pricing and cost, one page at a time. Call this before building... #### get_product Fetch one catalog product by its slug, with its pricing and cost components. Use list_products to find product IDs. #### list_pricing_quotes List the organization's pricing quotes, one page at a time. Returns metadata only; no input or output block; so use... #### get_pricing_quote Fetch one pricing quote in full: its product lines, terms, commitments, and the pricing engine's output. Read this... #### create_pricing_quote Create a pricing quote on an opportunity. pricingSpecId and dataSheetId are organization-specific: copy them from an... #### update_pricing_quote Update a pricing quote's name, comment, or input. Name and comment patch independently, but `input` REPLACES the... #### get_organization Return the Dealops organization the API key belongs to. Use this to confirm which organization's catalog, quotes and... #### list_webhook_configs List the organization's registered webhook endpoints, with their subscribed events and delivery health. Revoked... #### get_webhook_config Fetch one webhook endpoint by ID, with its subscribed events, status, and failure counters. The signing secret is... #### create_webhook_config Register a webhook endpoint for the organization and subscribe it to events. Returns the new config ID and the... #### update_webhook_config Update a webhook endpoint's name, URL, event subscription, or status. Sending eventTypes replaces the whole... #### delete_webhook_config Revoke a webhook endpoint. Deliveries stop and the endpoint disappears from list_webhook_configs. This cannot be... #### rotate_webhook_secret Generate a new signing secret for a webhook endpoint. The new secret is returned once here and never again, and the... #### list_webhook_deliveries List delivery attempts for one webhook endpoint, most recent first, with the HTTP status and error for each. Filter...