CRM

List Deals

Deals in board order (pipeline, stage, position). Filter by `pipeline_id`, `stage_id`, `status` (repeatable), `owner_id`, `company_id`, `lead_id` (a person on the deal) or `q` (deal or company name).

API key access

Needs the crm:read scope with an API key (ro_pat_...). A signed-in session uses the caller's role.
GET/api/v1/deals
AuthorizationBearer <token>

Access token from /api/v1/auth/login, or an API key (ro_pat_..., RO-176) from /api/v1/workspaces/current/api-keys: the key implies its workspace and needs the route's scope. MCP connectors (/api/v1/mcp only) may use an OAuth access token (ro_oat_..., RO-284).

In: header

Query Parameters

pipeline_id?string
Formatuuid
stage_id?string
Formatuuid
status?array<DealStatus>
owner_id?string
Formatuuid
company_id?string
Formatuuid
lead_id?string
Formatuuid
q?string
Lengthlength <= 200
limit?integer

Default 200

Formatint64
Range1 <= value <= 500
cursor?string

next_cursor of the previous page

Header Parameters

X-Workspace-Id?string | null

Id of the workspace to act on (must be a member).

Response Body

curl -X GET "http://localhost:8000/api/v1/deals?pipeline_id=497f6eca-6276-4993-bfeb-53cbbbba6f08&stage_id=497f6eca-6276-4993-bfeb-53cbbbba6f08&status=open&owner_id=497f6eca-6276-4993-bfeb-53cbbbba6f08&company_id=497f6eca-6276-4993-bfeb-53cbbbba6f08&lead_id=497f6eca-6276-4993-bfeb-53cbbbba6f08&q=string&limit=1&cursor=string" \  -H "X-Workspace-Id: string"
{
  "items": [
    {
      "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
      "pipeline_id": "ec036e81-7903-4e4d-bbfa-ac8516341cf0",
      "stage_id": "f38d2b9c-0a0a-4eea-91a8-e974413bb670",
      "stage_name": "string",
      "name": "string",
      "company_id": "b2e6a1c3-1a5e-44ae-a8fd-81f76fd715cf",
      "company_name": "string",
      "value": 0,
      "currency": "string",
      "owner_id": "8826ee2e-7933-4665-aef2-2393f84a0d05",
      "owner_name": "string",
      "close_date": "2019-08-24",
      "probability": 0,
      "probability_set": true,
      "weighted_value": 0,
      "next_step": "string",
      "position": 0.1,
      "status": "open",
      "closed_at": "2019-08-24T14:15:22Z",
      "contacts": [
        {
          "lead_id": "9bddab70-98e6-43a9-8f32-c9788b9de0c0",
          "name": "string",
          "email": "string",
          "title": "string"
        }
      ],
      "created_at": "2019-08-24T14:15:22Z",
      "updated_at": "2019-08-24T14:15:22Z"
    }
  ],
  "next_cursor": "string"
}
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string",
      "input": null,
      "ctx": {}
    }
  ]
}