add_note
ChatGPTUse this when the user wants to log something that happened on a deal — a call, a meeting, a decision, a next step ('note on Acme: they want pricing by Friday'). Adds a timestamped note to the deal's activity feed. Find the deal with search_deals first when the user gives a name.
create_deal
ChatGPTUse this when the user wants to add a new deal or opportunity — 'add a $40k deal for Acme Corp'. Only name is required (usually the company); boardId defaults to the user's main board. amountCents is in minor units: $40,000 = 4000000. Lands in the board's first stage unless stageId is given. Do not use to log activity on an existing deal — use add_note.
create_lead
ChatGPTUse this when the user wants to add an inbound lead to their Dealboard inbox, e.g. someone who emailed or called. At least one of workEmail, firstName, lastName, companyName, or message is required. The lead is created inside the user's own workspace, on the first board unless boardId is given.
export_report_image
ChatGPTGenerate a downloadable/shareable PNG of a Dealboard report — the EXACT image the app exports — for pasting into Slack, email, or a deck. Use ONLY when the user explicitly wants an image / PNG / screenshot to share or download. For just viewing a report in chat, prefer the show_* card tools (they render inline and carry the data). The report argument selects which surface: pipeline (the Dealboard Pipeline kanban), this-month-so-far, active-deals, deal-progress-chart, deal-progress-table, deals-won-chart, deals-won-table.
get_deal
ChatGPTUse this when the user wants the details of one deal — 'tell me about the Acme deal', 'who's the contact at Northwind?'. Returns stage, amount, owner, the primary contact, key terms, last activity, and when it entered its stage. Needs the deal id: find it first with search_deals when the user gives a name.
get_lead
ChatGPTUse this when the user wants the details of one inbound lead — who they are, what they wrote, where they came from, and any qualification score. Needs the lead id: find it with search_leads or list_leads first.
get_pipeline_summary
ChatGPTUse this when the user wants pipeline numbers as text — 'how many deals are in each stage?', 'how much is in Proposal Sent?'. Counts and total value per stage for OPEN deals only (won and dead excluded), with each stage's stageId for move_deal. To SHOW the pipeline as a card, use show_dealboard_summary instead; for a probability-weighted forecast use get_weighted_pipeline.
get_weighted_pipeline
ChatGPTUse this when the user asks for a forecast or weighted pipeline — 'what's my forecast?', 'what will we likely close?'. Returns the probability-weighted total (each deal's amount × its stage's win probability), the raw total, and a per-stage breakdown.
list_deals
ChatGPTUse this when the user asks about their deals, sales pipeline, or CRM in general — e.g. 'what deals do I have?', 'which deals need a follow-up?', 'what's stuck?', 'what's in Proposal Sent?'. Returns deals most recent first; open (active) deals by default, status='won' | 'dead' | 'all' for the rest. Each deal includes its stage, amount, owner, primary contact, updatedAt (its last activity) and stageEnteredAt — use those two to find deals that have gone quiet or are stuck in a stage. For one named company, prefer search_deals.
list_leads
ChatGPTUse this when the user asks about inbound leads or their lead inbox — 'any new leads?', 'what came in this week?'. triageStatus 'new' = the unread inbox; 'promoted' / 'junk' / 'bad_fit' / 'contacted' / 'stale' for the rest. For a specific company or person, prefer search_leads.
move_deal
ChatGPTUse this when the user wants to move a deal to another stage, e.g. 'move Acme to Proposal Sent'. Pass the target stage's name as shown on the board (toStageName, case-insensitive) or its id (toStageId). The move is recorded in the deal's activity, and the won or lost date is set when a deal is won or marked dead. It changes only this deal inside the user's own Dealboard workspace and can be undone by moving the deal back.
patch_lead_enrichment
ChatGPTUse this to save lead-qualification results onto a lead in the user's own workspace: a 0–100 fit score, a verdict, a markdown write-up, a screenshot URL, and a contact object (name, title, email, phone, linkedin). The score and verdict show as a badge in the Dealboard inbox. Merges with existing enrichment and keeps a history snapshot, so nothing is lost.
search_deals
ChatGPTSearch ALL deals — open, won, and dead — by case-insensitive substring against name and company. Use when the user names a deal/company but has no id. Searches the whole workspace server-side; an empty result means no deal matches, not that the search stopped early.
search_leads
ChatGPTSearch ALL leads in the workspace by case-insensitive substring against company name, company website, work email, first name and last name. Use when the user names a company, person or domain and wants to know whether it ever came in as a lead. Server-side and workspace-wide: an empty result means no lead matches, not that the search stopped early.
show_deal_progress
ChatGPTRender the 'Deal Progress' card inline: how many deals reached the anchor stage each month, the won subset, and the win rate (last 6 months + quarterly). Use when the user asks about deal progress, proposal velocity, conversion, or win rate over time. Numbers are returned so you can answer follow-ups about win rate by period.
show_dealboard_summary
ChatGPTRender the Dealboard summary card inline: weighted pipeline total, raw pipeline, open-deal count, and the Active Deals breakdown by stage (Early / anchor / Late). Use when the user wants to SEE their pipeline / active deals / a snapshot of open deals. The underlying numbers are returned too, so you can answer follow-up questions about open pipeline.
show_deals_won
ChatGPTRender the 'Deals Won' card inline: won deal value and count by month (last 6 months) plus a quarterly series. Use when the user wants to see deals won / closed-won revenue over time, or asks things like 'how many deals did I close last month/quarter?' — the monthly and quarterly numbers are returned so you can answer precisely.
show_this_month
ChatGPTRender the 'This Month So Far' card inline: gauges for Proposals Sent, Deals Won, and Deal Value vs the monthly goals, each marked behind / on-track / ahead. Use when the user asks how the month is going, whether they're on pace, or to see monthly goal progress. Requires monthly goals to be set.
triage_lead
ChatGPTFlip a lead's lifecycle state (contacted|junk|bad_fit|stale). Does NOT create a deal — a teammate promotes leads from the Dealboard inbox.
update_deal
ChatGPTUpdate fields on an existing deal. Only the fields you pass change.
add_note
Claudecreate_deal
Claudecreate_lead
Claudeexport_report_image
Claudeget_deal
Claudeget_lead
Claudeget_pipeline_summary
Claudeget_weighted_pipeline
Claudelist_deals
Claudelist_leads
Claudemove_deal
Claudepatch_lead_enrichment
Claudesearch_deals
Claudesearch_leads
Claudeshow_deal_progress
Claudeshow_dealboard_summary
Claudeshow_deals_won
Claudeshow_this_month
Claudetriage_lead
Claudeupdate_deal
Claude
