Salesmate ACTION
Add Deal
This API is used to add a deal. See docs here
- Action
- Writes data
- API key
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's Salesmate account once, then configure and run Add Deal from your backend or agent.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "salesmate-add-deal",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
salesmate: { authProvisionId: "apn_xxxxxxx" },
title: "Title",
primaryContact: 10,
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "salesmate-add-deal",
"configured_props": {
"salesmate": { "authProvisionId": "apn_xxxxxxx" },
"title": "Title",
"primaryContact": 10
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "salesmate",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "salesmate-add-deal",
arguments: {
title: "Title",
primaryContact: 10,
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
title Title | string | Title for the deal. Required |
primaryContact Primary Contact | integer | Primary contact for the deal. User can select it from pre-defined contacts or add a quick contact. Required Dynamic |
owner Owner | integer | Owner of the deal. Required Dynamic |
pipeline Pipeline | string | Select a pipeline from pre-defined pipelines. Required Dynamic |
status Status | string | The deal's status like Open, Won or Lost. By default it is Open. Required Dynamic |
stage Stage | string | The stage for a deal. like new, contacted, qualified, proposal presented or in negotiation. Required Dynamic |
primaryCompany Primary Company | integer | Primary Company for the deal. User can select it from pre-defined companies or add a quick company. Optional Dynamic |
source Source | string | The source from where the contact came to know about the user's company or deal's information like ads, internet etc. Optional Dynamic |
estimatedCloseDate Estimated Close Date | string | User can select estimated close date for the deal. Optional |
dealValue Deal Value | string | This field contains value of the deal. Optional |
currency Currency | string | The three-letter ISO currency code, in uppercase. Optional Dynamic |
priority Priority | string | Set the priority for the deal like high, low or medium. Optional Dynamic |
dealDescription Description | string | This field contains details related to the deal. It has an arbitrary string attached to the deal object. Optional |
tags Tags | string[] | This field contains tags associated with a deal. Optional Dynamic |
contactFollowers Followers (contacts) | string[] | Array of the followers of particular deal. Every follower has some more attributes like isOwner if the follower is owner or not. follower's id, name, email address, type, photo, image path and can view the deal status. Optional Dynamic |
userFollowers Followers (users) | string[] | Array of the followers of particular deal. Every follower has some more attributes like isOwner if the follower is owner or not. follower's id, name, email address, type, photo, image path and can view the deal status. Optional Dynamic |
REFERENCE
Tool details
Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.
- Registry key
- salesmate-add-deal
- Version
- 0.0.2
- App
- Salesmate
- Authentication
- API key
- Read-only
- No
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗