Dealboard

Move a deal to a different stage. Pass either the target stage's id (toStageId) or its name as shown on the board (toStageName, e.g. 'Proposal Sent' — case-insensitive). Stamps wonAt/deadAt and fires webhooks.

move_deal

Write qualifier output onto a lead: a normalized 0–100 score, a verdict, a markdown body, a website screenshot, and a generic `contact` object (name, title, email, phone, linkedin). The score + verdict show as a badge in the inbox; the contact — LinkedIn included — gap-fills the deal when the lead is promoted. Merges keys; appends a history snapshot.

patch_lead_enrichment

Search 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_deals

Search 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.

search_leads

Render 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_deal_progress

Render 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_dealboard_summary

Render 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_deals_won

Render 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.

show_this_month

Flip a lead's lifecycle state (contacted|junk|bad_fit|stale). Does NOT create a deal — a teammate promotes leads from the Dealboard inbox.

triage_lead

Update fields on an existing deal. Only the fields you pass change.

update_deal