workspace-mgmt

name	workspace-mgmt
description	Manage deals, documents, and pipeline stages in the Deal Tracker app.
triggers	["create deal","list deals","move deal","upload document","deal pipeline"]

Workspace Management

Tools for managing the deal pipeline, documents, and analysis.

list_deals

List all deals, optionally filtered by stage.

• Method: GET /deals
• Query: stage (optional) — filter by pipeline stage
• Returns: Array of deal objects with id, name, amount, stage, created_at

create_deal

Create a new deal in the pipeline.

• Method: POST /deals
• name (string, required): Deal/property name
• amount (number, required): Deal value
• stage (string, optional): Initial stage (default: "prospect")
• Returns: Created deal object

update_deal

Update a deal's stage or details.

• Method: PUT /deals/{id}
• stage (string, optional): Move to a new pipeline stage
• name (string, optional): Update deal name
• amount (number, optional): Update deal amount
• Returns: Updated deal object

get_deal

Get full details for a specific deal.

• Method: GET /deals/{id}
• Returns: Deal object with all fields and attached documents

delete_deal

Remove a deal from the pipeline.

• Method: DELETE /deals/{id}
• Returns: 204 No Content

Workflow

When the user asks to move a deal, update its stage field:

• prospect → analysis → negotiation → closed

When creating a deal, always confirm the amount and name before saving.