Creates dataDeals (vendor pipeline)MCP tool

`deals_create`

Create a new vendor deal to track a transaction or payment with a vendor partner.

Create a new vendor deal to track a transaction or payment with a vendor partner. WORKFLOW: 1) Optionally use contacts_list to find the contact, partners_list to find the partner, and escrows_list to find the escrow 2) Create the deal with vendor_type, deal details, and financial info. Returns the created deal with ID and display_id.

Parameters#

Parameter	Type	Required	Description
`contact_id`	string	No	UUID of an existing contact for this deal. Use `contacts_list` to find. · Format: UUID
`vendor_type`	string	Yes	Type of vendor (e.g. lender, inspector, escrow_officer, title_rep, appraiser, contractor, photographer)
`partner_id`	string	No	UUID of the linked partner. Use `partners_list` to find. · Format: UUID
`escrow_service_id`	string	No	UUID of the linked escrow service record. · Format: UUID
`escrow_id`	string	No	UUID of the linked escrow. Use `escrows_list` to find. · Format: UUID
`title`	string	No	Title or description for this deal (e.g. "Home Inspection - 123 Main St")
`deal_type`	string	No	Type of deal (e.g. inspection, appraisal, escrow_service, title_service, photography, staging, repair)
`amount`	number	No	Total deal amount in dollars · Min: 0
`fee`	number	No	Service fee amount in dollars · Min: 0
`commission_amount`	number	No	Commission or referral amount in dollars · Min: 0
`property_address`	string	No	Property address associated with this deal
`notes`	string	No	Additional notes about the deal
`tags`	array of strings	No	Tags for categorization (e.g. ["rush", "repeat-client", "discounted"])

Example prompts#

"Create a new deal for a home inspection at 412 Birchwood Ln, 650 dollars."
"Track a staging job for the Garcias listing, 2400 total with a 200 referral fee."

Safety#

Creates data. Creates a new record in your CRM and may trigger notifications or webhooks. Running it twice creates a duplicate, so Claude runs it once per request.