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MCP tools
Read-onlyDeals (vendor pipeline)MCP tool

deals_list

Search for vendor deals by title, status, vendor type, or deal type.

Search for vendor deals by title, status, vendor type, or deal type. Returns pagination info (total_count, has_more, offset, limit). Results include: id, display_id, title, vendor_type, deal_type, status, payment_status, amount, fee, commission_amount, property_address, contact info, created_at. Filter by status (pending/in_progress/completed/invoiced/paid/cancelled/disputed), payment_status (unpaid/invoiced/paid/refunded), vendor_type, or deal_type. For a specific deal by ID, use deals_get instead. For aggregate stats, use deals_stats.

Parameters#

ParameterTypeRequiredDescription
querystringNoSearch term - matches against title, property_address, notes (case-insensitive partial match)
statusenumNoFilter by status. pending=awaiting start, in_progress=work underway, completed=work done, invoiced=invoice sent, paid=payment received, cancelled=deal off, disputed=payment issue (default: all) · One of: all, pending, in_progress, completed, invoiced, paid, cancelled, disputed
payment_statusenumNoFilter by payment status (default: all) · One of: all, unpaid, invoiced, paid, refunded
vendor_typestringNoFilter by vendor type (e.g. lender, inspector, escrow_officer, title_rep, appraiser, contractor, photographer)
deal_typestringNoFilter by deal type (e.g. inspection, appraisal, escrow_service, title_service, photography, staging, repair)
verticalstringNoFilter by industry vertical (e.g., lending, insurance, inspection)
date_fromstringNoShow deals created on or after this date (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD)
date_tostringNoShow deals created on or before this date (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD)
archivedbooleanNoInclude archived deals (default: false)
limitnumberNoMaximum results (default: 50, max: 500) · Max: 500 · Min: 1
offsetnumberNoSkip N results for pagination (default: 0) · Min: 0

Example prompts#

  • "Show me all my unpaid inspection deals from the last 30 days."
  • "Pull up every invoiced deal that has not been paid yet."

Safety#

Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.