Get deal

One deal with its fields, related contact and journey tasks.

MCP tool vtiger_read → get_deal

read

Opens one deal as its Summary View shows it: the fields, the related contact and organization, and the journey tasks listed in its Tasks tab. Use it before update_deal_stage to read the current stage and probability. A record your role cannot see returns an error instead of empty fields.

Parameters

Parameters: get_deal
NameTypeDescription
record_id string required string Deal record id from list_deals.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "vtiger_read",
    "arguments": {
      "operation": "get_deal",
      "arguments": {
        "record_id": "record_8c41d2"
      }
    }
  }
}

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "record_id": "2041",
    "name": "Whitfield Dental, 5 seats",
    "amount": 4200,
    "sales_stage": "Proposal",
    "pipeline": "Standard",
    "probability": 60,
    "expected_close_date": "2026-11-15",
    "assigned_to": "Sam Rivera",
    "contact": {
      "record_id": "1523",
      "name": "Dana Whitfield"
    },
    "journey_tasks": [
      {
        "title": "Send pricing sheet",
        "status": "Completed"
      },
      {
        "title": "Book demo call",
        "status": "Not Started"
      }
    ]
  },
  "isError": false
}

Sign in once. Your agent does the rest.

Sign up and add the apps you need. Free 7-day trial with 2,000 credits, no card needed.