CreatePipeline

Create a CRM pipeline: a board of deals that move through stages, such as a sales, renewals, fundraising, hiring or partnership pipeline. Each entry tracks either a company or a contact. Every pipeline starts with the tracked record, Stage, Owner and Revenue fields; Stage starts with the team’s default stages unless stages gives others. Only when the user asked for a new pipeline: check ListPipelines first so you do not create a duplicate. Returns the pipeline with its id and fields.

Parameters

Parameter	Type	Required	Description
`name`	string	Yes	The pipeline’s name, e.g. “Q4 Renewals”.
`tracks`	`"company"` \| `"contact"`	Yes	What a pipeline’s entries track. Documented on the fields that use it: a doc comment on a variant would turn the schema into `oneOf`.
`sharedWithTeam`	boolean	No	Let the user’s team see and edit it. Defaults to false: only the user can see it.
`stages`	string[]	No	The stages, first to last, e.g. [“Sourced”, “Screen”, “Interview”, “Offer”, “Hired”]. Leave empty for the team’s default stages.
`fields`	ToolNewField[]	No	Fields to add after Company/Contact, Stage, Owner and Revenue.

Features

Blocks

Key Concepts

Agents

Integrations

Account

Changelog

CreatePipeline

CreatePipeline

Parameters

​CreatePipeline

​Parameters

CreatePipeline

Parameters