# Deals Use live MCP discovery to check which tools your connection can call. A Deal connects a business with one funding recipient and its application. Create the Deal first, then complete and submit the application as a separate action. ## Create a Deal If you know who should receive the Deal, call `deals.list_recipients` with your Portal’s `provider_slug`. It includes your own team, Marketplace lenders, connected partners, and custom recipients available to your Portal. Search by name and follow `next_cursor` for more results. Choose a recipient with `can_create_deal: true`; otherwise, `unavailable_reason` explains what needs attention. Choose your own team for a Deal your team will process. Call `deals.create` with your Portal’s `provider_slug`, a Business ID, the recipient’s `id` as `recipient_id`, and a new UUID `idempotency_key`. Include `project_id` to link a Project belonging to this Business. Creation uses the recipient’s current published application and your default Deal pipeline, starts Autofill, and keeps the application private to your team. It does not submit the application. Save the returned Deal and application IDs, then complete the application. Reuse the same idempotency key and inputs when retrying. If you want recommendations first, follow [Matchmaking](https://docs.levr.ai/mcp/resources/matchmaking.md), then copy the chosen result's `recipient.id` into `recipient_id`. ## Identify and complete the right Deal Use `deals.list` or `deals.get` and check the recipient, business, Project, requested amount, archive state, and pipeline stage. These distinguish similarly named Deals. Then open the [Deal application](https://docs.levr.ai/mcp/resources/deal_applications.md) to complete its answers and check readiness. `application_status` describes application progress. `pipeline_stage` describes the Deal's position on your Portal's board. The deprecated `status` alias and list filter refer to application status, not pipeline stage. ## Read the Deal’s working context Use `deals.list_notes` for private notes and `deals.list_people` for linked CRM contacts. Use `deals.list_messages` for visible provider and client messages, `deals.list_activity` for grouped history, and `deals.list_application_participants` for current application access. CRM contacts and application participants have different roles: linking a contact does not invite them or grant application access. Follow each collection’s `next_cursor` to read all `items`. Search and ordering apply to that collection; restart pagination when changing them. Reading messages does not mark them read. History describes past events; use current Deal and application reads to check today’s state. ## Move a pipeline stage Use `review_stage_move` before `move_stage`. For a bulk move, select one to 100 records and a destination stage. Your AI must ask twice: first confirm the records and destination, then confirm the reviewed effects and final go-ahead. Send both acknowledgements and the current review token. Do not bypass this review through repeated single-record moves. Moving a stage does not submit an application or change its application status. Configured Deal-stage notifications can still run. [Deal applications](https://docs.levr.ai/mcp/resources/deal_applications.md) [Deal commissions](https://docs.levr.ai/mcp/resources/deal_commissions.md) [Deal scorecards](https://docs.levr.ai/mcp/resources/deal_scorecards.md) ## Available tools - [List deals](https://docs.levr.ai/mcp/tools/deals.list.md): `deals.list` - [Get deal details](https://docs.levr.ai/mcp/tools/deals.get.md): `deals.get` - [Create a Deal](https://docs.levr.ai/mcp/tools/deals.create.md): `deals.create` - [Create Deal pipeline](https://docs.levr.ai/mcp/tools/deals.create_pipeline.md): `deals.create_pipeline` - [Review Deal pipeline deletion](https://docs.levr.ai/mcp/tools/deals.review_pipeline_deletion.md): `deals.review_pipeline_deletion` - [Assign deal](https://docs.levr.ai/mcp/tools/deals.assign.md): `deals.assign` - [Configure financing fields](https://docs.levr.ai/mcp/tools/deals.update_terms_configuration.md): `deals.update_terms_configuration` - [Create or edit Deal note](https://docs.levr.ai/mcp/tools/deals.upsert_note.md): `deals.upsert_note` - [Edit financing terms](https://docs.levr.ai/mcp/tools/deals.update_terms.md): `deals.update_terms` - [Get deal assignment](https://docs.levr.ai/mcp/tools/deals.get_assignment.md): `deals.get_assignment` - [List Deal activity](https://docs.levr.ai/mcp/tools/deals.list_activity.md): `deals.list_activity` - [List Deal application participants](https://docs.levr.ai/mcp/tools/deals.list_application_participants.md): `deals.list_application_participants` - [List Deal messages](https://docs.levr.ai/mcp/tools/deals.list_messages.md): `deals.list_messages` - [List Deal notes](https://docs.levr.ai/mcp/tools/deals.list_notes.md): `deals.list_notes` - [List deal people](https://docs.levr.ai/mcp/tools/deals.list_people.md): `deals.list_people` - [List Deal pipelines](https://docs.levr.ai/mcp/tools/deals.list_pipelines.md): `deals.list_pipelines` - [List Deal recipients](https://docs.levr.ai/mcp/tools/deals.list_recipients.md): `deals.list_recipients` - [Pin or unpin Deal note](https://docs.levr.ai/mcp/tools/deals.set_pinned_note.md): `deals.set_pinned_note` - [Read financing field configuration](https://docs.levr.ai/mcp/tools/deals.get_terms_configuration.md): `deals.get_terms_configuration` - [Read financing terms](https://docs.levr.ai/mcp/tools/deals.get_terms.md): `deals.get_terms` - [Read the Deal recipient's package](https://docs.levr.ai/mcp/tools/deals.get_recipient_requirements.md): `deals.get_recipient_requirements` - [Rename Deal pipeline](https://docs.levr.ai/mcp/tools/deals.rename_pipeline.md): `deals.rename_pipeline` - [Set a Deal's Project](https://docs.levr.ai/mcp/tools/deals.set_project.md): `deals.set_project` - [Set deal people](https://docs.levr.ai/mcp/tools/deals.set_people.md): `deals.set_people` - [Update deal](https://docs.levr.ai/mcp/tools/deals.update.md): `deals.update` - [Read deals stages](https://docs.levr.ai/mcp/tools/deals.get_stage_configuration.md): `deals.get_stage_configuration` - [Review move of deals between stages](https://docs.levr.ai/mcp/tools/deals.review_stage_move.md): `deals.review_stage_move` - [Manage deals stages](https://docs.levr.ai/mcp/tools/deals.update_stage_configuration.md): `deals.update_stage_configuration` - [Move deals between stages](https://docs.levr.ai/mcp/tools/deals.move_stage.md): `deals.move_stage` - [Review Deal note deletion](https://docs.levr.ai/mcp/tools/deals.review_delete_note.md): `deals.review_delete_note` - [Delete Deal note](https://docs.levr.ai/mcp/tools/deals.delete_note.md): `deals.delete_note` - [Delete Deal pipeline](https://docs.levr.ai/mcp/tools/deals.delete_pipeline.md): `deals.delete_pipeline`