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Pipelines & Opportunities API

Pipelines, their stages, and opportunities power the sales kanban. All endpoints are org-scoped via X-Org-Id. Routes live under /api/v1.

Method Path Description
GET /pipelines List pipelines.
POST /pipelines Create a pipeline (201).
PATCH /pipelines/{pipeline_id} Update a pipeline (and its stages).
DELETE /pipelines/{pipeline_id} Delete a pipeline.
GET /pipelines/{pipeline_id}/board Get the kanban board (server-filtered, optionally with weighted forecast).
Method Path Description
GET /opportunities List opportunities (org-scoped).
GET /opportunities/{opportunity_id} Get one opportunity.
PATCH /opportunities/{opportunity_id} Update an opportunity (move stage, set value, assign, set forecast probability or lost reason).
DELETE /opportunities/{opportunity_id} Delete an opportunity.

Opportunities carry a forecast_probability; stages carry a win_probability. The weighted forecast on the board is computed from these (behind the opportunities.forecast feature flag). Opportunities also carry created_by / updated_by actor attribution.

A per-org registry of lost reasons that can be set on a closed-lost opportunity:

Method Path Description
GET /lost-reasons List lost reasons.
POST /lost-reasons Create a lost reason (201).
PATCH /lost-reasons/{reason_id} Update a lost reason.
DELETE /lost-reasons/{reason_id} Delete a lost reason.