Deal ops

Create, qualify, advance, and close deals through the pipeline end to end — on the vruum CLI and via MCP.

Deal ops is the lifecycle of a deal: create it against a person, set its value, qualify it, advance it through the stages, and close it won or lost. This recipe shows the flow on both surfaces; the deal-triage skill reviews the whole pipeline and surfaces the deals that need attention.

CLI flow

# 1. Create a deal for a person (person + name are required).
vruum deal create --person-id <person_id> --name "<deal name>" --value <usd>

# 2. Update its value or name later.
vruum deal update <deal_id> --value <usd>

# 3. Advance it through the pipeline stages.
vruum deal stage <deal_id> <stage>

# 4. Add a stakeholder.
vruum deal stakeholder add <deal_id> <person_id>

# 5. Close it out.
vruum deal won <deal_id>
vruum deal lost <deal_id>

MCP flow

get_deal_360 returns the full deal context; create_deal and update_deal mutate it; qualify_deal runs MEDDIC qualification; manage_deal_stakeholders manages the buying committee; and record_deal_outcome closes it. All are default-loaded MCP tools, alongside inspect_pipeline for the portfolio view.

inspect_pipeline()                              → pipeline overview
get_deal_360(deal_id=…)                         → one deal, full context
create_deal(person_id=…, name="<deal name>", value=…)
update_deal(deal_id=…, value=…)
qualify_deal(deal_id=…)
manage_deal_stakeholders(deal_id=…, …)
record_deal_outcome(deal_id=…, outcome="won")

For anything outside the deal surface, use vruum_exec.

Use the skill

The deal-triage skill reviews the whole pipeline with parallel subagents — it scores pipeline risk, finds qualification gaps and stakeholder coverage holes, and ranks which deals need attention, instead of you calling deal tools one by one.

# CLI: read the packaged playbook.
vruum skills list
vruum skills show deal-triage

# MCP: invoke it inline.
invoke_skill(skill_id_or_name="deal-triage")