Deal ops

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. The deal-triage skill reviews the whole pipeline and surfaces the deals that need attention; this page documents the calls used for individual deal changes.

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; manage_deal carries every mutation behind one action enum — create, update, qualify (MEDDIC), stakeholders (the buying committee), and won/lost/stalled to close. 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
manage_deal(action="create", payload={person_id: …, deal_name: "<deal name>", estimated_value: …})
manage_deal(action="update", id=…, payload={estimated_value: …})
manage_deal(action="qualify", id=…)
manage_deal(action="stakeholders", id=…, payload={action: "add", …})
manage_deal(action="won", id=…)

For anything outside the deal surface, use the local vruum CLI.

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

For harness-native execution, install the Vruum-shipped skills through the plugin, vruum init, or @vruum/skills, then ask the harness to invoke deal-triage. The MCP skill facade is for team skills saved in Vruum, not these shipped package skills.