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Pipelines and Boards

Pipelines (internally called Lists) are Kanban boards where records move through stages. A typical use case is a Sales Pipeline where deals progress from Qualification → Proposal → Negotiation → Closed Won.

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Tools (11)

ToolDescription
lists.listList all pipelines and boards
lists.getGet a pipeline with its stages
lists.createCreate a pipeline. Params: name, object_type_slug, stages
lists.updateUpdate pipeline metadata
lists.deleteDelete a pipeline
lists.add_fieldAdd a field to pipeline entries (entry-level data)
lists.remove_fieldRemove a pipeline entry field
lists.entriesList all entries (records with stage and position)
lists.add_entryAdd a record to a pipeline. Params: list_id, record_id, stage
lists.remove_entryRemove a record from a pipeline
lists.update_entryMove a record to a different stage or update its position

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Example: Move a deal to a new stage

Tool: lists.update_entry
Params: {
  "list_id": "pipeline-uuid",
  "record_id": "deal-uuid",
  "stage": "negotiation"
}

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Example: Get pipeline contents

Tool: lists.entries
Params: { "list_id": "pipeline-uuid" }
Returns all records in the pipeline with their current stage and position.