Lists power pipelines, boards, and any grouped collection of records. A sales pipeline is a list. A project board is a list. Each has its own fields (like “Stage” or “Priority”) on top of the record’s base fields.
Tool Description Key Params lists.listList all lists in the workspace object_type_slug (optional)lists.getGet a single list with its fields and stages list_idlists.createCreate a new list or pipeline name, object_type_slug, fieldslists.updateUpdate list name or settings list_id, namelists.deleteDelete a list list_idlists.add_fieldAdd a field to the list (e.g., a stage column) list_id, name, field_type, configlists.remove_fieldRemove a list field list_id, field_idlists.entriesGet all entries in a list list_id, filters, sortlists.add_entryAdd a record to the list list_id, record_id, datalists.remove_entryRemove a record from the list list_id, record_idlists.update_entryUpdate list-specific fields on an entry list_id, record_id, datalists.bulk_add_entryAdd multiple records to a list at once list_id, entries
A pipeline is just a list with a select field used as the stage. Create the list, add a “Stage” select field, then use board views to visualize it.
Examples
Create a sales pipeline with stages
Create the Pipeline
Add a Deal to the Pipeline
Move Deal to Next Stage
{
"tool" : "lists.create" ,
"params" : {
"name" : "Sales Pipeline" ,
"object_type_slug" : "deals" ,
"fields" : [
{
"name" : "Stage" ,
"field_type" : "select" ,
"config" : {
"options" : [
"Qualified" ,
"Proposal Sent" ,
"Negotiation" ,
"Closed Won" ,
"Closed Lost"
]
}
},
{
"name" : "Expected Close" ,
"field_type" : "date"
}
]
}
}
Bulk add records to a list
{
"tool" : "lists.bulk_add_entry" ,
"params" : {
"list_id" : "lst_abc123" ,
"entries" : [
{ "record_id" : "rec_deal_02" , "data" : { "Stage" : "Qualified" } },
{ "record_id" : "rec_deal_03" , "data" : { "Stage" : "Negotiation" } },
{ "record_id" : "rec_deal_04" , "data" : { "Stage" : "Qualified" } }
]
}
}