Manage sales opportunities/deals in Dalil AI CRM — create, read, update, delete, search, and list opportunity records including deal name, amount (in micros), stage, close date, and point-of-contact associations.

Dalil AI: Opportunity API Skills

Quick Reference

• Base URL: https://app.usedalil.ai

• Auth: Authorization: Bearer {apiKey}

• Content-Type: application/json (POST/PATCH requests only)

• Accept: application/json (GET requests)

• Resource path: /rest/opportunities

GraphQL search (POST /graphql):

• searchInput is a plain String! variable — do NOT pass as an object {query: "...", includedObjectNameSingulars: [...]} (causes type error)

• limit must be hardcoded in the query string — do NOT pass as a $limit variable (causes type error)

• Returns IDs only — always follow up with REST to fetch full records

Endpoints

Create Opportunity

Request Body

{
  "name": "Q1 Enterprise License Deal",
  "amount": {
    "amountMicros": 50000000000,
    "currencyCode": "USD"
  },
  "stage": "DISCOVERY",
  "closeDate": "2024-06-15T00:00:00.000Z",
  "companyId": "uuid-of-company",
  "pointOfContactId": "uuid-of-person",
  "ownerId": "uuid-of-workspace-member"
}

{
  "name": "Q1 Enterprise License Deal",
  "amount": {
    "amountMicros": 50000000000,
    "currencyCode": "USD"
  },
  "stage": "DISCOVERY",
  "closeDate": "2024-06-15T00:00:00.000Z",
  "companyId": "uuid-of-company",
  "pointOfContactId": "uuid-of-person",
  "ownerId": "uuid-of-workspace-member"
}

{
  "name": "Q1 Enterprise License Deal",
  "amount": {
    "amountMicros": 50000000000,
    "currencyCode": "USD"
  },
  "stage": "DISCOVERY",
  "closeDate": "2024-06-15T00:00:00.000Z",
  "companyId": "uuid-of-company",
  "pointOfContactId": "uuid-of-person",
  "ownerId": "uuid-of-workspace-member"
}

Required Fields

• name (string) — Opportunity name

Optional Fields

• amount.amountMicros (number) — Deal amount in micros (multiply by 1,000,000)

• amount.currencyCode (string) — Three-letter currency code, e.g. "USD"

• stage (string) — Pipeline stage in UPPER_SNAKE_CASE: DISCOVERY, PROPOSAL, NEGOTIATION, CLOSED_WON, CLOSED_LOST

• closeDate (string) — Expected close date in ISO 8601 format

• companyId (UUID) — Associated company

• pointOfContactId (UUID) — Main contact person

• ownerId (UUID) — Opportunity owner (workspace member)

Update Opportunity

Send only fields to update. Same shapes as create. name is also updatable.

Get Opportunity

List Opportunities

GET /rest/opportunities?limit=60&order_by=closeDate[AscNullsLast]

GET /rest/opportunities?limit=60&order_by=closeDate[AscNullsLast]

GET /rest/opportunities?limit=60&order_by=closeDate[AscNullsLast]

Delete Opportunity

Search Pattern

Search by name only (GraphQL + REST):

Step 1 — GraphQL:

{
  "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"opportunity\"], limit: 5) { edges { node { recordId objectNameSingular label imageUrl } } } }",
  "variables": { "searchInput": "Enterprise" }
}

{
  "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"opportunity\"], limit: 5) { edges { node { recordId objectNameSingular label imageUrl } } } }",
  "variables": { "searchInput": "Enterprise" }
}

{
  "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"opportunity\"], limit: 5) { edges { node { recordId objectNameSingular label imageUrl } } } }",
  "variables": { "searchInput": "Enterprise" }
}

POST to https://app.usedalil.ai/graphql

Step 2 — Fetch:

GET /rest/opportunities?filter=id[in]:[recordId1,recordId2]

GET /rest/opportunities?filter=id[in]:[recordId1,recordId2]

GET /rest/opportunities?filter=id[in]:[recordId1,recordId2]

Filter Examples

# Opportunities in discovery stage
filter=stage[eq]:DISCOVERY

# Opportunities worth over $50K ($50,000 = 50000000000 micros)
filter=amount.amountMicros[gt]:50000000000

# Opportunities closing before a date
filter=closeDate[lt]:2024-07-01T00:00:00.000Z

# Opportunities for a specific company
filter=companyId[eq]:company-uuid

# Won opportunities
filter=stage[eq]

# Opportunities in discovery stage
filter=stage[eq]:DISCOVERY

# Opportunities worth over $50K ($50,000 = 50000000000 micros)
filter=amount.amountMicros[gt]:50000000000

# Opportunities closing before a date
filter=closeDate[lt]:2024-07-01T00:00:00.000Z

# Opportunities for a specific company
filter=companyId[eq]:company-uuid

# Won opportunities
filter=stage[eq]

# Opportunities in discovery stage
filter=stage[eq]:DISCOVERY

# Opportunities worth over $50K ($50,000 = 50000000000 micros)
filter=amount.amountMicros[gt]:50000000000

# Opportunities closing before a date
filter=closeDate[lt]:2024-07-01T00:00:00.000Z

# Opportunities for a specific company
filter=companyId[eq]:company-uuid

# Won opportunities
filter=stage[eq]

Gotchas

1. Amount is in micros — $50,000 = 50000000000 micros. Multiply actual amount by 1,000,000.

2. Stage values are UPPER_SNAKE_CASE — Use CLOSED_WON, not Closed Won or closed_won.

3. Amount is a nested object — Use { "amount": { "amountMicros": 50000000000, "currencyCode": "USD" } }.

4. Close date is ISO 8601 — Use format 2024-06-15T00:00:00.000Z.

5. Search is name-only — Unlike Person/Company, no field-specific search (email, domain, etc.).

6. GraphQL search returns IDs only — Follow up with GET /rest/opportunities?filter=id[in]:[id1,id2] to fetch full records.

7. Amount filter uses nested path — Use amount.amountMicros[gt]:value.

8. GraphQL limit must be hardcoded, not a variable — Passing $limit: Int as a variable causes a type error. Inline it directly: limit: 5.

9. depth=1 responses are large — Use depth=0 if you only need the opportunity's own fields without relations.

10. URL-encode GET filter params — Filter strings contain special characters ([, ], :) that break manually constructed URLs. Use URL encoding when making requests (e.g., curl -G --data-urlencode "filter=...").