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API reference

API: Deal intelligence

Markdown version

MethodPathWhat it doesScope
GET/v1/activities/:id/scoresA call's coaching scores (the rep and their managers only)transcripts:read
POST/v1/call-scores/:id/reviewMark a call reviewed (its rep's manager)transcripts:write
GET/v1/coaching/queueYour review queue: your reports' lowest-scored unreviewed calls (3 each, last 14 days)transcripts:read
GET/v1/coaching/reps/:idA rep's coaching profile (the rep and their managers only)transcripts:read
GET/v1/coaching/rubricsCoaching rubricstranscripts:read
POST/v1/coaching/rubricsAdd a rubric (owner)settings:write
PATCH/v1/coaching/rubrics/:idChange a rubric (owner)settings:write
GET/v1/coaching/teamYour reports compared (90 days)transcripts:read
GET/v1/deal-coverageSingle-threading audit: roles, engaged contacts, champions, executive access, owner concentration (read-only)deals:read
GET/v1/deal-flagsOpen risk flags across deals (by kind or owner)deals:read
POST/v1/deal-flags/:id/dismissDismiss a risk flag (it stays dismissed 14 days)deals:write
PATCH/v1/deal-plans/:idEdit a plan's items (done seller items close their tasks)deals:write
POST/v1/deal-plans/:id/shareShare a plan with the buyer: an email in the deal owner's inbox, sent from their mailbox when they approvedeals:write
POST/v1/deals/:id/diagnosisDiagnose the deal (why it was won or lost, or why it's slipping), citeddeals:write
POST/v1/deals/:id/flags/checkCheck a deal's risk flags nowdeals:write
GET/v1/deals/:id/intelligenceA deal's risks (watching state), methodology, next action, coverage, plans, value and diagnosisdeals:read
PUT/v1/deals/:id/methodology/:keySet an element yourself (the reasoning pass won't change it)deals:write
GET/v1/deals/:id/methodology/historyA deal's methodology score over timedeals:read
POST/v1/deals/:id/methodology/scoreRun the methodology reasoning pass on a deal nowdeals:write
PATCH/v1/deals/:id/next-actionMark the next action done or dismisseddeals:write
POST/v1/deals/:id/next-actionWork out the deal's one best next step (from its gaps, risks and the org's wins)deals:write
POST/v1/deals/:id/plansDraft a close plan or mutual action plan (seller items become tasks)deals:write
GET/v1/deals/:id/playsPlays that fit the deal now, with why and the knowledge each surfacesdeals:read
POST/v1/deals/:id/plays/:key/runRun a play on the deal (its steps become tasks)deals:write
POST/v1/deals/:id/roomCreate (or update) the deal's room nowdeals:write
POST/v1/deals/:id/valueBuild the value case: assessment from the buyer's stated numbers (formula shown), hypothesis, pyramiddeals:write
PUT/v1/members/:id/reports-toSet who a member reports to (owner; coaching visibility, forecast roll-ups)members:write
GET/v1/methodologiesBuilt-in methodologies and the active onedeals:read
GET/v1/pipeline/reviewAn owner's open deals with risks, methodology, last touch and next action (yours by default)deals:read
GET/v1/playsThe sales-play librarydeals:read
GET/v1/record-suggestionsOpen record suggestions (contacts who keep appearing on a deal, leads matching contacts)deals:read
POST/v1/record-suggestions/:id/:actionAccept (add the contact to the deal, or convert the lead onto the contact) or dismissdeals:write
POST/v1/record-suggestions/scanLook for new record suggestions nowdeals:write
GET/v1/settings/deal-roomsSlack deal rooms: on/off, the connection, which deals get one, who joins on a windeals:read
PUT/v1/settings/deal-roomsSet Slack deal rooms (owner)settings:write
PUT/v1/settings/methodologyPick the org's methodology (owner): a built-in key, or a name and your own elementssettings:write
GET/v1/settings/riskRisk thresholds (org defaults, per-stage overrides) and the built-in defaultsdeals:read
PUT/v1/settings/riskSet risk thresholds (owner)settings:write
GET/v1/stages/:id/ruleA stage's automation ruledeals:read
PUT/v1/stages/:id/ruleSet a stage's rule (owner): reached automatically from conversations, locked, entry/exit criteriasettings:write
GET/v1/win-loss/revivalClosed-lost deals worth revivingdeals:read
GET/v1/win-loss/summaryThemes across won and lost deals (by stage, size or owner) and the won-vs-lost objection comparisondeals:read

Examples

GET /v1/activities/$ID/scores

A call's coaching scores (the rep and their managers only)

curl -s "https://api.closefinch.com/v1/activities/$ID/scores" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/activities/${id}/scores`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

POST /v1/call-scores/$ID/review

Mark a call reviewed (its rep's manager)

curl -s -X POST "https://api.closefinch.com/v1/call-scores/$ID/review" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/call-scores/${id}/review`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/coaching/queue

Your review queue: your reports' lowest-scored unreviewed calls (3 each, last 14 days)

curl -s "https://api.closefinch.com/v1/coaching/queue" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/coaching/queue`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

GET /v1/coaching/reps/$ID

A rep's coaching profile (the rep and their managers only)

curl -s "https://api.closefinch.com/v1/coaching/reps/$ID" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/coaching/reps/${id}`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

GET /v1/coaching/rubrics

Coaching rubrics

curl -s "https://api.closefinch.com/v1/coaching/rubrics" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/coaching/rubrics`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

POST /v1/coaching/rubrics

Add a rubric (owner)

curl -s -X POST "https://api.closefinch.com/v1/coaching/rubrics" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/coaching/rubrics`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

PATCH /v1/coaching/rubrics/$ID

Change a rubric (owner)

curl -s -X PATCH "https://api.closefinch.com/v1/coaching/rubrics/$ID" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/coaching/rubrics/${id}`, {
  method: "PATCH",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/coaching/team

Your reports compared (90 days)

curl -s "https://api.closefinch.com/v1/coaching/team" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/coaching/team`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

GET /v1/deal-coverage

Single-threading audit: roles, engaged contacts, champions, executive access, owner concentration (read-only)

curl -s "https://api.closefinch.com/v1/deal-coverage" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/deal-coverage`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

GET /v1/deal-flags

Open risk flags across deals (by kind or owner)

curl -s "https://api.closefinch.com/v1/deal-flags" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/deal-flags`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

POST /v1/deal-flags/$ID/dismiss

Dismiss a risk flag (it stays dismissed 14 days)

curl -s -X POST "https://api.closefinch.com/v1/deal-flags/$ID/dismiss" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/deal-flags/${id}/dismiss`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

PATCH /v1/deal-plans/$ID

Edit a plan's items (done seller items close their tasks)

curl -s -X PATCH "https://api.closefinch.com/v1/deal-plans/$ID" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/deal-plans/${id}`, {
  method: "PATCH",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/deal-plans/$ID/share

Share a plan with the buyer: an email in the deal owner's inbox, sent from their mailbox when they approve

curl -s -X POST "https://api.closefinch.com/v1/deal-plans/$ID/share" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/deal-plans/${id}/share`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/deals/$ID/diagnosis

Diagnose the deal (why it was won or lost, or why it's slipping), cited

curl -s -X POST "https://api.closefinch.com/v1/deals/$ID/diagnosis" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/diagnosis`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/deals/$ID/flags/check

Check a deal's risk flags now

curl -s -X POST "https://api.closefinch.com/v1/deals/$ID/flags/check" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/flags/check`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/deals/$ID/intelligence

A deal's risks (watching state), methodology, next action, coverage, plans, value and diagnosis

curl -s "https://api.closefinch.com/v1/deals/$ID/intelligence" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/intelligence`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

PUT /v1/deals/$ID/methodology/$KEY

Set an element yourself (the reasoning pass won't change it)

curl -s -X PUT "https://api.closefinch.com/v1/deals/$ID/methodology/$KEY" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/methodology/${key}`, {
  method: "PUT",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/deals/$ID/methodology/history

A deal's methodology score over time

curl -s "https://api.closefinch.com/v1/deals/$ID/methodology/history" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/methodology/history`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

POST /v1/deals/$ID/methodology/score

Run the methodology reasoning pass on a deal now

curl -s -X POST "https://api.closefinch.com/v1/deals/$ID/methodology/score" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/methodology/score`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

PATCH /v1/deals/$ID/next-action

Mark the next action done or dismissed

curl -s -X PATCH "https://api.closefinch.com/v1/deals/$ID/next-action" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/next-action`, {
  method: "PATCH",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/deals/$ID/next-action

Work out the deal's one best next step (from its gaps, risks and the org's wins)

curl -s -X POST "https://api.closefinch.com/v1/deals/$ID/next-action" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/next-action`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/deals/$ID/plans

Draft a close plan or mutual action plan (seller items become tasks)

curl -s -X POST "https://api.closefinch.com/v1/deals/$ID/plans" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/plans`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/deals/$ID/plays

Plays that fit the deal now, with why and the knowledge each surfaces

curl -s "https://api.closefinch.com/v1/deals/$ID/plays" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/plays`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

POST /v1/deals/$ID/plays/$KEY/run

Run a play on the deal (its steps become tasks)

curl -s -X POST "https://api.closefinch.com/v1/deals/$ID/plays/$KEY/run" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/plays/${key}/run`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/deals/$ID/room

Create (or update) the deal's room now

curl -s -X POST "https://api.closefinch.com/v1/deals/$ID/room" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/room`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/deals/$ID/value

Build the value case: assessment from the buyer's stated numbers (formula shown), hypothesis, pyramid

curl -s -X POST "https://api.closefinch.com/v1/deals/$ID/value" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/deals/${id}/value`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

PUT /v1/members/$ID/reports-to

Set who a member reports to (owner; coaching visibility, forecast roll-ups)

curl -s -X PUT "https://api.closefinch.com/v1/members/$ID/reports-to" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/members/${id}/reports-to`, {
  method: "PUT",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/methodologies

Built-in methodologies and the active one

curl -s "https://api.closefinch.com/v1/methodologies" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/methodologies`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

GET /v1/pipeline/review

An owner's open deals with risks, methodology, last touch and next action (yours by default)

curl -s "https://api.closefinch.com/v1/pipeline/review" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/pipeline/review`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

GET /v1/plays

The sales-play library

curl -s "https://api.closefinch.com/v1/plays" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/plays`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

GET /v1/record-suggestions

Open record suggestions (contacts who keep appearing on a deal, leads matching contacts)

curl -s "https://api.closefinch.com/v1/record-suggestions" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/record-suggestions`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

POST /v1/record-suggestions/$ID/$ACTION

Accept (add the contact to the deal, or convert the lead onto the contact) or dismiss

curl -s -X POST "https://api.closefinch.com/v1/record-suggestions/$ID/$ACTION" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/record-suggestions/${id}/${action}`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

POST /v1/record-suggestions/scan

Look for new record suggestions now

curl -s -X POST "https://api.closefinch.com/v1/record-suggestions/scan" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/record-suggestions/scan`, {
  method: "POST",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/settings/deal-rooms

Slack deal rooms: on/off, the connection, which deals get one, who joins on a win

curl -s "https://api.closefinch.com/v1/settings/deal-rooms" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/settings/deal-rooms`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

PUT /v1/settings/deal-rooms

Set Slack deal rooms (owner)

curl -s -X PUT "https://api.closefinch.com/v1/settings/deal-rooms" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/settings/deal-rooms`, {
  method: "PUT",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

PUT /v1/settings/methodology

Pick the org's methodology (owner): a built-in key, or a name and your own elements

curl -s -X PUT "https://api.closefinch.com/v1/settings/methodology" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/settings/methodology`, {
  method: "PUT",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/settings/risk

Risk thresholds (org defaults, per-stage overrides) and the built-in defaults

curl -s "https://api.closefinch.com/v1/settings/risk" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/settings/risk`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

PUT /v1/settings/risk

Set risk thresholds (owner)

curl -s -X PUT "https://api.closefinch.com/v1/settings/risk" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/settings/risk`, {
  method: "PUT",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/stages/$ID/rule

A stage's automation rule

curl -s "https://api.closefinch.com/v1/stages/$ID/rule" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/stages/${id}/rule`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

PUT /v1/stages/$ID/rule

Set a stage's rule (owner): reached automatically from conversations, locked, entry/exit criteria

curl -s -X PUT "https://api.closefinch.com/v1/stages/$ID/rule" \
  -H "Authorization: Bearer $RA_API_KEY" \
  -H "content-type: application/json" \
  -d '{}'
const res = await fetch(`https://api.closefinch.com/v1/stages/${id}/rule`, {
  method: "PUT",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}`, "content-type": "application/json" },
  body: JSON.stringify({}), // fields: see the OpenAPI schema
});
const data = await res.json();

GET /v1/win-loss/revival

Closed-lost deals worth reviving

curl -s "https://api.closefinch.com/v1/win-loss/revival" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/win-loss/revival`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

GET /v1/win-loss/summary

Themes across won and lost deals (by stage, size or owner) and the won-vs-lost objection comparison

curl -s "https://api.closefinch.com/v1/win-loss/summary" \
  -H "Authorization: Bearer $RA_API_KEY"
const res = await fetch(`https://api.closefinch.com/v1/win-loss/summary`, {
  method: "GET",
  headers: { authorization: `Bearer ${process.env.RA_API_KEY}` },
});
const data = await res.json();

Request and response schemas: https://www.closefinch.com/openapi.json. All resources: API reference.

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