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POST
Generate Actions
Gated by the ai.deal_actions config feature flag — a 403 names the flag when disabled. Synchronous LLM call (Anthropic) that reads the deal’s contacts, recent activities, and open tasks, proposes 3–5 next actions, and creates one tasks row per action (source: "ai_generated").

Auth

Requires a CRM manage scope and an active organization on the token. Any *:manage scope qualifies — in practice contacts:manage, deals:manage, companies:manage, or activities:manage.

Response

201 with a bare array of the created tasks rows (not wrapped in an object).

Errors

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Path Parameters

deal_id
string
required

The deal's id.

Response

Successful Response