Generate Actions
Deals
Generate Actions
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).