Deal Rooms

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Deal Rooms tools include field-level argument descriptions and runnable examples for MCP clients.

Tools Covered

ToolMutationBackend Routes
dealroom_listNo/view-all-pitches-sorted
dealroom_openNo/retrieve-pitch
dealroom_editYes–
dealroom_create_from_playbookYes–

dealroom_list

List deal rooms with search/sort/pagination.

Backend routes: /view-all-pitches-sorted

Arguments

FieldTypeRequiredDescriptionExample
sort_orderstring (ASC | DESC)NoSort direction.DESC
pagenumberNoPagination page number (1-based). Defaults to 1.1
page_sizenumberNoNumber of rows per page. Defaults to 50, maximum 200.50
searchstringNoFree-text search term for list endpoints.banking
only_ownerbooleanNoWhen true, list only deal rooms owned by caller.false
archivedbooleanNoWhen true, list archived records.false
viewer_idstringNoOptional explicit user context override. If omitted, MCP resolves this from the authenticated token/session.IGH6969811447860000000000
organisation_idstringNoOptional explicit organisation context override. If omitted, MCP resolves this from the authenticated token/session.PDX7478889578460000000000

Example Request

List active deal rooms

{
  "jsonrpc": "2.0",
  "id": "dealroom_list-1",
  "method": "tools/call",
  "params": {
    "name": "dealroom_list",
    "arguments": {
      "page": 1,
      "page_size": 50,
      "sort_order": "DESC",
      "search": "Mural",
      "only_owner": false,
      "archived": false
    }
  }
}

Example Success

{
  "success": true,
  "data": {
    "tool": "dealroom_list",
    "note": "Payload shape depends on tenant data and backend route output."
  },
  "error": null
}

Example Failure

{
  "success": false,
  "data": null,
  "error": {
    "code": "INVALID_ARGUMENTS",
    "message": "Missing or invalid parameters for dealroom_list.",
    "status": 400,
    "retryable": false
  }
}

dealroom_open

Open deal room and return canonical metadata.

Backend routes: /retrieve-pitch

Arguments

FieldTypeRequiredDescriptionExample
pitch_idstringYesDeal room / playbook pitch identifier.PCH1774126974294428638749
viewer_idstringNoOptional explicit user context override. If omitted, MCP resolves this from the authenticated token/session.IGH6969811447860000000000
organisation_idstringNoOptional explicit organisation context override. If omitted, MCP resolves this from the authenticated token/session.PDX7478889578460000000000

Example Request

Open one deal room

{
  "jsonrpc": "2.0",
  "id": "dealroom_open-1",
  "method": "tools/call",
  "params": {
    "name": "dealroom_open",
    "arguments": {
      "pitch_id": "PCH1774126974294428638749"
    }
  }
}

Example Success

{
  "success": true,
  "data": {
    "tool": "dealroom_open",
    "note": "Payload shape depends on tenant data and backend route output."
  },
  "error": null
}

Example Failure

{
  "success": false,
  "data": null,
  "error": {
    "code": "INVALID_ARGUMENTS",
    "message": "Missing or invalid parameters for dealroom_open.",
    "status": 400,
    "retryable": false
  }
}

dealroom_edit

Edit a deal room using the same payload contract as /edit-pitch-with-sections-and-contents.

Backend routes: Derived/indirect handler route.

Arguments

FieldTypeRequiredDescriptionExample
pitch_idstringYesDeal room / playbook pitch identifier.PCH1774126974294428638749
pitch_dataobjectNoDirect payload object for `/edit-pitch-with-sections-and-contents` pitchData. Use this when you want to pass a full update object instead of individual top-level fields.{"title":"Mural x Revspire Workspace","headline":"Updated buyer workspace","public_access":true}
sectionsarrayNoDeal room sections array sent to `/edit-pitch-with-sections-and-contents`. If omitted, MCP auto-loads existing sections from the current pitch.[{"id":"SEC1774126974294428638749","name":"Security and Compliance","order":1,"visibility":"Internal & External","contents":[{"id":"HXP1774126974294428638749","content":"KBD0215806635290000000000","arrangement":1,"tagline":"Security Overview","visibility":"Internal & External"}]}]
content_groupsarrayNoOptional content group payload array forwarded to `/edit-pitch-with-sections-and-contents` for grouped content layouts.[{"id":"GRP1774126974294428638749","name":"Security Bundle","order":1}]
custom_field_valuesobjectNoCustom field key-value map sent during deal room edit.{"budget_confirmed":"Yes","target_close_date":"2026-06-30"}
allow_empty_sectionsbooleanNoWhen true and `sections` is explicitly empty, MCP allows sending an empty sections array instead of auto-filling from existing deal room sections.false
dealroom_namestringNoDisplay name for new deal room. If omitted, backend can derive from fallback `name`/playbook metadata.Mural - Openspace Mid Market Deal Room
namestringNoAlternate name field accepted by upstream create route.Mural - Openspace Mid Market Deal Room
opportunity_idstringNoOptional CRM opportunity ID associated with newly created deal room.006fk000000casSAAQ
account_idstringNoOptional CRM account ID associated with newly created deal room.001fk000003Ja1xAAC
titlestringNoOptional title override shown in deal room hero/header.Mural x Revspire Workspace
headlinestringNoOptional headline override for deal room cover section.Everything your buying team needs in one place
descriptionstringNoLong-form description text for deal room metadata.Mutual action plan, case studies, and security resources for evaluation.
public_accessbooleanNoIf true, creates deal room with public access mode enabled.true
primary_colorstringNoBrand primary color hex code for generated deal room.#2C6BED
crm_typestringNoCRM source hint forwarded to creation route.salesforce
disable_otpbooleanNoDisable OTP requirement for external viewers where policy permits.false
publishedbooleanNoWhen true, publish the created deal room immediately.true
cta_configobjectNoCall-to-action configuration object expected by pitch create route.{"primaryLabel":"Book a demo","primaryUrl":"https://calendly.com/revspire/demo"}
dynamic_profilingbooleanNoEnable dynamic profiling features in created deal room.false
ai_bot_questionsstringNoSeed questions for AI assistant in created deal room.What does implementation timeline look like?
brandingobjectNoBranding payload override object used during clone/create.{"logo":"https://cdn.example.com/logo.png","theme":"light"}
pitch_content_optionobjectNoContent inclusion options for playbook-to-dealroom cloning.{"includeArchived":false}
crm_amountnumberNoArgument `crm_amount` for tool `dealroom_edit`.1
crm_currency_isostringNoArgument `crm_currency_iso` for tool `dealroom_edit`.example_crm_currency_iso
crm_stage_idstringNoArgument `crm_stage_id` for tool `dealroom_edit`.CRM_STAGE_ID_EXAMPLE
crm_stage_namestringNoArgument `crm_stage_name` for tool `dealroom_edit`.example_crm_stage_name
viewer_idstringNoOptional explicit user context override. If omitted, MCP resolves this from the authenticated token/session.IGH6969811447860000000000
organisation_idstringNoOptional explicit organisation context override. If omitted, MCP resolves this from the authenticated token/session.PDX7478889578460000000000
idempotency_keystringNoClient supplied unique key for mutation safety. Re-using the same key returns the cached mutation result instead of executing again.mcp-mutation-2026-05-13-001

Example Request

Update deal room metadata without changing sections

{
  "jsonrpc": "2.0",
  "id": "dealroom_edit-1",
  "method": "tools/call",
  "params": {
    "name": "dealroom_edit",
    "arguments": {
      "pitch_id": "PCH1774126974294428638749",
      "dealroom_name": "Mural - Security Review Room",
      "title": "Mural x Revspire Security Review",
      "headline": "Updated stakeholder workspace",
      "public_access": true
    }
  }
}

Update metadata and send explicit sections payload

{
  "jsonrpc": "2.0",
  "id": "dealroom_edit-2",
  "method": "tools/call",
  "params": {
    "name": "dealroom_edit",
    "arguments": {
      "pitch_id": "PCH1774126974294428638749",
      "pitch_data": {
        "description": "Updated workspace for procurement and legal review."
      },
      "sections": [
        {
          "id": "SEC1774126974294428638749",
          "name": "Procurement",
          "order": 1,
          "visibility": "Internal & External",
          "contents": [
            {
              "id": "HXP1774126974294428638749",
              "content": "KBD0215806635290000000000",
              "arrangement": 1,
              "tagline": "Pricing Pack",
              "visibility": "Internal & External"
            }
          ]
        }
      ],
      "content_groups": [],
      "custom_field_values": {
        "target_close_date": "2026-06-30"
      },
      "allow_empty_sections": false
    }
  }
}

Example Success

{
  "success": true,
  "data": {
    "tool": "dealroom_edit",
    "note": "Payload shape depends on tenant data and backend route output."
  },
  "error": null
}

Example Failure

{
  "success": false,
  "data": null,
  "error": {
    "code": "INVALID_ARGUMENTS",
    "message": "Missing or invalid parameters for dealroom_edit.",
    "status": 400,
    "retryable": false
  }
}

dealroom_create_from_playbook

Create deal room from playbook with optional placeholder rendering and usage increment.

Backend routes: Derived/indirect handler route.

Arguments

FieldTypeRequiredDescriptionExample
playbook_idstringYesSource playbook pitch ID used for cloning into a deal room.ITV8581355464240000000000
dealroom_namestringNoDisplay name for new deal room. If omitted, backend can derive from fallback `name`/playbook metadata.Mural - Openspace Mid Market Deal Room
namestringNoAlternate name field accepted by upstream create route.Mural - Openspace Mid Market Deal Room
opportunity_idstringNoOptional CRM opportunity ID associated with newly created deal room.006fk000000casSAAQ
account_idstringNoOptional CRM account ID associated with newly created deal room.001fk000003Ja1xAAC
titlestringNoOptional title override shown in deal room hero/header.Mural x Revspire Workspace
headlinestringNoOptional headline override for deal room cover section.Everything your buying team needs in one place
descriptionstringNoLong-form description text for deal room metadata.Mutual action plan, case studies, and security resources for evaluation.
public_accessbooleanNoIf true, creates deal room with public access mode enabled.true
primary_colorstringNoBrand primary color hex code for generated deal room.#2C6BED
crm_typestringNoCRM source hint forwarded to creation route.salesforce
disable_otpbooleanNoDisable OTP requirement for external viewers where policy permits.false
publishedbooleanNoWhen true, publish the created deal room immediately.true
cta_configobjectNoCall-to-action configuration object expected by pitch create route.{"primaryLabel":"Book a demo","primaryUrl":"https://calendly.com/revspire/demo"}
dynamic_profilingbooleanNoEnable dynamic profiling features in created deal room.false
ai_bot_questionsstringNoSeed questions for AI assistant in created deal room.What does implementation timeline look like?
brandingobjectNoBranding payload override object used during clone/create.{"logo":"https://cdn.example.com/logo.png","theme":"light"}
pitch_content_optionobjectNoContent inclusion options for playbook-to-dealroom cloning.{"includeArchived":false}
placeholder_replacementsobjectNoTemplate placeholder replacement key-value map used while rendering clone.{"company_name":"Mural","renewal_date":"2026-09-30"}
content_option_selectionsobjectNoMap of slot content IDs (or slot instance IDs) to selected alternative content IDs from playbook content options.{"KBD0215806635290000000000":"KBD5567454989590000000000"}
allow_placeholder_failuresbooleanNoWhen true, continue create flow even if some placeholders cannot be resolved.true
copy_background_assetsbooleanNoWhen true, clone playbook public assets (main background, login background, and client logo) to the new deal room.true
disable_auto_descriptionbooleanNoWhen true, skip MCP generated description and keep explicit/source description fallback behavior.false
client_namestringNoOptional client/company name used by MCP description generator for a more specific buyer-facing summary.Mural
strict_usage_incrementbooleanNoWhen true, fail if playbook usage increment step cannot complete.false
render_folder_idstringNoOptional target folder ID for rendered cloned deal room assets.WRS3019077808610000000000
viewer_idstringNoOptional explicit user context override. If omitted, MCP resolves this from the authenticated token/session.IGH6969811447860000000000
organisation_idstringNoOptional explicit organisation context override. If omitted, MCP resolves this from the authenticated token/session.PDX7478889578460000000000
idempotency_keystringNoClient supplied unique key for mutation safety. Re-using the same key returns the cached mutation result instead of executing again.mcp-mutation-2026-05-13-001

Example Request

Create deal room from playbook template

{
  "jsonrpc": "2.0",
  "id": "dealroom_create_from_playbook-1",
  "method": "tools/call",
  "params": {
    "name": "dealroom_create_from_playbook",
    "arguments": {
      "playbook_id": "ITV8581355464240000000000",
      "dealroom_name": "Mural - Openspace Mid Market Deal Room",
      "client_name": "Mural",
      "public_access": true,
      "content_option_selections": {
        "KBD0215806635290000000000": "KBD5567454989590000000000"
      },
      "placeholder_replacements": {
        "company_name": "Mural"
      },
      "allow_placeholder_failures": true,
      "copy_background_assets": true
    }
  }
}

Example Success

{
  "success": true,
  "data": {
    "tool": "dealroom_create_from_playbook",
    "note": "Payload shape depends on tenant data and backend route output."
  },
  "error": null
}

Example Failure

{
  "success": false,
  "data": null,
  "error": {
    "code": "INVALID_ARGUMENTS",
    "message": "Missing or invalid parameters for dealroom_create_from_playbook.",
    "status": 400,
    "retryable": false
  }
}