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An Opportunity is a deal synced into RevyOps from a connected CRM (Close CRM opportunities or HubSpot deals). RevyOps normalizes both into one Opportunity object for reporting and filtering. Opportunities are read-only in RevyOps: they’re created, updated, and closed in the source CRM, and RevyOps reflects that state. There is no public API or MCP tool to create or edit an opportunity. The Opportunities page in the UI is a read-only, filterable list; use it, query_entity, or get_filter_schema to find and report on opportunities.

Configuration

Attributes

Some attributes only come from one of the two source CRMs, so an opportunity synced from the other CRM leaves that field empty.

Relationships

  • Contact: reachable through the opportunities relation on the contact entity.
  • Company: reachable through the opportunities relation on the company entity.
MCP tools
  • get_filter_schema (entity opportunity)
  • query_entity (entity opportunity, or via the opportunities relation on contact/company)
  • get_field_options