Loxo MCP Server

Appearance

Deals & BD Pipeline ​

Tools for managing the deals pipeline — tracking business development opportunities, client relationships, and revenue.

Workflow ​

  1. Discover pipelines: loxo_list_deal_workflows — find which deal pipelines exist and their IDs
  2. Explore stages: loxo_get_deal_workflow — get pipeline stage IDs for a specific workflow
  3. Search deals: loxo_search_deals — find existing deals by query or owner
  4. View detail: loxo_get_deal — get full details of a specific deal
  5. Create deals: loxo_create_deal — create a new deal in a pipeline stage
  6. Log activity: loxo_log_deal_activity — record activities against a deal

Activity types ​

Deal activity types are separate from candidate activity types. To get deal-specific types (e.g. "Deal Won", "New Lead", "Terms Signed"):

  1. Get the deal's workflow ID from loxo_list_deal_workflows
  2. Pass it to loxo_get_activity_types with workflow_id

Calling loxo_get_activity_types without workflow_id returns candidate activity types.

Tools ​

loxo_list_deal_workflows ​

List all deal workflows (pipelines).

Parameters: None required. Optional: response_format.

loxo_get_deal_workflow ​

Get a deal workflow with its pipeline stages.

Parameters:

  • id (required) — deal workflow ID

loxo_search_deals ​

Search and list deals.

Parameters:

  • query — Lucene query string
  • owner_emails — array of owner email addresses to filter by
  • scroll_id — pagination cursor from previous search

loxo_get_deal ​

Get full details of a single deal.

Parameters:

  • id (required) — deal ID

loxo_create_deal ​

Create a new deal in a pipeline.

Parameters:

  • name (required) — deal name
  • amount (required) — deal value
  • closes_at (required) — expected close date (ISO datetime)
  • workflow_id (required) — pipeline ID from loxo_list_deal_workflows
  • pipeline_stage_id (required) — stage ID from loxo_get_deal_workflow
  • owner_email — owner's email; falls back to LOXO_DEFAULT_OWNER_EMAIL env var
  • company_id — link to a company
  • person_id — link to a person/contact
  • job_id — link to a job

loxo_log_deal_activity ​

Log an activity on a deal.

Parameters:

  • deal_id (required) — deal ID
  • activity_type_id (required) — use loxo_get_activity_types with workflow_id to find valid IDs
  • notes — optional notes

Configuration ​

Set LOXO_DEFAULT_OWNER_EMAIL in your .env file to avoid passing owner_email on every loxo_create_deal call:

env
LOXO_DEFAULT_OWNER_EMAIL=owner@example.com

Find valid emails via loxo_list_users.