Add records to a G2X pipeline

What it does

Adds up to ten G2X records (or pursuits by name) to one of the signed-in user's pipelines, into a stage named by id or name. A record already on that board is reported with its existing item, never added twice. Requires edit access to the pipeline.

Inputs

• pipeline_id (text, required): A pipeline id from g2x_list_pipelines
• records (list of objects, required)
  • record_type (text, required): The record kind G2X returned it as, or manual for a pursuit by name Allowed values: opportunity, grant, forecast, contract, vehicle, ota, otidv, manual.
  • id (text, optional): The G2X record id (required unless manual)
  • title (text, required): The record's title, or the pursuit's name; the card shows its first 240 characters
  • agency (text, optional)
  • naics (text, optional)
  • solicitation_number (text, optional)
• stage (text, optional): A stage id or stage name on that pipeline
• operation_id (text, optional): Your id for this write (a UUID). Retry with the same id after a lost reply: G2X will not apply it twice.

What it returns

Rows of records, each with a title, key facts and a link to its G2X record where one exists, plus notes on what the answer covers. A long list gives a cursor for the next page.

Try asking

Add this opportunity to my FY27 pipeline in the qualification stage.

AI and your account

• Does not use G2X's own AI: your agent does any analysis with its own model.
• Changes data in your G2X account: it only adds, and does not change or remove what is already there.

Next steps

• Every tool, with inputs and examples
• Connect your agent to G2X