> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nextlevelmca.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get the pipeline

> The location’s pipeline: stages in board order with deal counts, the fixed phases, and which system event moves deals into which stage. Use stage ids with `POST /v1/deals/{id}/stage` and the `stage_id` / `phase` filters of `GET /v1/deals`. `manual_entry` tells you whether a stage can be entered by hand.



## OpenAPI

````yaml /openapi/public-v1.json get /v1/pipeline
openapi: 3.0.0
info:
  title: NextLevel MCA Public API
  description: >-
    REST API for the NextLevel MCA deal platform. Objects flow Businesses →
    People → Deals → Submissions → Offers → Advances.


    **Authentication.** Send `Authorization: Bearer <key>` with an API key
    (`nlmca_live_…`, created in Settings → Developers) or an OAuth access token.
    Keys are scoped to one location.


    **Conventions.** JSON only. Cursor pagination (`limit` ≤ 100, `cursor` from
    `meta.next_cursor`). Every success is `{ data, meta }`; every error is `{
    error: { type, message, code, param, request_id } }`. POST endpoints accept
    `Idempotency-Key` (24h replay). Rate limit 300 requests/min per credential
    (`X-RateLimit-*` headers).


    **Scopes.** Keys with no scopes have all of them. Otherwise:

    - `businesses:read` — Read businesses and their notes, tasks and activity

    - `businesses:write` — Create and update businesses, notes and tasks

    - `people:read` — Read people (contacts and owners)

    - `people:write` — Create and update people

    - `deals:read` — Read deals, submissions and the pipeline

    - `deals:write` — Create and update deals, move stages

    - `documents:read` — Read documents and statement analysis

    - `documents:write` — Upload documents and request documents from merchants

    - `lenders:read` — Read lenders, criteria and lender matches

    - `lenders:write` — Create and update lenders and criteria

    - `submissions:write` — Submit deals to lenders and withdraw submissions

    - `offers:read` — Read offers

    - `offers:write` — Log and update offers, set the primary offer

    - `advances:read` — Read funded advances and renewal flags

    - `advances:write` — Update advances

    - `portal:send` — Generate and send merchant portal links

    - `webhooks:manage` — Manage webhook subscriptions
  version: '1.0'
  contact: {}
servers:
  - url: https://api.nextlevelmca.com
    description: Production
security:
  - bearer: []
tags:
  - name: Businesses
    description: Merchant businesses and their notes, tasks and activity
  - name: People
    description: Contacts and owners. Phone lookups normalise to E.164.
  - name: Deals
    description: Deals, stage moves, renewals and the pipeline
  - name: Documents
    description: Documents, presigned uploads, document requests and statement analysis
  - name: Lenders
    description: Lenders and their criteria
  - name: Lender matches
    description: Criteria-driven lender matching for a deal
  - name: Submissions
    description: Sending deals to lenders
  - name: Offers
    description: Lender offers and the primary offer
  - name: Advances
    description: Funded advances and renewal readiness
  - name: Merchant portal
    description: Magic links for the merchant portal
  - name: Webhooks
    description: Outbound event subscriptions
paths:
  /v1/pipeline:
    get:
      tags:
        - Deals
      summary: Get the pipeline
      description: >-
        The location’s pipeline: stages in board order with deal counts, the
        fixed phases, and which system event moves deals into which stage. Use
        stage ids with `POST /v1/deals/{id}/stage` and the `stage_id` / `phase`
        filters of `GET /v1/deals`. `manual_entry` tells you whether a stage can
        be entered by hand.
      operationId: pipeline_get
      parameters: []
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                required:
                  - data
                  - meta
                properties:
                  data:
                    $ref: '#/components/schemas/PipelineDto'
                  meta:
                    $ref: '#/components/schemas/EmptyMetaDto'
        '401':
          description: Missing, invalid, expired or revoked credential.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelopeDto'
        '403':
          description: Credential lacks the scope, or the role lacks the permission.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelopeDto'
        '429':
          description: Rate limit exceeded. See `X-RateLimit-*` and `Retry-After`.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelopeDto'
      security:
        - bearer: []
components:
  schemas:
    PipelineDto:
      type: object
      properties:
        stages:
          description: Stages in board order.
          type: array
          items:
            $ref: '#/components/schemas/PipelineStageDto'
        phases:
          description: The fixed phases every location shares.
          type: array
          items:
            $ref: '#/components/schemas/PipelinePhaseDto'
        events:
          description: System events and the stage each is bound to.
          type: array
          items:
            $ref: '#/components/schemas/PipelineEventDto'
        counts:
          $ref: '#/components/schemas/PipelineCountsDto'
      required:
        - stages
        - phases
        - events
        - counts
    EmptyMetaDto:
      type: object
      properties: {}
    ErrorEnvelopeDto:
      type: object
      properties:
        error:
          $ref: '#/components/schemas/PublicErrorDto'
      required:
        - error
    PipelineStageDto:
      type: object
      properties:
        id:
          type: string
          description: >-
            Stage id. Use it in `POST /v1/deals/{id}/stage` and the `stage_id`
            list filter.
        label:
          type: string
          description: Label as shown on the board.
        phase:
          type: string
          enum:
            - preoffer
            - offer
            - contract
            - funded
            - dead
          description: Phase the stage belongs to.
        sort_order:
          type: number
          description: Board order (ascending across phases).
        event:
          type: string
          nullable: true
          enum:
            - first_submission_sent
            - first_offer_logged
            - merchant_accepted_offer
            - contracts_requested
            - contracts_sent
            - contracts_signed
            - marked_funded
            - marked_dead
          description: System event that moves deals into this stage, when bound.
        event_label:
          type: string
          nullable: true
          description: Human label of the bound event.
        is_terminal:
          type: boolean
          description: >-
            True for the Funded and Dead stages (deals do not progress past
            them).
        manual_entry:
          type: string
          enum:
            - allowed
            - blocked
            - requires_payload
          description: >-
            Whether `POST /v1/deals/{id}/stage` with this `stage_id` works:
            `allowed`; `blocked` (fed by a workflow event only, e.g. first
            submission sent); `requires_payload` (use `event: mark_funded` /
            `mark_dead`, or supply the funded offer / reason).
        color:
          type: string
          nullable: true
          description: Hex colour used on the board.
        deal_count:
          type: number
          description: Deals currently in this stage.
      required:
        - id
        - label
        - phase
        - sort_order
        - event
        - event_label
        - is_terminal
        - manual_entry
        - color
        - deal_count
    PipelinePhaseDto:
      type: object
      properties:
        id:
          type: string
          enum:
            - preoffer
            - offer
            - contract
            - funded
            - dead
          description: Phase id, usable as the `phase` deal filter.
        label:
          type: string
          description: Human label.
        order:
          type: number
          description: Order of the phase (0 = first).
        is_terminal:
          type: boolean
          description: True for Funded and Dead.
        stage_count:
          type: number
          description: Stages in this phase.
        deal_count:
          type: number
          description: Deals in this phase.
      required:
        - id
        - label
        - order
        - is_terminal
        - stage_count
        - deal_count
    PipelineEventDto:
      type: object
      properties:
        id:
          type: string
          enum:
            - first_submission_sent
            - first_offer_logged
            - merchant_accepted_offer
            - contracts_requested
            - contracts_sent
            - contracts_signed
            - marked_funded
            - marked_dead
          description: System event id.
        label:
          type: string
          description: Human label.
        description:
          type: string
          description: When the platform fires it.
        action:
          type: string
          enum:
            - workflow
            - modal
          description: >-
            `workflow` events fire from platform actions (sending, logging
            offers, contracts); `modal` events are the funded / dead
            confirmations.
        stage_id:
          type: string
          nullable: true
          description: >-
            Stage the event moves deals into, or null when the location has not
            bound it.
        stage_label:
          type: string
          nullable: true
      required:
        - id
        - label
        - description
        - action
        - stage_id
        - stage_label
    PipelineCountsDto:
      type: object
      properties:
        total:
          type: number
          description: Deals with a stage in this location.
        by_phase:
          type: object
          description: Deal counts keyed by phase id.
      required:
        - total
        - by_phase
    PublicErrorDto:
      type: object
      properties:
        type:
          type: string
          enum:
            - validation_error
            - authentication_error
            - permission_error
            - not_found
            - conflict
            - rate_limit_error
            - api_error
        message:
          type: string
          description: Human-readable explanation, safe to show to an operator or an agent.
        code:
          type: string
          description: >-
            Stable machine-readable code, e.g. `missing_scope`,
            `duplicate_business`.
        param:
          type: string
          description: Request field the error refers to, when applicable.
        request_id:
          type: string
          description: Echo of the `X-Request-Id` header. Quote it when contacting support.
      required:
        - type
        - message
        - request_id
  securitySchemes:
    bearer:
      scheme: bearer
      bearerFormat: API key or JWT
      type: http
      description: API key (`nlmca_live_…`) or OAuth access token

````

## Related topics

- [Changelog](/changelog/changelog.md)
- [MCP server](/mcp/overview.md)
- [Overview](/getting-started/overview.md)
