> ## 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. # Set the primary offer > **Side effects:** makes this the deal’s primary offer (any other primary is cleared), syncs the deal status to this offer’s status, and from then on status changes on this offer drive the deal stage according to the location’s event bindings (contracts requested → sent → signed → funded). If CRM opportunity sync is enabled for the location, the offer is also pushed to the CRM pipeline. `meta.deal_status` reports the resulting deal status. Idempotent. ## OpenAPI ````yaml /openapi/public-v1.json post /v1/offers/{id}/primary 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 ` 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/offers/{id}/primary: post: tags: - Offers summary: Set the primary offer description: >- **Side effects:** makes this the deal’s primary offer (any other primary is cleared), syncs the deal status to this offer’s status, and from then on status changes on this offer drive the deal stage according to the location’s event bindings (contracts requested → sent → signed → funded). If CRM opportunity sync is enabled for the location, the offer is also pushed to the CRM pipeline. `meta.deal_status` reports the resulting deal status. Idempotent. operationId: offers_setPrimary parameters: - name: id required: true in: path description: Offer id schema: type: string responses: '200': description: OK content: application/json: schema: type: object required: - data - meta properties: data: $ref: '#/components/schemas/OfferDto' 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' '404': description: Resource not found in this location. 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: OfferDto: type: object properties: id: type: string description: Offer id. deal_id: type: string description: Deal the offer is for. lender_id: type: string description: Lender that made the offer. lender_name: type: string nullable: true description: Lender name at read time. submission_id: type: string nullable: true description: Submission the offer answers, when linked. amount: type: number description: Funded amount offered, USD. factor_rate: type: number nullable: true description: Factor rate, e.g. `1.35`. buy_rate: type: number nullable: true description: Buy rate (the lender’s rate before commission). term: type: number description: Term length in `term_unit`. term_unit: type: string nullable: true enum: - days - weeks - months description: Unit of `term`. payment_frequency: type: string nullable: true enum: - daily - weekly - bi-weekly - monthly description: Payment cadence. payment_amount: type: number nullable: true description: Amount per payment. payback_amount: type: number nullable: true description: Total payback. Computed as amount × factor_rate when not given. points: type: number nullable: true description: Commission points (percentage of the funded amount). commission_estimate: type: number nullable: true description: amount × points / 100, when both are known. position: type: number nullable: true description: Position the advance would take (1 = first position). status: type: string nullable: true description: >- Status slug from the location’s offer statuses, e.g. `new_offer`, `waiting_on_stips`, `sold`, `contracts_requested`, `contracts_out`, `contracts_signed`, `funded`. status_name: type: string nullable: true description: Human name of the status. status_type: type: string nullable: true enum: - open - won - lost description: '`open` = still in play, `won` = funded, `lost` = declined / failed.' is_primary: type: boolean description: >- True for the deal’s primary offer (the one that drives the deal status and stage). is_selected: type: boolean description: True when the team is actively pursuing this offer. notes: type: string nullable: true description: Free-text notes. decline_reason: type: string nullable: true description: Decline reason slug when the offer was declined. merchant_response: type: string nullable: true description: >- Whether the merchant accepted or declined the offer in the portal: `accepted`, `declined`. expires_at: type: string nullable: true description: When the offer expires (ISO 8601). received_at: type: string nullable: true description: When the offer was received (ISO 8601). accepted_at: type: string nullable: true description: When the offer was accepted / funded (ISO 8601). created_at: type: string description: Creation time (ISO 8601). updated_at: type: string nullable: true description: Last update time (ISO 8601). required: - id - deal_id - lender_id - lender_name - submission_id - amount - factor_rate - buy_rate - term - term_unit - payment_frequency - payment_amount - payback_amount - points - commission_estimate - position - status - status_name - status_type - is_primary - is_selected - notes - decline_reason - merchant_response - expires_at - received_at - accepted_at - created_at - updated_at EmptyMetaDto: type: object properties: {} ErrorEnvelopeDto: type: object properties: error: $ref: '#/components/schemas/PublicErrorDto' required: - error 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 - [Authentication](/getting-started/authentication.md) - [MCP server](/mcp/overview.md) - [Connect from ChatGPT](/mcp/connect-from-chatgpt.md)