Update a deal
curl --request PATCH \
--url https://api.nextlevelmca.com/v1/deals/{id} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"requested_amount": 1,
"use_of_funds": "<string>",
"annual_revenue": 1,
"desired_term_months": 60.5,
"paper_grade": "<string>",
"originator_id": "<string>",
"originator_email": "<string>",
"closer_id": "<string>",
"closer_email": "<string>",
"lead_source": "<string>",
"state_incorporated": "<string>",
"risk_flags": {},
"form_data": {},
"business_name": "<string>",
"dba": "<string>",
"industry": "<string>",
"entity_type": "<string>",
"business_address": "<string>",
"business_city": "<string>",
"business_state": "<string>",
"business_zip": "<string>",
"business_phone": "<string>",
"business_start_date": "<string>"
}
'const options = {
method: 'PATCH',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
requested_amount: 1,
use_of_funds: '<string>',
annual_revenue: 1,
desired_term_months: 60.5,
paper_grade: '<string>',
originator_id: '<string>',
originator_email: '<string>',
closer_id: '<string>',
closer_email: '<string>',
lead_source: '<string>',
state_incorporated: '<string>',
risk_flags: {},
form_data: {},
business_name: '<string>',
dba: '<string>',
industry: '<string>',
entity_type: '<string>',
business_address: '<string>',
business_city: '<string>',
business_state: '<string>',
business_zip: '<string>',
business_phone: '<string>',
business_start_date: '<string>'
})
};
fetch('https://api.nextlevelmca.com/v1/deals/{id}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));import requests
url = "https://api.nextlevelmca.com/v1/deals/{id}"
payload = {
"requested_amount": 1,
"use_of_funds": "<string>",
"annual_revenue": 1,
"desired_term_months": 60.5,
"paper_grade": "<string>",
"originator_id": "<string>",
"originator_email": "<string>",
"closer_id": "<string>",
"closer_email": "<string>",
"lead_source": "<string>",
"state_incorporated": "<string>",
"risk_flags": {},
"form_data": {},
"business_name": "<string>",
"dba": "<string>",
"industry": "<string>",
"entity_type": "<string>",
"business_address": "<string>",
"business_city": "<string>",
"business_state": "<string>",
"business_zip": "<string>",
"business_phone": "<string>",
"business_start_date": "<string>"
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.patch(url, json=payload, headers=headers)
print(response.text){
"data": {
"id": "<string>",
"business_id": "<string>",
"business": {
"id": "<string>",
"legal_name": "<string>",
"dba": "<string>"
},
"business_name": "<string>",
"dba": "<string>",
"entity_type": "<string>",
"industry": "<string>",
"business_address": "<string>",
"business_city": "<string>",
"business_state": "<string>",
"business_zip": "<string>",
"business_phone": "<string>",
"business_start_date": "<string>",
"state_incorporated": "<string>",
"owner": {
"first_name": "<string>",
"last_name": "<string>",
"email": "<string>",
"phone": "<string>"
},
"requested_amount": 123,
"annual_revenue": 123,
"use_of_funds": "<string>",
"product_type": "mca",
"desired_term_months": 123,
"desired_frequency": "daily",
"paper_grade": "<string>",
"paper_grade_source": "<string>",
"risk_flags": {},
"status": "<string>",
"stage": {
"id": "<string>",
"label": "<string>",
"phase": "preoffer",
"sort_order": 123,
"event": "first_submission_sent"
},
"stage_entered_at": "<string>",
"days_in_stage": 123,
"primary_offer": {
"id": "<string>",
"lender_id": "<string>",
"lender_name": "<string>",
"amount": 123,
"factor_rate": 123,
"status": "<string>"
},
"originator": {
"id": "<string>",
"name": "<string>"
},
"closer": {
"id": "<string>",
"name": "<string>"
},
"source": "<string>",
"lead_source": "<string>",
"form_data": {},
"submissions_count": 123,
"offers_count": 123,
"renewal_of_deal_id": "<string>",
"renewal_of_advance_id": "<string>",
"manually_closed": true,
"closed_at": "<string>",
"closed_reason": "<string>",
"ghl_contact_id": "<string>",
"ghl_opportunity_id": "<string>",
"created_at": "<string>",
"updated_at": "<string>"
},
"meta": {}
}{
"error": {
"type": "validation_error",
"message": "<string>",
"request_id": "<string>",
"code": "<string>",
"param": "<string>"
}
}{
"error": {
"type": "validation_error",
"message": "<string>",
"request_id": "<string>",
"code": "<string>",
"param": "<string>"
}
}{
"error": {
"type": "validation_error",
"message": "<string>",
"request_id": "<string>",
"code": "<string>",
"param": "<string>"
}
}{
"error": {
"type": "validation_error",
"message": "<string>",
"request_id": "<string>",
"code": "<string>",
"param": "<string>"
}
}{
"error": {
"type": "validation_error",
"message": "<string>",
"request_id": "<string>",
"code": "<string>",
"param": "<string>"
}
}Deals
Update a deal
Partial update of deal fields. form_data is a JSON merge-patch: nested objects merge, null deletes a key, arrays and scalars replace. Setting paper_grade marks it as a manual override. Stage changes go through POST /v1/deals/{id}/stage.
PATCH
/
v1
/
deals
/
{id}
Update a deal
curl --request PATCH \
--url https://api.nextlevelmca.com/v1/deals/{id} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"requested_amount": 1,
"use_of_funds": "<string>",
"annual_revenue": 1,
"desired_term_months": 60.5,
"paper_grade": "<string>",
"originator_id": "<string>",
"originator_email": "<string>",
"closer_id": "<string>",
"closer_email": "<string>",
"lead_source": "<string>",
"state_incorporated": "<string>",
"risk_flags": {},
"form_data": {},
"business_name": "<string>",
"dba": "<string>",
"industry": "<string>",
"entity_type": "<string>",
"business_address": "<string>",
"business_city": "<string>",
"business_state": "<string>",
"business_zip": "<string>",
"business_phone": "<string>",
"business_start_date": "<string>"
}
'const options = {
method: 'PATCH',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
requested_amount: 1,
use_of_funds: '<string>',
annual_revenue: 1,
desired_term_months: 60.5,
paper_grade: '<string>',
originator_id: '<string>',
originator_email: '<string>',
closer_id: '<string>',
closer_email: '<string>',
lead_source: '<string>',
state_incorporated: '<string>',
risk_flags: {},
form_data: {},
business_name: '<string>',
dba: '<string>',
industry: '<string>',
entity_type: '<string>',
business_address: '<string>',
business_city: '<string>',
business_state: '<string>',
business_zip: '<string>',
business_phone: '<string>',
business_start_date: '<string>'
})
};
fetch('https://api.nextlevelmca.com/v1/deals/{id}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));import requests
url = "https://api.nextlevelmca.com/v1/deals/{id}"
payload = {
"requested_amount": 1,
"use_of_funds": "<string>",
"annual_revenue": 1,
"desired_term_months": 60.5,
"paper_grade": "<string>",
"originator_id": "<string>",
"originator_email": "<string>",
"closer_id": "<string>",
"closer_email": "<string>",
"lead_source": "<string>",
"state_incorporated": "<string>",
"risk_flags": {},
"form_data": {},
"business_name": "<string>",
"dba": "<string>",
"industry": "<string>",
"entity_type": "<string>",
"business_address": "<string>",
"business_city": "<string>",
"business_state": "<string>",
"business_zip": "<string>",
"business_phone": "<string>",
"business_start_date": "<string>"
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.patch(url, json=payload, headers=headers)
print(response.text){
"data": {
"id": "<string>",
"business_id": "<string>",
"business": {
"id": "<string>",
"legal_name": "<string>",
"dba": "<string>"
},
"business_name": "<string>",
"dba": "<string>",
"entity_type": "<string>",
"industry": "<string>",
"business_address": "<string>",
"business_city": "<string>",
"business_state": "<string>",
"business_zip": "<string>",
"business_phone": "<string>",
"business_start_date": "<string>",
"state_incorporated": "<string>",
"owner": {
"first_name": "<string>",
"last_name": "<string>",
"email": "<string>",
"phone": "<string>"
},
"requested_amount": 123,
"annual_revenue": 123,
"use_of_funds": "<string>",
"product_type": "mca",
"desired_term_months": 123,
"desired_frequency": "daily",
"paper_grade": "<string>",
"paper_grade_source": "<string>",
"risk_flags": {},
"status": "<string>",
"stage": {
"id": "<string>",
"label": "<string>",
"phase": "preoffer",
"sort_order": 123,
"event": "first_submission_sent"
},
"stage_entered_at": "<string>",
"days_in_stage": 123,
"primary_offer": {
"id": "<string>",
"lender_id": "<string>",
"lender_name": "<string>",
"amount": 123,
"factor_rate": 123,
"status": "<string>"
},
"originator": {
"id": "<string>",
"name": "<string>"
},
"closer": {
"id": "<string>",
"name": "<string>"
},
"source": "<string>",
"lead_source": "<string>",
"form_data": {},
"submissions_count": 123,
"offers_count": 123,
"renewal_of_deal_id": "<string>",
"renewal_of_advance_id": "<string>",
"manually_closed": true,
"closed_at": "<string>",
"closed_reason": "<string>",
"ghl_contact_id": "<string>",
"ghl_opportunity_id": "<string>",
"created_at": "<string>",
"updated_at": "<string>"
},
"meta": {}
}{
"error": {
"type": "validation_error",
"message": "<string>",
"request_id": "<string>",
"code": "<string>",
"param": "<string>"
}
}{
"error": {
"type": "validation_error",
"message": "<string>",
"request_id": "<string>",
"code": "<string>",
"param": "<string>"
}
}{
"error": {
"type": "validation_error",
"message": "<string>",
"request_id": "<string>",
"code": "<string>",
"param": "<string>"
}
}{
"error": {
"type": "validation_error",
"message": "<string>",
"request_id": "<string>",
"code": "<string>",
"param": "<string>"
}
}{
"error": {
"type": "validation_error",
"message": "<string>",
"request_id": "<string>",
"code": "<string>",
"param": "<string>"
}
}Authorizations
API key (nlmca_live_…) or OAuth access token
Path Parameters
Deal id
Body
application/json
Requested funding amount in dollars.
Required range:
x >= 0Maximum string length:
2000Stated annual revenue in dollars.
Required range:
x >= 0Available options:
mca, term_loan, loc, equipment, factoring, reverse_consolidation Required range:
1 <= x <= 120Available options:
daily, weekly, bi-weekly, monthly Paper grade override (A–D); marks paper_grade_source as manual.
Maximum string length:
10Originator (user id, from GET /v1/users).
Originator by email, instead of originator_id. Must be an active team member.
Closer (user id, from GET /v1/users).
Closer by email, instead of closer_id. Must be an active team member.
Maximum string length:
100Maximum string length:
50Replaces the whole risk_flags object.
JSON merge-patch (RFC 7396) onto the deal’s form_data: nested objects merge key by key, a null value deletes the key, arrays and scalars replace.
Legal business name on this deal. When the deal showed its business’s legal name, the business is renamed too, and its other deals that showed the old name follow. A name the merchant typed differently changes on this deal only.
Maximum string length:
255DBA on this deal. When the deal showed its business’s DBA (or the business has none), the business takes it too, and its other deals that showed the old DBA follow. Otherwise it changes on this deal only.
Maximum string length:
255Maximum string length:
100Maximum string length:
50Maximum string length:
100Maximum string length:
50Maximum string length:
20Maximum string length:
50YYYY-MM-DD.
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