Opportunity Followers
Add or remove team member followers on opportunities for sales collaboration. Followers receive notifications when deal status or stage changes.
Deals often involve multiple team members — the closer, the account manager, the fulfillment lead. Opportunity Followers lets you assign visibility so the right people get notified when deals move through the pipeline. Managing this through MCP means you can automatically set followers based on deal type, value, or territory without manual assignment.
What This MCP Tool Does
Add and remove team member followers on opportunity records. Followers receive notifications about changes to the deal — stage movements, status changes, and value updates.
Endpoint Reference
Add followers:
POST /opportunities/{opportunityId}/followers
Add one or more team members as followers on the deal.
Remove followers:
DELETE /opportunities/{opportunityId}/followers
Remove specified team members from the deal’s follower list.
Authentication
Requires a Private Integration Token (PIT) with the opportunities scope enabled.
Key Parameters
followers— array of user IDs to add or remove
Important Notes
Following a deal is about notifications, not permissions. All team members with location access can see all deals. Following ensures proactive notification rather than passive access.
Auto-assigning followers based on deal attributes is a common pattern: high-value deals automatically get the agency owner as a follower, deals in specific pipelines get the relevant team lead, and deals above a certain value get the fulfillment manager. Build this logic externally and use MCP to set the followers.
Common Questions
What notifications do followers receive? Stage changes, status updates (won/lost), value changes, and new activity on the deal. Specific notification channels depend on each team member’s settings.
Is the deal owner automatically a follower? The assigned team member (owner) receives notifications by default. Followers are additional team members who also need visibility.
Can I set followers when creating a deal? Not in the creation call itself. Create the deal via Opportunity CRUD, then add followers in a subsequent call.
Related MCP Tools
- Opportunity CRUD — Create and manage the deals followers are watching
- Status Manager — Status changes trigger follower notifications
- Contact Followers — Same pattern for contact-level following
- Opportunity Search — Find deals to assign followers to
- Pipeline Getter — Understand pipeline structure for follower rules