> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.termina.ai/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.termina.ai/_mcp/server.

# Update Deal

PUT https://app.termina.ai/api/v1/group/{group_id}/deal/{deal_id}
Content-Type: application/json

Update a deal.

Reference: https://docs.termina.ai/api-reference/deal-management/deal/update

## Authentication

- `Authorization` header (bearer token, required) — Bearer authentication of the form `Bearer <token>`, where token is your auth token.

## Servers

- `https://app.termina.ai` (Production server, default)
- `https://app.termina.dev` (Development server)
- `http://localhost:8000` (Local development server)

## Request

### Path parameters

- `group_id` (integer, required)
- `deal_id` (integer, required)

### Body (application/json)

This endpoint expects an UpdateDealRequest.

- `round_name` (string, optional, nullable)
- `notes` (string, optional, nullable) — Notes about the deal
- `priority` (enum, optional, nullable) — The priority of the deal
  - Allowed values: `low`, `normal`, `high`, `urgent`
- `status` (enum, optional, nullable) — Deal status tracking where a deal is in the diligence workflow. NOTE: We use lowercase values everywhere (DB and API) to keep things simple. No case conversion needed - what the user sends is what we store. The members are lower case because sqlalchemy uses the member names, not the values. In the future, we're going to want to make all enums in the database consistent. In this case since it's also used in search and filtering, it's important to get it right *now*.
  - Allowed values: `intake`, `exploring`, `meet`, `get_data`, `queued`, `run_analysis`, `finalize`, `done`, `closed`
- `round_amount` (integer, optional, nullable) — The dollar amount to be raised of the round
- `round_target` (integer, optional, nullable) — The target post-money dollar amount of the round
- `tags` (list of string, optional, nullable) — The tags associated with the deal
- `company_summary` (string, optional, nullable) — The summary of the company
- `deal_lead_id` (integer, optional, nullable) — The id of the user who is the deal lead
- `company_id` (integer, optional, nullable)

## Response

### 200

Successful Response

- `round_name` (string, required) — The name of the round
- `id` (integer, required)
- `group_id` (integer, required)
- `company` (CompanyResponse, required)
- `files` (list of FileResponse, required, nullable)
- `notes` (string, optional, nullable) — Notes about the deal
- `priority` (enum, optional, nullable) — The priority of the deal
  - Allowed values: `low`, `normal`, `high`, `urgent`
- `status` (enum, optional, nullable) — Deal status tracking where a deal is in the diligence workflow. NOTE: We use lowercase values everywhere (DB and API) to keep things simple. No case conversion needed - what the user sends is what we store. The members are lower case because sqlalchemy uses the member names, not the values. In the future, we're going to want to make all enums in the database consistent. In this case since it's also used in search and filtering, it's important to get it right *now*.
  - Allowed values: `intake`, `exploring`, `meet`, `get_data`, `queued`, `run_analysis`, `finalize`, `done`, `closed`
- `round_amount` (integer, optional, nullable) — The dollar amount to be raised of the round
- `round_target` (integer, optional, nullable) — The target post-money dollar amount of the round
- `tags` (list of string, optional, nullable) — The tags associated with the deal
- `company_summary` (string, optional, nullable) — The summary of the company
- `deal_lead_id` (integer, optional, nullable) — The id of the user who is the deal lead
- `created_at` (string, optional)
- `updated_at` (string, optional, nullable)
- `is_archived` (boolean, optional, nullable)
- `group` (BasicGroupResponse, optional, nullable) — Minimal group response - excludes computed fields requiring relationships
- `data` (DealDataAvailabilityResponse, optional, nullable)
- `categories` (list of string, optional, nullable)
- `deal_lead` (DealLeadUserResponse, optional, nullable)

## Errors

### 422 Unprocessable Entity Error

Validation Error

- `detail` (list of ValidationError, optional)

## Types

### CompanyResponse

- `name` (string, required) — The name of the company
- `domain` (string, required) — The domain of the company
- `id` (integer, required)
- `group_id` (integer, required)
- `thumbnail_url` (string, optional, nullable) — The thumbnail URL of the company
- `created_at` (string, optional)
- `updated_at` (string, optional, nullable)
- `is_archived` (boolean, optional, nullable)

### FileResponse

- `name` (string, required) — The human-readable name of the file
- `id` (integer, required)
- `deal_id` (integer, required, nullable)
- `type` (enum, optional, nullable) — The type of the file
  - Allowed values: `deck`, `financials`, `raw_data`, `snapshot`, `full`, `mini`, `nano`, `other`
- `created_at` (string, optional)
- `updated_at` (string, optional, nullable)
- `is_archived` (boolean, optional, nullable)
- `filesize` (integer, optional, default: 0) — The size of the file in bytes

### BasicGroupResponse

Minimal group response - excludes computed fields requiring relationships

- `id` (integer, required)
- `name` (string, required)
- `account` (string, required)
- `thumbnail_url` (string, optional, nullable)
- `chatbot_enabled` (boolean, optional, default: false)

### DealDataAvailabilityResponse

- `financials_exist` (boolean, required) — Financials data has been processed for this deal
- `talent_exists` (boolean, required) — Talent data has been processed for this deal
- `product_metrics` (list of ProductInfoResponse, required) — List of which product metrics are available for this deal
- `unit_economics_metrics` (list of UnitEconomicsInfoResponse, required) — List of which user types with unit economics metrics are available for this deal
- `benchmark_user_types` (list of string, required) — List of user types with benchmarks available for this deal
- `excel_export_exists` (boolean, required) — Whether the data export is available for this deal
- `benchmark_categories` (list of string, required, deprecated) — List of categories applied to the company associated with this deal
- `balance_sheet_exists` (boolean, optional, default: false) — Balance sheet data has been processed for this deal

### DealLeadUserResponse

- `name` (string, required) — The name of the user
- `email` (string, required) — The email address of the user
- `thumbnail_url` (string, optional, nullable) — The thumbnail URL of the user

### ValidationError

- `loc` (list of ValidationErrorLocItems, required)
- `msg` (string, required)
- `type` (string, required)
- `input` (any, optional)
- `ctx` (ValidationErrorCtx, optional)

### ProductInfoResponse

- `user_type` (string, required)
- `metric` (string, required)

### UnitEconomicsInfoResponse

- `user_type` (string, required)

### ValidationErrorLocItems

### ValidationErrorCtx

## Examples

**Request**

```json
{}
```

**Response**

```json
{
  "round_name": "string",
  "id": 1,
  "group_id": 1,
  "company": {
    "name": "string",
    "domain": "example.com",
    "id": 1,
    "group_id": 1,
    "thumbnail_url": "string",
    "created_at": "2024-01-15T09:30:00Z",
    "updated_at": "2024-01-15T09:30:00Z",
    "is_archived": true
  },
  "files": [
    {
      "name": "string",
      "id": 1,
      "deal_id": 1,
      "type": "deck",
      "created_at": "2024-01-15T09:30:00Z",
      "updated_at": "2024-01-15T09:30:00Z",
      "is_archived": true,
      "filesize": 0
    }
  ],
  "notes": "string",
  "priority": "low",
  "status": "intake",
  "round_amount": 1,
  "round_target": 1,
  "tags": [
    "string"
  ],
  "company_summary": "string",
  "deal_lead_id": 1,
  "created_at": "2024-01-15T09:30:00Z",
  "updated_at": "2024-01-15T09:30:00Z",
  "is_archived": true,
  "group": {
    "id": 1,
    "name": "string",
    "account": "string",
    "thumbnail_url": "string",
    "chatbot_enabled": false
  },
  "data": {
    "financials_exist": true,
    "talent_exists": true,
    "product_metrics": [
      {
        "user_type": "consumer",
        "metric": "revenue"
      }
    ],
    "unit_economics_metrics": [
      {
        "user_type": "consumer"
      }
    ],
    "benchmark_user_types": [
      "consumer"
    ],
    "excel_export_exists": true,
    "benchmark_categories": [
      "saas",
      "fintech"
    ],
    "balance_sheet_exists": false
  },
  "categories": [
    "string"
  ],
  "deal_lead": {
    "name": "string",
    "email": "string",
    "thumbnail_url": "string"
  }
}
```

**SDK Code**

```python
import requests

url = "https://app.termina.ai/api/v1/group/1/deal/1"

payload = {}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.put(url, json=payload, headers=headers)

print(response.json())
```

```javascript
const url = 'https://app.termina.ai/api/v1/group/1/deal/1';
const options = {
  method: 'PUT',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: '{}'
};

try {
  const response = await fetch(url, options);
  const data = await response.json();
  console.log(data);
} catch (error) {
  console.error(error);
}
```

```go
package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://app.termina.ai/api/v1/group/1/deal/1"

	payload := strings.NewReader("{}")

	req, _ := http.NewRequest("PUT", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(res)
	fmt.Println(string(body))

}
```

```ruby
require 'uri'
require 'net/http'

url = URI("https://app.termina.ai/api/v1/group/1/deal/1")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Put.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{}"

response = http.request(request)
puts response.read_body
```

```java
import com.mashape.unirest.http.HttpResponse;
import com.mashape.unirest.http.Unirest;

HttpResponse<String> response = Unirest.put("https://app.termina.ai/api/v1/group/1/deal/1")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{}")
  .asString();
```

```php
<?php
require_once('vendor/autoload.php');

$client = new \GuzzleHttp\Client();

$response = $client->request('PUT', 'https://app.termina.ai/api/v1/group/1/deal/1', [
  'body' => '{}',
  'headers' => [
    'Authorization' => 'Bearer <token>',
    'Content-Type' => 'application/json',
  ],
]);

echo $response->getBody();
```

```csharp
using RestSharp;

var client = new RestClient("https://app.termina.ai/api/v1/group/1/deal/1");
var request = new RestRequest(Method.PUT);
request.AddHeader("Authorization", "Bearer <token>");
request.AddHeader("Content-Type", "application/json");
request.AddParameter("application/json", "{}", ParameterType.RequestBody);
IRestResponse response = client.Execute(request);
```

```swift
import Foundation

let headers = [
  "Authorization": "Bearer <token>",
  "Content-Type": "application/json"
]
let parameters = [] as [String : Any]

let postData = JSONSerialization.data(withJSONObject: parameters, options: [])

let request = NSMutableURLRequest(url: NSURL(string: "https://app.termina.ai/api/v1/group/1/deal/1")! as URL,
                                        cachePolicy: .useProtocolCachePolicy,
                                    timeoutInterval: 10.0)
request.httpMethod = "PUT"
request.allHTTPHeaderFields = headers
request.httpBody = postData as Data

let session = URLSession.shared
let dataTask = session.dataTask(with: request as URLRequest, completionHandler: { (data, response, error) -> Void in
  if (error != nil) {
    print(error as Any)
  } else {
    let httpResponse = response as? HTTPURLResponse
    print(httpResponse)
  }
})

dataTask.resume()
```