Deal room sync agents that act on-behalf-of your AEs

fields = (
    "Id, Name, StageName, Amount, CloseDate, NextStep, "
    "Account.Name, Owner.Name, LastModifiedDate"
)

if opportunity_id:
    records = self.run_soql(
        f"SELECT {fields} FROM Opportunity "
        f"WHERE Id = '{safe_id}' LIMIT 1"
    )
else:
    records = self.run_soql(
        f"SELECT {fields} FROM Opportunity "
        f"WHERE Name LIKE '%{safe_name}%' "
        f"ORDER BY LastModifiedDate DESC LIMIT 1"
    )

def run_soql(self, soql_query):
    data = self.execute_tool(
        "salesforce_soql_execute", soql_query=soql_query,
    ) or {}
    return data.get("records") or []

if cfg.slack_channel_id:
    raw_text = slack.read_channel(
        cfg.slack_channel_id, limit=cfg.slack_message_limit,
    )
else:
    raw_text = slack.search_relevant_messages(
        keyword, limit=cfg.slack_message_limit,
    )

def search_relevant_messages(self, keyword, limit=20):
    data = self.execute_tool(
        "slackmcp_slack_search_public_and_private",
        query=keyword,
        limit=limit,
    ) or {}
    return data.get("results", "") or ""

excerpts = split_slack_text_blob(raw_text)
deal.add_slack_excerpts(excerpts)

def compute_deal_fingerprint(deal, slack_excerpts):
    payload = {
        "stage": deal.stage,
        "amount": round(deal.amount) if deal.amount is not None else None,
        "close_date": deal.close_date,
        "next_step": (deal.next_step or "").strip(),
        "slack_excerpts": sorted(slack_excerpts),
    }
    blob = json.dumps(payload, sort_keys=True)
    return hashlib.sha256(blob.encode("utf-8")).hexdigest()

fingerprint = compute_deal_fingerprint(deal, deal.slack_excerpts)
if not state.has_changed(deal.opportunity_id, fingerprint):
    logger.info(
        "Deal context unchanged since the last sync "
        "-- skipping Drive sync"
    )

doc = ensure_deal_room_doc(
    drive,
    doc_id=cfg.deal_room_doc_id,
    doc_name=cfg.deal_room_doc_name,   # find-or-create by name
    folder_id=cfg.deal_room_folder_id,
    opportunity_name=deal.name,
)

summary = build_deal_summary(deal, ae_email=cfg.ae_email)
drive.sync_deal_summary(doc.get("id"), summary)

def sync_deal_summary(self, file_id, summary_text):
    return self.execute_tool(
        "googledrive_create_comment",
        file_id=file_id,
        content=summary_text,
    )