Update Contact

Overview

Partially update an existing contact. Only fields provided are modified — this is a partial update, not a replacement. First resolve the contact ID, collect what to change, then call the update tool.

Step 1 — Resolve the contact ID

If the user provided a contact ID directly, use it and skip to Step 3.

If only a name or description was given, search first:

crm_call_tool({ "name": "crm:search_contacts", "arguments": { query: "<name>", limit: 10 } })

If multiple contacts match, present the list and ask the user to confirm which one to update (show name, title, company, and ID for each).

Step 2 — Collect what to update

Ask the user what they want to change. Updatable fields include:

If the user wants to update custom fields but isn't sure of field IDs, fetch the schema first:

crm_call_tool({ "name": "crm:get_contact_custom_fields", "arguments": {} })

Important: Only include fields that are explicitly being changed. Omit everything else.

Step 3 — Update the contact

Call:

crm_call_tool({
  "name": "crm:update_contact",
  "arguments": {
    id: "<contact id>",
    name: "<updated name>",
    title: "<updated title>",
    emailDetail: "<updated email>",
    tags: ["<tag1>", "<tag2>"],
    fields: { "<field_id>": "<value>" }
  }
})

Omit any key that is not being updated.

Step 4 — Report result

On success, respond with a summary of what changed:

"Contact {name} updated (ID: {id}). Changed: [list of changed fields]"

On error, show the error message and suggest:

• Verify the contact ID is correct — run /search-contacts to find it
• Check that custom field IDs are valid

Updating multiple contacts

If the user wants to apply the same change to multiple contacts, repeat Steps 1 and 3–4 for each. Summarize at the end:

"Updated N contacts: [list of names]"