Update Deal

Overview

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

Step 1 — Resolve the deal ID

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

If only a company name was given, call get_deal_fields first, then search:

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

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

Step 2 — Collect what to update

Ask the user what they want to change:

If the user wants to move to a stage by name, fetch pipelines first:

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

If updating custom fields by label rather than ID:

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

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

Step 3 — Update the deal

Call:

crm_call_tool({
  "name": "crm:update_deal",
  "arguments": {
    id: "<deal id>",
    stageId: "<stage id>",
    company: { name: "<name>", url: "<url>" },
    comment: "<updated comment>",
    tags: ["<tag1>", "<tag2>"],
    dealLead: "<user id>",
    addedAt: "<ISO 8601 date>",
    fields: { "<field_id>": "<value>" },
    people: {
      advisers: ["<contact id>"],
      introducer: ["<contact id>"],
      management: ["<contact id>"]
    }
  }
})

Omit any top-level key that is not being updated.

Step 4 — Report result

On success, respond with a summary of what changed:

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

On error, show the error message and suggest:

• Verify the deal ID is correct — run /search-deals to find it
• Check that stage IDs are valid — run get_deal_pipelines_with_stages
• Check that custom field IDs and contact IDs are valid

Updating multiple deals

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

"Updated N deals: [list of company names]"