Update Fundraising

<carta-plugin>carta-crm:1.14.2</carta-plugin>

Overview

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

Step 1 — Resolve the fundraising ID

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

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

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

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

Step 2 — Collect what to update

Ask the user what they want to change:

• name — fundraising round name
• stageId — move to a different stage (call get_fundraising_stages to resolve name → ID)
• fields — custom field values keyed by field ID

If the user wants to move to a stage by name, fetch the stages to resolve name → ID:

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

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_fundraising_custom_fields", "arguments": {} })

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

Step 3 — Update the fundraising

Call:

crm_call_tool({  "name": "crm:update_fundraising",  "arguments": {    id: "<fundraising id>",    name: "<updated name>",    stageId: "<stage id>",    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:

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

On error, show the error message and suggest:

• Verify the fundraising ID is correct — run /search-fundraisings to find it
• Check that stage IDs are valid — run get_fundraising_stages to list options
• Check that custom field IDs are valid

Updating multiple fundraisings

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

"Updated N fundraisings: [list of names]"