<carta-plugin>carta-crm:1.14.2</carta-plugin>
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:
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:
If updating custom fields by label rather than ID:
Important: Only include fields that are explicitly being changed. Omit everything else.
Step 3 — Update the deal
Call:
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-dealsto 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]"
