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:

mcp__carta_crm__get_deal_fields()
mcp__carta_crm__search_deals({ 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:

Field	Description
stageId	Move deal to a different stage
company.name	Update the associated company name
company.url	Update company URL — triggers auto-enrichment
comment	Replace the deal comment/notes
tags	Replace the full tags array
dealLead	User ID to assign as deal lead
addedAt	ISO 8601 date the deal was added
fields	Custom field values keyed by field ID
people.advisers	Contact IDs linked as advisers
people.introducer	Contact IDs linked as introducers
people.management	Contact IDs linked as management

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

mcp__carta_crm__get_deal_pipelines_with_stages()

If updating custom fields by label rather than ID:

mcp__carta_crm__get_deal_custom_fields()

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

Step 3 — Update the deal

Call:

mcp__carta_crm__update_deal({
  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]"