Bulk changesClientsMCP tool
clients_sync_statuses
Sync client statuses based on their linked escrow statuses.
Sync client statuses based on their linked escrow statuses. When escrows close, the clients linked to them should be marked as 'closed'. This tool handles the ENTIRE workflow in ONE call: finds all clients linked to escrows with the specified status who are still marked active, then updates them. ALWAYS use dry_run=true FIRST to preview what would be updated before making actual changes. Returns the list of clients that would be (or were) updated.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
dry_run | boolean | No | REQUIRED FIRST STEP: Set true to preview changes without making them. Set false to execute the sync. |
escrow_status | enum | No | Which escrow status to sync from. closed=successful transactions, cancelled/fell_through=unsuccessful (default: closed) · One of: closed, cancelled, fell_through |
Example prompts#
- "Sync my client statuses so everyone whose escrow closed gets marked closed."
- "Preview which active clients would flip to closed from finished escrows before making changes."
Safety#
Bulk changes. Changes many records in one call. Review the scope carefully before confirming — bulk changes are treated as destructive because of their blast radius.