Updates dataClientsMCP tool
clients_update
Update an existing client's information.
Update an existing client's information. Only provided fields are updated — omitted fields remain unchanged. Common uses: change status or client type, fix contact details, adjust representation dates. Returns the updated client record.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
client_id | string | Yes | UUID of the client to update · Format: UUID |
first_name | string | No | Updated first name |
last_name | string | No | Updated last name |
email | string | No | Updated email |
phone | string | No | Updated phone |
status | enum | No | Updated status (active = working with, closed = deal completed, expired = agreement expired, cancelled = client cancelled, inactive = paused) · One of: active, closed, expired, cancelled, inactive |
notes | string | No | Notes to add |
Example prompts#
- "Change Dana Whitfield's phone number to 661-555-0147 on her client record."
- "Mark the Hendersons client file as closed now that their purchase recorded."
Safety#
Updates data. Changes an existing record. The change is visible immediately in the app and can be edited back.
Previous name#
This tool was previously published as update_client. Call it by its current name — legacy names are kept here for reference and old links redirect, but they are not callable.