Updates dataDeals (vendor pipeline)MCP tool

`deals_update`

Update an existing vendor deal's information or status.

Update an existing vendor deal's information or status. Only provided fields are updated - omitted fields remain unchanged. Common uses: status change (pending->in_progress->completed->invoiced->paid), update financial details, link to escrow. Returns the updated deal record.

Parameters#

Parameter	Type	Required	Description
`deal_id`	string	Yes	UUID of the deal to update (required). Use `deals_list` to find. · Format: UUID
`contact_id`	string	No	Updated contact ID. Use `contacts_list` to find. · Format: UUID
`vendor_type`	string	No	Updated vendor type
`partner_id`	string	No	Updated partner ID. Use `partners_list` to find. · Format: UUID
`escrow_service_id`	string	No	Updated escrow service record ID. · Format: UUID
`escrow_id`	string	No	Updated escrow ID. Use `escrows_list` to find. · Format: UUID
`title`	string	No	Updated title
`deal_type`	string	No	Updated deal type
`status`	enum	No	Updated status · One of: `pending`, `in_progress`, `completed`, `invoiced`, `paid`, `cancelled`, `disputed`
`payment_status`	enum	No	Updated payment status · One of: `unpaid`, `invoiced`, `paid`, `refunded`
`amount`	number	No	Updated deal amount · Min: 0
`fee`	number	No	Updated service fee · Min: 0
`commission_amount`	number	No	Updated commission amount · Min: 0
`property_address`	string	No	Updated property address
`notes`	string	No	Updated notes
`tags`	array of strings	No	Updated tags array (replaces existing tags)
`care_status`	enum	No	Care status for tracking. Setting this also updates care_status_updated_at and care_status_updated_by audit columns. · One of: `no_status`, `cared`, `needs_care`, `didnt_care`
`care_status_note`	string	No	Note explaining the care status change (audit trail).
`started_at`	string	No	Timestamp the deal work started. Usually set alongside status=in_progress. (ISO 8601 format, e.g., 2025-01-22T14:30:00Z) · Format: Date-time (ISO 8601)
`completed_at`	string	No	Timestamp the deal was completed. Usually set alongside status=completed. (ISO 8601 format, e.g., 2025-01-22T14:30:00Z) · Format: Date-time (ISO 8601)
`paid_date`	string	No	Date the deal was paid out. Usually set alongside payment_status=paid. (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD)
`record_data`	object (free-form)	No	Pipeline-specific vertical data as a JSON object. Replaces (does not merge with) the existing record_data.

Example prompts#

"Mark the Birchwood Ln inspection deal as completed and invoiced."
"The Marlowe Ct appraisal got paid today, update its payment status and paid date."

Safety#

Updates data. Changes an existing record. The change is visible immediately in the app and can be edited back.