Updates dataPipelinesMCP tool
pipeline_records_move_stage
Move a pipeline record to a new stage.
Move a pipeline record to a new stage. Logs the stage transition in the activity history. Use pipeline_stages_list to see available stage keys.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
id | string | Yes | Pipeline record UUID · Format: UUID |
stage_key | string | Yes | Target stage key (e.g., "demo", "trial", "paid") |
notes | string | No | Notes about why this record moved stages |
Example prompts#
- "Move Smith Brokerage from demo to trial, they started their evaluation today."
- "Advance the Keystone Realty record to the paid stage and note they signed yesterday."
Safety#
Updates data. Changes an existing record. The change is visible immediately in the app and can be edited back.