Updates dataReferralsMCP tool

`referrals_update`

Update an existing referral's information or status.

Update an existing referral's information or status. Only provided fields are updated - omitted fields remain unchanged. Common uses: status change (submitted->accepted->active->closed->paid), add financial details, link escrow. Returns the updated referral record.

Parameters#

Parameter	Type	Required	Description
`referral_id`	string	Yes	UUID of the referral to update (required). Use `referrals_list` to find. · Format: UUID
`referred_name`	string	No	Updated referred person name
`referred_email`	string	No	Updated referred person email
`referred_phone`	string	No	Updated referred person phone
`referred_lead_id`	string	No	Updated lead ID · Format: UUID
`referred_contact_id`	string	No	Updated contact ID · Format: UUID
`referring_agent_name`	string	No	Updated referring agent name
`referring_agent_email`	string	No	Updated referring agent email
`receiving_agent_id`	string	No	Updated receiving agent ID · Format: UUID
`receiving_agent_name`	string	No	Updated receiving agent name
`receiving_agent_email`	string	No	Updated receiving agent email
`referral_type`	enum	No	Updated referral type · One of: `buyer`, `seller`, `both`
`referral_source`	string	No	Updated referral source
`notes`	string	No	Updated notes
`status`	enum	No	Updated status · One of: `submitted`, `accepted`, `active`, `closed`, `paid`, `declined`, `expired`
`referral_fee_percentage`	number	No	Updated fee percentage · Max: 100 · Min: 0
`transaction_amount`	number	No	Transaction amount when closed · Min: 0
`referral_fee_amount`	number	No	Actual referral fee amount · Min: 0
`escrow_id`	string	No	Link to an escrow when the referral leads to a transaction · Format: UUID
`care_status`	enum	No	Care status for tracking · One of: `no_status`, `cared`, `needs_care`, `didnt_care`

Example prompts#

"Mark the Garcia referral as closed with a 450000 transaction amount."
"Update my referral to Dana Cole to paid, the fee check came in."

Safety#

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