CRM: Define pipeline
crm_pipeline_defineCreate or redefine one of the workspace's lead pipelines. 'pipeline' (slug), 'name', 'stages' [{slug, name_uk, category, order?, color?, requires_approval?, is_terminal?, lead_status?}] — the WHOLE list, 'transitions' [{from ('*' = any), to ('previous' = the stage held before), action_class A2|A3, guard?}] (omit for the default: forward one step, any → terminal, paused → previous), 'goal_per_month', 'remap' {old_slug: new_slug} for leads on a stage the new list drops (required when such leads exist → remap_required). The answer carries a diff (stages added/removed/changed, leads moved). dry_run=true returns the diff only. Always proposed for confirmation. 'inbound' cannot be redefined. CONFIRMATION: this tool is PROPOSED, never performed directly. You get status='confirmation_required' with an action_id and a plan_token, and the write happens only after confirm_action.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"pipeline": "<pipeline>",
"stages": "<stages>"
},
"name": "crm_pipeline_define"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | ||
| remap | No | ||
| stages | Yes | ||
| dry_run | No | ||
| archived | No | ||
| pipeline | Yes | ||
| is_default | No | ||
| transitions | No | ||
| goal_per_month | No |