Move an agreement one step
agreement_update_statusMove one agreement exactly one step: draft, sent, signed, expired, stamping the date and an optional note into its history. A skipped or backwards step is refused and nothing is written. Expiring a finished engagement frees a free-tier slot.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | No | The date to stamp the step with, YYYY-MM-DD. Default today | |
| note | No | ||
| status | Yes | The next step for this agreement: draft, sent, signed, expired | |
| agreement | Yes | The agreement id, e.g. SA-2026-0003, or the client name when only one agreement has it |