import type { PipedriveClient } from '../../pipedrive-client.js';
import { UpdateDealSchema, MoveDealStageSchema } from '../../schemas/deal.js';
export function getUpdateDealTools(client: PipedriveClient) {
return {
'deals_update': {
description: `Update an existing deal.
Updates one or more fields of an existing deal. Only provide fields you want to change.
Workflow tips:
- Only specify fields you want to update
- Use deals/get first to see current values
- Use deals/move_to_stage for simple stage changes
- To mark as won/lost, update status field
Common use cases:
- Update value: { "id": 123, "value": 7500 }
- Change title: { "id": 123, "title": "Updated Deal Name" }
- Mark as won: { "id": 123, "status": "won" }
- Update multiple fields: { "id": 123, "value": 10000, "expected_close_date": "2024-12-31", "probability": 75 }
- Move to new stage: { "id": 123, "stage_id": 5 }`,
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'number', description: 'ID of the deal to update' },
title: { type: 'string', description: 'Deal title' },
value: { type: 'number', description: 'Deal value' },
currency: { type: 'string', description: '3-letter currency code' },
user_id: { type: 'number', description: 'ID of the user who will own this deal' },
person_id: { type: 'number', description: 'ID of the person' },
org_id: { type: 'number', description: 'ID of the organization' },
pipeline_id: { type: 'number', description: 'ID of the pipeline' },
stage_id: { type: 'number', description: 'ID of the stage' },
status: {
type: 'string',
enum: ['open', 'won', 'lost'],
description: 'Deal status',
},
expected_close_date: {
type: 'string',
description: 'Expected close date in YYYY-MM-DD format',
},
probability: { type: 'number', description: 'Deal success probability (0-100)' },
lost_reason: { type: 'string', description: 'Reason why the deal was lost' },
visible_to: {
type: 'string',
enum: ['1', '3', '5', '7'],
description: 'Visibility setting',
},
},
required: ['id'],
},
handler: async (args: unknown) => {
const { id, ...updates } = UpdateDealSchema.parse(args);
return client.put(`/deals/${id}`, updates);
},
},
'deals_move_to_stage': {
description: `Move a deal to a different stage in the pipeline.
Convenience tool to move a deal to another stage. Use this instead of deals/update when only changing stages.
Workflow tips:
- Use pipelines/list to get available stages
- Moving stages may trigger automations in Pipedrive
- Stage must be in the same pipeline or specify pipeline_id
Common use cases:
- Move to next stage: { "id": 123, "stage_id": 5 }
- Move to won/lost stage: { "id": 123, "stage_id": 10 }`,
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'number', description: 'ID of the deal to move' },
stage_id: { type: 'number', description: 'ID of the stage to move the deal to' },
},
required: ['id', 'stage_id'],
},
handler: async (args: unknown) => {
const { id, stage_id } = MoveDealStageSchema.parse(args);
return client.put(`/deals/${id}`, { stage_id });
},
},
};
}
