import type { PipedriveClient } from '../../pipedrive-client.js';
import { MergePersonsSchema } from '../../schemas/person.js';
import type { PipedriveResponse } from '../../types/common.js';
/**
* Tool for merging two persons
*/
export function getMergePersonsTool(client: PipedriveClient) {
return {
name: 'persons_merge',
description: `Merge two persons into one.
Combines two person records, moving all related data to the primary person:
- All deals are transferred
- All activities are transferred
- All notes are transferred
- All files are transferred
- Email and phone numbers are combined
- Custom field data is merged
- The secondary person is deleted
WARNING: This action is irreversible. The person specified in merge_with_id will be deleted permanently.
Best practices:
1. Review both persons thoroughly before merging
2. Ensure you're merging duplicates, not different people
3. The person with ID 'id' will be kept (primary)
4. The person with 'merge_with_id' will be deleted (secondary)
5. Use persons_get to verify both records first
Use cases:
- Removing duplicate persons
- Consolidating split records
- Data cleanup and maintenance
- CRM hygiene improvements`,
inputSchema: {
type: 'object',
properties: {
id: {
type: 'number',
description: 'ID of the person to keep (primary person)',
},
merge_with_id: {
type: 'number',
description: 'ID of the person to merge and delete (secondary person)',
},
},
required: ['id', 'merge_with_id'],
} as const,
handler: async (params: unknown) => {
const validated = MergePersonsSchema.parse(params);
const response = await client.put<PipedriveResponse<unknown>>(
`/persons/${validated.id}/merge`,
{ merge_with_id: validated.merge_with_id }
);
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
};
}
