update_project
Update project details in Moxie CRM, adjusting fields like name, dates, fees, and portal access for existing projects.
Instructions
Update an existing project in Moxie CRM
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "update_project"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | New project name | |
| active | No | Whether the project is active | |
| amount | No | Fee amount | |
| dueDate | No | New due date (YYYY-MM-DD format) | |
| feeType | No | Fee schedule type | |
| hexColor | No | New project display color | |
| projectId | No | ID of the project to update | |
| startDate | No | New start date (YYYY-MM-DD format) | |
| clientName | No | Client name (required if using projectName) | |
| description | No | New project description | |
| projectName | No | Name of the project to update (alternative to projectId) | |
| portalAccess | No | New client portal access level |