Edit Pipeline Item
edit_pipeline_itemUpdate pipeline items in Less Annoying CRM: change status, add notes, or modify custom field values. Name-based resolution makes edits quick and accurate.
Instructions
Update an existing pipeline item in Less Annoying CRM.
PREREQUISITES (call these first):
get_pipeline_item_schema(pipeline_id) → see available custom fields and their valid options
search_pipeline_items or get_pipeline_item → find/verify valid pipeline_item_id
get_pipelines → find valid status_ids (if changing status)
Use this to change status, add notes, or update custom field values. Supports name-based resolution: use status_name instead of status_id, and custom_field_names instead of custom_fields.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | Add a historical note | |
| status_id | No | New status ID. Mutually exclusive with status_name. | |
| pipeline_id | No | Pipeline ID (required when using status_name or custom_field_names for resolution) | |
| status_name | No | New status name (case-insensitive, auto-resolved to ID). Mutually exclusive with status_id. Requires pipeline_id. | |
| custom_fields | No | Custom field values to update keyed by field NAME, written verbatim (LACRM v2 ignores ID-keyed writes). Prefer custom_field_names. Mutually exclusive with custom_field_names. | |
| run_automation | No | Run status automation (default: false) | |
| pipeline_item_id | Yes | The PipelineItemId to edit | |
| custom_field_names | No | Custom field values keyed by field name (case-insensitive; validated + written by name). Mutually exclusive with custom_fields. Requires pipeline_id. |