CRM / Pipeline / MCP

Move prospect stage

Name: Pipeline
Price: 99 USD

Move a prospect along the CRM funnel by setting their conversionStage. Stage must be one of the canonical ConversionStage values. This updates conversionStageUpdatedAt so the kanban reorders correctly.

tools/callDeterministic operation

Parameters

workspaceIdOptional · string: Optional workspace ID or slug. Required when this credential can access multiple workspaces and no workspace was configured on the client.
prospectIdRequired · string: See the input schema for this field.
stageRequired · string: See the input schema for this field.prospect · connected · replied · interested · meeting_request · qualified · meeting_scheduled · meeting_completed · won · lost · not_interested · unqualified

Request example

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "move-prospect-stage",
    "arguments": {
      "prospectId": "00000000-0000-4000-8000-000000000000",
      "stage": "prospect"
    }
  }
}

Full input schema

Input schema

{
  "type": "object",
  "properties": {
    "workspaceId": {
      "type": "string",
      "minLength": 1,
      "description": "Optional workspace ID or slug. Required when this credential can access multiple workspaces and no workspace was configured on the client."
    },
    "prospectId": {
      "type": "string"
    },
    "stage": {
      "type": "string",
      "enum": [
        "prospect",
        "connected",
        "replied",
        "interested",
        "meeting_request",
        "qualified",
        "meeting_scheduled",
        "meeting_completed",
        "won",
        "lost",
        "not_interested",
        "unqualified"
      ]
    }
  },
  "required": [
    "prospectId",
    "stage"
  ]
}

See this operation inCLI REST API TypeScript SDK