update_account
ActiveTool of FavCRM
declared in 1.0.0
Update CRM account/customer profile fields such as name, phone, email, life stage, owner, notes, or member code.
Parameters schema
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"accountId"
],
"properties": {
"name": {
"type": "string",
"description": "Account/customer display name"
},
"type": {
"enum": [
"individual",
"business",
"household"
],
"type": "string",
"description": "Account type"
},
"email": {
"type": "string",
"format": "email",
"pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
"description": "Email address"
},
"notes": {
"type": "string",
"description": "Internal notes"
},
"phone": {
"type": "string",
"description": "Phone number"
},
"gender": {
"type": "string",
"description": "Gender"
},
"source": {
"enum": [
"walk_in",
"online",
"pos",
"whatsapp",
"referral",
"import",
"api",
"shopify",
"woocommerce",
"email"
],
"type": "string",
"description": "Acquisition source"
},
"lastName": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Last name for individual accounts"
},
"accountId": {
"type": "string",
"description": "The account ID to update"
},
"firstName": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "First name for individual accounts"
},
"lifeStage": {
"enum": [
"lead",
"active",
"churned",
"vip"
],
"type": "string",
"description": "CRM life stage"
},
"assignedTo": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Assigned team member user ID, or null to clear"
},
"memberCode": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Merchant member code, or null to clear"
},
"dateOfBirth": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "YYYY-MM-DD date of birth, or null to clear"
},
"referredByAccountId": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Referrer account ID, or null to clear"
}
}
}No endpoints wrapped at confidence ≥ 0.70.
Parent server
FavCRM
https://github.com/favcrm/mcp
1/7 registries