You're viewing a demo portfolio

Join the waitlist
PRSM

update_account

Active

Tool 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"
    }
  }
}

What this tool wraps· 0 endpoints

min confidence0.700.50

No endpoints wrapped at confidence ≥ 0.70.

Parent server

FavCRM

https://github.com/favcrm/mcp

1/7 registries
View full server →
update_account — FavCRM — PRSM MCP