Move deal to milestone
Moves a deal to another milestone of its track.
MCP tool agile_crm_write → move_deal
write
Changes the milestone and returns the deal with its new milestone. A milestone name the track does not have fails and the deal stays where it is. Moving a deal reaches no customer and is undone with one more call, so it does not wait for your OK.
Parameters
| Name | Type | Description |
|---|---|---|
| deal_id string required | string | Deal id from list_deals |
| milestone string required | string | Milestone name as the deal's track shows it |
tools/call
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "agile_crm_write",
"arguments": {
"operation": "move_deal",
"arguments": {
"deal_id": "deal_8c41d2",
"milestone": "milestone"
}
}
}
}Example response
{
"content": [
{
"type": "text",
"text": "{ ... same JSON as structuredContent ... }"
}
],
"structuredContent": {
"deal_id": "5655120934133760",
"name": "Ortega Print rollout",
"previous_milestone": "Proposal",
"milestone": "Negotiation",
"value": 9500
},
"isError": false
}