Move a deal to another stage

Move a deal to another stage, including Won or Lost.

MCP tool freshsales_write → update_deal_stage

write Confirm

Changes the stage as a drag in the Pipeline view does. Moving to Won sets the closed date, and moving to Lost takes a Lost reason. Your Workflows can start on the change and email contacts or the owner. Move it back with a second call. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: update_deal_stage
NameTypeDescription
deal_id integer required integer Deal id from list_deals.
stage string required string Stage name from list_pipelines, in the deal's own pipeline.
lost_reason string string A Lost reason from list_pipelines. Needed for Lost when your admin made the field required.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "freshsales_write",
    "arguments": {
      "operation": "update_deal_stage",
      "arguments": {
        "deal_id": 7000377,
        "stage": "Lost",
        "lost_reason": "No response"
      }
    }
  }
}

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "deal_id": 7000377,
    "name": "Onboarding package",
    "stage": "Lost",
    "previous_stage": "New",
    "lost_reason": "No response"
  },
  "isError": false
}

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