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ckalima

Pipedrive MCP Server

by ckalima

pipedrive_update_stage

Idempotent

Update stage details (name, deal probability, rot settings) or relocate it to another pipeline using the stage ID and fields to modify.

Instructions

Update an existing stage. Provide the stage id and any fields to change. Set pipeline_id to move the stage to another pipeline.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesThe ID of the stage to update
nameNoThe new name of the stage
pipeline_idNoMove the stage to this pipeline ID
days_to_rottenNoDays until a deal not updated in this stage becomes rotten (applies only when is_deal_rot_enabled is set; null to clear)
deal_probabilityNoThe success probability percentage of deals in this stage (0-100)
is_deal_rot_enabledNoWhether deals in this stage can become rotten

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Changed2 schema fields changedv2.7.0
    • changedInput schema / properties / days_to_rotten / description
      Previous value: -"Days until a deal not updated in this stage becomes rotten (applies only when is_deal_rot_enabled is set)"New value: +"Days until a deal not updated in this stage becomes rotten (applies only when is_deal_rot_enabled is set; null to clear)"
    • changedInput schema / properties / days_to_rotten / type
      Previous value: -"number"New value: +[
      +  "number",
      +  "null"
      +]
  2. Addedv2.4.0

TDQS

A3.7/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

The annotations already declare readOnlyHint=false, destructiveHint=false, and idempotentHint=true, covering the core safety profile. The description adds the specific behavior of moving stages via pipeline_id, but doesn't discuss permissions, side effects, or return values. This is fine given annotation coverage, but the description doesn't go beyond that.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two concise sentences with the action stated first, followed by essential usage details. No fluff, perfectly front-loaded, and each sentence earns its place.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a simple update operation with full schema documentation and annotations covering the safety profile, the description is adequate. It covers purpose, usage, and key parameter semantics. It doesn't mention return values, but the absence of an output schema makes that less critical. Nothing essential is missing.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the description doesn't need to repeat parameter details. It adds value by clarifying that only provided fields are updated and by highlighting pipeline_id as the way to move the stage. This provides operational context beyond the schema's per-parameter descriptions.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states 'Update an existing stage' with a specific verb and resource. It mentions moving to another pipeline via pipeline_id, which further clarifies the scope. It doesn't explicitly contrast with the sibling pipedrive_update_phase, but the resource names are different enough to avoid confusion, so it's not a tautology.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description gives operational guidance: provide the stage id and fields to change, and set pipeline_id to move. However, it doesn't explicitly state when to use this tool over alternatives or provide exclusions. Since there is no direct alternative for updating stages, the guidance is adequate but lacks explicit 'when-not' conditions.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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