Tools in this category
| Tool | Mutating | Description |
|---|---|---|
list_client_statuses |
no | List the current user’s client statuses. Call this before creating or updating clients to get valid status slug values. |
create_client_status |
yes | Create a client status. statusId is auto-generated from the name if omitted. Logged in the MCP audit trail. |
update_client_status |
yes | Update a client status config. Only supplied fields change; the slug is immutable. |
delete_client_status |
yes | Delete a client status. Fails if clients still use it — reassign those clients first. Logged in the MCP audit trail. |
list_client_statuses
Mutating: no
List the current user’s client statuses. Call this before creating or updating clients to get valid status slug values.
Parameters
No parameters.
create_client_status
Mutating: yes
Create a client status. statusId is auto-generated from the name if omitted. Logged in the MCP audit trail.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
statusId |
string | no | Stable slug (e.g. "lead"). Auto-generated from name if omitted. |
name |
string | yes | Display name shown in pickers. |
description |
string | no | Free-form description shown in pickers and tooltips. |
color |
string | no | Color token or hex value. |
enabled |
boolean | no | Whether the status is selectable in pickers; defaults to true. |
update_client_status
Mutating: yes
Update a client status config. Only supplied fields change; the slug is immutable.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
id |
string | yes | Client status config ID. |
statusId |
string | no | Read-only on update — the slug is fixed at creation and cannot be changed; identify the status with the top-level id parameter instead. |
name |
string | no | Display name shown in pickers. |
description |
string | no | Free-form description shown in pickers and tooltips. |
color |
string | no | Color token or hex value. |
enabled |
boolean | no | Whether the status is selectable in pickers; defaults to true. |
delete_client_status
Mutating: yes
Delete a client status. Fails if clients still use it — reassign those clients first. Logged in the MCP audit trail.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
id |
string | yes | Client status config ID. |