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A deal carries relationships a plain field patch can’t express — who is the economic buyer, whether budget is confirmed, why a deal was actually lost. Those live outside update_crm_record on their own dedicated tools. Connect Claude to Klipy and it calls the right one for what you’re asking.

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Example prompt

Copy any of these into Claude once it is connected to Klipy:

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What happens

1

Adding or re-roling a contact

Claude calls update_deal_contacts to attach Dana with that role. It’s additive — every other contact on the deal keeps the role and reporting line they already had, and at most one contact is marked primary per call.
2

Recording qualification

Claude calls set_deal_qualification, and the criterion key is checked against the deal’s own qualification framework (BANT, MEDDIC, etc.) before anything is written.
3

Recording a close reason

Claude calls set_deal_outcome to record the close reason. Ask it to move the deal to the closing stage in the same request and that stage move fires the usual stage-change automations, with closeDate stamped the first time the deal reaches a closing stage.
These are ordinary CRM writes — free, the same as any create or update through the app.

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Good to know

  • update_crm_record doesn’t manage these fields. Deal contacts, the main contact, qualification, and the close reason move through these three tools instead — describe_crm_schema lists them per deal so Claude never guesses a write path.
  • update_deal_contacts never drops a contact you don’t name. Each call merges onto the deal’s current membership; contacts left out of the request keep their existing role.
  • A qualification key has to match the deal’s own framework. set_deal_qualification validates every criterion key against the framework the deal was seeded with — an unknown key is rejected, not silently ignored.
  • A bare close-reason write never touches closeDate. set_deal_outcome only stamps closeDate when the same call moves the deal into a closing stage, and only the first time — logging a reason on an already-closed deal doesn’t redate it.

CRM updates

Let Klipy’s own suggestions drive the rest of a record’s fields.

Pipeline forecast

See how a deal’s stage and confidence feed the forecast.

Tool reference

Every tool Claude can call, grouped by scope.
Last modified on September 6, 2026