# happ_crm_deal_update

Сменить стадию, название, сумму или причину потери у одной сделки. Стадия — id из happ_crm_schema. Изменение уезжает во внешнюю CRM, если адаптер это умеет. Обязательно передавай dealTitle (название сделки) и stageName (название новой стадии) — они показываются человеку в карточке подтверждения вместо id. (PATCH /crm/deals/:id)

Agent View of the PolicyLayer registry record for `happ_crm_deal_update`. HTML page: https://policylayer.com/tools/happ-ai-platform-mcp/happ-crm-deal-update

## Facts

- Tool: `happ_crm_deal_update`
- Server: Platform (`@happ-ai/platform-mcp`) — https://policylayer.com/tools/happ-ai-platform-mcp.md
- Install: `npx -y @happ-ai/platform-mcp`
- Homepage: https://www.npmjs.com/package/@happ-ai/platform-mcp
- Risk category: Write (Medium risk)
- Registry record: grade F, identity unverified
- Server rate-limited: no
- Parameters: 9 (1 required)
- Recommended policy verdict: Rate-limited

## Parameters

| Parameter | Type | Required | Description |
| --- | --- | --- | --- |
| `title` | string | no |  |
| `amount` | number | no |  |
| `dealId` | string | yes |  |
| `stageId` | string | no |  |
| `currency` | string | no |  |
| `companyId` | string | no | ID компании (можно не указывать, если у пользователя одна компания) |
| `dealTitle` | string | no | Название сделки — только для карточки подтверждения |
| `stageName` | string | no | Название новой стадии — только для карточки подтверждения |
| `lostReason` | string | no |  |

Parameters from the server's own tool schema.

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "happ_crm_deal_update",
    "arguments": {
      "dealId": "<dealId>"
    }
  }
}
```

## Why happ_crm_deal_update is rated Medium

An AI agent can call happ_crm_deal_update faster than any human can review: one bad instruction and it creates or modifies resources in Platform by the hundred, each call as confident as the last.

## Use case

AI agents use happ_crm_deal_update to create or update resources in Platform, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Platform environment.

## Recommended policy (PolicyLayer)

Verdict: **Rate-limited**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Platform:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "happ_crm_deal_update": {
      "limits": [
        {
          "counter": "happ_crm_deal_update_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}
```

## Other tools on Platform (274)

- `happ_access_token_revoke` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-access-token-revoke.md
- `happ_assistant_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-assistant-delete.md
- `happ_assistant_integration_unbind` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-assistant-integration-unbind.md
- `happ_call_queue_cancel` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-call-queue-cancel.md
- `happ_call_queue_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-call-queue-delete.md
- `happ_call_reply_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-call-reply-delete.md
- `happ_chat_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-chat-delete.md
- `happ_company_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-company-delete.md
- `happ_company_leave` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-company-leave.md
- `happ_company_remove_user` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-company-remove-user.md
- `happ_crm_pull_source_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-crm-pull-source-delete.md
- `happ_folder_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-folder-delete.md
- `happ_integration_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-integration-delete.md
- `happ_invitation_revoke` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-invitation-revoke.md
- `happ_knowledge_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-knowledge-delete.md
- `happ_message_style_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-message-style-delete.md
- `happ_notification_channel_mute` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-notification-channel-mute.md
- `happ_phone_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-phone-delete.md
- `happ_playground_reset` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-playground-reset.md
- `happ_quick_reply_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-quick-reply-delete.md
- `happ_report_cancel` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-report-cancel.md
- `happ_sheets_pull_source_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-sheets-pull-source-delete.md
- `happ_test_case_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-test-case-delete.md
- `happ_text_campaign_cancel` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-text-campaign-cancel.md
- `happ_tool_delete` — Destructive — https://policylayer.com/tools/happ-ai-platform-mcp/happ-tool-delete.md
- `happ_analysis_run` — Execute — https://policylayer.com/tools/happ-ai-platform-mcp/happ-analysis-run.md
- `happ_call_queue_start` — Execute — https://policylayer.com/tools/happ-ai-platform-mcp/happ-call-queue-start.md
- `happ_crm_call_trigger_create` — Execute — https://policylayer.com/tools/happ-ai-platform-mcp/happ-crm-call-trigger-create.md
- `happ_crm_call_trigger_delete` — Execute — https://policylayer.com/tools/happ-ai-platform-mcp/happ-crm-call-trigger-delete.md
- `happ_crm_call_trigger_setup` — Execute — https://policylayer.com/tools/happ-ai-platform-mcp/happ-crm-call-trigger-setup.md
- …and 244 more: https://policylayer.com/tools/happ-ai-platform-mcp.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=happ-ai-platform-mcp · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/happ-ai-platform-mcp