update_lead

com.getfreedomos/freedom-mcp · Verify this server

Edit an existing lead in the Leads CRM (crm_leads): name, email, phone, location, do-not-contact flag/reason, lifecycle state (new/active/flagged/archived), or the synopsis fields (title, company_name, tags, notes). Identify the lead with lead_id or email_lookup. Moving state to 'flagged' or 'archived' REQUIRES state_reason. Archiving sets archived_at (safe-archive, reversible — move state off archived to restore it). If the lead's outreach is set to auto and you move it off 'active', outreach is demoted back to manual (auto-outreach is only valid while active). Use when the operator or an agent needs to fix or maintain lead data — wrong email, bad name, DNC request, or a lifecycle move — instead of telling the user to edit it in the UI. Routing: CRM/sales → edit a lead's fields, status, or DNC flag → use this (NOT update_lead_status/log_activity — those are removed) [write-tier — first use may require a manager's approval; a from-now-on approval makes future calls seamless, a just-once approval re-asks next time.]