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Tools: Custom fields

set_custom_fields

Set custom field values on one company, person or deal by id. Use the field keys and types from describe_schema; pass null to clear a field. Fields you don't mention are left alone.

GroupCustom fields
Scopecrm:write
Who can call itAgents and people with this scope.
KindWrite. Recorded in the change history with who made it.
RetriesPass idempotency_key (MCP) or the Idempotency-Key header (REST); a retry with the same key within 24 hours returns the first result.
WidgetIn hosts that support MCP Apps, the result shows where the write landed (the changed record, the pipeline, or the updated list).

Parameters

ParameterTypeRequiredNotes
typecompany \person \deal
idid (uuid)yes
fieldsobjectyes
sourceobject { name, url? }no
source.namestringyesmax 100 characters
source.urlstringno

Call it over MCP

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "set_custom_fields",
    "arguments": {
      "type": "company",
      "id": "00000000-0000-4000-8000-000000000000",
      "fields": {},
      "idempotency_key": "log-call-acme-2026-11-02"
    }
  }
}

Send it to https://api.tandemcrm.app/mcp (streamable HTTP). Most people never write this by hand: their agent picks the tool from its description.

Call it over REST

curl -X POST https://api.tandemcrm.app/v1/ops/set_custom_fields \
  -H "Authorization: Bearer $TANDEM_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: log-call-acme-2026-11-02" \
  -d '{"type":"company","id":"00000000-0000-4000-8000-000000000000","fields":{}}'

Input schema

The JSON Schema the MCP server advertises for this tool (over MCP it also accepts idempotency_key):

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "type": {
      "type": "string",
      "enum": [
        "company",
        "person",
        "deal"
      ]
    },
    "id": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "fields": {
      "type": "object",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {}
    },
    "source": {
      "type": "object",
      "properties": {
        "name": {
          "type": "string",
          "minLength": 1,
          "maxLength": 100
        },
        "url": {
          "type": "string",
          "pattern": "^https?:\\/\\/"
        }
      },
      "required": [
        "name"
      ]
    }
  },
  "required": [
    "type",
    "id",
    "fields"
  ]
}

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