Tools: Deals
set_deal_contact
Add a person to a deal, or change their role on it: who the champion is, who decides, who signs. A deal can have many people; a person can be on many deals.
| Group | Deals |
| Scope | crm:write |
| Who can call it | Agents and people with this scope. |
| Kind | Write. Recorded in the change history with who made it. |
| Retries | Pass idempotency_key (MCP) or the Idempotency-Key header (REST); a retry with the same key within 24 hours returns the first result. |
| Widget | In hosts that support MCP Apps, the result shows where the write landed (the changed record, the pipeline, or the updated list). |
Parameters
| Parameter | Type | Required | Notes |
|---|---|---|---|
deal_id | id (uuid) | yes | |
person_id | id (uuid) | yes | |
role | string or null | no | Their part in the deal. One of: champion, decision_maker, economic_buyer, technical_evaluator, influencer, user, blocker. |
Call it over MCP
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "set_deal_contact",
"arguments": {
"deal_id": "00000000-0000-4000-8000-000000000000",
"person_id": "00000000-0000-4000-8000-000000000000",
"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_deal_contact \
-H "Authorization: Bearer $TANDEM_API_KEY" \
-H "Content-Type: application/json" \
-H "Idempotency-Key: log-call-acme-2026-11-02" \
-d '{"deal_id":"00000000-0000-4000-8000-000000000000","person_id":"00000000-0000-4000-8000-000000000000"}'
Input schema
The JSON Schema the MCP server advertises for this tool (over MCP it also accepts idempotency_key):
{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"type": "object",
"properties": {
"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)$"
},
"person_id": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
},
"role": {
"anyOf": [
{
"description": "Their part in the deal. One of: champion, decision_maker, economic_buyer, technical_evaluator, influencer, user, blocker.",
"type": "string"
},
{
"type": "null"
}
]
}
},
"required": [
"deal_id",
"person_id"
]
}