Workbooks CRM ACTION
Update Person
Updates a person.
- Action
- Writes data
- Destructive
- OAuth
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's Workbooks CRM account once, then configure and run Update Person from your backend or agent.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "workbooks_crm-update-person",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
workbooks_crm: { authProvisionId: "apn_xxxxxxx" },
personId: "Person ID",
assignedTo: "Assigned To",
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "workbooks_crm-update-person",
"configured_props": {
"workbooks_crm": { "authProvisionId": "apn_xxxxxxx" },
"personId": "Person ID",
"assignedTo": "Assigned To"
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "workbooks_crm",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "workbooks_crm-update-person",
arguments: {
personId: "Person ID",
assignedTo: "Assigned To",
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
personId Person ID | string | Person ID to be updated. Required Dynamic |
assignedTo Assigned To | string | A queue that this Person could be assigned to. Required Dynamic |
name Person Name | string | The Person's name. Required |
biography Biography | string | A description of this Person. Optional |
mainEmail Main Email | string | The main email address of this Person. Optional |
REFERENCE
Tool details
Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.
- Registry key
- workbooks_crm-update-person
- Version
- 0.0.2
- App
- Workbooks CRM
- Authentication
- OAuth
- Read-only
- No
- Destructive
- Yes
- Open world
- Yes
- Source
- View on GitHub ↗