Update Deal using MCP

Make AI Agents perform your CRM updates. This video shows you how to update any deal in your Taghash CRM with a simple, natural language command. It's the fastest way to keep your pipeline up-to-date.

With Taghash MCP Server, your AI becomes your data entry assistant:

  • Conversational CRM Updates: Update deal stages, notes, and fields with simple commands.
  • Always-Accurate Pipeline: Ensure your CRM reflects the true state of your deals.
  • Eliminate Admin Work: Automate the routine tasks that slow you down.
  • Boost Your Efficiency: Spend less time on data entry and more time on what matters.

🔑 What you've learnt:

  • How to securely perform write operations on CRM data with MCP
  • How to perform actions on Taghash Deaflow directly from Claude
  • How to ensure data consistency and accuracy through AI-driven updates
  • How Taghash MCP Server provides secure and controlled access for data modification

💡 About Taghash MCP Server:

Taghash’s Model Context Protocol (MCP) bridges live VC and PE data to modern AI agents (Claude, ChatGPT, Copilot) — with secure read/write access and full user control.

👉 Learn more: https://taghash.io/ai-taghash-mcp-server

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