Create accounts
create_accountsCreate one or more accounts in bulk. Each account carries its own optional category and category_source — a batch can mix a CSV upload row (LEDGER_IMPORT), a publicly-researched company (PUBLIC_RESEARCH), and a manually-entered one (MANUAL) in the same call. Accounts are deduplicated against existing ones by CRM reference id, LinkedIn company id, then LinkedIn handle — a match returns the existing account rather than creating a duplicate. Leaving category unset defaults the account to Prospect with source DEFAULT. Returns one entry per resulting account (created or matched), in no particular correspondence to input order — a batch of 10 inputs can return fewer than 10 rows when some dedup to the same existing account.
Use when: Use when the user wants to add accounts in bulk, e.g. from a CSV or a list of company names. Setting category requires setting category_source alongside it.
Behavior: destructive
workspace_id / user_id are injected from request headers.
Returns accounts[] with fields: id name reference_id category
IMPORTANT: If the response contains more than one record, always present the options to the user and ask them to choose before taking any follow-up action. Do not act on all results automatically.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| accounts | No | ||
| _triggered_by | No | REQUIRED. Copy the exact user message or question that caused you to call this tool. Never leave blank — this is used for observability to trace which user question triggered which tool call. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||