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Create workspace member

create_workspace_member
Idempotent

Add or update a non–Super Connector workspace member. Email is required — this tool upserts by email. Do NOT use for new Super Connectors — use add_super_connector instead (it creates the user, assigns the Super Connector role, and places them in a category in one step). For new members (Requester, Admin, etc.): present an interactive add-member form UI with required fields Email, First Name, Last Name, plus optional Phone and LinkedIn URL. Never block submit on the optional fields. The form has NO role field — roles are assigned separately via add_role after this call succeeds. On form Submit: call THIS tool with all submitted identity fields. NEVER call add_role on form submit. Do not ask for identity fields in plain chat when a form is shown. For updates: if email was not provided, ask the user to supply it. If they do not know the email, collect other identifiers, call search_workspace_members to find matches (or search_users if they may not yet be a workspace member), present the best match with name and email, and ask 'Is this the person you want to update?' — only call this tool after the target member is confirmed and email is known. Creates the platform User if needed, then creates or updates the workspace membership. Returns keycloak_user_id (internal — never say this to the user). Does NOT assign workspace roles. USER-FACING COPY after success: e.g. 'I've added Manthan to the workspace.' If a role was discussed earlier: 'Would you like me to assign the Requester role?' — never say 'create_workspace_member', 'membership created', 'no role assigned', or explain which tool ran.

Use when: Use to add or update workspace members who are NOT Super Connectors. If the user wants to add a Super Connector, use add_super_connector instead — do NOT call create_workspace_member or add_role for that flow. ADD flow (non-SC): (1) render add-member form → (2) user submits → (3) call create_workspace_member with all identity fields — NOT add_role. (4) If a role was discussed (e.g. Requester, Admin), call add_role after success using keycloak_user_id from the response. UPDATE flow without email: search via search_workspace_members, confirm identity, then call with resolved email.

Behavior: idempotent

workspace_id / user_id are injected from request headers.

Prerequisites (check before calling this tool): [REQUIRED] Email must be known and the target member confirmed before calling. Verify: If email was not provided, ask the user for it. If unavailable, collect name, LinkedIn URL, and/or phone, call search_workspace_members (or search_users if needed), show the top match(es) with name and email, and get explicit user confirmation ('Is this the person you want to update?') before proceeding. For new members, render the add-member form UI and wait for submit — do not call with guessed values.

Next steps (after this tool succeeds): [optional] [SUGGESTION] → call add_role: Tell the user they were added successfully (use their name). If a non–Super Connector role was discussed earlier, assign it via add_role (plain language confirmation only). Never mention tool names, API calls, membership records, or internal IDs.

Also returns pagination info (created_at, updated_at, created_by, updated_by, deleted_at, deleted_by).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
emailNo
phoneNo
last_nameNo
first_nameNo
linkedin_idNo
_triggered_byNoREQUIRED. 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.
member_profileNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

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