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Get account categories

get_account_categories
Read-only

List the account categories: the fixed vocabulary (Customer, Prospect, …) with display labels.

Use when: Use to populate a category picker before calling BulkSetAccountCategory.

Behavior: read_only

workspace_id / user_id are injected from request headers.

Returns categories[] with fields: category label

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

TableJSON Schema
NameRequiredDescriptionDefault
_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.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

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