Create Person
create_personCreate a new person (client). Generates their Client Compass automatically. Requires the user to have a profession set.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| dob | No | Date of birth in YYYY-MM-DD format (optional, improves compass accuracy). Do not ask the user for this before calling — proceed with name only and let the engine handle it. | |
| vertical | No | Industry vertical override. Defaults to the user's profession if omitted. | |
| last_name | Yes | Last name (required) | |
| first_name | Yes | First name (required) | |
| key_parties | No | Key parties involved (e.g. spouse, parent, colleague) | |
| middle_name | No | Middle name (optional) | |
| must_haves_avoids | No | Notes on must-haves or things to avoid | |
| is_first_interaction | No | Is this the first interaction with this client? Default: true |