Add Clients
add_clientsAdds Clients (people the practice does MTD quarterly updates for) from a pasted list; matches existing Clients by email, else exact name. confirm:false (default) shows what would be added, skipped as duplicates, or rejected, and the plan-limit effect; confirm:true saves. Max 500. Use this when: setting up or adding MTD clients from a spreadsheet or accounting-software export, or a typed list. Not for: changing one Client (update_client).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| clients | Yes | ||
| confirm | No | false (default) = dry run: shows what would happen, changes nothing. true = do it. | |
| idempotency_key | No | Optional; reuse when retrying so the change happens once. |