Client Write Tool
client-writeCreate a client account. Requires email; welcome_email defaults to true and can send an external welcome email. Updating an existing client's profile is not supported by this tool.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | Optional client note. Max 65535 characters. | |
| No | Client email address. Required for "create". | ||
| optin | No | Optional marketing opt-in flag. | |
| phone | No | Client phone number. Max 64 characters. | |
| action | Yes | Action to perform. | |
| name_f | No | Client first name. Max 64 characters. | |
| name_l | No | Client last name. Max 64 characters. | |
| tax_id | No | Client tax ID. Max 255 characters. | |
| address | No | Optional address: line_1, city, state, postcode, country (2-letter code). | |
| balance | No | Optional starting client balance. | |
| company | No | Client company name. Max 255 characters. | |
| client_id | No | User id. Required when updating an existing record. | |
| status_id | No | Optional client status ID. Omit to use the model default. | |
| stripe_id | No | Optional Stripe customer ID. Must be unique. | |
| created_at | No | Optional creation date/time for "create". | |
| welcome_email | No | Whether to send the welcome email. Defaults to true. | |
| referrer_user_id | No | Optional referring client/user ID. |