create_account
Create a CRM account/customer with a primary contact. Optionally enroll the account as a member; use enrol_membership later when the account already exists.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Account/customer display name | |
| type | No | Account type. Defaults to individual. | |
| No | Email address | ||
| notes | No | Internal notes | |
| phone | No | Phone number | |
| source | No | Acquisition source. Defaults to api. | |
| tierId | No | Membership tier ID to enroll into. If omitted, the company default tier may apply. | |
| address | No | Postal address | |
| lastName | No | Last name for individual accounts | |
| expiresAt | No | Optional ISO expiry for the membership | |
| firstName | No | First name for individual accounts | |
| lifeStage | No | CRM life stage. Defaults to active. | |
| enrollMembership | No | Whether to create an active membership immediately |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | Yes | Tool result payload — shape varies per tool, see the tool description | |
| summary | Yes | One-line human-readable summary of the action | |
| renderType | Yes | UI rendering hint for the result |