update_account
Idempotent
Update CRM account/customer profile fields such as name, phone, email, life stage, owner, notes, or member code.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Account/customer display name | |
| type | No | Account type | |
| No | Email address | ||
| notes | No | Internal notes | |
| phone | No | Phone number | |
| gender | No | Gender | |
| source | No | Acquisition source | |
| lastName | No | Last name for individual accounts | |
| accountId | Yes | The account ID to update | |
| firstName | No | First name for individual accounts | |
| lifeStage | No | CRM life stage | |
| assignedTo | No | Assigned team member user ID, or null to clear | |
| memberCode | No | Merchant member code, or null to clear | |
| dateOfBirth | No | YYYY-MM-DD date of birth, or null to clear | |
| referredByAccountId | No | Referrer account ID, or null to clear |
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 |