get_customer_brief
Read-onlyIdempotent
Read-only customer brief for one account: details, tags, linked conversations with cached summaries, and open CRM tasks. Only records you may read are included. A section you cannot access is returned as null and listed in availableSections. Does not call the AI model.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| accountId | Yes | CRM account ID | |
| taskLimit | No | Max open tasks, 1-20 (default 10) | |
| conversationLimit | No | Max linked conversations, 1-20 (default 10) |
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 |