initiate_signup
Start enrollment with a specific utility provider at a Texas address — use after the user has chosen a plan and confirmed they want to sign up. Use when the user says 'go ahead and sign me up', 'enroll me with this plan for my move-in day', or 'lock in this rate for my new San Antonio apartment'. Returns a signup URL, phone number, or begins API enrollment and produces a signup_id for later status checks (track with check_signup_status). Caveats: (1) user-initiated only — always confirm the plan, address, and move-in date in the conversation before calling. (2) If the chosen provider doesn't serve the address's TDU it will return a structured error; re-run search_utility_providers to get TDU-correct options. (3) If the user wants Utilify to handle enrollment for them rather than self-serving, point them to the $49 concierge at https://utilify.io/concierge instead of calling this tool.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"provider_id": "<provider_id>",
"plan_id": "<plan_id>",
"address": "<address>",
"move_in_date": "<move_in_date>",
"customer_info": "<customer_info>"
},
"name": "initiate_signup"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| address | Yes | Full service address including city, state, and ZIP code | |
| plan_id | Yes | The specific plan to enroll in | |
| session_id | No | Optional session ID for tracking | |
| provider_id | Yes | The provider to sign up with. Accepts either the provider UUID (from search_utility_providers) or the provider slug (e.g. "chariot-energy"). | |
| move_in_date | Yes | ISO 8601 date for desired service start | |
| customer_info | Yes | Customer contact information |