atlas_onboard_client
Creates a new client profile with contact details, background, and goals, initiating the ATLAS advisory onboarding process.
Instructions
Create a new client profile for ATLAS advisory. This is the first step in the onboarding process.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Client's full name | |
| No | Client's email address | ||
| summary | No | Brief professional summary | |
| background | No | Career/life background narrative | |
| goals_overview | No | High-level goals the client wants to work on |