Create client group
create_client_groupCreate a client group in Karbon by specifying a name and adding existing contacts or organizations as members, with optional settings for owner, manager, description, and visibility.
Instructions
Create a new client group in Karbon. Members are existing contacts and/or organizations.
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": {
"FullName": "<FullName>"
},
"name": "create_client_group"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| Members | No | ||
| FullName | Yes | The full name of the client group | |
| ClientOwner | No | Email address of the Karbon user who owns this client relationship | |
| ContactType | No | Contact type label, e.g. 'Client'. Valid values come from get_tenant_settings. | |
| ClientManager | No | ||
| PrimaryContact | No | ContactKey of the group's main contact | |
| RestrictionLevel | No | ||
| EntityDescription | No | Free-form description of the client group | |
| UserDefinedIdentifier | No | Your own external ID for this client group |