search_clients
Search Clio practice management to find client contacts by name, email, or phone number, with optional filtering by person or company.
Instructions
Search for clients/contacts in Clio practice management.
Requires Clio API token. Use this to look up client info, phone numbers, emails.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | No | Search by name, email, or phone number | |
| contact_type | No | Filter by 'Person' or 'Company' |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||