sync_accounts_to_customers
Sync CRM accounts to Books customers by creating or updating customer records. Keep your financial data aligned with your CRM.
Instructions
Sync CRM accounts to Books customers (CRM → Books direction). Creates or updates customer records in Books based on account data from CRM.
Example: Sync 50 accounts {"source_module": "accounts", "target_module": "customers", "filters": {"limit": 50}}
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": {
"source_module": "<source_module>",
"target_module": "<target_module>"
},
"name": "sync_accounts_to_customers"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| filters | No | Filter and pagination options for sync | |
| source_module | Yes | Source module: accounts (CRM) | |
| target_module | Yes | Target module: customers (Books) |