Get Entity Card
get_entity_cardRetrieve a complete entity overview including record, open tasks, recent interactions, and linked transactions. Answers 'what’s going on?' in one call.
Instructions
Get a complete picture of any entity: the record itself, all open tasks linked to it, recent interactions, and any linked transactions. Replaces multiple separate calls when you need to answer 'what's going on with X?'
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| entity_id | Yes | UUID of the entity. | |
| entity_type | Yes | Type of entity: customer | contact | transaction |