Get Entity Card
get_entity_cardRetrieve a complete entity profile including its record, open tasks, recent interactions, and linked transactions. Consolidates multiple queries into one response.
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 |