Get client
get_clientRead-onlyIdempotent
Retrieve a client's account details by UUID, including roles, advisers, groups, tags and review dates. Add include_contact_details to return email, phone and custom field values.
Instructions
One account (usually a client) by UUID: name, type and role, adviser, administrator and paraplanner, owners, groups, tags, households, service level, review, agreement and first-contact dates, and custom field names. Email, phone, custom field values and third-party references only with include_contact_details. Uses GET /api/v1/account/{uuid}.
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": {
"client_uuid": "<client_uuid>"
},
"name": "get_client"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_uuid | Yes | Account UUID | |
| include_contact_details | No | Include email address, primary email and phone, custom field values and third-party references. Off by default. |