lpza_create_transfer
Creates buyer and seller matters for a conveyancing transfer, using client IDs, matter details, and fee earners to build a matterset.
Instructions
Create buyer and seller matters for a conveyancing transfer via matterset.createtransfer.
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": {
"matterset_name": "<matterset_name>",
"buyer_customer_id": "<buyer_customer_id>",
"buyer_owner_salesagent_id": "<buyer_owner_salesagent_id>",
"buyer_matter_code": "<buyer_matter_code>",
"buyer_matter_name": "<buyer_matter_name>",
"seller_customer_id": "<seller_customer_id>",
"seller_owner_salesagent_id": "<seller_owner_salesagent_id>",
"seller_matter_code": "<seller_matter_code>",
"seller_matter_name": "<seller_matter_name>"
},
"name": "lpza_create_transfer"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| matterset_name | Yes | Reference or ID for the whole transfer transaction. | |
| buyer_customer_id | Yes | Existing buyer client ID. | |
| buyer_matter_code | Yes | Matter code for the buyer side. | |
| buyer_matter_name | Yes | Matter name for the buyer side. | |
| seller_customer_id | Yes | Existing seller client ID. | |
| seller_matter_code | Yes | Matter code for the seller side. | |
| seller_matter_name | Yes | Matter name for the seller side. | |
| buyer_owner_salesagent_id | Yes | Fee earner ID for the buyer matter. | |
| seller_owner_salesagent_id | Yes | Fee earner ID for the seller matter. |