update_client
Modify client details in Norman Finance MCP Server, including name, type, address, contact info, and VAT number. Ensures accurate and up-to-date client records for accounting and tax processes.
Instructions
Update an existing client.
Args:
client_id: ID of the client to update
name: Updated client name
client_type: Updated client type ("business" or "private")
address: Updated client physical address
zip_code: Updated client postal/zip code
email: Updated client email address
country: Updated client country code (e.g. "DE")
vat_number: Updated client VAT number
city: Updated client city
phone: Updated client phone number
Returns:
Updated client recordInput Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| address | No | ||
| city | No | ||
| client_id | Yes | ||
| client_type | No | ||
| country | No | ||
| No | |||
| name | No | ||
| phone | No | ||
| vat_number | No | ||
| zip_code | No |
Implementation Reference
- norman_mcp/tools/clients.py:130-204 (handler)The main handler function for the 'update_client' tool. It updates an existing client by fetching current data, applying only the provided field updates, and sending a PATCH request to the Norman API.
@mcp.tool() async def update_client( ctx: Context, client_id: str, name: Optional[str] = None, client_type: Optional[str] = None, address: Optional[str] = None, zip_code: Optional[str] = None, email: Optional[str] = None, country: Optional[str] = None, vat_number: Optional[str] = None, city: Optional[str] = None, phone: Optional[str] = None ) -> Dict[str, Any]: """ Update an existing client. Args: client_id: ID of the client to update name: Updated client name client_type: Updated client type ("business" or "private") address: Updated client physical address zip_code: Updated client postal/zip code email: Updated client email address country: Updated client country code (e.g. "DE") vat_number: Updated client VAT number city: Updated client city phone: Updated client phone number Returns: Updated client record """ api = ctx.request_context.lifespan_context["api"] company_id = api.company_id if not company_id: return {"error": "No company available. Please authenticate first."} if client_type and client_type not in ["business", "private"]: return {"error": "client_type must be either 'business' or 'private'"} client_url = urljoin( config.api_base_url, f"api/v1/companies/{company_id}/clients/{client_id}/" ) # Get current client data current_data = api._make_request("GET", client_url) # Update only provided fields update_data = {} if name: update_data["name"] = name if client_type: update_data["clientType"] = client_type if email: update_data["email"] = email if phone: update_data["phone"] = phone if vat_number: update_data["vatNumber"] = vat_number if address: update_data["address"] = address if zip_code: update_data["zipCode"] = zip_code if country: update_data["country"] = country if city: update_data["city"] = city # If no fields provided, return current data if not update_data: return {"message": "No fields provided for update.", "client": current_data} return api._make_request("PATCH", client_url, json_data=update_data) - norman_mcp/server.py:328-328 (registration)Calls register_client_tools(server) which registers the update_client tool (along with other client tools) with the MCP server instance.
register_client_tools(server)