create_intake_request
Create a client document intake request with an itemized checklist, generate a zero-password upload link, and optionally email the client to collect required files.
Instructions
Create a new Drop Spot client document intake request (dossier). Generates a zero-password magic upload link and optionally emails the client.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| dueAt | No | ISO 8601 deadline date (optional, defaults to 14 days from now) | |
| items | Yes | Checklist of items and documents required from the client | |
| title | Yes | Title of the intake request (e.g. "2026 Tax Return Documentation") | |
| clientName | Yes | Full name of the client (e.g. "Jane Doe") | |
| clientEmail | Yes | Email address of the client where the magic link will be sent | |
| clientPhone | No | Optional phone number for SMS reminders | |
| sendInvitationEmail | No | Whether to automatically email the client the invitation link (defaults to true) |