create_account

Parameters schema

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "minLength": 1,
      "description": "Account/customer display name"
    },
    "type": {
      "enum": [
        "individual",
        "business",
        "household"
      ],
      "type": "string",
      "description": "Account type. Defaults to individual."
    },
    "email": {
      "type": "string",
      "format": "email",
      "pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
      "description": "Email address"
    },
    "notes": {
      "type": "string",
      "description": "Internal notes"
    },
    "phone": {
      "type": "string",
      "description": "Phone number"
    },
    "source": {
      "enum": [
        "walk_in",
        "online",
        "pos",
        "whatsapp",
        "referral",
        "import",
        "api",
        "shopify",
        "woocommerce",
        "email"
      ],
      "type": "string",
      "description": "Acquisition source. Defaults to api."
    },
    "tierId": {
      "type": "string",
      "description": "Membership tier ID to enroll into. If omitted, the company default tier may apply."
    },
    "address": {
      "type": "object",
      "properties": {
        "city": {
          "type": "string"
        },
        "line1": {
          "type": "string"
        },
        "line2": {
          "type": "string"
        },
        "state": {
          "type": "string"
        },
        "country": {
          "type": "string"
        },
        "postalCode": {
          "type": "string"
        }
      },
      "description": "Postal address"
    },
    "lastName": {
      "type": "string",
      "description": "Last name for individual accounts"
    },
    "expiresAt": {
      "type": "string",
      "description": "Optional ISO expiry for the membership"
    },
    "firstName": {
      "type": "string",
      "description": "First name for individual accounts"
    },
    "lifeStage": {
      "enum": [
        "lead",
        "active",
        "churned",
        "vip"
      ],
      "type": "string",
      "description": "CRM life stage. Defaults to active."
    },
    "enrollMembership": {
      "type": "boolean",
      "description": "Whether to create an active membership immediately"
    }
  }
}

No endpoints wrapped at confidence ≥ 0.70.

Parent server