create_account
ActiveTool of FavCRM
declared in 1.0.0
Create a CRM account/customer with a primary contact. Optionally enroll the account as a member; use enrol_membership later when the account already exists.
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"
}
}
}Parent server
FavCRM
https://github.com/favcrm/mcp
1/7 registries