client_portfolio
Get complete portfolio and history for a client
Get complete portfolio and history for a client.
How to use it#
This is a built-in prompt on the ActuallyCare MCP server. In Claude clients that support MCP prompts you can pick client_portfolio from the prompt menu — or skip the menu entirely and just ask in plain English:
"Give me the full picture on the Garcias."
Arguments#
| Argument | Required | Description |
|---|---|---|
client_name | Yes | Client name or email |