Clients

Manage the people you represent — create, update, search, archive, and sync client records.

Tools (11)#

Tool	Type	What it does
`clients_list`	Read-only	Search for clients.
`clients_get`	Read-only	Get full details of a specific client by ID — contact info, client type, status, representation dates, and tags.
`clients_create`	Creates data	Create a new client (buyer or seller).
`clients_update`	Updates data	Update an existing client's information.
`clients_bulk_update`	Bulk changes	Update multiple clients at once.
`clients_stats`	Read-only	Get a summary of all clients including counts by type and status.
`clients_archive`	Updates data	Archive a client to hide them from active views without deleting their record.
`clients_restore`	Updates data	Restore a previously archived client back to active views.
`clients_find_or_create`	Creates data	Look up a client by contact identifier; create one if none exists.
`clients_sync_statuses`	Bulk changes	Sync client statuses based on their linked escrow statuses.
`clients_delete`	Irreversible	Permanently delete a client.