Skip to content
MCP tools
View as Markdown
Updates dataClientsMCP tool

clients_archive

Archive a client to hide them from active views without deleting their record.

Archive a client to hide them from active views without deleting their record. Use for past clients you are no longer working with but whose history you want to keep — the client can be restored later with clients_restore. Returns the archived client record.

Parameters#

ParameterTypeRequiredDescription
client_idstringYesUUID of the client to archive · Format: UUID

Example prompts#

  • "Archive the Pattersons client record now that they've moved out of state."
  • "Hide Tom Whitfield from my active client list but keep his history."

Safety#

Updates data. Changes an existing record. The change is visible immediately in the app and can be edited back.

Previous name#

This tool was previously published as archive_client. Call it by its current name — legacy names are kept here for reference and old links redirect, but they are not callable.