clients_create
Create a new client (buyer or seller).
Create a new client (buyer or seller). Use when someone signs with you or the user asks to add a client directly — to promote an existing lead, use leads_convert instead. Call immediately with whatever data the user provides. Do NOT ask for missing fields — the system shows an editable draft card where the user can fill in remaining details. Returns the created client record.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
first_name | string | Yes | First name |
last_name | string | Yes | Last name |
email | string | No | Email address |
phone | string | No | Phone number |
client_type | enum | Yes | Type of client · One of: buyer, seller, both |
budget_min | number | No | Minimum budget (for buyers) |
budget_max | number | No | Maximum budget (for buyers) |
notes | string | No | Notes about this client |
Example prompts#
- "Add the Garcias as new buyer clients with a budget of 550k to 625k."
- "Create a seller client for Tom Whitfield, phone 661-555-0182, he's listing his condo."
Safety#
Creates data. Creates a new record in your CRM and may trigger notifications or webhooks. Running it twice creates a duplicate, so Claude runs it once per request.
Previous name#
This tool was previously published as create_client. Call it by its current name — legacy names are kept here for reference and old links redirect, but they are not callable.