Creates dataEntity linksMCP tool
entity_links_create
Create a cross-vertical link between two entities (e.g., link a lending deal to a real estate escrow).
Create a cross-vertical link between two entities (e.g., link a lending deal to a real estate escrow). Both entities must exist. The link is queryable from either side.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
source_type | enum | Yes | Source entity type · One of: escrow, deal, lead, client, appointment, listing |
source_id | string | Yes | Source entity ID |
source_vertical | string | Yes | Source entity vertical (e.g., real_estate, lending) |
target_type | enum | Yes | Target entity type · One of: escrow, deal, lead, client, appointment, listing |
target_id | string | Yes | Target entity ID |
target_vertical | string | Yes | Target entity vertical |
link_type | enum | No | Type of relationship (default: related) · One of: related, converted_from, depends_on, parent_of, assigned_to |
notes | string | No | Optional notes about the relationship |
Example prompts#
- "Link the Hale lending deal to the Birchwood Ln escrow so they cross-reference."
- "Connect the Marlowe Ct inspection deal to its escrow, note they share the same client."
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.