escrows_create
Create a new escrow/transaction record.
Create a new escrow/transaction record. Use when an offer is accepted and a transaction opens — to also create buyer/seller client records in one call, use create_escrow_with_clients 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 escrow record.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
property_address | string | Yes | Full property address (street line) |
city | string | No | City name |
state | string | No | State abbreviation (e.g. "CA") |
zip_code | string | No | ZIP code (5 or 9 digit) |
purchase_price | number | No | Purchase price in dollars |
escrow_number | string | No | Escrow or file number |
closing_date | string | No | Expected closing date (YYYY-MM-DD format) |
escrow_status | enum | No | Status of the escrow · One of: active, pending, closed, cancelled |
representation_type | enum | No | Who the agent represents in this transaction · One of: buyer, seller, dual |
notes | string | No | Notes about this transaction |
Example prompts#
- "Open a new escrow for 412 Birchwood Ln, Bakersfield CA 93309, 565000, closing July 15."
- "Start an escrow file for the Garcias at 88 Marlowe Ct, escrow number PCH-4471."
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_escrow. Call it by its current name — legacy names are kept here for reference and old links redirect, but they are not callable.