Creates dataPartners (vendor pipeline)MCP tool
partners_create
Create a new vendor partner to track an established vendor relationship.
Create a new vendor partner to track an established vendor relationship. WORKFLOW: 1) Optionally use contacts_list to find the contact 2) Create the partner with vendor_type and relationship details. Returns the created partner with ID and display_id. Tier defaults to 'standard' if not specified.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
contact_id | string | No | UUID of an existing contact for this partner. Use contacts_list to find. · Format: UUID |
vendor_type | string | Yes | Type of vendor (e.g. lender, inspector, escrow_officer, title_rep, appraiser, contractor, photographer) |
title | string | No | Title or name for this partner record |
tier | enum | No | Partner tier level (default: standard) · One of: standard, preferred, vip |
partner_since | string | No | Date the partnership began (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD) |
notes | string | No | Additional notes about the partner relationship |
tags | array of strings | No | Tags for categorization (e.g. ["reliable", "fast-turnaround", "bilingual"]) |
Example prompts#
- "Add Marcus Webb at Summit Lending as a new preferred lender partner since March."
- "Create a photographer partner record for Lena Ortiz, tag her fast-turnaround and bilingual."
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.