Manage Clients

Step 2: Check for Duplicates

Before creating, search for existing clients:

1. Call search_businesses with the business name.
2. If matches are found, present them: "I found a similar client: [name]. Is this the same business, or should I create a new record?"
3. If no matches, proceed to creation.

Step 3: Create the Client

Call create_business with the collected fields:

{
  "businessName": "Acme Corporation",
  "businessEmail": "[email protected]",
  "businessPhone": "555-123-4567",
  "businessStreetAddress1": "123 Main St",
  "businessCity": "New York",
  "businessState": "NY",
  "businessPostCode": "10001"
}

Step 4: Confirm

Present the created record:

Client Created!

Name: Acme Corporation
Email: [email protected]
Phone: 555-123-4567
Address: 123 Main St, New York, NY 10001

Searching for Clients

Use search_businesses for fuzzy text search:

{ "query": "acme" }

This searches across business name, email, and city. Present results in a table:

For a full list, use get_businesses with pagination:

{ "limit": 20 }

If there are more results, inform the user and offer to load more.

Updating a Client

Step 1: Find the Client

Search for the client by name using search_businesses.

Step 2: Confirm Identity

Present the found record and confirm: "Is this the client you want to update?"

Step 3: Apply Updates

Call update_business with only the changed fields:

{
  "id": "<business ID>",
  "businessEmail": "[email protected]"
}

Step 4: Confirm Changes

Show a before/after summary of what changed.

Viewing Client Details

Call get_business with the client's ID to retrieve full details. Present all available information in a clean format.

Error Handling

• If search returns no results, suggest checking spelling or trying partial names.
• If creation fails, check for required fields and valid email format.
• Always use IDs from the API, never fabricate them.

Example Prompts

• "Add a new client called TechStart Inc, email [email protected]"
• "Find my client named Johnson"
• "Update Acme Corp's email to [email protected]"
• "Show me all my clients"
• "How many clients do I have?"