Search clients

Searches the Clients tab by name and returns matching client records.

GET https://cotlet.dev/api/v1/planity/clients

read

Returns the id, name, email and phone of each match, enough to pick the right client before get_client or create_appointment. Client records are personal data: the result goes to your agent, so keep the query narrow. The tool never lists the whole client file.

Parameters

Parameters: list_clients
NameTypeDescription
query string required string Part of the client's name, as typed in the search bar of the Clients tab.
include_deleted boolean boolean Also search records deleted with Supprimer le client (Afficher les clients supprimés). Default false.

Request

cURL
curl "https://cotlet.dev/api/v1/planity/clients?query=query" \
  -H "Authorization: Bearer $COTLET_API_KEY"
Python
result = client.call("planity", "list_clients", {"query":"query"})
Node.js
const result = await cotlet.call('planity', 'list_clients', {"query":"query"});
CLI
cotlet call planity list_clients --data '{"query":"query"}'

Example response

JSON

{
  "query": "martin",
  "clients": [
    {
      "client_id": "c_1042",
      "name": "Léa Martin",
      "email": "client@example.com",
      "phone": "+33 6 00 00 00 00"
    },
    {
      "client_id": "c_1190",
      "name": "Hugo Martin",
      "email": "client2@example.com",
      "phone": "+33 6 00 00 00 01"
    }
  ]
}

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