Merge duplicate clients

Merge a duplicate client into another and pick which side wins on the fields that differ.

MCP tool jivochat_write → merge_clients

write Confirm

merge_clients runs the Merge dialog of the app. Tags, tasks and deals are combined; the six fields come from the side you pick. The chat histories become one common chat, and later agent replies go to every device the customer used. The app cannot undo a merge, and it works only inside one channel and only in Live Chat channels. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: merge_clients
NameTypeDescription
client_id string required string The client you keep, from list_clients.
duplicate_id string required string The duplicate, from list_duplicate_clients.
keep_from string string Which client wins on Name, Company, Responsible, Status, Category and Description: client or duplicate. Default client.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "jivochat_write",
    "arguments": {
      "operation": "merge_clients",
      "arguments": {
        "client_id": "cl_3a91",
        "duplicate_id": "cl_7b20",
        "keep_from": "client"
      }
    }
  }
}

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "status": "merge_started",
    "client_id": "cl_3a91",
    "merged_client_id": "cl_7b20",
    "message": "The clients merge started"
  },
  "isError": false
}

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