Search clients

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

MCP tool planity_read → list_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.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "planity_read",
    "arguments": {
      "operation": "list_clients",
      "arguments": {
        "query": "query"
      }
    }
  }
}

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "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"
      }
    ]
  },
  "isError": false
}

Sign in once. Your agent does the rest.

Sign up and add the apps you need. Free 7-day trial with 2,000 credits, no card needed.