Add contact

Add a person, company, supplier or solicitor, with a source of enquiry, categories and a first note.

MCP tool vaultre_write → add_contact

write Confirm

Does what Contacts > Add Contact Wizard does. A person needs first_name, last_name and a way to reach them; a company uses company_name instead of a person name. A contact's email addresses can be included in your Vault eMarketing, so check with search_contacts first and confirm. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: add_contact
NameTypeDescription
type enum required enum person, company, creditor_supplier or solicitor.
first_name string string First name (not for company).
last_name string string Surname (not for company).
company_name string string Company name.
email string string Email address.
mobile string string Contact number.
source_of_enquiry string string One of your account's sources of enquiry.
categories array array Contact categories to apply.
note string string First note with the enquiry or conversation.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "vaultre_write",
    "arguments": {
      "operation": "add_contact",
      "arguments": {
        "type": "person"
      }
    }
  }
}

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "contact_id": "51402",
    "type": "person",
    "name": "Daniel Kim",
    "source_of_enquiry": "Office website",
    "categories": [
      "Buyer"
    ],
    "note_added": true
  },
  "isError": false
}

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