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Customers

Customers in Allpage: its screens, what you can do there and its operations.

Availability. Every business has it.

Screens

  • Customers (/customers)

What you can do

  • Add a customer: the assistant can do it on its own
  • Update a customer: the assistant can do it on its own
  • Add a private note: the assistant can do it on its own
  • Edit a note: the assistant can do it on its own
  • Delete a note: the assistant can do it on its own
  • Import customers: only you can do it, on its screen
  • Merge two customers: the assistant asks you first
  • Remove a customer: the assistant asks you first
  • Download your customers: only you can do it, on its screen
  • Tag a customer: the assistant can do it on its own
  • Remove a tag: the assistant can do it on its own
  • Add someone a customer books for: the assistant can do it on its own
  • Change someone a customer books for: the assistant can do it on its own
  • Remove someone a customer books for: the assistant can do it on its own
  • Let another customer book for someone: the assistant asks you first
  • Stop a customer booking for someone: the assistant asks you first

Automations you can turn on

  • Birthday notes: Wishes customers happy birthday, if you have their birthday

For apps

Tools

  • customers_add (Add a customer): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
  • customers_update (Update a customer): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
  • customers_addNote (Add a private note): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
  • customers_editNote (Edit a note): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
  • customers_removeNote (Delete a note): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
  • customers_merge (Merge two customers): customers see it: waits for the owner’s approval unless they chose Just do it for your app
  • customers_remove (Remove a customer): customers see it: waits for the owner’s approval unless they chose Just do it for your app
  • customers_tag (Tag a customer): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
  • customers_untag (Remove a tag): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
  • customers_addDependent (Add someone a customer books for): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
  • customers_updateDependent (Change someone a customer books for): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
  • customers_removeDependent (Remove someone a customer books for): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
  • customers_linkGuardian (Let another customer book for someone): customers see it: waits for the owner’s approval unless they chose Just do it for your app
  • customers_unlinkGuardian (Stop a customer booking for someone): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

  • customers_search (Find a customer)
  • customers_get (A customer)
  • customers_messages (Messages sent to a customer)
  • customers_formAnswers (Recent form answers)
  • customers_dependents (Who a customer books for)
  • customers_notes (See your notes about a customer)
  • customers_activity (See what happened with a customer lately)
  • customers_summary (What’s going on)

Only the owner, in Allpage

  • Import customers
  • Download your customers

The owner’s screens

  • Customers (/customers)

Automations the owner can turn on

  • Birthday notes: Wishes customers happy birthday, if you have their birthday

Operations

Each one's input and output, as JSON Schema. Ids are typed (typed ids).

customers.activity

See what happened with a customer lately

Kind
Read
Tool
customers_activity
Scope
customers:read
Reached by
API, MCP

Read-only.

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "customerId": {
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "A customer id: cus_ and 26 letters and digits."
    }
  },
  "required": [
    "customerId"
  ],
  "additionalProperties": false
}
Output
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "oneOf": [
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {
          "type": "object",
          "properties": {
            "moments": {
              "type": "array",
              "items": {
                "type": "object",
                "properties": {
                  "id": {
                    "type": "string"
                  },
                  "at": {
                    "type": "string",
                    "format": "date-time",
                    "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d:[0-5]\\d(?:\\.\\d+)?(?:Z))$"
                  },
                  "when": {
                    "type": "string"
                  },
                  "text": {
                    "type": "string"
                  },
                  "kind": {
                    "type": "string",
                    "enum": [
                      "event",
                      "sent",
                      "received",
                      "money",
                      "booking",
                      "note",
                      "form"
                    ]
                  },
                  "href": {
                    "type": "string"
                  },
                  "owed": {
                    "type": "object",
                    "properties": {
                      "chargeId": {
                        "type": "string",
                        "pattern": "^chg_[0-9a-hjkmnp-tv-z]{26}$",
                        "description": "A charge id: chg_ and 26 letters and digits."
                      },
                      "amount": {
                        "type": "string"
                      }
                    },
                    "required": [
                      "chargeId",
                      "amount"
                    ],
                    "additionalProperties": false
                  }
                },
                "required": [
                  "id",
                  "at",
                  "when",
                  "text",
                  "kind"
                ],
                "additionalProperties": false
              }
            }
          },
          "required": [
            "moments"
          ],
          "additionalProperties": false
        }
      },
      "required": [
        "status",
        "title",
        "change",
        "result"
      ],
      "additionalProperties": false
    },
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "refused"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      },
      "required": [
        "status",
        "title",
        "change",
        "message"
      ],
      "additionalProperties": false
    },
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "needs"
        },
        "kind": {
          "type": "string",
          "enum": [
            "module",
            "portal",
            "business",
            "limit",
            "paused",
            "reauth"
          ]
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      },
      "required": [
        "status",
        "kind",
        "title",
        "change",
        "message"
      ],
      "additionalProperties": {}
    }
  ]
}

customers.add

Add a customer

Kind
Change
Tool
customers_add
Scope
customers:write
Reached by
API, MCP, ChatGPT

a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 120,
      "label": "Name",
      "control": "text"
    },
    "email": {
      "label": "Email",
      "control": "email",
      "type": "string",
      "maxLength": 320
    },
    "phone": {
      "label": "Phone",
      "control": "tel",
      "type": "string",
      "maxLength": 40
    },
    "birthday": {
      "type": "string",
      "label": "Birthday",
      "control": "month-day"
    },
    "note": {
      "type": "string",
      "maxLength": 2000
    }
  },
  "required": [
    "name"
  ],
  "additionalProperties": false
}
Output
{
  "oneOf": [
    {
      "type": "object",
      "required": [
        "status",
        "title",
        "change"
      ],
      "properties": {
        "status": {
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {},
        "undo": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string"
            },
            "input": {}
          }
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "proposalId"
      ],
      "properties": {
        "status": {
          "const": "proposed"
        },
        "proposalId": {
          "type": "string"
        },
        "preview": {},
        "approveAt": {
          "type": "string",
          "format": "uri"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "check"
      ],
      "properties": {
        "status": {
          "const": "pending"
        },
        "message": {
          "type": "string"
        },
        "check": {
          "type": "string"
        },
        "checkInput": {
          "type": "object"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "message"
      ],
      "properties": {
        "status": {
          "const": "refused"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "kind",
        "message"
      ],
      "properties": {
        "status": {
          "const": "needs"
        },
        "kind": {
          "type": "string"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      }
    }
  ]
}

customers.addDependent

Add someone a customer books for

Kind
Change
Tool
customers_addDependent
Scope
customers:write
Reached by
API, MCP, ChatGPT

a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "kind": {
      "type": "string",
      "enum": [
        "child",
        "pet",
        "adult"
      ],
      "description": "child, pet or adult"
    },
    "name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 120,
      "label": "Name",
      "control": "text"
    },
    "birthdate": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "label": "Birthdate",
      "control": "date"
    },
    "attestedAge": {
      "type": "integer",
      "minimum": 18,
      "maximum": 130,
      "description": "An adult’s word that they’re at least this old, instead of a birthdate."
    },
    "notes": {
      "default": "",
      "type": "string",
      "maxLength": 2000
    },
    "pickupContacts": {
      "maxItems": 5,
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "name": {
            "type": "string",
            "minLength": 1,
            "maxLength": 120,
            "label": "Name",
            "control": "text"
          },
          "phone": {
            "label": "Phone",
            "control": "tel",
            "type": "string"
          },
          "relation": {
            "default": "",
            "type": "string",
            "maxLength": 60
          }
        },
        "required": [
          "name",
          "phone"
        ],
        "additionalProperties": false
      }
    },
    "customerId": {
      "description": "Whose: the customer, from customers.search. A signed-in customer leaves it out: it’s their own.",
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$"
    }
  },
  "required": [
    "kind",
    "name"
  ],
  "additionalProperties": false
}
Output
{
  "oneOf": [
    {
      "type": "object",
      "required": [
        "status",
        "title",
        "change"
      ],
      "properties": {
        "status": {
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {},
        "undo": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string"
            },
            "input": {}
          }
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "proposalId"
      ],
      "properties": {
        "status": {
          "const": "proposed"
        },
        "proposalId": {
          "type": "string"
        },
        "preview": {},
        "approveAt": {
          "type": "string",
          "format": "uri"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "check"
      ],
      "properties": {
        "status": {
          "const": "pending"
        },
        "message": {
          "type": "string"
        },
        "check": {
          "type": "string"
        },
        "checkInput": {
          "type": "object"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "message"
      ],
      "properties": {
        "status": {
          "const": "refused"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "kind",
        "message"
      ],
      "properties": {
        "status": {
          "const": "needs"
        },
        "kind": {
          "type": "string"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      }
    }
  ]
}

customers.addNote

Add a private note

Kind
Change
Tool
customers_addNote
Scope
customers:write
Reached by
API, MCP, ChatGPT

a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "customerId": {
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "A customer id: cus_ and 26 letters and digits."
    },
    "body": {
      "type": "string",
      "minLength": 1,
      "maxLength": 4000
    },
    "once": {
      "description": "Leave it out when they already have this exact note (bringing a file over again).",
      "type": "boolean"
    }
  },
  "required": [
    "customerId",
    "body"
  ],
  "additionalProperties": false
}
Output
{
  "oneOf": [
    {
      "type": "object",
      "required": [
        "status",
        "title",
        "change"
      ],
      "properties": {
        "status": {
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {},
        "undo": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string"
            },
            "input": {}
          }
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "proposalId"
      ],
      "properties": {
        "status": {
          "const": "proposed"
        },
        "proposalId": {
          "type": "string"
        },
        "preview": {},
        "approveAt": {
          "type": "string",
          "format": "uri"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "check"
      ],
      "properties": {
        "status": {
          "const": "pending"
        },
        "message": {
          "type": "string"
        },
        "check": {
          "type": "string"
        },
        "checkInput": {
          "type": "object"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "message"
      ],
      "properties": {
        "status": {
          "const": "refused"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "kind",
        "message"
      ],
      "properties": {
        "status": {
          "const": "needs"
        },
        "kind": {
          "type": "string"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      }
    }
  ]
}

customers.dependents

Who a customer books for

Kind
Read
Tool
customers_dependents
Scope
customers:read
Reached by
API, MCP, ChatGPT

Read-only.

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "customerId": {
      "description": "Whose: the customer, from customers.search. A signed-in customer leaves it out: it’s their own.",
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$"
    },
    "minAge": {
      "description": "Check each against an age: at least this old.",
      "type": "integer",
      "minimum": 0,
      "maximum": 130
    },
    "maxAge": {
      "description": "At most this old (a 6–9 camp).",
      "type": "integer",
      "minimum": 0,
      "maximum": 130
    },
    "asOf": {
      "description": "The day the age counts on; today by default.",
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
    }
  },
  "additionalProperties": false
}
Output
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "oneOf": [
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {
          "type": "object",
          "properties": {
            "dependents": {
              "type": "array",
              "items": {
                "type": "object",
                "properties": {
                  "id": {
                    "type": "string",
                    "pattern": "^dep_[0-9a-hjkmnp-tv-z]{26}$",
                    "description": "A dependent id: dep_ and 26 letters and digits."
                  },
                  "kind": {
                    "type": "string",
                    "enum": [
                      "child",
                      "pet",
                      "adult"
                    ]
                  },
                  "name": {
                    "type": "string"
                  },
                  "age": {
                    "description": "The age check asked for, e.g. \"meets 16+: no\".",
                    "type": [
                      "string",
                      "null"
                    ]
                  },
                  "pickupContacts": {
                    "anyOf": [
                      {
                        "type": "array",
                        "items": {
                          "type": "object",
                          "properties": {
                            "name": {
                              "type": "string"
                            },
                            "relation": {
                              "type": "string"
                            }
                          },
                          "required": [
                            "name",
                            "relation"
                          ],
                          "additionalProperties": false
                        }
                      },
                      {
                        "type": "null"
                      }
                    ]
                  },
                  "guardians": {
                    "anyOf": [
                      {
                        "type": "array",
                        "items": {
                          "type": "object",
                          "properties": {
                            "id": {
                              "type": "string",
                              "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
                              "description": "A customer id: cus_ and 26 letters and digits."
                            },
                            "name": {
                              "type": "string"
                            }
                          },
                          "required": [
                            "id",
                            "name"
                          ],
                          "additionalProperties": false
                        }
                      },
                      {
                        "type": "null"
                      }
                    ],
                    "description": "Who books for them, for customers.unlinkGuardian."
                  }
                },
                "required": [
                  "id",
                  "kind",
                  "name",
                  "age",
                  "pickupContacts",
                  "guardians"
                ],
                "additionalProperties": false
              }
            }
          },
          "required": [
            "dependents"
          ],
          "additionalProperties": false
        }
      },
      "required": [
        "status",
        "title",
        "change",
        "result"
      ],
      "additionalProperties": false
    },
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "refused"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      },
      "required": [
        "status",
        "title",
        "change",
        "message"
      ],
      "additionalProperties": false
    },
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "needs"
        },
        "kind": {
          "type": "string",
          "enum": [
            "module",
            "portal",
            "business",
            "limit",
            "paused",
            "reauth"
          ]
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      },
      "required": [
        "status",
        "kind",
        "title",
        "change",
        "message"
      ],
      "additionalProperties": {}
    }
  ]
}

customers.editNote

Edit a note

Kind
Change
Tool
customers_editNote
Scope
customers:write
Reached by
API, MCP, ChatGPT

a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "noteId": {
      "type": "string",
      "pattern": "^note_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "A note id: note_ and 26 letters and digits."
    },
    "body": {
      "type": "string",
      "minLength": 1,
      "maxLength": 4000
    }
  },
  "required": [
    "noteId",
    "body"
  ],
  "additionalProperties": false
}
Output
{
  "oneOf": [
    {
      "type": "object",
      "required": [
        "status",
        "title",
        "change"
      ],
      "properties": {
        "status": {
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {},
        "undo": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string"
            },
            "input": {}
          }
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "proposalId"
      ],
      "properties": {
        "status": {
          "const": "proposed"
        },
        "proposalId": {
          "type": "string"
        },
        "preview": {},
        "approveAt": {
          "type": "string",
          "format": "uri"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "check"
      ],
      "properties": {
        "status": {
          "const": "pending"
        },
        "message": {
          "type": "string"
        },
        "check": {
          "type": "string"
        },
        "checkInput": {
          "type": "object"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "message"
      ],
      "properties": {
        "status": {
          "const": "refused"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "kind",
        "message"
      ],
      "properties": {
        "status": {
          "const": "needs"
        },
        "kind": {
          "type": "string"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      }
    }
  ]
}

customers.get

A customer

Kind
Read
Tool
customers_get
Scope
customers:read
Reached by
API, MCP, ChatGPT

Read-only.

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "customerId": {
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "A customer id: cus_ and 26 letters and digits."
    }
  },
  "required": [
    "customerId"
  ],
  "additionalProperties": false
}
Output
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "oneOf": [
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {
          "type": "object",
          "properties": {
            "id": {
              "type": "string",
              "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
              "description": "A customer id: cus_ and 26 letters and digits."
            },
            "name": {
              "type": "string"
            },
            "email": {
              "type": [
                "string",
                "null"
              ]
            },
            "phone": {
              "type": [
                "string",
                "null"
              ]
            },
            "source": {
              "type": "string"
            },
            "birthday": {
              "description": "MM-DD, never the year.",
              "type": [
                "string",
                "null"
              ]
            },
            "firstSeenAt": {
              "type": "string",
              "format": "date-time",
              "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d:[0-5]\\d(?:\\.\\d+)?(?:Z))$"
            },
            "lastSeenAt": {
              "type": "string",
              "format": "date-time",
              "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d:[0-5]\\d(?:\\.\\d+)?(?:Z))$"
            },
            "tags": {
              "type": "array",
              "items": {
                "type": "string"
              }
            },
            "customFields": {
              "type": "array",
              "items": {
                "type": "object",
                "properties": {
                  "key": {
                    "type": "string"
                  },
                  "label": {
                    "type": "string"
                  },
                  "type": {
                    "type": "string",
                    "enum": [
                      "text",
                      "number",
                      "choice",
                      "yes_no",
                      "date",
                      "email",
                      "phone",
                      "link",
                      "money",
                      "time",
                      "month_day"
                    ]
                  },
                  "value": {
                    "type": [
                      "string",
                      "number",
                      "boolean",
                      "null"
                    ]
                  }
                },
                "required": [
                  "key",
                  "label",
                  "type",
                  "value"
                ],
                "additionalProperties": false
              }
            },
            "privateFields": {
              "type": "integer",
              "minimum": -9007199254740991,
              "maximum": 9007199254740991,
              "description": "Private fields held back; only the owner sees them."
            }
          },
          "required": [
            "id",
            "name",
            "email",
            "phone",
            "source",
            "birthday",
            "firstSeenAt",
            "lastSeenAt",
            "tags",
            "customFields",
            "privateFields"
          ],
          "additionalProperties": false
        }
      },
      "required": [
        "status",
        "title",
        "change",
        "result"
      ],
      "additionalProperties": false
    },
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "refused"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      },
      "required": [
        "status",
        "title",
        "change",
        "message"
      ],
      "additionalProperties": false
    },
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "needs"
        },
        "kind": {
          "type": "string",
          "enum": [
            "module",
            "portal",
            "business",
            "limit",
            "paused",
            "reauth"
          ]
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      },
      "required": [
        "status",
        "kind",
        "title",
        "change",
        "message"
      ],
      "additionalProperties": {}
    }
  ]
}

customers.linkGuardian

Let another customer book for someone

Kind
Change
Tool
customers_linkGuardian
Scope
customers:write
Reached by
API, MCP, ChatGPT

customers see it: waits for the owner’s approval unless they chose Just do it for your app

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "dependentId": {
      "type": "string",
      "pattern": "^dep_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "Who, from customers.dependents. A dependent id: dep_ and 26 letters and digits."
    },
    "customerId": {
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "The guardian: a customer, from customers.search. A customer id: cus_ and 26 letters and digits."
    }
  },
  "required": [
    "dependentId",
    "customerId"
  ],
  "additionalProperties": false
}
Output
{
  "oneOf": [
    {
      "type": "object",
      "required": [
        "status",
        "title",
        "change"
      ],
      "properties": {
        "status": {
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {},
        "undo": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string"
            },
            "input": {}
          }
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "proposalId"
      ],
      "properties": {
        "status": {
          "const": "proposed"
        },
        "proposalId": {
          "type": "string"
        },
        "preview": {},
        "approveAt": {
          "type": "string",
          "format": "uri"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "check"
      ],
      "properties": {
        "status": {
          "const": "pending"
        },
        "message": {
          "type": "string"
        },
        "check": {
          "type": "string"
        },
        "checkInput": {
          "type": "object"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "message"
      ],
      "properties": {
        "status": {
          "const": "refused"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "kind",
        "message"
      ],
      "properties": {
        "status": {
          "const": "needs"
        },
        "kind": {
          "type": "string"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      }
    }
  ]
}

customers.merge

Merge two customers

Kind
Change
Tool
customers_merge
Scope
customers:write
Reached by
API, MCP, ChatGPT

customers see it: waits for the owner’s approval unless they chose Just do it for your app

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "keepId": {
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "A customer id: cus_ and 26 letters and digits."
    },
    "mergeId": {
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "A customer id: cus_ and 26 letters and digits."
    }
  },
  "required": [
    "keepId",
    "mergeId"
  ],
  "additionalProperties": false
}
Output
{
  "oneOf": [
    {
      "type": "object",
      "required": [
        "status",
        "title",
        "change"
      ],
      "properties": {
        "status": {
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {},
        "undo": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string"
            },
            "input": {}
          }
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "proposalId"
      ],
      "properties": {
        "status": {
          "const": "proposed"
        },
        "proposalId": {
          "type": "string"
        },
        "preview": {},
        "approveAt": {
          "type": "string",
          "format": "uri"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "check"
      ],
      "properties": {
        "status": {
          "const": "pending"
        },
        "message": {
          "type": "string"
        },
        "check": {
          "type": "string"
        },
        "checkInput": {
          "type": "object"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "message"
      ],
      "properties": {
        "status": {
          "const": "refused"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "kind",
        "message"
      ],
      "properties": {
        "status": {
          "const": "needs"
        },
        "kind": {
          "type": "string"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      }
    }
  ]
}

customers.messages

Messages sent to a customer

Kind
Read
Tool
customers_messages
Scope
customers:read
Reached by
API, MCP

Read-only.

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "customerId": {
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "A customer id: cus_ and 26 letters and digits."
    },
    "limit": {
      "default": 50,
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    }
  },
  "required": [
    "customerId"
  ],
  "additionalProperties": false
}
Output
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "oneOf": [
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {
          "type": "object",
          "properties": {
            "messages": {
              "type": "array",
              "items": {
                "type": "object",
                "properties": {
                  "id": {
                    "type": "string",
                    "pattern": "^msg_[0-9a-hjkmnp-tv-z]{26}$",
                    "description": "A message id: msg_ and 26 letters and digits."
                  },
                  "template": {
                    "type": "string",
                    "description": "The message’s template id."
                  },
                  "title": {
                    "type": "string",
                    "description": "What it is, in your words: \"Appointment reminder\"."
                  },
                  "channel": {
                    "description": "How it went: email, sms… Null until it’s sent.",
                    "type": [
                      "string",
                      "null"
                    ]
                  },
                  "status": {
                    "type": "string",
                    "description": "queued, sent, skipped, failed…"
                  },
                  "delivery": {
                    "description": "What the provider said after: delivered, bounced…",
                    "type": [
                      "string",
                      "null"
                    ]
                  },
                  "reason": {
                    "description": "Why it was skipped or held, in plain words.",
                    "type": [
                      "string",
                      "null"
                    ]
                  },
                  "at": {
                    "type": "string",
                    "format": "date-time",
                    "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d:[0-5]\\d(?:\\.\\d+)?(?:Z))$"
                  }
                },
                "required": [
                  "id",
                  "template",
                  "title",
                  "channel",
                  "status",
                  "delivery",
                  "reason",
                  "at"
                ],
                "additionalProperties": false
              }
            }
          },
          "required": [
            "messages"
          ],
          "additionalProperties": false
        }
      },
      "required": [
        "status",
        "title",
        "change",
        "result"
      ],
      "additionalProperties": false
    },
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "refused"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      },
      "required": [
        "status",
        "title",
        "change",
        "message"
      ],
      "additionalProperties": false
    },
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "needs"
        },
        "kind": {
          "type": "string",
          "enum": [
            "module",
            "portal",
            "business",
            "limit",
            "paused",
            "reauth"
          ]
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      },
      "required": [
        "status",
        "kind",
        "title",
        "change",
        "message"
      ],
      "additionalProperties": {}
    }
  ]
}

customers.notes

See your notes about a customer

Kind
Read
Tool
customers_notes
Scope
customers:read
Reached by
API, MCP

Read-only.

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "customerId": {
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "A customer id: cus_ and 26 letters and digits."
    }
  },
  "required": [
    "customerId"
  ],
  "additionalProperties": false
}
Output
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "oneOf": [
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {
          "type": "object",
          "properties": {
            "notes": {
              "type": "array",
              "items": {
                "type": "object",
                "properties": {
                  "id": {
                    "type": "string",
                    "pattern": "^note_[0-9a-hjkmnp-tv-z]{26}$",
                    "description": "A note id: note_ and 26 letters and digits."
                  },
                  "body": {
                    "type": "string"
                  },
                  "when": {
                    "type": "string"
                  }
                },
                "required": [
                  "id",
                  "body",
                  "when"
                ],
                "additionalProperties": false
              }
            },
            "total": {
              "type": "integer",
              "minimum": -9007199254740991,
              "maximum": 9007199254740991
            }
          },
          "required": [
            "notes",
            "total"
          ],
          "additionalProperties": false
        }
      },
      "required": [
        "status",
        "title",
        "change",
        "result"
      ],
      "additionalProperties": false
    },
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "refused"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      },
      "required": [
        "status",
        "title",
        "change",
        "message"
      ],
      "additionalProperties": false
    },
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "needs"
        },
        "kind": {
          "type": "string",
          "enum": [
            "module",
            "portal",
            "business",
            "limit",
            "paused",
            "reauth"
          ]
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      },
      "required": [
        "status",
        "kind",
        "title",
        "change",
        "message"
      ],
      "additionalProperties": {}
    }
  ]
}

customers.remove

Remove a customer

Kind
Change
Tool
customers_remove
Scope
customers:write
Reached by
API, MCP, ChatGPT

customers see it: waits for the owner’s approval unless they chose Just do it for your app

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "customerId": {
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "A customer id: cus_ and 26 letters and digits."
    }
  },
  "required": [
    "customerId"
  ],
  "additionalProperties": false
}
Output
{
  "oneOf": [
    {
      "type": "object",
      "required": [
        "status",
        "title",
        "change"
      ],
      "properties": {
        "status": {
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {},
        "undo": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string"
            },
            "input": {}
          }
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "proposalId"
      ],
      "properties": {
        "status": {
          "const": "proposed"
        },
        "proposalId": {
          "type": "string"
        },
        "preview": {},
        "approveAt": {
          "type": "string",
          "format": "uri"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "check"
      ],
      "properties": {
        "status": {
          "const": "pending"
        },
        "message": {
          "type": "string"
        },
        "check": {
          "type": "string"
        },
        "checkInput": {
          "type": "object"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "message"
      ],
      "properties": {
        "status": {
          "const": "refused"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "kind",
        "message"
      ],
      "properties": {
        "status": {
          "const": "needs"
        },
        "kind": {
          "type": "string"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      }
    }
  ]
}

customers.removeDependent

Remove someone a customer books for

Kind
Change
Tool
customers_removeDependent
Scope
customers:write
Reached by
API, MCP, ChatGPT

a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "dependentId": {
      "type": "string",
      "pattern": "^dep_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "Who, from customers.dependents. A dependent id: dep_ and 26 letters and digits."
    }
  },
  "required": [
    "dependentId"
  ],
  "additionalProperties": false
}
Output
{
  "oneOf": [
    {
      "type": "object",
      "required": [
        "status",
        "title",
        "change"
      ],
      "properties": {
        "status": {
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {},
        "undo": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string"
            },
            "input": {}
          }
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "proposalId"
      ],
      "properties": {
        "status": {
          "const": "proposed"
        },
        "proposalId": {
          "type": "string"
        },
        "preview": {},
        "approveAt": {
          "type": "string",
          "format": "uri"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "check"
      ],
      "properties": {
        "status": {
          "const": "pending"
        },
        "message": {
          "type": "string"
        },
        "check": {
          "type": "string"
        },
        "checkInput": {
          "type": "object"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "message"
      ],
      "properties": {
        "status": {
          "const": "refused"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "kind",
        "message"
      ],
      "properties": {
        "status": {
          "const": "needs"
        },
        "kind": {
          "type": "string"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      }
    }
  ]
}

customers.removeNote

Delete a note

Kind
Change
Tool
customers_removeNote
Scope
customers:write
Reached by
API, MCP

a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "noteId": {
      "type": "string",
      "pattern": "^note_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "A note id: note_ and 26 letters and digits."
    }
  },
  "required": [
    "noteId"
  ],
  "additionalProperties": false
}
Output
{
  "oneOf": [
    {
      "type": "object",
      "required": [
        "status",
        "title",
        "change"
      ],
      "properties": {
        "status": {
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {},
        "undo": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string"
            },
            "input": {}
          }
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "proposalId"
      ],
      "properties": {
        "status": {
          "const": "proposed"
        },
        "proposalId": {
          "type": "string"
        },
        "preview": {},
        "approveAt": {
          "type": "string",
          "format": "uri"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "check"
      ],
      "properties": {
        "status": {
          "const": "pending"
        },
        "message": {
          "type": "string"
        },
        "check": {
          "type": "string"
        },
        "checkInput": {
          "type": "object"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "message"
      ],
      "properties": {
        "status": {
          "const": "refused"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "kind",
        "message"
      ],
      "properties": {
        "status": {
          "const": "needs"
        },
        "kind": {
          "type": "string"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      }
    }
  ]
}

customers.search

Find a customer

Kind
Read
Tool
customers_search
Scope
customers:read
Reached by
API, MCP, ChatGPT

Read-only.

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "q": {
      "default": "",
      "type": "string",
      "maxLength": 200
    }
  },
  "additionalProperties": false
}
Output
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "oneOf": [
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {
          "type": "object",
          "properties": {
            "customers": {
              "type": "array",
              "items": {
                "type": "object",
                "properties": {
                  "id": {
                    "type": "string",
                    "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
                    "description": "A customer id: cus_ and 26 letters and digits."
                  },
                  "name": {
                    "type": "string"
                  },
                  "detail": {
                    "type": "string",
                    "description": "Email and phone, for telling them apart."
                  },
                  "phone": {
                    "type": "string"
                  },
                  "email": {
                    "type": "string"
                  }
                },
                "required": [
                  "id",
                  "name",
                  "detail",
                  "phone",
                  "email"
                ],
                "additionalProperties": false
              }
            }
          },
          "required": [
            "customers"
          ],
          "additionalProperties": false
        }
      },
      "required": [
        "status",
        "title",
        "change",
        "result"
      ],
      "additionalProperties": false
    },
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "refused"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      },
      "required": [
        "status",
        "title",
        "change",
        "message"
      ],
      "additionalProperties": false
    },
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "needs"
        },
        "kind": {
          "type": "string",
          "enum": [
            "module",
            "portal",
            "business",
            "limit",
            "paused",
            "reauth"
          ]
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      },
      "required": [
        "status",
        "kind",
        "title",
        "change",
        "message"
      ],
      "additionalProperties": {}
    }
  ]
}

customers.summary

What’s going on

Kind
Read
Tool
customers_summary
Scope
customers:read
Reached by
API, MCP, ChatGPT

Read-only.

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {},
  "additionalProperties": false
}
Output
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "oneOf": [
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {
          "type": "object",
          "properties": {
            "title": {
              "type": "string"
            },
            "facts": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "One-line facts, e.g. \"3 bookings today\"."
            },
            "attention": {
              "description": "Things that need the owner, each with a plain reason.",
              "type": "array",
              "items": {
                "type": "object",
                "properties": {
                  "id": {
                    "type": "string"
                  },
                  "text": {
                    "type": "string"
                  },
                  "href": {
                    "type": "string"
                  }
                },
                "required": [
                  "id",
                  "text"
                ],
                "additionalProperties": false
              }
            },
            "happening": {
              "description": "What’s on today, each at its time.",
              "type": "array",
              "items": {
                "type": "object",
                "properties": {
                  "id": {
                    "type": "string"
                  },
                  "at": {
                    "type": "number",
                    "description": "Epoch milliseconds."
                  },
                  "text": {
                    "type": "string"
                  },
                  "href": {
                    "type": "string"
                  }
                },
                "required": [
                  "id",
                  "at",
                  "text"
                ],
                "additionalProperties": false
              }
            },
            "metrics": {
              "type": "array",
              "items": {
                "type": "object",
                "properties": {
                  "id": {
                    "type": "string"
                  },
                  "label": {
                    "type": "string"
                  },
                  "value": {
                    "type": "number"
                  },
                  "prior": {
                    "type": "number"
                  },
                  "unit": {
                    "type": "string",
                    "enum": [
                      "count",
                      "money"
                    ]
                  },
                  "href": {
                    "type": "string"
                  }
                },
                "required": [
                  "id",
                  "label",
                  "value"
                ],
                "additionalProperties": false
              }
            }
          },
          "required": [
            "title",
            "facts"
          ],
          "additionalProperties": false
        }
      },
      "required": [
        "status",
        "title",
        "change",
        "result"
      ],
      "additionalProperties": false
    },
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "refused"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      },
      "required": [
        "status",
        "title",
        "change",
        "message"
      ],
      "additionalProperties": false
    },
    {
      "type": "object",
      "properties": {
        "status": {
          "type": "string",
          "const": "needs"
        },
        "kind": {
          "type": "string",
          "enum": [
            "module",
            "portal",
            "business",
            "limit",
            "paused",
            "reauth"
          ]
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      },
      "required": [
        "status",
        "kind",
        "title",
        "change",
        "message"
      ],
      "additionalProperties": {}
    }
  ]
}

customers.tag

Tag a customer

Kind
Change
Tool
customers_tag
Scope
customers:write
Reached by
API, MCP, ChatGPT

a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "customerId": {
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "A customer id: cus_ and 26 letters and digits."
    },
    "tag": {
      "type": "string",
      "minLength": 1,
      "maxLength": 40
    }
  },
  "required": [
    "customerId",
    "tag"
  ],
  "additionalProperties": false
}
Output
{
  "oneOf": [
    {
      "type": "object",
      "required": [
        "status",
        "title",
        "change"
      ],
      "properties": {
        "status": {
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {},
        "undo": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string"
            },
            "input": {}
          }
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "proposalId"
      ],
      "properties": {
        "status": {
          "const": "proposed"
        },
        "proposalId": {
          "type": "string"
        },
        "preview": {},
        "approveAt": {
          "type": "string",
          "format": "uri"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "check"
      ],
      "properties": {
        "status": {
          "const": "pending"
        },
        "message": {
          "type": "string"
        },
        "check": {
          "type": "string"
        },
        "checkInput": {
          "type": "object"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "message"
      ],
      "properties": {
        "status": {
          "const": "refused"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "kind",
        "message"
      ],
      "properties": {
        "status": {
          "const": "needs"
        },
        "kind": {
          "type": "string"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      }
    }
  ]
}

customers.unlinkGuardian

Stop a customer booking for someone

Kind
Change
Tool
customers_unlinkGuardian
Scope
customers:write
Reached by
API, MCP, ChatGPT

customers see it: waits for the owner’s approval unless they chose Just do it for your app

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "dependentId": {
      "type": "string",
      "pattern": "^dep_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "Who, from customers.dependents. A dependent id: dep_ and 26 letters and digits."
    },
    "customerId": {
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "The guardian: a customer, from customers.search. A customer id: cus_ and 26 letters and digits."
    }
  },
  "required": [
    "dependentId",
    "customerId"
  ],
  "additionalProperties": false
}
Output
{
  "oneOf": [
    {
      "type": "object",
      "required": [
        "status",
        "title",
        "change"
      ],
      "properties": {
        "status": {
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {},
        "undo": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string"
            },
            "input": {}
          }
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "proposalId"
      ],
      "properties": {
        "status": {
          "const": "proposed"
        },
        "proposalId": {
          "type": "string"
        },
        "preview": {},
        "approveAt": {
          "type": "string",
          "format": "uri"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "check"
      ],
      "properties": {
        "status": {
          "const": "pending"
        },
        "message": {
          "type": "string"
        },
        "check": {
          "type": "string"
        },
        "checkInput": {
          "type": "object"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "message"
      ],
      "properties": {
        "status": {
          "const": "refused"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "kind",
        "message"
      ],
      "properties": {
        "status": {
          "const": "needs"
        },
        "kind": {
          "type": "string"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      }
    }
  ]
}

customers.untag

Remove a tag

Kind
Change
Tool
customers_untag
Scope
customers:write
Reached by
API, MCP, ChatGPT

a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "customerId": {
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "A customer id: cus_ and 26 letters and digits."
    },
    "tag": {
      "type": "string",
      "minLength": 1,
      "maxLength": 40
    }
  },
  "required": [
    "customerId",
    "tag"
  ],
  "additionalProperties": false
}
Output
{
  "oneOf": [
    {
      "type": "object",
      "required": [
        "status",
        "title",
        "change"
      ],
      "properties": {
        "status": {
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {},
        "undo": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string"
            },
            "input": {}
          }
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "proposalId"
      ],
      "properties": {
        "status": {
          "const": "proposed"
        },
        "proposalId": {
          "type": "string"
        },
        "preview": {},
        "approveAt": {
          "type": "string",
          "format": "uri"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "check"
      ],
      "properties": {
        "status": {
          "const": "pending"
        },
        "message": {
          "type": "string"
        },
        "check": {
          "type": "string"
        },
        "checkInput": {
          "type": "object"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "message"
      ],
      "properties": {
        "status": {
          "const": "refused"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "kind",
        "message"
      ],
      "properties": {
        "status": {
          "const": "needs"
        },
        "kind": {
          "type": "string"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      }
    }
  ]
}

customers.update

Update a customer

Kind
Change
Tool
customers_update
Scope
customers:write
Reached by
API, MCP, ChatGPT

a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "customerId": {
      "type": "string",
      "pattern": "^cus_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "A customer id: cus_ and 26 letters and digits."
    },
    "name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 120,
      "label": "Name",
      "control": "text"
    },
    "email": {
      "label": "Email",
      "control": "email",
      "type": "string"
    },
    "phone": {
      "anyOf": [
        {
          "type": "string",
          "maxLength": 40
        },
        {
          "type": "null"
        }
      ]
    },
    "birthday": {
      "anyOf": [
        {
          "type": "string",
          "label": "Birthday",
          "control": "month-day"
        },
        {
          "type": "null"
        }
      ]
    }
  },
  "required": [
    "customerId"
  ],
  "additionalProperties": false
}
Output
{
  "oneOf": [
    {
      "type": "object",
      "required": [
        "status",
        "title",
        "change"
      ],
      "properties": {
        "status": {
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {},
        "undo": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string"
            },
            "input": {}
          }
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "proposalId"
      ],
      "properties": {
        "status": {
          "const": "proposed"
        },
        "proposalId": {
          "type": "string"
        },
        "preview": {},
        "approveAt": {
          "type": "string",
          "format": "uri"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "check"
      ],
      "properties": {
        "status": {
          "const": "pending"
        },
        "message": {
          "type": "string"
        },
        "check": {
          "type": "string"
        },
        "checkInput": {
          "type": "object"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "message"
      ],
      "properties": {
        "status": {
          "const": "refused"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "kind",
        "message"
      ],
      "properties": {
        "status": {
          "const": "needs"
        },
        "kind": {
          "type": "string"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      }
    }
  ]
}

customers.updateDependent

Change someone a customer books for

Kind
Change
Tool
customers_updateDependent
Scope
customers:write
Reached by
API, MCP, ChatGPT

a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Input
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "kind": {
      "type": "string",
      "enum": [
        "child",
        "pet",
        "adult"
      ]
    },
    "name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 120,
      "label": "Name",
      "control": "text"
    },
    "birthdate": {
      "anyOf": [
        {
          "anyOf": [
            {
              "type": "string",
              "const": ""
            },
            {
              "type": "string",
              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
              "label": "Birthdate",
              "control": "date"
            }
          ]
        },
        {
          "type": "null"
        }
      ]
    },
    "attestedAge": {
      "anyOf": [
        {
          "type": "integer",
          "minimum": 18,
          "maximum": 130,
          "description": "An adult’s word that they’re at least this old, instead of a birthdate."
        },
        {
          "type": "null"
        }
      ]
    },
    "notes": {
      "type": "string",
      "maxLength": 2000
    },
    "pickupContacts": {
      "maxItems": 5,
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "name": {
            "type": "string",
            "minLength": 1,
            "maxLength": 120,
            "label": "Name",
            "control": "text"
          },
          "phone": {
            "label": "Phone",
            "control": "tel",
            "type": "string"
          },
          "relation": {
            "default": "",
            "type": "string",
            "maxLength": 60
          }
        },
        "required": [
          "name",
          "phone"
        ],
        "additionalProperties": false
      }
    },
    "dependentId": {
      "type": "string",
      "pattern": "^dep_[0-9a-hjkmnp-tv-z]{26}$",
      "description": "Who, from customers.dependents. A dependent id: dep_ and 26 letters and digits."
    }
  },
  "required": [
    "dependentId"
  ],
  "additionalProperties": false
}
Output
{
  "oneOf": [
    {
      "type": "object",
      "required": [
        "status",
        "title",
        "change"
      ],
      "properties": {
        "status": {
          "const": "done"
        },
        "title": {
          "type": "string"
        },
        "change": {
          "type": "boolean"
        },
        "result": {},
        "undo": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string"
            },
            "input": {}
          }
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "proposalId"
      ],
      "properties": {
        "status": {
          "const": "proposed"
        },
        "proposalId": {
          "type": "string"
        },
        "preview": {},
        "approveAt": {
          "type": "string",
          "format": "uri"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "check"
      ],
      "properties": {
        "status": {
          "const": "pending"
        },
        "message": {
          "type": "string"
        },
        "check": {
          "type": "string"
        },
        "checkInput": {
          "type": "object"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "message"
      ],
      "properties": {
        "status": {
          "const": "refused"
        },
        "message": {
          "type": "string"
        },
        "field": {
          "type": "string"
        }
      }
    },
    {
      "type": "object",
      "required": [
        "status",
        "kind",
        "message"
      ],
      "properties": {
        "status": {
          "const": "needs"
        },
        "kind": {
          "type": "string"
        },
        "message": {
          "type": "string"
        },
        "note": {
          "type": "string"
        }
      }
    }
  ]
}