Customers
Find and update customer households. 6 tools; each one below with what it does and the guardrail on it.
| Tool | What it does | Guardrail |
|---|---|---|
| search_customers | Search customers by name, phone, email or policy details. | Read only. Nothing in AgencyZoom changes. |
| find_customer_smart | Find the right customer from partial or messy details. | Read only. Nothing in AgencyZoom changes. |
| get_customer | Open one customer record with contact details. | Read only. Nothing in AgencyZoom changes. |
| get_customer_360 | See one customer's full picture: policies, tasks, tickets, notes. | Read only. Nothing in AgencyZoom changes. |
| create_customer | Add a new customer. | Duplicate check before create: it searches first and stops if the record already exists. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| update_customer | Change a customer's details. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
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