Account

Find a person's data

account_find_person · Reads only · Markdown

Every record the account holds about one person, by email or phone, with each kind's count and ids.

Free

This tool costs nothing to call.

An example

Hannah Price asked what we store about her. What do we have?

Your agent callsaccount_find_personFree

The example business is Halverson Cycle & Repair, a bike shop with a repair workshop in Portland, Oregon. The reply is the one the tool really gives.

With these arguments
{
  "email": "hannah.price@example.com"
}
What comes back
{
  "found": [
    {
      "kind": "crm.contact",
      "name": "contact",
      "records": 1,
      "ids": [
        "1"
      ]
    },
    {
      "kind": "crm.contactactivity",
      "name": "contact activity",
      "records": 3,
      "ids": [
        "1",
        "2"
      ]
    }
  ],
  "records": 10,
  "note": null
}

Use it when

Someone asks what the business keeps about them, or before exporting or erasing their data.

What it does

Every record this account holds about one person, by their email address or phone number, across every area: CRM, chats, emails, tickets, forms, bookings, calls, applications, invoices, orders, newsletters, HR and the call log, with their chats and CRM history. For a person who asks what the business keeps about them (GDPR Art. 15). Shows each kind with its count and ids; account_export_person gives them a copy, account_erase_person erases what may go.

What comes back

found: each kind (like crm.contact or market.formresponse) with its name, how many records and up to 20 ids; records in all; a note when nothing holds them. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
emailstringThe person's email address. Up to 254 characters.
phonestringTheir phone number in international format, like +1 503 555 0145. Up to 40 characters.

The call

Over MCP, call account_find_person on https://api.conecto.chat/mcp/account. Over REST:

Terminal
curl -X POST https://api.conecto.chat/v1/tools/account_find_person \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"email":"hannah.price@example.com"}'

When it refuses

A refused call costs nothing and says what to do next.

CodeWhenWhat to do
invalid_input400Neither an email nor a phone number was given, the email is not an address, or the phone number is not in international format.Send email, or phone like +1 503 555 0145.

Give this to your agent.

Set up Conecto from https://conecto.chat/SKILL.md