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MCP Tool: create_account

Creates a new account in the Thena platform. This tool allows you to set up comprehensive account information including basic details, classification, health status, and custom fields.

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Example Prompt

Create a new account named "TechCorp Solutions" with primary domain "techcorp.com"

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Input Parameters

NameTypeRequiredDescription
namestringYesThe name of the account
primaryDomainstringYesThe primary domain of the account
secondaryDomainstringNoThe secondary domain of the account
websitestringNoThe website URL of the account
industrystringNoThe industry name (e.g., Technology, Finance)
descriptionstringNoA description of the account
sourcestringNoThe source of the account (e.g., “hubspot”)
accountOwnerIdstringNoThe user identifier of the account owner
logostringNoThe URL of the account logo
statusstringNoThe account status (e.g., Prospect, Active)
classificationstringNoThe account classification (e.g., Enterprise)
healthstringNoThe account health status (e.g., Red, Green)
annualRevenuenumberNoThe annual revenue of the account
employeesnumberNoThe number of employees of the account
billingAddressstringNoThe billing address of the account
shippingAddressstringNoThe shipping address of the account
customFieldValuesarrayNoCustom field values for the account
addExistingUsersToAccountContactsbooleanNoWhether to add existing users matching the email domain
metadataobjectNoAdditional metadata for the account

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Custom Field Values Structure

Each custom field value in the customFieldValues array contains:
FieldTypeDescription
fieldIdstringThe ID of the custom field
valuestring/number/boolean/nullThe value for the custom field

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Response Fields

The response will contain the created account with the same structure as the get_account tool.

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Sample Response

{
  "data": {
    "id": "ACC002",
    "name": "TechCorp Solutions",
    "description": "Leading technology solutions provider",
    "source": "manual",
    "logo": "https://example.com/logo.png",
    "statusId": "STATUS002",
    "status": "Prospect",
    "statusConfiguration": {
      "id": "STATUS002",
      "name": "Prospect",
      "color": "#F59E0B"
    },
    "classificationId": "CLASS001",
    "classification": "Enterprise",
    "classificationConfiguration": {
      "id": "CLASS001",
      "name": "Enterprise",
      "color": "#3B82F6"
    },
    "healthId": "HEALTH003",
    "health": "Green",
    "healthConfiguration": {
      "id": "HEALTH003",
      "name": "Green",
      "color": "#10B981"
    },
    "industryId": "IND001",
    "industry": "Technology",
    "industryConfiguration": {
      "id": "IND001",
      "name": "Technology",
      "color": "#8B5CF6"
    },
    "primaryDomain": "techcorp.com",
    "secondaryDomain": "techcorpsolutions.com",
    "accountOwner": "John Doe",
    "accountOwnerId": "USER001",
    "accountOwnerEmail": "john.doe@company.com",
    "accountOwnerAvatarUrl": "https://example.com/avatar.jpg",
    "annualRevenue": 10000000,
    "employees": 500,
    "website": "https://techcorp.com",
    "billingAddress": "123 Tech Street, Silicon Valley, CA 94025",
    "shippingAddress": "123 Tech Street, Silicon Valley, CA 94025",
    "customFieldValues": [
      {
        "fieldId": "CUSTOM001",
        "value": "Premium"
      }
    ],
    "metadata": {
      "leadSource": "Website",
      "dealStage": "Qualification"
    },
    "createdAt": "2025-07-25T12:50:38.937Z",
    "updatedAt": "2025-07-25T12:50:38.937Z"
  },
  "status": true,
  "message": "Account created successfully!",
  "timestamp": "2025-07-25T12:50:38.937Z"
}