add_client_portal_user

Add a portal user by email and optionally send their invitation (default true). The client's contact email is its owner; only when the client has no portal users and no contact email does the person added become the owner. The owner always sees every location. For anyone else, pass locationIds (the client's location ids) to limit them to those locations, and includeFutureLocations=true if they should also get locations added later; omit locationIds to give every location. Ask the person which locations the user should see when the client has more than one. If email delivery fails, the added user is retained and the result explains that an invitation needs resending. If the agency's email sending domain is not verified yet, invite.held is true: the invitation is queued and sent automatically once the domain verifies — report it as queued, not sent.

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "add_client_portal_user",
    "arguments": {
      "email": "string",
      "clientId": "string"
    }
  }
}

{
  "jsonrpc": "2.0",
  "id": 1,
  "result": {
    "content": [
      {
        "type": "text",
        "text": "..."
      }
    ]
  }
}