flow

Customer Account Join — tool-call lifecycle

list_customer_accounts / find_customer_account end to end: the three-system account join (CRM + accounting + inventory) with presence and linkage flags.

Flow

Overview

The account-join primitive both tools share. While a source is down the join folds the reachable systems and marks unavailableSources — presentIn/linked are never misread as “absent from that system.”

The flow

How it works

  1. Max (agent) on claude.ai → MCP tool call / MCP tool call
  2. List Customer Accounts → direct request/response — no events
  3. Find Customer Account → direct request/response — no events
  4. CustomerAccountService → ClaritySoft accounts / QBO customers / Fishbowl customers
  5. CRM Read → vendor API
  6. Accounting Read → vendor API
  7. Inventory Read → vendor API
  8. ClaritySoft CRM → results fold in
  9. QuickBooks Online → results fold in
  10. Fishbowl Inventory → absent → join degrades: folds reachable systems, marked unavailable
  11. CustomerAccount join assembled → per-system slices + presentIn/linked flags returned in the tool result