# Customers and prospects

Find, identify and create third parties, and get a summary of their situation.

## Search for a customer, prospect or supplier

Search a third party by name, city, customer code or supplier code, or list your customers, prospects or suppliers.

| Property | Value |
|---|---|
| Identifier | `thirdparty.search` |
| Type | Read |
| Required permissions | `thirdparty.read` + the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Bound, with limits |
| Profiles | Sales, Field technician, Generic, Site manager (being validated), Warehouse (being validated), support.helpdesk |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Required information** : A name or keyword (or nothing, to list by type).

**Examples** :

> *Find the customer OSCIM.*
>
> *List my prospects.*

**Limits under ERPNext** :

- value “prospect” of `nature` refused — Sous ERPNext, un prospect est un autre DocType (Lead, Prospect) que le client (Customer) : le chercher comme un client serait une fausse équivalence.
- value “fournisseur” of `nature` refused — Sous ERPNext, un fournisseur est un DocType distinct (Supplier) : non couvert par ce binding.

## Create a new third party

Create a customer or prospect with name, phone, e-mail and address.

| Property | Value |
|---|---|
| Identifier | `thirdparty.create` |
| Type | Write — confirmation required (reversible in the ERP) |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Generic |
| AI assistants (MCP) | Not exposed to assistants |

**Required information** : The name (required); phone, e-mail, address (optional).

**Examples** :

> *Create a new customer: Martin Bakery, 06 12 34 56 78.*

## Get a customer brief

Summarize a customer's situation from ERP data, adapted to the active profile: exchanges, quotations and orders for a sales rep; open interventions and tickets for a technician. Facts come from the ERP; the language engine summarizes them without inventing any.

| Property | Value |
|---|---|
| Identifier | `thirdparty.brief` |
| Type | Read |
| Required permissions | `thirdparty.read` + the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Field technician, Generic |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Required information** : The customer (taken from the active context if selected).

**Examples** :

> *Give me an update on Dupont before my meeting.*

## Find the customer you are visiting

On arrival, list known customers located right next to your phone's GPS position, to load the right customer into the context. Triggered by the app's “I've arrived at a customer” button.

| Property | Value |
|---|---|
| Identifier | `thirdparty.nearby` |
| Type | Read |
| Required permissions | `thirdparty.read` + the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Generic |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Required information** : The position measured by the phone (never typed or guessed).

## Identify a company

Find a company from the name given by a caller, returning only its identifier and name — never the rest of the record. Used by the Receptionist profile.

| Property | Value |
|---|---|
| Identifier | `thirdparty.identify` |
| Type | Read |
| Required permissions | `thirdparty.read` + the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Generic, Receptionist |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Required information** : The company name.

**Examples** :

> *I'm calling from Toto Informatique.*

## Identify a contact

Find a contact from their name, without disclosing their full record. Used in particular by the Receptionist profile.

| Property | Value |
|---|---|
| Identifier | `contact.identify` |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Generic, Site manager (being validated), Warehouse (being validated), Receptionist, support.helpdesk |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Required information** : The contact's name (and possibly their company).

**Examples** :

> *This is Paul Durand from OSCIM.*

---

See also : [Catalog overview](/it/catalogue/) · [Dolibarr compatibility](/it/catalogue/compatibilite-dolibarr) · [ERPNext compatibility](/it/catalogue/compatibilite-erpnext)