---
title: "Lookup Client For Insurance Adjuster"
method: POST
path: "/vapi/lookup-client-for-insurance-adjuster"
tags: ["Vapi"]
---

# Lookup Client For Insurance Adjuster

`POST /vapi/lookup-client-for-insurance-adjuster`

## Request

- Base URL: `https://api.openintake.ai` (the document declares no server; this is the origin it was published from)
- URL: `https://api.openintake.ai/vapi/lookup-client-for-insurance-adjuster`
- Auth: HTTP bearer

Look up a client on behalf of a calling insurance adjuster.

Vapi custom tool. Expects arguments:
  - first_name: the client's first name
  - last_name: the client's last name
  - date_of_birth: the client's date of birth (YYYY-MM-DD, optional)
  - date_of_loss: the incident date (YYYY-MM-DD, optional)

Same matching pipeline as the medical-provider tool (at least one date
required; date of loss primary when both given, DOB corroborating). On an
exact match, returns the client's info sheet
read entirely from the local mirror: demographics (address, phones,
email), SSN last-4 (confirm-only — the full SSN is never stored or
returned), and per-case facts of loss, injuries, and treating medical
providers. Placeholder emails ("NO EMAIL") and filler phone numbers are
left out, as the enrichment leaves out placeholder SSNs. Contacts not yet
through fullInfo enrichment return ssn_on_file=null with synced
fallbacks. When no name matched but one
client matches both dates, that client is returned with
name_matched=false, or as match=confirm (their name only, for the agent
to confirm with the caller) when their name is unrelated.

## Request body

- VapiCustomToolRequest: Wrapper for Vapi custom tool requests.
  - `message` VapiMessage, required
    - `type` string, required
    - `toolCallList` VapiToolCall[], required
      - `id` string, required
      - `type` string
      - `function` VapiToolCallFunction, required
        - `name` string, required
        - `arguments` object, required
    - `call` VapiCallObject
      - `id` string, required
    - `artifact` object, nullable
    - `assistant` object, nullable

## Response `200`

Successful Response

- VapiCustomToolResponse: Standard Vapi custom tool response format.
  - `results` VapiToolResult[], required
    - `toolCallId` string, required
    - `result` string, required

## Other responses

- `422`: Validation Error

## Changes

- **2026-09-14** `2ad5aecbce08`: 2 info
  - added the new optional request property `message/artifact`
  - added the new optional request property `message/assistant`

[Operation history](https://skmtc.dev/openintake/apis/openintake-api/changes/vapi/lookup-client-for-insurance-adjuster/post.md)

---

[API](https://skmtc.dev/openintake/apis/openintake-api.md) - [All operations](https://skmtc.dev/openintake/apis/openintake-api/llms.txt) - [OpenAPI document](https://skmtc.dev/openintake/apis/openintake-api/revisions/de90a8dcbc07?raw)