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Find person in CRM

find_person_in_crm
Read-onlyIdempotent

Check whether a person is already in the customer's connected CRM, by name or e-mail and optionally their profile link. Uses no lookup credit. A record that matches on name alone is reported as a possible match, never as proof; the customer's answer is recorded with confirm_possible_match.

Input Schema

NameRequiredDescriptionDefault
nameNothe person's full name; required unless an e-mail is given
emailNoan e-mail address the person is known by
companyNothe person's company; helps to tell two people with the same name apart
profile_urlNolink to the person's public profile page; the strongest way to tell people apart, but give the full name or an e-mail as well

Output Schema

NameRequiredDescriptionDefault
crmNothe CRM that was searched
matchNothe person's record, when they are in the CRM for certain
statusNofound, not_found, possible_matches or pending
possible_matchesNorecords with the same name that may or may not be the same person; never treat these as the person being in the CRM

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare this a read-only, idempotent, closed-world operation; the description adds genuinely new behavior: no lookup credit is consumed and name-only matches are reported as possible matches, not confirmations. That match-confidence rule is the key behavioral fact an agent needs and it is not in the annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two tight sentences with no filler; the core check is front-loaded, then the credit-cost and match-confidence caveat follow. Every clause carries information.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

An output schema exists, so return-value explanation is unnecessary, and the description covers inputs, cost, and match-confidence semantics. Minor gap: it doesn't state what a no-match result implies (e.g., safe to add via add_person_to_crm) or whether e-mail matching is exact.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, including the 'required unless an e-mail is given' rule and the profile_url guidance, so the schema already carries the semantics. The description only restates the name-or-e-mail key and optional profile link, adding no format or precedence detail beyond the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb (check/find) and resource (a person in the customer's connected CRM) plus the lookup keys used. It names confirm_possible_match as a follow-up but does not distinguish itself from other lookup siblings such as search_crm, find_contact_details, or find_company_details.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Gives clear operating context: uses no lookup credit, can be keyed by name or e-mail, and a name-only hit must be treated as a possible match rather than proof. It also routes the agent to confirm_possible_match for the customer's answer. It stops short of explicitly saying when to prefer this tool over search_crm or find_contact_details.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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