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workflows.process_lead

Full pipeline processing for a new lead: AI analysis → auto-quote from service catalog → job creation → Google Calendar sync → customer SMS → team Slack/Discord notification. The 'one-tap' lead processing pipeline.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
leadIdYesLead ID to process. Required.
autoQuoteNoGenerate quote from service catalog match. Defaults to true.
notifyTeamNoNotify via Slack/Discord/Teams. Defaults to true.
autoScheduleNoCreate tentative job and calendar event. Defaults to false.
notifyCustomerNoSend SMS to customer. Defaults to true.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
jobIdNoAuto-created job ID
quoteIdNoAuto-generated quote ID
successNo
aiSummaryNoAI-generated lead summary
quoteTotalNoQuote total in AUD
calendarSyncedNoWhether calendar event was created

TDQS

A4.4/5.0
Behavior4/5

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

The description lists all pipeline steps, disclosing side effects (job creation, SMS, calendar sync, notifications). Annotations declare readOnlyHint=false and destructiveHint=false, which are consistent. However, it does not discuss failure handling or reversibility, which would add transparency.

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 sentences: the first is a bullet list of steps, the second is a concise tagline. No wasted words, information is front-loaded.

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?

Given the tool's complexity (multi-step pipeline with multiple parameters) and the presence of an output schema, the description covers the overall process and key steps. It lacks mention of prerequisites (e.g., lead must exist) but is generally complete.

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

Parameters4/5

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

Schema coverage is 100% with clear descriptions for each parameter (leadId, autoQuote, notifyTeam, autoSchedule, notifyCustomer). The description ties them to the pipeline flow (e.g., autoQuote → auto-quote step), adding value beyond the raw schema.

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

Purpose5/5

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

The description clearly states it processes a new lead through a full pipeline (AI analysis, auto-quote, job creation, calendar sync, notifications), distinguishing it from sibling workflow tools like workflows.quote_to_invoice or workflows.schedule_job which handle only part of the process.

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?

The description says to use this for 'Full pipeline processing for a new lead,' but does not explicitly mention when to avoid it or alternatives like individual workflow steps. However, the context signals from sibling names give implicit guidance.

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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TDQS

A3.8/5.0
Disambiguation4/5

Most tools have distinct resource+action naming (e.g., leads.create, jobs.list), but some overlap exists in analytics tools (dashboard, detailed, financials) and workflow automations (process_lead vs google_ads_pipeline). Descriptions clarify purposes, so slight confusion is possible but limited.

Naming Consistency5/5

All tools follow a consistent `domain.action` pattern (e.g., leads.create, billing.status). No mixing of camelCase or snake_case. Even complex names like lifecycle.assess or scaling.readiness_score adhere to the convention.

Tool Count1/5

95 tools is far beyond typical well-scoped servers (3-15). While the server aims to cover an entire business management platform, this volume is overwhelming for an agent, making selection and memory difficult.

Completeness5/5

The tool surface is exceptionally comprehensive, covering formation, hiring, compliance, funding, leads, quotes, jobs, invoicing, payments, marketing, analytics, integrations, webhooks, workflows, and more. Almost no obvious gaps in the lifecycle of running a trade business.

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