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Glama

callingly

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Server Details

Lets AI agents get leads on the phone: call, send SMS, and schedule callbacks for sales teams.

Status
Healthy
Last Tested
Transport
Streamable HTTP
URL

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MCP client
Glama
MCP server

Full call logging

Every tool call is logged with complete inputs and outputs, so you can debug issues and audit what your agents are doing.

Tool access control

Enable or disable individual tools per connector, so you decide what your agents can and cannot do.

Managed credentials

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Usage analytics

See which tools your agents call, how often, and when, so you can understand usage patterns and catch anomalies.

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Tool DescriptionsA

Average 4.2/5 across 8 of 8 tools scored.

Server CoherenceA
Disambiguation5/5

Each tool serves a distinct purpose: adding to sequences, making AI/human calls, scheduling calls/SMS, sending SMS, fetching recordings, and querying reports. No two tools overlap in function, making selection unambiguous.

Naming Consistency5/5

All tool names follow a consistent verb_noun snake_case pattern (e.g., make_ai_call, schedule_sms, get_recording). The naming is predictable and uniform across the set.

Tool Count5/5

With 8 tools covering call automation, SMS, and reporting, the count is well-scoped for the server's purpose. Each tool addresses a distinct action without unnecessary bloat or excessive granularity.

Completeness4/5

Core communication workflows are covered (AI/human calls, SMS, scheduling, recording, and reports). However, missing tools for lead creation/management and sequence lifecycle operations (e.g., stop sequence) create minor gaps.

Available Tools

14 tools
add_noteAdd a note to a leadAInspect

Add a note to a lead's timeline. Identify the lead by lead_id or phone_number. The note is attributed to the authenticated user and synced to connected CRMs.

ParametersJSON Schema
NameRequiredDescriptionDefault
contentYesThe note text to add to the lead.
lead_idNoThe id of the lead to add a note to. Provide this or phone_number.
phone_numberNoThe lead's phone number to look up, ideally in E.164 format. Provide this or lead_id.
Behavior4/5

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

With no annotations, the description carries the burden of behavioral disclosure. It reveals that the note is attributed to the authenticated user and synced to connected CRMs, which are important traits beyond the input schema.

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?

The description is three sentences, front-loaded with the primary purpose, and every sentence adds value. No wasted words.

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 simplicity of the operation and full schema coverage, the description covers key aspects: identification method and consequences (attribution, CRM sync). It does not describe return value or errors, but these are not critical for a straightforward addition.

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 coverage is 100%, so the description adds limited new meaning. It reinforces the mutual exclusivity of lead_id and phone_number, but the schema already communicates this via property descriptions.

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 the action ('Add a note to a lead's timeline') and the resource ('lead'). It distinguishes from sibling tools like add_tag and add_to_sequence by specifying a note addition.

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

Usage Guidelines3/5

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

While the description implies when to use the tool (to add a note), it lacks explicit guidance on when not to use it or alternatives among siblings. No exclusions or comparisons are provided.

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

add_tagAdd a tag to a leadAInspect

Tag a lead by tag name. Identify the lead by lead_id or phone_number. If a tag with that name does not exist in your account it is created. Adding a tag a lead already has is a no-op. Tagging keeps connected CRMs in sync.

ParametersJSON Schema
NameRequiredDescriptionDefault
tagYesThe tag name to add. Created in your account if it does not already exist.
lead_idNoThe id of the lead to tag. Provide this or phone_number.
phone_numberNoThe lead's phone number to look up, ideally in E.164 format. Provide this or lead_id.
Behavior5/5

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

With no annotations, the description fully discloses key behaviors: tag creation if absent, no-op for duplicate tags, and CRM syncing. This provides critical context for safe invocation.

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?

Four concise sentences, each adding essential information without redundancy. The structure is front-loaded with the core purpose.

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

Completeness5/5

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

Despite no output schema, the description covers edge cases (new tag creation, no-op) and side effects (CRM sync), making it fully informative for a mutation tool.

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

Parameters5/5

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

Schema coverage is 100%, but the description adds value by noting the alternatives (lead_id vs phone_number) and suggesting E.164 format for phone_number, enhancing schema meaning.

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 the action ('Tag a lead by tag name') and the resource, distinguishing it from siblings like 'remove_tag'. It also specifies that the tag is created if it doesn't exist.

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?

It provides clear identification methods (lead_id or phone_number) and mentions the no-op behavior for existing tags. However, it lacks explicit when-not-to-use guidance relative to other tools like update_lead.

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

add_to_sequenceAdd a lead to a follow-up sequenceA
Destructive
Inspect

Add a lead to a team's automated follow-up sequence — a voice + SMS series that keeps working the deal until it closes. The lead is enrolled in the chosen team's sequence and Callingly handles the calls, texts, retries, and timing. Use this to start a persistent follow-up cadence rather than a single call.

ParametersJSON Schema
NameRequiredDescriptionDefault
emailNoThe lead's email address.
sourceNoWhere this lead came from. Defaults to "MCP".
companyNoThe lead's company name.
team_idYesThe id of the Callingly team (profile) whose follow-up sequence the lead should be added to.
last_nameNoThe lead's last name.
first_nameNoThe lead's first name.
phone_numberYesThe lead's phone number, ideally in E.164 format (e.g. +14155551234).
Behavior3/5

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

Annotations already provide destructiveHint: true. Description adds that Callingly handles calls, texts, retries, and timing, which is behavioral context beyond the annotation. However, it doesn't disclose potential side effects like lead removal from other sequences or required permissions.

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: first defines action, second adds context. No wasted words, front-loaded with key information. Highly efficient.

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

Completeness3/5

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

For a tool with 7 parameters and no output schema, the description gives a high-level understanding but omits prerequisities (e.g., team existence, lead duplication handling) and results of the operation. It's adequate but not complete.

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 coverage is 100%, so parameters are fully described in the schema. The description does not add any additional meaning or usage notes for individual parameters, so baseline 3 is appropriate.

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?

Description clearly states 'Add a lead to a team's automated follow-up sequence' and distinguishes from siblings like 'make_ai_call' and 'send_sms' by contrasting with 'rather than a single call'. It's a specific verb+resource with sibling differentiation.

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?

Explicitly says 'Use this to start a persistent follow-up cadence rather than a single call', which implies when to use. It could explicitly state when not to use (e.g., for immediate calls use sibling tools), but provides clear context.

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

get_leadGet lead detailsA
Read-only
Inspect

Read a lead's full profile so your AI and CRM stay in sync — name, phone, email, company, source, status, result, owner, current stage, tags, custom fields, and recent notes. Identify the lead by lead_id or by phone_number.

ParametersJSON Schema
NameRequiredDescriptionDefault
lead_idNoThe id of the lead to read. Provide this or phone_number.
phone_numberNoThe lead's phone number to look up, ideally in E.164 format (e.g. +14155551234). Provide this or lead_id.
Behavior4/5

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

Annotations already indicate readOnlyHint=true (safe read). The description adds value by detailing the exact data returned (custom fields, recent notes, etc.) and the two lookup methods, going beyond what annotations provide.

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

Conciseness4/5

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

Two efficient sentences. The first sentence front-loads the action and output; the second covers parameters. Slightly verbose with listing all fields, but overall concise and well-structured.

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?

For a simple read tool with two optional parameters and no output schema, the description adequately explains what it does, what it returns, and how to identify the lead. Lacks mention of behavior when both identifiers are provided, but otherwise complete.

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 coverage is 100% with clear descriptions for both parameters. The description reiterates the identification options but adds minimal new semantic meaning beyond the 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 'Read a lead's full profile' using a specific verb and resource, and explicitly lists the fields returned (name, phone, email, etc.), distinguishing it from sibling tools like update_lead or add_note.

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 phrase 'so your AI and CRM stay in sync' implies when to use (for synchronization), and the description provides clear identification methods (by lead_id or phone_number), but does not explicitly state when not to use or compare to alternatives.

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

get_recordingGet call recordings and transcriptsA
Read-only
Inspect

Read recordings, transcripts and outcomes of recent calls so your AI and CRM stay in sync. Returns each call's result, duration, recording URL, full transcript, and AI summary. Filter by lead_id to see how a specific lead's calls went, or fetch a single call by call_id.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum number of calls to return (1-50, default 10).
call_idNoFetch a single call by its id.
lead_idNoOnly return calls for this lead.
Behavior3/5

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

Annotations already declare readOnlyHint=true. Description adds info on return data and filters, but doesn't disclose additional behavioral traits like rate limits or pagination beyond schema.

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, front-loaded with purpose, no redundancy, every sentence adds value.

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?

Describes return fields, filtering options, and purpose. Lacks pagination details but limit parameter covers that. Overall adequate for a read tool with simple parameters.

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 covers parameter details (100% coverage). Description adds practical usage guidance (e.g., 'filter by lead_id to see how a specific lead's calls went'), going beyond schema definitions.

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?

Description clearly states 'Read recordings, transcripts and outcomes of recent calls', specifies return fields, and distinguishes tool from siblings that are write/action oriented.

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?

Implicitly indicates usage for reading call data to sync AI/CRM, and filters are clearly explained. Could be more explicit about when not to use it.

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

make_ai_callHave the AI agent call a leadA
Destructive
Inspect

Make a call to a lead with an AI voice agent. The AI agent calls the lead, qualifies them, answers questions, and warm-transfers the live call to a human rep when the lead is ready. The team must have an AI agent configured. Use this to qualify a lead automatically before a rep gets involved.

ParametersJSON Schema
NameRequiredDescriptionDefault
emailNoThe lead's email address.
sourceNoWhere this lead came from. Defaults to "MCP".
companyNoThe lead's company name.
team_idYesThe id of the Callingly team (profile) whose AI agent should make the call.
last_nameNoThe lead's last name.
first_nameNoThe lead's first name.
phone_numberYesThe lead's phone number to dial, ideally in E.164 format (e.g. +14155551234).
Behavior4/5

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

Annotations already indicate destructive behavior (destructiveHint=true). The description adds value by explaining the AI agent's actions (qualifies, answers questions, warm-transfers). No contradiction; the description does not need to repeat the annotation.

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?

The description is two sentences, front-loaded with the core action, and every sentence adds necessary context. No wasted words.

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

Completeness5/5

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

Despite no output schema, the description explains the full workflow (AI agent calls, qualifies, warm-transfers) and includes prerequisites. For a tool with 7 parameters, this is comprehensive.

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%, so the parameters are already well-documented. The description adds no additional semantic detail beyond what is in the schema (e.g., phone_number format is already in schema). Baseline 3 is appropriate.

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 the action: 'Make a call to a lead with an AI voice agent.' It specifies the verb (make), resource (call), and context (AI voice agent, qualification). It distinguishes from siblings like 'make_dispatch_call' and 'schedule_call' by focusing on automated qualification.

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 provides clear usage context: 'Use this to qualify a lead automatically before a rep gets involved' and includes a prerequisite ('The team must have an AI agent configured'). It does not explicitly state when not to use or name alternatives, but the context is clear.

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

make_dispatch_callCall a lead nowA
Destructive
Inspect

Make a dispatch call to a lead with a human rep. Callingly rings one of the team's sales reps — or the whole team — plays them the lead's details, then bridges them to the lead the second someone picks up. Use this for speed-to-lead when a lead should be contacted by a human right now.

ParametersJSON Schema
NameRequiredDescriptionDefault
emailNoThe lead's email address.
sourceNoWhere this lead came from. Defaults to "MCP".
companyNoThe lead's company name.
team_idYesThe id of the Callingly team (profile) that should make the call.
last_nameNoThe lead's last name.
first_nameNoThe lead's first name.
phone_numberYesThe lead's phone number to dial, ideally in E.164 format (e.g. +14155551234).
Behavior4/5

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

Description details the process: rings sales rep(s), plays lead details, bridges to lead. Adds context beyond destructiveHint annotation. No contradictions.

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?

Three concise sentences: purpose, process, usage guidance. Front-loaded with core action. No unnecessary text.

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?

Covers purpose, process, and usage well. Lacks mention of return values or error states, but without output schema this is acceptable for a simple action tool.

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 coverage is 100%, so baseline is 3. Description adds no additional parameter information beyond schema, which is acceptable.

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?

Description clearly states the tool makes a dispatch call to a lead via a human rep, distinguishes from siblings like make_ai_call by emphasizing human involvement and immediate action.

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?

Explicitly says 'use this for speed-to-lead when a lead should be contacted by a human right now', providing clear guidance on when to use. Does not explicitly name alternatives but implies them.

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

query_reportsQuery call reportsA
Read-only
Inspect

Query call reports for the account over a date range: call volume, connection rate, voicemail/missed counts, talk time, and per-rep performance. Use this to answer questions like "how many leads did we reach last week" or "which rep connected the most calls".

ParametersJSON Schema
NameRequiredDescriptionDefault
endNoEnd date (YYYY-MM-DD) of the report range. Defaults to today.
startNoStart date (YYYY-MM-DD) of the report range. Defaults to 30 days ago.
team_idNoLimit the report to a single team (profile).
Behavior4/5

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

Annotations already indicate readOnlyHint=true, and the description adds context about the returned metrics (call volume, connection rate, etc.). No contradiction. It discloses the scope (account-level, date range) and what data is included.

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?

The description is two sentences, front-loaded with the action and scope. Every sentence adds value with no wasted words.

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?

For a query tool with 3 optional parameters and no output schema, the description lists key return metrics (call volume, per-rep performance) sufficiently for an agent to understand what it provides. Minor gap: no mention of pagination or data limits, but overall complete enough.

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 coverage is 100%, so all parameters have descriptions. The tool description does not add extra meaning beyond the schema's parameter descriptions. Baseline score of 3 is appropriate.

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 the tool queries call reports over a date range and lists specific metrics like call volume and per-rep performance. It distinguishes from sibling tools that are action-oriented (making calls, sending SMS).

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 provides concrete example questions like 'how many leads did we reach last week', guiding the agent on appropriate use cases. It does not explicitly state when not to use it or mention alternatives, but the context is clear.

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

remove_tagRemove a tag from a leadAInspect

Remove a tag from a lead by tag name. Identify the lead by lead_id or phone_number. Removing a tag the lead does not have is a no-op.

ParametersJSON Schema
NameRequiredDescriptionDefault
tagYesThe tag name to remove from the lead.
lead_idNoThe id of the lead to untag. Provide this or phone_number.
phone_numberNoThe lead's phone number to look up, ideally in E.164 format. Provide this or lead_id.
Behavior3/5

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

Annotations are absent, so description must disclose behaviors. It notes that removing a tag the lead does not have is a no-op, which is helpful. However, it fails to mention potential side effects, permissions, or return values, leaving some transparency gaps.

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 concise sentences: the first states purpose with example identifiers, the second adds behavioral nuance. No unnecessary words.

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?

For a simple tool with 3 parameters, no output schema, and no annotations, the description covers key aspects: action, identification, and edge-case behavior. It does not describe return values, but that is acceptable without an output schema.

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%, but the description adds meaning by explaining the mutual exclusivity of lead_id and phone_number for identification, and the no-op behavior for non-existent tags. This enhances parameter understanding 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?

Description clearly states the tool removes a tag from a lead, specifying verb and resource. It adds identification methods (lead_id or phone_number), but does not explicitly distinguish it from sibling tools like add_tag.

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

Usage Guidelines2/5

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

No guidance on when to use this tool versus alternatives like add_tag or update_lead. The description implies usage for tag removal but lacks explicit conditions or exclusions.

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

schedule_callSchedule a callback with a leadA
Destructive
Inspect

Schedule a call (callback) for a lead at a future time instead of calling immediately. When the scheduled time arrives, Callingly rings the team's sales reps and connects them to the lead, handling the dialing, reminders, and retries. Use this to book a callback for later.

ParametersJSON Schema
NameRequiredDescriptionDefault
emailNoThe lead's email address.
sourceNoWhere this lead came from. Defaults to "MCP".
companyNoThe lead's company name.
team_idYesThe id of the Callingly team (profile) that should make the call.
last_nameNoThe lead's last name.
first_nameNoThe lead's first name.
phone_numberYesThe lead's phone number to dial, ideally in E.164 format (e.g. +14155551234).
scheduled_atYesWhen the call should be placed, as a date/time string in the account's timezone (e.g. "2026-06-10 14:30"). Past times are bumped to now.
Behavior3/5

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

Annotations include destructiveHint: true, but description does not address destructive behavior. Description adds positive details about dialing, reminders, retries, which is useful but doesn't fully explain side effects. No annotation contradiction.

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, front-loaded with purpose, no unnecessary words. Every sentence adds value.

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

Completeness2/5

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

Missing explanation of return value (e.g., whether it returns a call ID). No output schema provided. Also lacks error cases or prerequisites. Acceptable for a simple tool but incomplete.

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

Parameters5/5

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

Schema covers all 8 parameters with descriptions. Description adds valuable context: E.164 format for phone_number, timezone-dependent string format for scheduled_at, and example values. Greatly aids correct parameter entry.

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?

Clearly states the tool schedules a callback instead of immediate calling, with specific verb 'schedule'. Distinguishes from sibling tools like schedule_sms and make_ai_call by focusing on callbacks.

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?

Explicitly says 'Use this to book a callback for later', providing clear usage context. Does not explicitly list alternatives or when not to use, but implies contrast with immediate calling.

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

schedule_smsSchedule a text to a leadA
Destructive
Inspect

Schedule an SMS text message to an existing lead at a future time instead of sending immediately. When the scheduled time arrives, Callingly renders and sends the message from your phone number. Use this to time a reminder or follow-up to the lead's timezone.

ParametersJSON Schema
NameRequiredDescriptionDefault
messageYesThe text message body. Supports Callingly merge fields and is rendered when the message is sent.
send_atYesWhen the text should be sent, as a date/time string in the account's timezone (e.g. "2026-06-10 09:00"). Past times are bumped to now.
sms_numberYesOne of your Callingly phone numbers to send the text from.
phone_numberYesThe lead's phone number to text. The lead must already exist in your account.
Behavior4/5

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

The description discloses that messages are 'rendered and sent' at the scheduled time, and notes that 'past times are bumped to now.' This adds important behavioral context beyond the 'destructiveHint: true' annotation, which only indicates side effects.

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?

The description is two sentences long, front-loads the core purpose, and wastes no words. Every sentence adds value.

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

Completeness3/5

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

The description covers the main purpose and usage but does not explain what the function returns (no output schema). It also omits details like whether scheduling can be edited or cancelled. Given the tool's simplicity, it is adequate but not complete.

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%, so the baseline is 3. The description does not add new meaning beyond what the schema already provides for each parameter.

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 the verb ('schedule'), resource ('SMS text message'), and key differentiator ('at a future time instead of sending immediately'). It distinguishes from the sibling tool 'send_sms' which likely sends immediately.

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 explicitly provides a use case: 'time a reminder or follow-up to the lead's timezone.' It also implies when not to use it (immediate sending) via the phrase 'instead of sending immediately.' However, it does not explicitly name alternatives like 'send_sms'.

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

send_smsText a leadA
Destructive
Inspect

Send an SMS text message to an existing lead from one of your Callingly phone numbers. The lead must already exist in your account (matched by phone number). Use this to introduce an agent, confirm a callback, or follow up.

ParametersJSON Schema
NameRequiredDescriptionDefault
messageYesThe text message body. Supports Callingly merge fields.
sms_numberYesOne of your Callingly phone numbers to send the text from.
phone_numberYesThe lead's phone number to text. The lead must already exist in your account.
Behavior4/5

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

Annotations indicate destructiveHint=true, and the description aligns by stating 'send' (a write operation). It adds useful prerequisites (lead existence, must use own number). No contradictions.

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 that front-load the core action and constraints, followed by usage examples. No wasted words.

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 simplicity (3 parameters, no output schema) and the presence of annotations, the description adequately covers purpose, prerequisites, and usage scenarios. Missing details like return values or error handling are acceptable for this type of tool.

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?

The input schema has 100% description coverage, so the description adds little beyond what the schema already provides. Baseline 3 is appropriate.

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 the action (send an SMS), the target resource (existing lead), and the source (your Callingly numbers). It also provides example use cases, making the purpose unmistakable.

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 explicitly says when to use the tool ('introduce an agent, confirm a callback, or follow up') and includes a prerequisite (lead must exist). It does not mention when not to use or alternatives, but the context is clear.

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

update_leadUpdate a lead's detailsAInspect

Update a lead's profile fields — first name, last name, email, company, category, source, comments — and any account custom fields. Identify the lead by lead_id or phone_number. Only the fields you provide are changed. To change the lead's stage use update_stage; to manage tags use add_tag / remove_tag.

ParametersJSON Schema
NameRequiredDescriptionDefault
emailNoThe lead's email address.
sourceNoWhere this lead came from.
companyNoThe lead's company name.
lead_idNoThe id of the lead to update. Provide this or phone_number.
categoryNoThe lead's category.
commentsNoFreeform comments stored on the lead.
last_nameNoThe lead's last name.
first_nameNoThe lead's first name.
phone_numberNoThe lead's phone number to look up, ideally in E.164 format. Provide this or lead_id.
custom_fieldsNoAccount custom field values to set, keyed by the field slug (call get_lead to discover the available slugs). Example: {"deal_size": "5000", "region": "West"}. Slugs not defined on the account are ignored and reported back.
Behavior4/5

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

Discloses partial update ('Only the fields you provide are changed') and custom field behavior (slugs ignored and reported). However, with no annotations, it could mention permissions or side effects but is still strong.

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, front-loaded with purpose, no extraneous information. Efficient and well-structured.

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

Completeness5/5

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

Covers all key aspects: updatable fields, identification, partial update, custom fields behavior, and sibling tool references. Complete for a tool with 10 parameters and nested objects.

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%, but description adds value: E.164 format for phone_number, custom_fields keyed by slug with example, and mutual exclusivity of lead_id/phone_number.

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?

Description clearly states 'Update a lead's profile fields' and lists specific fields. It distinguishes from siblings by referencing update_stage, add_tag, remove_tag.

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

Usage Guidelines5/5

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

Explicitly states when not to use: 'To change the lead's stage use update_stage; to manage tags use add_tag / remove_tag.' Also provides identification guidance via lead_id or phone_number.

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

update_stageSet a lead's pipeline stageAInspect

Move a lead to a pipeline stage by stage name. Identify the lead by lead_id or phone_number. The stage must already exist in your account. The change is synced to connected CRMs.

ParametersJSON Schema
NameRequiredDescriptionDefault
stageYesThe name of an existing pipeline stage in your account to move the lead to.
lead_idNoThe id of the lead to move. Provide this or phone_number.
phone_numberNoThe lead's phone number to look up, ideally in E.164 format. Provide this or lead_id.
Behavior3/5

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

No annotations present, so description carries full burden. It discloses mutation ('move') and side effect ('synced to connected CRMs'), but does not detail reversibility, overwrite behavior, or limits.

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 with zero wasted words. Front-loaded with the primary action, then essential details. Highly concise.

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?

Simple mutation tool with 3 parameters and no output schema. Description covers identification, prerequisite, and CRM sync. Could mention result on success, but still fairly complete.

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 has 100% description coverage for all 3 parameters. Description adds no extra meaning beyond what schema already provides, so baseline 3 is appropriate.

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?

Description clearly states action: 'Move a lead to a pipeline stage by stage name.' It specifies the resource (lead) and operation (update stage), distinguishing it from sibling tools like update_lead which update other fields.

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?

Provides when to use (move lead to stage), identification methods (lead_id or phone_number), prerequisite (stage must exist), and side effect (synced to CRM). Missing explicit when-not or alternatives among siblings.

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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