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callingly

Add a lead to a follow-up sequence

add_to_sequence
Destructive

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.

Input Schema

TableJSON 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).

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.9/5.0
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.

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