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callingly

Get lead details

get_lead
Read-only

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.

Input Schema

TableJSON 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.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A4.1/5.0
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.

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