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callingly

Have the AI agent call a lead

make_ai_call
Destructive

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.

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 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).

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.3/5.0
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.

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