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callingly

Update a lead's details

update_lead
Idempotent

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.

Input Schema

TableJSON 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.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A4.6/5.0
Behavior4/5

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

Annotations already declare idempotentHint=true and destructiveHint=false, so the safety profile is covered. The description adds valuable behavioral context: partial updates only, the lead can be identified by either lead_id or phone_number, and custom field slugs not defined on the account are ignored and reported back. This goes beyond the annotations and helps the agent predict 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?

Three sentences with no waste. The core action and field list are front-loaded, the identification and partial-update semantics come next, and the sibling routing is at the end. Every sentence earns its place.

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 10-parameter tool with no output schema, the description covers the essential invocation semantics: what fields can be updated, how to identify the lead, partial-update behavior, and how to route to siblings. It doesn't describe the return value, but with no output schema and idempotentHint=true, that's a minor gap. The custom_fields behavior is well explained.

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 description coverage is 100%, so the baseline is 3. The description adds meaning beyond the schema by explaining the partial-update behavior, the lead_id-or-phone_number identification requirement, and the custom_fields behavior (ignored/reported back). It also tells the agent to call get_lead to discover available slugs, which is genuinely useful parameter-level guidance.

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 states a specific verb ('Update') and resource ('a lead's profile fields'), enumerates the exact fields, and explicitly distinguishes itself from sibling tools like update_stage and add_tag/remove_tag. An agent can tell exactly what this tool does and what it does not do.

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?

The description explicitly says when to use this tool ('To change the lead's stage use update_stage; to manage tags use add_tag / remove_tag') and provides identification guidance ('Identify the lead by lead_id or phone_number'). It also clarifies partial-update semantics ('Only the fields you provide are changed'), which is critical for correct invocation.

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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