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Plan an AI agent

plan_ai_agent

AI Agents (inside one system): Use when someone wants an AI agent inside one of their systems, for example "let the assistant read my contacts and deals and add follow-up tasks". It checks the wish against what an agent can do in that system and returns the record types it would read or change, the groups of actions, and a link that opens the setup in CRM Connector filled in, where the person signs in to the system and reviews everything. Every plan is saved as a new concept: a setup kept for later, not an AI agent, so nothing works until the person opens the link and finishes it in CRM Connector, where a signed in account also finds it under AI Agents. Nothing saved earlier is changed: a changed plan is a new concept with its own link, so share the newest one. Without record types it plans reading every record type the system offers. Call get_ai_agent_options with the system first when you do not know what it offers. Not for syncing records between two systems (use plan_integration).

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "system": "<system>"
    },
    "name": "plan_ai_agent"
  }
}

Input Schema

NameRequiredDescriptionDefault
systemYesThe system the agent works in, by its key.
action_groupsNoOptional groups of the system's own actions to switch on, as get_ai_agent_options names them for that system, for example adding notes and tasks.
read_record_typesNoOptional record types the assistant may read and not change.
change_record_typesNoOptional record types the assistant may read and write, each change shown to the person first.

Output Schema

NameRequiredDescriptionDefault
notesYes
systemYes
outcomeYes
packageYes
summaryYes
setupUrlYes
recordTypesYes
actionGroupsYes
otherActionGroupsYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedInput schema / properties / system / enum
      Previous value: -[
      -  "hubspot",
      -  "gohighlevel",
      -  "quickbooks",
      -  "xero",
      -  "housecallpro",
      -  "zohocrm",
      -  "zohobooks",
      -  "zohoinvoice",
      -  "monday",
      -  "pipedrive"
      -]New value: +[
      +  "hubspot",
      +  "gohighlevel",
      +  "quickbooks",
      +  "xero",
      +  "housecallpro",
      +  "zohocrm",
      +  "zohobooks",
      +  "zohoinvoice",
      +  "monday",
      +  "pipedrive",
      +  "teamleader",
      +  "salesforce",
      +  "dynamics365"
      +]
  2. Changed4 schema fields changed
    • changedInput schema / properties / change_record_types / items / enum
      Previous value: -[
      -  "contact",
      -  "appointment",
      -  "job",
      -  "estimate",
      -  "invoice",
      -  "opportunity",
      -  "deal"
      -]New value: +[
      +  "contact",
      +  "appointment",
      +  "job",
      +  "estimate",
      +  "invoice",
      +  "opportunity",
      +  "deal",
      +  "ticket"
      +]
    • changedInput schema / properties / change_record_types / maxItems
      Previous value: -7New value: +8
    • changedInput schema / properties / read_record_types / items / enum
      Previous value: -[
      -  "contact",
      -  "appointment",
      -  "job",
      -  "estimate",
      -  "invoice",
      -  "opportunity",
      -  "deal"
      -]New value: +[
      +  "contact",
      +  "appointment",
      +  "job",
      +  "estimate",
      +  "invoice",
      +  "opportunity",
      +  "deal",
      +  "ticket"
      +]
    • changedInput schema / properties / read_record_types / maxItems
      Previous value: -7New value: +8
  3. Changed1 schema field changed
    • changedInput schema / properties / system / enum
      Previous value: -[
      -  "hubspot",
      -  "gohighlevel",
      -  "quickbooks",
      -  "xero",
      -  "housecallpro",
      -  "zohocrm",
      -  "zohobooks",
      -  "monday",
      -  "pipedrive"
      -]New value: +[
      +  "hubspot",
      +  "gohighlevel",
      +  "quickbooks",
      +  "xero",
      +  "housecallpro",
      +  "zohocrm",
      +  "zohobooks",
      +  "zohoinvoice",
      +  "monday",
      +  "pipedrive"
      +]
  4. Changed1 schema field changed
    • changedInput schema / properties / system / enum
      Previous value: -[
      -  "hubspot",
      -  "gohighlevel",
      -  "quickbooks",
      -  "xero",
      -  "housecallpro",
      -  "zohocrm",
      -  "zohobooks",
      -  "monday"
      -]New value: +[
      +  "hubspot",
      +  "gohighlevel",
      +  "quickbooks",
      +  "xero",
      +  "housecallpro",
      +  "zohocrm",
      +  "zohobooks",
      +  "monday",
      +  "pipedrive"
      +]
  5. Changed1 schema field changed
    • changedInput schema / properties / system / enum
      Previous value: -[
      -  "hubspot",
      -  "gohighlevel",
      -  "quickbooks",
      -  "xero",
      -  "housecallpro",
      -  "zohocrm",
      -  "zohobooks"
      -]New value: +[
      +  "hubspot",
      +  "gohighlevel",
      +  "quickbooks",
      +  "xero",
      +  "housecallpro",
      +  "zohocrm",
      +  "zohobooks",
      +  "monday"
      +]
  6. Changed1 schema field changed
    • changedInput schema / properties / action_groups / description
      Previous value: -"Optional groups of the system's own actions to switch on, as get_ai_agents_info names them for that system, for example adding notes and tasks."New value: +"Optional groups of the system's own actions to switch on, as get_ai_agent_options names them for that system, for example adding notes and tasks."
  7. Changed1 schema field changed
    • changedInput schema / properties / system / enum
      Previous value: -[
      -  "hubspot",
      -  "gohighlevel",
      -  "quickbooks",
      -  "xero",
      -  "housecallpro"
      -]New value: +[
      +  "hubspot",
      +  "gohighlevel",
      +  "quickbooks",
      +  "xero",
      +  "housecallpro",
      +  "zohocrm",
      +  "zohobooks"
      +]
  8. Changed1 schema field changed
    • changedInput schema / properties / change_record_types / description
      Previous value: -"Optional record types the assistant may read and change, each change shown to the person first."New value: +"Optional record types the assistant may read and write, each change shown to the person first."
  9. Changed1 schema field changed
    • changedInput schema / properties / system / enum
      Previous value: -[
      -  "hubspot",
      -  "gohighlevel",
      -  "quickbooks",
      -  "xero"
      -]New value: +[
      +  "hubspot",
      +  "gohighlevel",
      +  "quickbooks",
      +  "xero",
      +  "housecallpro"
      +]
  10. Changed1 schema field changed
    • changedInput schema / properties / system / enum
      Previous value: -[
      -  "hubspot",
      -  "gohighlevel",
      -  "quickbooks"
      -]New value: +[
      +  "hubspot",
      +  "gohighlevel",
      +  "quickbooks",
      +  "xero"
      +]
  11. Changed1 schema field changed
    • changedInput schema / properties / system / enum
      Previous value: -[
      -  "hubspot",
      -  "gohighlevel"
      -]New value: +[
      +  "hubspot",
      +  "gohighlevel",
      +  "quickbooks"
      +]
  12. Added

TDQS

A4.8/5.0
Behavior5/5

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

The annotations only say readOnlyHint=false / destructiveHint=false / idempotentHint=false; the description supplies the substance behind them. It discloses that each plan persists as a new concept that is not yet a working agent, that nothing takes effect until the person opens the link and signs in, and that replanning creates a new concept and a new link rather than mutating the old one — which is precisely why idempotentHint is false and nothing is destructive.

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?

Usage and outcome are front-loaded in the first sentence, and nearly every clause carries distinct information (persistence, link, sign-in, immutability, defaults, prerequisite, exclusion). It loses a point for density and mild repetition — the person signing in and reviewing the setup is stated twice across nested clauses.

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?

For a tool that creates a saved artifact with an external completion step, the description covers the prerequisite, the side effect, the follow-up action, and the stale-link hazard. An output schema exists, so return values need not be explained, and nothing an agent needs to call this correctly is missing.

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%, so the baseline is 3, and the description goes beyond it by defining the empty-case behavior ('Without record types it plans reading every record type the system offers') and by pointing to get_ai_agent_options as the source of valid action-group names. It does not spell out defaults for change_record_types separately, but the added default semantics justify a 4.

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?

Names a specific resource (AI agent planning) and states exactly what the call produces: which record types it would read or change, action groups, and a pre-filled setup link. It also explicitly marks the sibling it is not ('Not for syncing records between two systems (use plan_integration)'), so an agent can route between them without opening either schema.

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?

Gives a triggering condition ('Use when someone wants an AI agent inside one of their systems'), a concrete example utterance, an exclusion with the correct alternative (plan_integration), and a prerequisite step ('Call get_ai_agent_options with the system first when you do not know what it offers'). Both when-to-use and when-not-to-use are explicit.

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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