Skip to main content
Glama

Propose: Link two records

propose_link_records

AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: Two records linked in the person's system, such as a contact to a deal, or an existing note or task to another record; nothing changes when they are linked already. Give one item per record, at most 25. Nothing is written yet: the answer shows, per record, what it holds now and would hold after, plus a proposal id. Show it to the person, say so first when something would be sent to the people in their system, ask whether to go ahead, and only then call apply_proposal; when needsApproval is true, share the approve link instead. Not for reading (use search_records or get_record).

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>",
      "items": "<items>"
    },
    "name": "propose_link_records"
  }
}

Input Schema

NameRequiredDescriptionDefault
itemsYesOne object per record, at most 25.
systemYesWhich AI agent: the system's id from get_ai_agent_options, or the name of the system or its connection. Ask the person which AI agent they mean unless they named it in this conversation; never pick one yourself.

Output Schema

NameRequiredDescriptionDefault
noticeNo
changesYes
systemIdYes
warningsYes
expiresAtYes
approveUrlYes
proposalIdYes
systemNameYes
needsApprovalYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changed
    • changedInput schema / properties / items / items / properties / other_type / enum
      Previous value: -[
      -  "contact",
      -  "opportunity",
      -  "invoice",
      -  "estimate",
      -  "job",
      -  "appointment",
      -  "business",
      -  "custom_record"
      -]New value: +[
      +  "contact",
      +  "opportunity",
      +  "invoice",
      +  "estimate",
      +  "job",
      +  "appointment",
      +  "ticket",
      +  "business",
      +  "custom_record"
      +]
    • changedInput schema / properties / items / items / properties / type / enum
      Previous value: -[
      -  "contact",
      -  "opportunity",
      -  "invoice",
      -  "estimate",
      -  "job",
      -  "appointment",
      -  "note",
      -  "task",
      -  "call",
      -  "meeting",
      -  "email"
      -]New value: +[
      +  "contact",
      +  "opportunity",
      +  "invoice",
      +  "estimate",
      +  "job",
      +  "appointment",
      +  "ticket",
      +  "note",
      +  "task",
      +  "call",
      +  "meeting",
      +  "email"
      +]
  2. Changed1 schema field changed
    • changedInput schema / properties / system / description
      Previous value: -"Which AI agent: the system's id from get_ai_agents_info, or the name of the system or its connection. Ask the person which AI agent they mean unless they named it in this conversation; never pick one yourself."New value: +"Which AI agent: the system's id from get_ai_agent_options, or the name of the system or its connection. Ask the person which AI agent they mean unless they named it in this conversation; never pick one yourself."
  3. Added

TDQS

A4/5.0
Behavior5/5

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

Beyond the annotations (readOnly=false, destructive=false, openWorld=true) it discloses the crucial staging behavior: nothing is written yet, the response returns per-record before/after state plus a proposal id, and apply_proposal is the only commit path. It also surfaces the open-world consequence (something may be sent to people in their system) and the needsApproval/approve-link branch, which the annotations cannot express.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The content is high-value but the delivery is a run-on chain of semicolons and clauses, and the first clause ('AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records') buries the purpose behind a meta-condition. The purpose statement and the commit/approval workflow are both present but interleaved, so nothing is skimmable.

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?

An output schema exists, yet the description still usefully characterizes the response (current vs. proposed state, proposal id) and covers the full human-in-the-loop workflow for a non-destructive propose step. The one gap for a two-param, 25-item batch tool is that relationship direction and duplicate/link-exists handling are implied rather than stated.

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 the schema already defines system, items, id/type pairs and other_parent. The description only adds the batch cap ('one item per record, at most 25'), which merely restates maxItems, and says nothing extra about how to choose the system value or how to order the two records. Baseline 3 applies.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states the concrete effect — two records linked, e.g. a contact to a deal or an existing note/task to another record — plus the no-op case when they are already linked. It is written as a noun phrase fragment rather than a verb+resource sentence, so the actual action ('propose linking') has to be inferred from the title, but the resource and outcome are unambiguous.

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?

It gives a clear gating condition ('in a system whose AI agent may change records'), an explicit exclusion with alternatives ('Not for reading (use search_records or get_record)'), and a next-step rule ('only then call apply_proposal'). What it lacks is any differentiation from propose_unlink_records or the other propose_* mutation siblings, which an agent choosing among a catalog of 32 propose_* tools would want.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.

Resources