CRM Connector

Propose: Change a task

propose_update_task

AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A task or follow up that already exists moved to another date, retitled, reassigned or marked done, by the id list_related_records or search_tasks gives it; only what is given changes. 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_update_task"
  }
}

Input Schema

Name	Required	Description	Default
`items`	Yes	One object per record, at most 25.
`system`	Yes	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.

Output Schema

Name	Required	Description	Default
`notice`	No
`changes`	Yes
`systemId`	Yes
`warnings`	Yes
`expiresAt`	Yes
`approveUrl`	Yes
`proposalId`	Yes
`systemName`	Yes
`needsApproval`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedNov 10, 2026

changedInput schema / properties / items / items / properties / type / enum

Previous value: -[
-  "contact",
-  "opportunity",
-  "invoice",
-  "estimate",
-  "job",
-  "appointment"
-]New value: +[
+  "contact",
+  "opportunity",
+  "invoice",
+  "estimate",
+  "job",
+  "appointment",
+  "ticket"
+]

Changed1 schema field changedNov 5, 2026

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."

AddedNov 5, 2026

TDQS

A4.7/5.0

Behavior5/5

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

Goes well beyond the annotations (readOnlyHint=false, destructiveHint=false, idempotentHint=false, openWorldHint=true) by disclosing that nothing is written, that the response contains current vs. prospective values per record plus a proposal id, and that some changes would notify people in the system. That side-effect warning and the needsApproval branching are exactly the context annotations cannot carry.

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?

Front-loaded and free of filler, but it is a single dense run-on with mid-sentence pivots (preview → approval → apply_proposal → needsApproval), which makes it harder to scan than a short ordered list would. The 25-item limit duplicates structured schema data.

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?

An output schema exists, so return shape need not be explained, and the description still covers the preview contract, the human-approval checkpoint, and the escalation path. For a propose-then-apply mutation tool, nothing needed to call it safely 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; the description adds real meaning on top by stating that only the supplied fields change and that items come from list_related_records/search_tasks ids. The 'one item per record, at most 25' sentence merely restates the schema's maxItems/minItems.

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?

States a specific verb and resource (change an existing task: moved to another date, retitled, reassigned, marked done) plus the id source (list_related_records or search_tasks). It also explicitly excludes reading and names the read alternatives, so an agent can separate it from get_record/search_records and from the sibling propose_* tools.

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 an explicit trigger (the person asks for a change in a system whose AI agent may change records), an explicit exclusion (not for reading), and an explicit next step (show the answer, ask, then call apply_proposal; share the approve link when needsApproval is true). The alternative paths are named rather than implied.

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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