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ShearQuery — Barber & Beauty Industry Data

Move a deal, or mark it won or lost

crm_move_opportunity

Move a deal to another stage (or another pipeline), and/or set its status: won, lost (with lost_reason), abandoned, or open again. The move is recorded in the deal's history.

Input Schema

NameRequiredDescriptionDefault
stageNoStage name or id. New deals default to the first stage.
statusNo
pipelineNoOnly to move it to a different pipeline.
lost_reasonNoWhy it was lost, when status is lost.
opportunity_idYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A4/5.0
Behavior3/5

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

Annotations already disclose the mutation/safety profile (readOnly=false, destructive=false, idempotent=false). The description adds two useful behavioral facts: the move is written to the deal's history, and a lost status pairs with lost_reason. It still omits reversibility, permission needs, and the fact that repeated calls are non-idempotent.

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?

Two tightly packed sentences, zero filler, with the primary action and the status options front-loaded and the history side effect last.

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 5-parameter mutation tool with no output schema, the description covers the essential action, the status set, and the visible side effect. It leaves minor gaps such as whether stage/status can be supplied alone or what a partial update means, but nothing critical for correct invocation.

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?

With 60% schema coverage, the schema documents stage, pipeline and lost_reason well. The description adds the conditional linkage 'lost (with lost_reason)' and clarifies that status and stage moves can be combined, which is genuine meaning beyond the field descriptions.

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 gives a specific verb+resource ('Move a deal to another stage... and/or set its status') and enumerates the exact status outcomes (won, lost, abandoned, open). It is clearly distinguishable from write siblings like crm_save_opportunity or crm_update_pipeline.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Usage is implied by the verb and the 'and/or' framing, which tells the agent a move and a status change can be combined. However, it never states when to choose this over crm_save_opportunity or crm_opportunity, nor any preconditions, so the routing guidance is only inferable.

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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