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CRM: Appointments

highlevel_appointments
Read-onlyIdempotent

Appointments booked in a date range, with how many were canceled or no-showed. For a local service business an appointment on the calendar is usually the real booked job — use this, not just pipeline stages, when asked what the marketing actually produced. Each appointment carries location when one is set, and meeting_link when that location is a joinable video link.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
sinceYesYYYY-MM-DD
untilYesYYYY-MM-DD
calendar_idNoFrom highlevel_calendars; omit for all
location_idYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.9/5.0
Behavior4/5

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

Annotations already cover the safety profile (readOnly, idempotent, non-destructive, openWorld). The description adds behavioral value beyond them by disclosing result content: cancellation/no-show counts, and conditional `location` and `meeting_link` fields. It says nothing about auth or volume limits, but with annotations carrying the safety burden this is solid.

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?

Three sentences, purpose front-loaded, and the field-detail sentence earns its place by compensating for the absent output schema. The 'marketing actually produced' framing is slightly verbose but not wasteful.

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 read-only list tool with no output schema, the description supplies the missing return-value context (counts, location, meeting_link) and ties the tool to its business meaning. Four parameters with three required are adequately framed, though location_id semantics are never addressed.

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 75%, so the schema already documents since/until (YYYY-MM-DD) and calendar_id (from highlevel_calendars; omit for all). The description's mention of a 'date range' adds no format or constraint detail beyond the schema, and location_id remains undocumented in both places. Baseline 3 is appropriate.

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?

States a specific verb+resource (appointments in a date range, with canceled/no-show counts) and even distinguishes itself from pipeline-stage siblings via 'use this, not just pipeline stages.' It is clearly not a tautology, though it does not fully separate itself from highlevel_opportunities/highlevel_pipelines in structural terms.

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?

Names the alternative ('pipeline stages') and the condition that selects this tool ('when asked what the marketing actually produced'). That is an explicit when-to-use steering, though there is no explicit when-not-to-use or reference to the calendar/location siblings it depends on.

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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