Skip to main content
Glama

CRM: Create opportunity

highlevel_create_opportunity

Create an opportunity (a potential job) in a pipeline, attached to an existing contact. Get the pipeline and stage IDs from highlevel_pipelines and the contact ID from highlevel_find_contact or highlevel_create_prospect. Call without confirm first to preview.

Input Schema

NameRequiredDescriptionDefault
nameYesWhat the job is, e.g. '120ft cedar fence — Provo'
statusNoopen
confirmNoLeave false to preview: nothing changes and the preview shows exactly what would happen. Set true only after the user has agreed to this exact change.
contact_idYesFrom highlevel_find_contact or highlevel_create_prospect
location_idYes
pipeline_idYesFrom highlevel_pipelines
monetary_valueNo
pipeline_stage_idNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changed
    • addedInput schema / properties / confirm / default
      Added value: +false
    • addedInput schema / properties / confirm / description
      Added value: +"Leave false to preview: nothing changes and the preview shows exactly what would happen. Set true only after the user has agreed to this exact change."
  2. First observed

TDQS

A4.1/5.0
Behavior4/5

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

Annotations declare the mutation posture (readOnlyHint=false, destructiveHint=false, idempotentHint=false) but say nothing about the two-phase confirm/preview flow, which the description discloses as the default behavior. It omits what happens on duplicate opportunities or failure handling, keeping it short of a 5.

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?

Three tight sentences with no filler; the core create action and its attachments are front-loaded, followed by dependency sourcing and the preview instruction in priority order.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For an 8-parameter mutation tool with no output schema and only 50% param coverage, the description covers the critical safety workflow and ID provenance but leaves the required location_id and the monetary_value/status semantics unexplained. Adequate but with clear gaps.

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 50% and the description fills some of that gap by naming the source tools for pipeline_id, pipeline_stage_id and contact_id, and by framing confirm's purpose. However, required 'location_id' and optional 'monetary_value' and 'status' are undocumented in both schema and description, leaving real gaps.

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 ('Create an opportunity') and disambiguates the term with a parenthetical definition ('a potential job'), plus the pipeline and contact attachment constraints. An agent can distinguish it from highlevel_update_opportunity and highlevel_opportunities without opening any schema.

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?

Gives clear preconditions and routes the agent to the right siblings for ID acquisition (highlevel_pipelines, highlevel_find_contact, highlevel_create_prospect) and describes the preview-first call pattern. It does not state when NOT to use it (e.g. vs. updating an existing opportunity), so it falls short of full exclusion guidance.

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.