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CRM: Opportunities

highlevel_opportunities
Read-onlyIdempotent

Summarise a HighLevel sub-account's opportunities over a period: how many came in, how many were won or lost, and the value of won work. This is the only source that knows what actually CLOSED — use it whenever the question is about booked jobs or revenue rather than leads.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
sinceNoYYYY-MM-DD. Defaults to 30 days ago.
untilNoYYYY-MM-DD. Defaults to today.
location_idYesFrom highlevel_list_locations
pipeline_idNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.8/5.0
Behavior3/5

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

Annotations already cover readOnlyHint=true, idempotentHint=true, destructiveHint=false, so the safety profile is known. The description adds the scoping constraint (over a period) and the unique closed-deal insight, which is useful. It does not, however, disclose pagination, rate limits, or output granularity beyond what the annotations provide.

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 sentences, front-loaded with the core summarisation purpose, followed by the unique differentiator. No wasted words; every sentence earns its place.

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?

The description adequately conveys what the tool produces (opportunity counts, won/lost status, revenue) for a read-only summarisation tool with no output schema. It could improve by noting time-period defaults or the role of pipeline_id, but it is complete enough for correct invocation.

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 description coverage is 75%, with since/until/location_id documented and pipeline_id undocumented. The description does not explain parameter formats or defaults beyond mentioning the time-period concept. Baseline 3 is appropriate when the schema carries most of the parameter documentation.

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 clearly states a specific verb and resource: summarising a sub-account's opportunities over a period, listing what it reports (counts, won/lost, revenue). It distinguishes itself from sibling tools like highlevel_create_opportunity and highlevel_update_opportunity by characterising itself as read-only summarisation, though it stops short of naming a specific sibling tool.

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?

The description gives a clear when-to-use: 'use it whenever the question is about booked jobs or revenue rather than leads.' It implicitly contrasts with lead-oriented tools but does not name an alternative or specify exclusions (e.g., when to prefer highlevel_appointments instead).

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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