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Prospects: push a whole search into the CRM in one call

prospects_to_highlevel

Push a whole find_prospects run into the agency's own HighLevel sub-account in ONE call: for every prospect it skips anyone already in the CRM (same published email or phone, or the same business name and phone), creates the contact (business name, phone, website, published email, address, city), adds a note with the findings, the opportunity score and the business-age estimate, and creates an opportunity in the pipeline stage. Call without confirm first: the preview gives the counts (new, duplicates skipped, missing contact info), the pipeline and stage (the first pipeline's first stage unless chosen; every pipeline is listed when there is more than one) and the first 5 rows. One confirm creates them all. Safe to re-run after a partial failure: finished rows are skipped and half-done ones are completed, never duplicated. Use this instead of highlevel_create_prospect per prospect. Needs CRM writes on; if they are off the preview says so. Nothing is sent to anyone.

Input Schema

NameRequiredDescriptionDefault
idsNoOnly these prospect ids from that run; default: all of them
tagsNoDefault: "agency-autopilot-prospect" and the search keyword
run_idYesfind_id from find_prospects
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.
stage_idNoA stage in that pipeline; default: its first stage
location_idYesThe agency's own sub-account, from highlevel_list_locations
pipeline_idNoFrom highlevel_pipelines or the preview; default: the first pipeline
note_templateNoThe note on each contact. Placeholders: {name} {keyword} {location} {score} {age} {signals} {findings} {website} {report} {phone} {email} {links}

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedInput schema / properties / note_template / description
      Previous value: -"The note on each contact. Placeholders: {name} {keyword} {location} {score} {age} {signals} {findings} {website} {report} {phone} {email}"New value: +"The note on each contact. Placeholders: {name} {keyword} {location} {score} {age} {signals} {findings} {website} {report} {phone} {email} {links}"
  2. Added

TDQS

A4.8/5.0
Behavior5/5

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

Goes well beyond the annotations (readOnlyHint=false, destructiveHint=false, openWorldHint=true, idempotentHint=false). It discloses the dedup rules (same published email/phone, or business name + phone), what the preview returns (counts of new/duplicate/missing-contact rows, chosen pipeline and stage, first 5 rows), and resumability semantics (finished rows skipped, half-done rows completed, never duplicated). No contradiction with idempotentHint=false, since a re-run after partial failure does produce additional effect by completing half-done rows.

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?

Dense but front-loaded: the core action, the dedup behavior, and the preview/confirm flow come first, with prerequisites and the sibling comparison last. Every clause carries information, though the single long paragraph is heavier than it needs to be and could be split for scanability.

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?

There is no output schema, so the description carries the return-value burden itself: it describes the preview payload (counts, pipeline/stage, first 5 rows) and the confirm-mode effect. Combined with the write annotations and 100%-covered schema, an agent has everything needed to call this correctly, including error-adjacent cases (writes disabled, partial failure).

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, but the description adds meaning beyond the schema by framing parameters in the workflow: the preview resolves and reports the pipeline/stage (first pipeline's first stage unless chosen, all pipelines listed when more than one) and confirm is tied to explicit user agreement. It also clarifies the dedup key used by ids/run_id selection. It stops short of explaining edge cases like the 60-id or 10-tag caps.

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?

Specific verb+resource: it pushes a whole find_prospects run into the agency's HighLevel sub-account in one call, and it enumerates exactly what is created (contact fields, a note, an opportunity in a pipeline stage). It explicitly distinguishes itself from the sibling highlevel_create_prospect ("Use this instead of highlevel_create_prospect per prospect"), so an agent can choose between them without opening a schema.

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 explicit when/when-not guidance: call without confirm first to get a preview, and set confirm only after the user agrees to that exact change. It names the per-prospect alternative, states the prerequisite (CRM writes must be on, and the preview reports when they are off), and reassures that nothing is sent to anyone.

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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