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Update Deal

update_deal

Update one of the caller's deals — most commonly to ADVANCE its stage (e.g. discovery -> proposal). Moving to closed_won/closed_lost stamps the close date; reopening to an open stage clears it. Only the fields you pass change; deal_id is required.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
notesNo
stageNo
titleNo
amountNo
companyNo
deal_idYes
currencyNo
probabilityNo
expected_close_dateNoISO date YYYY-MM-DD.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
textYes

TDQS

A4.1/5.0
Behavior4/5

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

Annotations indicate mutation without destruction. The description adds behavioral details: partial update only for passed fields, and side effects of stage changes (stamping close date on closed_won/closed_lost, clearing on reopen). This adds value beyond annotations.

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 concise sentences: purpose, stage behavior, and partial update note. No fluff, front-loaded with key information.

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?

The description covers the most common use (stage advancement) and partial update behavior. However, with 9 parameters and 11% schema description coverage, many parameters lack explanation. The presence of an output schema reduces the need to describe return values, but the description could be more complete regarding non-stage fields.

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 low (11%). The description adds meaning for the stage parameter with transition effects, but other parameters like notes, title, amount, etc. are not described beyond the schema. The description reiterates that deal_id is required. More parameter explanation would be helpful.

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 clearly states the verb (update), resource (deal), and scope (caller's deals), with a specific common use case (advancing stage). It distinguishes from sibling tools like create_deal and list_deals.

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 explains when to use (updating stage or other fields) and provides context on stage transitions. However, it does not explicitly exclude alternatives or state when not to use the tool.

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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TDQS

A3.6/5.0
Disambiguation5/5

Every tool targets a distinct resource and action, with detailed descriptions that clearly separate overlapping domains (e.g., consulting vs. marketing vs. outreach). Even within the same domain, tools like 'create_consulting_deliverable' and 'create_consulting_document_revision' are unambiguous due to their specific nouns.

Naming Consistency5/5

All tools follow a consistent verb_noun snake_case pattern (e.g., 'create_invoice', 'get_deal', 'list_agents'). The few exceptions like 'locus_determine_from_scores' still adhere to the verb_noun structure and do not break the pattern.

Tool Count1/5

With 124 tools, the server is massively over-scoped for typical MCP use. The tool count far exceeds the '50+ extreme mismatch' threshold, making it nearly impossible for an agent to efficiently navigate or select the right tool without extensive context. Even a large platform should consolidate or expose fewer tools.

Completeness5/5

The tool surface covers CRUD and lifecycle operations across at least 10 domains (sales, consulting, marketing, outreach, accounting, workflows, ticketing, API keys, feedback, platform metrics). Each domain appears to have no obvious gaps—e.g., invoicing includes create, update, send, mark paid, void; ticketing includes create, update, archive, dependencies, batch, scenarios, validation.

Resources