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Get pipeline board

get_pipeline_board
Read-onlyIdempotent

The CRM pipeline as a board: every stage in board order with how many contacts sit in it, plus a count of contacts with no stage. A "deal" here is a contact in a pipeline stage — there are no deal amounts. List the contacts in one stage with search_leads (stage).

Tool call template

This tool declares no required parameters. Add optional parameters from the input schema as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {},
    "name": "get_pipeline_board"
  }
}

Input Schema

NameRequiredDescriptionDefault

No arguments

Output Schema

NameRequiredDescriptionDefault
okNo
errorNoPresent only when ok is false.
stagesNo
truncatedNo
total_contactsNo
unstaged_countNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A5/5.0
Behavior5/5

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

Beyond the provided hints, the description adds crucial behavioral constraints: stating explicitly 'there are no deal amounts' and defining a 'deal' as a contact in a pipeline stage, which guides the agent's interpretation of the data.

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?

The text is highly dense with relevant information. It efficiently covers definition, scope, limitation (no deal amounts), and sibling differentiation in a compact format.

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?

Given the zero-parameter input and existing safety annotations, the description is complete. It explains exactly what the agent will receive and how to interpret it relative to other available tools.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Since the tool accepts zero parameters, the description serves to define the entire functional scope and structure of the resulting board view, adding all necessary semantic context.

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 defines the resource as the CRM pipeline viewed as a board, detailing exactly what information is provided (stage order, contact counts per stage, and counts of contacts in no stage).

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?

It provides explicit usage guidance by contrasting this tool with search_leads, directing the agent to the alternative for detailed stage-specific lists versus the board overview it provides.

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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