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Create process template

create_process_template

Cria um template de processo (checklist reutilizável). Os steps são um array de objetos {title, description, order, dias, responsavel_id}. dias = prazo da etapa; o prazo total do processo é a soma. Ao abrir um processo, cada etapa conta a partir de quando a anterior foi concluída. agente_id (opcional, vários agentes): enquanto o contato tiver um processo deste template em andamento, a mensagem dele vai para esse agente.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "name": "<name>",
      "steps": "<steps>"
    },
    "name": "create_process_template"
  }
}

Input Schema

NameRequiredDescriptionDefault
nameYesNome do template (ex: "Onboarding de Cliente Novo")
stepsYesPassos do checklist
agente_idNoQuem atende na conversa (id de list_agent_profiles). Omitido = agente de entrada do número, como sempre.
descriptionNoDescrição do template (opcional)

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • addedInput schema / properties / agente_id
      Added value: +{
      +  "description": "Quem atende na conversa (id de list_agent_profiles). Omitido = agente de entrada do número, como sempre.",
      +  "type": "string"
      +}
  2. Changed2 schema fields changed
    • addedInput schema / properties / steps / items / properties / dias
      Added value: +{
      +  "description": "Dias para concluir a etapa (1–365). A data conta a partir de quando a anterior foi concluída. Omitido = sem prazo.",
      +  "type": "number"
      +}
    • addedInput schema / properties / steps / items / properties / responsavel_id
      Added value: +{
      +  "description": "Quem responde pela etapa (id de list_team_permissions). Recebe o aviso das 8h quando ela atrasa.",
      +  "type": "string"
      +}
  3. First observed

TDQS

A3.8/5.0
Behavior4/5

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

Annotations only cover the safety profile (readOnlyHint=false, destructiveHint=false, openWorldHint=false). The description adds real behavioral context beyond that: the total process deadline is the sum of step dias, each step's clock starts when the previous one was completed, and agente_id reroutes inbound messages while a process from this template is in progress. It does not mention validation failure behavior or whether templates can later be edited.

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?

Front-loaded with the core purpose, then the steps shape, then the two behavioral rules. Dense but every sentence carries semantics; the only redundancy is re-explaining dias, which the schema already covers.

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?

For a creation tool with full schema coverage, no output schema, and a clear annotation profile, the description supplies the timing and message-routing consequences an agent needs. Remaining gaps (error handling, editability of created templates) are minor for a create operation.

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 a 3 is the baseline. The description earns a point by adding a rule absent from the schema: the total process deadline equals the sum of step dias. It also restates the dias and agente_id semantics that the schema already documents, which is redundant but not harmful.

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?

States a specific verb and resource ("Cria um template de processo") and immediately glosses it as a reusable checklist, which distinguishes a template from the instance-creating sibling create_process. It never names that sibling explicitly, so the differentiation is inferred rather than stated.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Usage is only implied: the description explains how a template behaves once a process is opened, which hints at when to create one, but there is no explicit when-to-use, no prerequisite, and no routing away from create_process or list_process_templates. The agent must infer the choice from context.

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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