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Get lead timeline

get_lead_timeline
Read-only

Read a CRM lead's timeline from the caller's active workspace: its history events (status/priority changes, notes) newest first, plus the caller's personal records (notes/tasks/meeting notes) linked to it. Read-only. A wrong-workspace id returns an empty timeline — it never leaks another tenant's data. Pass 'lead_id'.

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": {
      "lead_id": "<lead_id>"
    },
    "name": "get_lead_timeline"
  }
}

Input Schema

NameRequiredDescriptionDefault
lead_idYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.8/5.0
Behavior4/5

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

Annotations already declare readOnly/non-destructive, so the bar is lower; the description still adds real behavior: newest-first ordering, inclusion of caller-personal records, and tenant isolation semantics (wrong-workspace id yields an empty timeline, no cross-tenant leakage). It stops short of describing volume limits or truncation behavior for long timelines.

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 verb and scope, then return contents, then the read-only and tenant-isolation caveats in short clauses. Every sentence carries information; the trailing "Pass 'lead_id'" is slightly redundant but compensates for the undocumented parameter.

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 one-parameter, read-only tool with no output schema, the description covers what comes back, ordering, and the key failure mode. Missing only edge details such as empty-history behavior for valid ids or result limits.

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 0% for the single parameter (integer|string, silently required), so the description must supply meaning. Saying 'Pass lead_id' plus the note that an id from another workspace returns an empty timeline tells the agent the id is workspace-scoped and no error is raised. It still doesn't clarify whether both numeric and UUID-style strings are accepted, leaving a small gap.

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?

Specific verb and resource: reads a CRM lead's timeline and enumerates what it returns (history events newest-first plus the caller's personal notes/tasks/meeting notes). An agent can tell what it gets without opening the schema. It does not explicitly contrast with near siblings like get_lead or list_lead_activity, which keeps it short of a 5.

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 implied by the framing 'Read a CRM lead's timeline from the caller's active workspace' and the instruction to pass 'lead_id'. There is no explicit when-to-use/when-not-to-use guidance, nor any pointer to alternatives for a related need such as fetching the lead itself or listing raw activity.

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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