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Get CRM Summary

get-crm-summary-tool
Read-onlyIdempotent

Get workspace record counts, opportunity pipeline totals by stage, and user-timezone-aware task due status.

Input Schema

NameRequiredDescriptionDefault

No arguments

Output Schema

NameRequiredDescriptionDefault
as_ofYes
notesYes
tasksYes
peopleYes
companiesYes
opportunitiesYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4/5.0
Behavior3/5

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

Annotations already declare readOnly/idempotent/non-destructive, so safety is covered. The description adds one genuine behavioral detail – that task due status is user-timezone-aware – but says nothing about aggregation scope, such as whether archived or deleted records are included in the counts.

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?

A single dense sentence that front-loads the verb and lists outputs in order of importance. Every clause carries information; there is no filler.

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?

With no parameters, full annotation coverage, and an output schema that documents return values, the description covers everything essential. The only shortfall is the undisclosed scope of the counts, but that is a minor gap for a zero-argument summary tool.

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?

The tool takes zero parameters, so there is no parameter semantics to explain and the baseline of 4 applies. Nothing in the description is needed to disambiguate inputs.

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?

States a specific verb ('Get') and enumerates exactly what is returned: workspace record counts, pipeline totals by stage, and timezone-aware task due status. This clearly separates it from the sibling list-* and get-*-tool family, which return individual records rather than aggregates.

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 enumerated metrics suggest a dashboard/overview use case, but the description never says when to prefer this over list-people-tool, list-opportunities-tool, or aggregate-opportunities-tool. No exclusions or prerequisites are given.

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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