Relaticle

List Opportunities

list-opportunities-tool

Read-onlyIdempotent

List opportunities (deals) in the CRM with optional filters and pagination.

Input Schema

Name	Required	Description
`page`	No	Page number (max 1,000,000).
`sort`	No	Sort by field. Properties: field (string), direction (asc\|desc).
`filter`	No	An object of conditions. Keys starting with $ are keywords: operators ($eq, $contains, $is_empty, $gt, $gte, $lt, $lte, $has_any, $has_none, $in, $not_in) and logic ($and and $or take a list of condition objects, $not takes one and also returns records where the inner fields are empty). Other keys are names. A filter holds at most 20 conditions, 3 levels of $and, $or and $not, and 2 levels of relations. A list holds at most 100 values. Email values match in any letter case. Phone values match in any format, and the operand needs a country code such as +1 415 555 0100. Link values match in any letter case, with or without the scheme. Domain values match as a bare host or a full URL, with or without www. Tags-input values match the exact stored value. Date-time values match a date without a time, such as 2026-10-01, as that whole day. Email and link fields also take a domain sub-field with $in or $not_in, such as {"domain":{"$in":["acme.com"]}}, which matches the host of each value. $not_in and $has_none also match records where the field is empty. $is_empty takes true or false. Native fields: name, created_at, updated_at, creation_source. Relations take $in, $not_in or $is_empty on record ids, or conditions on the related record that use that record type's own filter names, including custom_fields. Prefer conditions over listing the related records first and passing their ids: company (company), contact (people). Member relations take $in, $not_in or $is_empty on workspace member ids only, with no nested conditions: creator. stale_days takes $gte with whole days without activity, from 1 to 3650, for example {"stale_days":{"$gte":30}}. custom_fields takes an object keyed by custom field code, each value an operator object. Native fields and relations sit at the top level of filter. get-crm-schema-tool lists those codes with their type and options under filterable_fields.custom_fields, and the operators, matching rule and example of each type under filterable_fields.types. Example: {"name":{"$contains":"Acme"},"$or":[{"creation_source":{"$eq":"api"}},{"created_at":{"$gte":"2026-01-01"}}]}.
`include`	No	Singular relationships or relationship counts to expand. Use a show tool for to-many records.
`per_page`	No	Results per page (default 15, max 25).

Output Schema

Name	Required	Description	Default
`page`	Yes
`items`	Yes
`total`	Yes
`has_more`	Yes
`per_page`	Yes
`next_page`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

First observedNov 2, 2026

TDQS

A3.5/5.0

Behavior2/5

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

Annotations already declare readOnlyHint, idempotentHint, destructiveHint=false and openWorldHint=false, so safety is fully covered. The description adds essentially nothing beyond that — no default ordering, no note that filters are applied server-side, no mention that a complex filter may need get-crm-schema-tool for custom field codes.

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 front-loaded sentence with zero filler. Nothing in the description is redundant or misplaced.

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?

An output schema exists, so return shape need not be described, and the five parameters are fully documented in the schema. Given the safety annotations and the rich filter schema, the description is sufficient for an agent to call this correctly — the only real gap is sibling routing, which is scored under usage guidelines.

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 description coverage is 100% and the filter parameter carries an extensive operator/logic specification, so the schema does the heavy lifting. The description adds no parameter-level meaning of its own; baseline 3 applies.

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 (list opportunities/deals) and clarifies the CRM domain synonym, so an agent knows it retrieves a collection rather than a single record. It does not, however, distinguish itself from aggregate-opportunities-tool or get-opportunity-tool, which sit in the same sibling set.

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?

'With optional filters and pagination' implies the browse/filter scenario, but there is no explicit guidance on when to choose this over aggregate-opportunities-tool (for counts/metrics) or get-opportunity-tool (single record by id). The agent must infer the boundary from the tool names alone.

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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