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list_leads

Read-only

List the leads (CRM records) of the current team — one lead per respondent across all forms, carrying follow-up status, assignee, colour tags, submission count and the next upcoming booking. Newest activity first by default. Filter by status / assignee / tags / created-at range / keyword / whether they have an upcoming booking. Status codes and tag codes are team-defined — call list_lead_settings first to get the valid ones, never guess. Reference a lead by its leadId and a respondent by examineeId, never by a masked email.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (1-based), default 1
sortNoSort order, default -lastRecordAt (most recent submission first)
limitNoItems per page, default 20, max 100
statusNoFilter by follow-up status code (see list_lead_settings), optional
keywordNoFuzzy match on the respondent's name or email. Matching runs server-side against the real values, so you can search by a full or partial email even though results come back masked.
tagCodesNoFilter by colour tag codes; a lead matches if it has ANY of them (OR). Optional.
createdToNoOnly leads created strictly before this ISO datetime (half-open), optional
assigneeIdNoFilter by the assigned member userId (see list_lead_settings.assignableMembers). Pass "me" for the current token's own user. Optional.
createdFromNoOnly leads created on/after this ISO datetime, optional
hasUpcomingBookingNotrue = only leads with an active upcoming booking, false = only those without. Omit to not filter. Note: this filters within the page, so counts stay on the unfiltered basis.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNo1-based page returned
itemsNoThe page of leads, PII masked
totalDocsNoTotal leads matching the filter
totalPagesNoTotal pages available
hasNextPageNoWhether another page follows

TDQS

A4.6/5.0
Behavior5/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false, so the safety profile is covered. The description adds genuinely non-obvious behavior beyond annotations and schema: aggregation semantics ("one lead per response across all forms", i.e., dedup does not include), default ordering ("newest activity first by default"), and masked email handling ("never by a masked email"). These are real behavioral traits an agent could not infer from the parameter schema.

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?

Five sentences, each earning its place: purpose + aggregation semantics, default ordering, filter summary, code-domain management, and ID/masking convention. It is front-loaded with the core definition and does not repeat schema boilerplate.

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 10-parameter tool with an output schema, the description covers the decision-critical semantics: aggregation, default sorting, code validation, and masked-employee handling. Pagination bounds, the page-local filtering caveat, and the special assignee value "me" remain in the schema, which is acceptable. The complete is modest — it does not name sibling alternatives for raw-record or single-lead access — so very close to fully complete but not absolutely.

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 description coverage is 100%, so the parameters are already fully documented and the baseline is 3. The description adds value on top by summarizing the filter dimensions in one line (status / assignee / tags / created-at range / keyword / upcoming booking) and by providing the identifier discipline (leadId vs examineeId, never a masked email) that the schema itself does not state. This moves it above baseline, though it still relies on the schema for precise meanings.

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 states a specific verb + resource + scope: "List the leads (CRM records) of the current team" and immediately disambiguates it from siblings with "one lead per respondent across all forms". It also lists what each lead carries (status, assignee, tags, next upcoming booking), so the agent can distinguish list_leads from list_records and list_examinees without opening their schemas.

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

Usage Guidelines4/5

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

The description gives clear context: the tool targets the current team's aggregated CRM view, and it adds an explicit prerequisite — "call list_lead_settings first to get the valid ones, never guess." However, it does not explicitly name alternative tools to rule out (e.g., when to use list_records or get_lead instead), so the when-not-to guidance is implied rather than stated.

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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TDQS

A4.1/5.0
Disambiguation4/5

Most tools map to a distinct resource and action, and the descriptions actively disambiguate similar operations (e.g., get_form vs get_form_share_info vs get_form_stats). The main potential confusion is between list_records and list_leads and between get_record and get_lead, since both describe leads from slightly different angles.

Naming Consistency5/5

All tool names follow a consistent snake_case verb_noun convention, with resources like form, question, lead, booking, examinee, translation, and tenant parallel across actions. The few non-CRUD verbs like prepare_/finalize_, duplicate_, and reschedule_ still fit the same uniform pattern.

Tool Count2/5

48 tools is well beyond the 3–15 ideal and even past the 25+ threshold, making the tool surface heavy for an agent to navigate. The broad platform scope explains some of the size, but the count still risks overwhelming context and increasing misselection.

Completeness4/5

The server covers form lifecycle, question editing, translations, CRM leads, examinees, records, bookings, team/tenant operations, image uploads, templates, and analytics extremely well. Minor gaps remain—such as no lead/record deletion, no member removal or role updates, and limited booking-settings management—but most workflows can be completed with the existing tools.

Resources