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RooQuiz

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

A4.5/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false, which is a strong safety signal. The description adds behavioral context beyond annotations: the returning structure of leads, 'Newest activity first by default', and scope across all forms. It doesn't discuss pagination edge behaviors, but the schema covers those details and there is no contradiction with the annotations.

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?

The description is compact and front-loaded: the first sentence explains the resource and scoping, the second covers default behavior, the third gives the filter dimensions, and the last gives two critical usage caveats. No redundant phrases or repeated schema text; every sentence adds information.

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?

The annotations, full parameter schema, and output schema together already provide much of the low-level detail. The description covers the rest: core scope, default sort, filter categories, and the essential 'never guess' warning. There is no significant missing context an agent would need to invoke this tool correctly.

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 baseline is 3. The description adds genuine value on top: the reminder that status and tag codes are team-defined and must come from list_lead_settings, and the warning to reference leads by explicit identifiers rather than masked emails. These are crucial practical semantics not completely derivable from the parameter descriptions alone.

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?

Clearly states a specific verb and resource: 'List the leads (CRM records) of the current team', with explicit scoping 'one lead per respondent across all forms'. It carries meaningful detail about fields like follow-up status, assignee, tags, submission count, and next upcoming booking, which distinguishes it from sibling list tools such as list_examinees and list_records.

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 for when to use this tool: listing leads with filters and default ordering. It also provides important prerequisite guidance: status and tag codes are team-defined and must be fetched from list_lead_settings first, with the instruction to never guess. It does not explicitly exclude alternatives like get_lead for single-lead retrieval, but the use case is otherwise well scoped.

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 pair a distinct resource with a distinct verb, and the descriptions do a good job of separating related concepts like leads, records, examinees, and bookings. The only real ambiguity is between list_records (submission records, also called leads) and list_leads (CRM leads), plus a mild overlap between update_form and update_form_settings, but careful reading resolves both.

Naming Consistency5/5

All tool names follow a consistent verb_noun snake_case pattern, using standard verbs like get_, list_, create_, update_, delete_, add_, insert_, move_, and set_. Minor stylistic variation such as add_question vs. insert_question is still predictable and does not hurt usability.

Tool Count2/5

48 tools is a very heavy surface for an MCP server. While each tool appears purposeful, the server spans forms, questions, translations, analytics, leads, bookings, examinees, media, and team administration, making it feel like a full platform API rather than a focused server. Most agents will only ever need a subset of these tools.

Completeness4/5

The core quiz lifecycle is well covered: form creation/editing/deletion/restore/duplicate/translation, question CRUD/move, delivery settings, statistics/funnels, lead CRM, bookings, examinees, media upload, and tenant basics. The main gaps are minor — no member list/remove/role management beyond invite, no media library listing/deletion, and no bulk export of records — but these do not create dead ends in the primary quiz/lead/booking workflows.

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