Skip to main content
Glama

Create deal

crm_create_deal

Create a CRM deal: a named opportunity with a value, a stage and a close date. Attach it to a person with contact_id - a deal is how a contact enters the pipeline, so without one the deal has no counterparty. lead_id records the lead it came from. Matrix sets it when a Qualified lead is converted; set it yourself when you raise a deal off a lead, or nothing can answer later which enquiries turned into revenue. status is a stage name from this workspace - crm_get_deals shows which exist. Creating a deal straight into a won stage is allowed but stamps it as closed on the spot, so ask before doing it.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleYes
valueNo
statusNoDeal status name (defaults to workspace default).
lead_idNoThe lead this deal came from, by name or id. Records the origin.
owner_idNoEmployee id to own the deal. Defaults to the caller.
close_dateNoISO date (YYYY-MM-DD).
company_idNo
contact_idNoThe contact this deal is with, by name or id.
descriptionNo
win_probabilityNo

TDQS

A4.4/5.0
Behavior4/5

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

Annotations only indicate this is a mutating, non-destructive operation. The description adds meaningful behavioral context: lead_id is auto-set by Matrix on Qualified lead conversion, creating into a won stage immediately stamps the deal closed, and missing contact_id leaves the deal without a counterparty. This goes beyond what annotations provide.

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 front-loaded with the core definition, then efficiently explains each important parameter without redundancy. Every sentence adds value, from the counterparty requirement to the won-stage side effect, and the prose remains tight.

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 create tool with no output schema, the description covers the essential domain logic, required relationship, and a caution about won-stage behavior. It does not mention the return value or every parameter, but enough context is provided for an agent to call the tool correctly in most situations.

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 50%, so the description carries meaningful weight. It clarifies the domain semantics of contact_id, lead_id, and status beyond their schema descriptions, explaining why they matter and how they interact. Some parameters like value and win_probability remain underexplained, but the most ambiguous ones are covered.

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 clearly states the action and resource: 'Create a CRM deal' with a definition of what a deal is (a named opportunity with value, stage, and close date). It also differentiates from related siblings by explaining that a deal is how a contact enters the pipeline and by referencing crm_get_deals for stage names.

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 practical guidance on when to set lead_id, warns that a deal without contact_id has no counterparty, and tells the agent to ask before creating a deal directly into a won stage. It does not explicitly contrast with crm_update_deal, but the usage context is clear enough for correct invocation.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.

TDQS

B3.4/5.0
Disambiguation4/5

Most tools follow a clear resource+action pattern and the descriptions are unusually precise about boundaries. A few near-overlaps remain: projects_get_finance vs projects_get_financials, and notes_create vs crm_log_activity on a deal are both plausible for recording a note on a deal.

Naming Consistency4/5

The domain_prefix_action convention is consistent across nearly all tools, e.g. crm_create_lead, projects_update_risk, timelog_approve_time. Deviations include standalone list_trash, meta tools like whoami/tool_search/tool_invoke, and the confusing projects_get_finance/projects_get_financials pair.

Tool Count1/5

With 105 tools, this far exceeds the 50+ threshold defined as an extreme mismatch. Even for a full ERP/CRM suite, the fine-grained split—39 project tools alone—creates a massive tool-selection surface that is hard for an agent to navigate reliably.

Completeness4/5

The surface covers CRM, projects, tasks, time/expenses, HR, notes, notifications, contracts, and reporting with create/read/update/delete for most primary entities. Minor gaps exist: crm_log_activity has no read-back path, contracts lack delete/restore, and proposals are intentionally read-only, but agents can work around these.