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Get leads

crm_get_leads
Read-onlyIdempotent

List CRM leads (RLS-scoped). Each row carries contact_id and converted_to: null if nothing has been made from the lead yet, otherwise the contact it belongs to and/or the deal it produced. CHECK IT before offering to create either - Matrix already asks that question when a lead is set to Qualified, and offering again is how the same customer ends up in the CRM twice. DEFAULTS TO ACTIVE LEADS ONLY - statuses the workspace has not marked as terminal. Say so when you answer ("you have 3 active leads"), and read meta.scope_note for how many archived ones were left out. Pass scope: archived or all only when the question is genuinely about closed or historical leads. Max limit 100 - the response always carries pagination.total (full match count) plus has_more/next_cursor. NEVER count or summarise leads from a single page while has_more is true; use pagination.total, or page with next_cursor until has_more is false.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMax 100.
scopeNoactive (default) covers only what is still live. Use archived for finished or lost records, or all when the question spans both - historical revenue, deals closed over a period, anything measured across time. Always tell the user which set your answer covers.active
cursorNoOpaque cursor from a previous response's pagination.next_cursor. Preferred over offset: keyset paging never skips or duplicates rows.
offsetNoRow offset for offset-based paging. Ignored when cursor is supplied.
searchNoMatch full_name, email, or company.
statusNoExact status name. Overrides scope, since naming a status already says which set you mean.
owner_idNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
metaNo
leadsYes
warningNoPresent only when the page is truncated.
paginationYes

TDQS

A4.8/5.0
Behavior5/5

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

Annotations only convey readOnly and idempotent hints, so the description carries the full behavioral burden and does so richly. It discloses RLS scoping, the active-only default, the `meta.scope_note` field, the `pagination.total`/`has_more`/`next_cursor` response shape, and the critical warning not to summarize from a partial page.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is longer than average but every sentence earns its place by covering a distinct operational caveat: conversion checking, default scope, scope selection, pagination, and counting rules. The core purpose is front-loaded, though the capitalization-heavy emphasis is slightly noisy.

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?

Given the 7-parameter schema, output schema, and large sibling set, the description is remarkably complete. It covers the RLS context, the conversion edge case, the default scope behavior, how to handle archived records, and how to correctly count or paginate results. Nothing critical is left unexplained.

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 86%, so the schema already documents most parameters and establishes a baseline of 3. The description adds meaningful decision guidance beyond the schema, especially around when to use `scope: archived` vs `all`, and reinforces the limit and pagination contract. It does not add value for every parameter, but the added semantics justify a step above baseline.

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 opens with 'List CRM leads (RLS-scoped)', a specific verb and resource that clearly distinguishes this from sibling tools like crm_get_contacts and crm_get_deals. The additional mention of `contact_id` and `converted_to` confirms it is about lead records specifically, not contacts or deals.

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

Usage Guidelines5/5

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

The description gives explicit when-to-use guidance: default to active leads, pass `scope: archived` or `all` only when the question concerns closed or historical leads, and check `converted_to` before offering to create a contact or deal. It also explains the pagination rules for counting leads, leaving little to inference.

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

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.