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Update deal

crm_update_deal

Update fields on a deal. Only the fields you pass are changed; anything you leave out keeps its current value. Moving a deal to a won or lost stage is an ordinary status change here - it triggers no invoice and no project.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleNo
valueNo
statusNo
deal_idYes
lead_idNoThe lead this deal came from, by name or id. null clears the origin.
owner_idNo
close_dateNo
contact_idNoThe contact this deal is with, by name or id. null detaches it.
descriptionNo
win_probabilityNo

TDQS

A3.6/5.0
Behavior4/5

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

The description adds useful behavior beyond the annotations, especially the partial-update semantics and the explicit statement that won/lost status changes trigger no invoice or project. The annotations already indicate non-destructive intent, and the description deepens that context without contradicting it.

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 with the core action. Each sentence adds meaningful operational context: what the tool does, how partial updates behave, and what side effects do not occur.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given ten parameters, weak schema descriptions, and no output schema, the description leaves meaningful gaps. It does not describe the return value, specify valid status values, or clarify ambiguous field formats, so an agent may struggle to construct a correct invocation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is only 20%, and the description does little to compensate for the undocumented parameters. It explains the update behavior generally but does not clarify status values, date formats, value semantics, or how owner_id, contact_id, or lead_id should be referenced.

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?

The description states a specific verb and resource: 'Update fields on a deal.' It clearly targets deals rather than contacts, leads, or followups, but it does not explicitly contrast itself with sibling update tools.

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 operation semantics: only passed fields are changed and omitted fields retain their values. It also clarifies that moving to won/lost is a plain status change with no invoice/project side effects. It does not explicitly mention alternatives or when not to use the tool.

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.