Skip to main content
Glama

Update lead

crm_update_lead

Update fields on a lead. Only the fields you pass are changed; anything you leave out keeps its current value, so this is a patch and never a replacement. status is written through as given, so use a stage that exists in the workspace pipeline - an unknown one is rejected by the database, not silently ignored. contact_id attaches the lead to a person who is already in the CRM, which is what you want when crm_get_leads reported a possible duplicate: link the existing contact rather than creating a second record for the same human. Several leads may point at the same contact - the same person enquiring more than once - so attaching one does not detach another. null lets the lead go again.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
emailNo
phoneNo
valueNo
statusNo
companyNo
lead_idYes
owner_idNo
full_nameNo
contact_idNoAn existing contact this lead belongs to, by name or id. null detaches it.
descriptionNo

TDQS

A4.7/5.0
Behavior5/5

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

The annotations only provide readOnly=false and destructive=false, so the description carries the full behavioral disclosure burden. It clearly reveals patch semantics ('never a replacement'), strict status validation ('rejected by the database, not silently ignored'), and nuanced contact linkage behavior including multiple leads pointing to one contact and null detaching. This is far more transparent than the annotations alone.

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 four sentences, each carrying a distinct behavioral fact with no filler. It front-loads the core purpose, then adds patch semantics, status validation, and contact relationship nuances in a logical order.

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?

Despite having 10 parameters, no output schema, and sparse annotations, the description provides all critical invocation knowledge: partial update behavior, validation rejection, the duplicate-contact workflow, and null detachment. The only minor omission is return-value details, which are less essential for a mutation tool and are not required by the context signals.

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?

With only 10% schema description coverage, the description compensates well for the key parameters: the general patch rule applies to every passed field, and status and contact_id get detailed semantics including null handling. The remaining params like email, phone, company, and full_name are self-explanatory from their names, but owner_id and value receive no additional context, so the compensation is strong but not complete.

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 'Update fields on a lead,' naming a specific verb and resource, and immediately differentiates this from a full replacement by explaining it is a patch. This clearly distinguishes it from sibling tools like crm_update_contact or crm_update_deal by specifying the resource as 'lead.'

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 explicit usage context for the contact_id parameter: use it when crm_get_leads reports a possible duplicate, and link the existing contact instead of creating a second record. It also warns that status must be a valid pipeline stage. However, it does not explicitly name alternatives for the general update case or state when not to use this tool, so it falls just short of exhaustive routing guidance.

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.