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Deal Write Tool

deal-write
Destructive

Create, partially update, mark_won, mark_lost or reopen sales deals. Create requires user_id, pipeline_id, stage_id, title and either value or service_id; it creates the deal and first pipeline card together. Separate opportunities under one contact are allowed. Update preserves omitted fields, can reassign user_id to another active client contact, and accepts null to clear company_id, owner_id, service_id, value or expected_close_date. Reassignment moves existing activities and the conversation to the new contact while invoices retain their original client. Closed deals lock value and service. Closing a deal also closes its conversation ticket and can trigger configured integrations. Use pipeline-item-write to move cards and deal-activity-write with deal_id to record deal activities. Use deal-message-write to send client-facing messages. Does not delete deals.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
noteNoOptional first private activity, max 10000 characters. Create only; requires permission to create activities for the contact.
titleNoOpportunity title, max 255 characters. Required for create; optional for update.
valueNoNonnegative decimal amount, e.g. "1250.00". Requires invoice access. Create requires value or service_id; zero is allowed. Null clears on update. Locked once closed.
actionYes
deal_idNoRequired for update, mark_won, mark_lost and reopen.
user_idNoExisting active client contact ID. Required for create; optional on update to reassign the deal and its conversation while preserving history. Multiple deals may use the same contact.
owner_idNoStaff owner ID. Create defaults to the authenticated user; null unassigns on update.
stage_idNoStage in that pipeline. Required for create. Move existing cards with pipeline-item-write.
company_idNoOptional company owned by or containing the contact. Null clears it on update. An unknown end-client does not require a company.
service_idNoOptional active service. Supplies the price/currency when value is omitted. Required on create without invoice access. Null clears on update. Locked once closed.
lost_reasonNoOptional reason for mark_lost, max 255 characters.
pipeline_idNoVisible sales pipeline ID. Required for create.
expected_close_dateNoOptional date, YYYY-MM-DD. Null clears on update.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedInput schema / properties / user_id / description
      Previous value: -"Existing client contact ID. Required for create; cannot be changed later. Multiple deals may use the same contact."New value: +"Existing active client contact ID. Required for create; optional on update to reassign the deal and its conversation while preserving history. Multiple deals may use the same contact."
  2. Added

TDQS

A4.8/5.0
Behavior5/5

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

Annotations already flag this as a destructive, non-read-only, open-world write. The description adds substantial context beyond them: create also builds the first pipeline card, update preserves omitted fields and accepts null to clear, reassignment moves activities and the conversation while invoices keep their original client, closed deals lock value and service, and closing a deal closes its conversation ticket and can fire integrations. These side effects are exactly what an agent needs and are not derivable from annotations.

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?

Front-loaded with the action list, then prerequisites, then side effects, then sibling routing, then the delete boundary. Every sentence is functional, though the dense run-on enumeration of required fields and null-clearing rules makes it a heavy read with little visual structure.

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?

For a 13-parameter multi-action mutation tool with no output schema, the description covers required inputs, side effects, state locks, reassignment consequences, integration triggers, and sibling alternatives. Nothing an agent needs to invoke it correctly is missing.

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 92%, so the baseline is 3. The description goes further by stating cross-parameter constraints the per-field schema cannot express – create requires user_id/pipeline_id/stage_id/title plus either value or service_id, and the null-clearing/locking rules for company_id, owner_id, service_id, and value on update.

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 opening sentence names the exact resource (sales deals) and enumerates every action the tool supports (create, update, mark_won, mark_lost, reopen). It also explicitly distinguishes itself from pipeline-item-write, deal-activity-write, and deal-message-write, so an agent can route without opening the sibling schemas.

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?

Gives concrete when-to-use conditions for each action, including create prerequisites (user_id, pipeline_id, stage_id, title, and either value or service_id) and the boundary 'Does not delete deals.' It also names the alternatives and the conditions that select them (pipeline-item-write to move cards, deal-activity-write with deal_id, deal-message-write for client messages).

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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