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Meeting Prep

get_meeting_prep
Read-onlyIdempotent

Bundle profile, product state, Pulse, plays, recent documents, family-office context, recent activity, shared member intelligence, and CRM operating context for a meeting with yourself or a client/member you can access. Scoped specialists are excluded from this broad prep bundle.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
clientIdNoClient or member user ID

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.7/5.0
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, destructiveHint=false and openWorldHint=false, so the safety profile is fully covered by structured data. The description adds the payload composition and the 'you can access' access-boundary hint, but says nothing about response size, latency, truncation, or partial-availability behavior for a large aggregate bundle.

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?

Two sentences, front-loaded with the verb and the bundle contents; the second sentence earns its place by carving out scoped specialists. The content enumeration is long but each item is load-bearing for telling an agent what it will receive.

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?

With annotations covering the safety profile and only one fully-documented optional parameter, the remaining burden is explaining what the aggregate returns, and the description does that by listing every constituent data source. No output schema exists, but the enumeration effectively substitutes for one.

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 100% with a single optional clientId documented as 'Client or member user ID,' which sets the baseline at 3. The description goes beyond that by clarifying the omitted-parameter case ('a meeting with yourself') and by tying the ID to 'a client/member you can access,' adding the access-scoping nuance the schema does not express.

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 lead verb 'Bundle' plus the enumerated contents (profile, product state, Pulse, plays, documents, family-office context, activity, shared member intelligence, CRM context) state a specific resource and scope, so an agent knows this is a composite prep payload rather than a single-entity getter. The closing note about scoped specialists being excluded further differentiates it from narrower siblings like get_family_office_context or get_client_product_state. It stops short of naming which sibling to use instead, which keeps it out of the top band.

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

Usage Guidelines3/5

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

'For a meeting with yourself or a client/member you can access' implies the usage context (pre-meeting aggregation) but never states when to prefer this over the individual getters it bundles or over draft_meeting_brief. Among 46 siblings, no alternative is named and no prerequisite or exclusion is given beyond 'scoped specialists are excluded,' which is a content note rather than tool routing.

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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