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capture_lead

Structured intake of a prospect into an SMB's funnel with validation, enrichment hooks, and deduplication. Inserts into the SMB's CRM or direct-booking pipeline if available.

EXAMPLE USER QUERIES THAT MATCH THIS TOOL: user: "Tell smb_xyz I'm interested and want a callback" -> call capture_lead({"smb_id": "smb_xyz", "prospect": {"name": "Jane", "phone": "+15551234567", "email": "jane@example.com"}, "source": "agent"})

WHEN TO USE: Use when a potential customer has expressed interest in an SMB's service and you want to ensure they are registered in the SMB's pipeline for follow-up. WHEN NOT TO USE: Do not use for confirmed bookings — use schedule_appointment. Do not use for bulk list imports. COST: $0.05 per_call LATENCY: ~600ms EXECUTION: sync_fast (use get_outcome to retrieve result)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
smb_idYes
sourceNoWhere the consumer-initiated request originated (e.g., 'consumer_request', 'inbound_quote_form', 'agent_referral_from_find_business').
prospectYes
idempotency_keyNoOptional client-supplied key for safe retries. Replaying the same key within 24h returns the original receipt - the operation is NOT re-executed and NOT re-charged.

TDQS

A4.9/5.0
Behavior5/5

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

Besides the sparse annotations, the description discloses that this is a write/insert operation, includes validation and deduplication behavior, runs sync_fast, and directs the agent to get_outcome for results. It also surfaces cost and latency, which are useful operational traits not present in the annotations.

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 organized into compact labeled sections (purpose, example, when to use, when not to use, cost, latency, execution) with no filler. Every line earns its place and the core purpose is front-loaded.

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 nested prospect object, no output schema, and async execution, the description covers the critical operational facts: when to call, when not to call, what the call looks like, cost, latency, and where to retrieve the result (get_outcome). Remaining parameter details are available in the input schema, so nothing essential 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?

There is no prose parameter list, but the concrete example maps smb_id, prospect (name, phone, email), and source to a realistic call, which compensates for the 50% schema coverage. idempotency_key and consent_record_id are left to the schema's own descriptions, so the description does not fully carry parameter semantics by itself.

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 names a concrete operation — structured intake of a prospect into an SMB's funnel/CRM/direct-booking pipeline — and distinguishes it from confirmed bookings via the WHEN NOT TO USE clause. The example user query reinforces the exact use case and tool call.

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?

Explicit WHEN TO USE and WHEN NOT TO USE sections clearly define the triggering condition (prospect expresses interest) and rule out confirmed bookings (pointing to schedule_appointment) and bulk imports. No inference is needed.

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

A3.9/5.0
Disambiguation4/5

Most tools target distinct resource+action pairs (find_business vs verify_business, check_booking_link vs import_booking_url, get_status vs get_outcome). The main confusable pairs are send_message vs send_transactional_confirmation and verify_business vs verify_company_record, but their descriptions draw clear boundary lines.

Naming Consistency4/5

The set overwhelmingly follows lower_snake_case verb_noun naming (call_business, check_quota, find_business, send_message, verify_company_record). Minor deviations like self_test and mint_key, plus inconsistent verb choices (lookup_ vs get_ vs find_), prevent a perfect score.

Tool Count3/5

At 23 tools, the server falls into the heavy range and bundles several unrelated domains: SMB booking/messaging, trade and sanctions compliance, company verification, and platform operations. Each tool is individually reasonable, but the set feels like multiple servers merged into one.

Completeness3/5

Core SMB workflows are well covered: find/verify/import/book, messaging with conversation handling, and compliance preflights. Notable gaps include no consent-record management even though send_message requires consent_record_id for marketing, no update/delete lifecycle for leads or businesses, and no webhook configuration despite webhooks being referenced.