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Create deal

create_deal

Put a creator in the pipeline, from a creator id or an inbox thread. One deal per creator: on an existing deal it moves the stage. Website threads have no deals yet (they arrive with the partner sync); track a site by its status instead.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
stageNoDefault contacted.
confirmNoSet true after the user confirmed an action the guard flagged as hard to undo.
creator_idNoA creator id from list_creators or list_deals' candidates.
enrollment_idNoAn enrollment_id from list_inbox_threads, instead of creator_id.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A3.9/5.0
Behavior4/5

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

Annotations already declare non-read-only, non-destructive, non-idempotent. The description adds genuinely useful behavior beyond them: one-deal-per-creator uniqueness and the upsert-like stage-move on an existing deal. It omits return shape and error behavior, so not a 5.

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?

Three short sentences, front-loaded with the core action, then the uniqueness rule, then the exclusion. Dense but no wasted words; slight compression makes the second sentence need a re-read.

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

Completeness4/5

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

With no output schema, the description could say what a successful call returns, but it fully covers the input routes and the create-vs-update behavior for an agent to act correctly. Minor gap in return-value disclosure.

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

Parameters3/5

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

Schema description coverage is 100%, so the schema already documents stage, confirm, creator_id and enrollment_id with sources for each id. The description adds no syntax or format detail beyond that, so the baseline 3 applies.

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 names a specific verb and resource ('Put a creator in the pipeline') and clarifies the two input routes (creator id or inbox thread). The clarification that an existing deal causes a stage move slightly blurs the create-vs-update boundary, but it is still distinguishable from siblings like update_deal and move_deal_stage.

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?

It gives clear context for when to use the tool and an explicit exclusion: website threads have no deals yet, so track a site by its status instead. It does not explicitly name update_deal or move_deal_stage as alternatives, which keeps it short of a 5.

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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