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create_plan_upgrade_link

Create a Stripe Checkout link for a new paid subscription, or a Stripe Billing Portal link for an existing Stripe subscription. Use only after the user explicitly asks to upgrade or fix billing.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
planIdNoTarget plan ID. Use list_plan_options first if unknown.
confirmNoRequired true to create a Stripe-hosted payment or billing link.
planCodeNoTarget plan code, e.g. favcrm-lite. Either planId or planCode is required.
returnUrlNoWhere Stripe should return after checkout/portal. Defaults to merchant billing settings.
billingCycleNomonthly

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataYesTool result payload — shape varies per tool, see the tool description
summaryYesOne-line human-readable summary of the action
renderTypeYesUI rendering hint for the result

TDQS

A4.5/5.0
Behavior4/5

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

The description adds behavioral context beyond the annotations by explaining the dual behavior (checkout vs portal) and the user-consent requirement. Annotations already indicate it's a write operation (readOnlyHint=false) and not destructive, which is consistent. However, it does not disclose side effects like whether it charges the user or sends email, though the schema mentions the confirm parameter, so partial coverage exists.

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 two concise sentences that front-load the main action and the usage condition. It contains no unnecessary filler or repetition, making it highly efficient and well-structured.

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 tool's moderate complexity (5 parameters, 0 required, output schema present), the description combined with the detailed schema and annotations is sufficient for an agent to understand when and how to invoke it. It clarifies the two use cases, the consent requirement, and the type of link generated. The output schema likely covers return values, so the description doesn't need to.

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?

With 80% schema description coverage, the baseline is 3. The schema already provides detailed descriptions for parameters like planId, confirm, planCode, returnUrl, and billingCycle, including important notes like 'Either planId or planCode is required' and 'confirm required true'. The description itself does not add parameter-level meaning beyond what the schema offers, so it stays at the baseline.

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 clearly states the tool creates a Stripe Checkout link for new paid subscriptions or a Stripe Billing Portal link for existing subscriptions. It uses a specific verb ('Create') and identifies the exact resources, making it easy to understand what the tool does. It also distinguishes this from sibling tools by specifying the two use cases.

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?

The description explicitly says 'Use only after the user explicitly asks to upgrade or fix billing,' providing a clear when-to-use condition. It also distinguishes between the two scenarios (new subscription vs existing subscription), which helps the agent choose the correct behavior. This is strong, explicit usage guidance even without naming alternatives.

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

B3.3/5.0
Disambiguation2/5

Many tools have overlapping boundaries, such as generate_post_cover/attach_post_cover_from_job/upload_post_cover_from_url, update_deal/update_deal_stage/mark_deal_won/mark_deal_lost, and booking status transitions (confirm/cancel/complete/mark_no_show). The catch-all execute_tool adds further ambiguity.

Naming Consistency4/5

Nearly all tools follow a consistent verb_noun snake_case convention (create_*, list_*, get_*, update_*, delete_*, restore_*). Minor exceptions like 'clone' and 'execute_tool' are still readable and do not significantly break the pattern.

Tool Count1/5

With 223 tools, the server is extremely over-scoped. Even for a full CRM platform, this many tools overwhelms context windows and makes tool selection impractical. It far exceeds the reasonable range for an MCP server.

Completeness3/5

The surface is broad but has notable gaps: no update_booking/delete_booking, no delete_product, no send_message/send_campaign (referenced but absent), and no delete_staff/resource. Some workflows dead-end or require manual approval steps.