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desk_add_lead_note

Writes a team note on a SautiDesk lead: words only, nothing about the lead moves. It shows on the lead's timeline with its author and time. Only the team sees it.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "lead_id": "<lead_id>",
      "body": "<body>"
    },
    "name": "desk_add_lead_note"
  }
}

Input Schema

NameRequiredDescriptionDefault
bodyYesthe note, in words; only the team sees it
lead_idYeslead UUID
purposeNoRequired on tools that read data or reports; recommended on every tool. One sentence: what you are doing and why (for example "finding this caller's open ticket to answer them"). Building a report, dashboard, analytics or an export is a SautiDesk Pro feature done by the report tools, not by pulling records.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A4/5.0
Behavior4/5

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

Annotations already declare destructiveHint=false and openWorldHint=false, so the safety profile is covered. The description adds genuinely new behavior: the note appears on the lead's timeline with author and timestamp, and visibility is restricted to the team — context an agent cannot get from 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?

Three short clauses, front-loaded with the action and its scope, then the observable effect, then the visibility constraint. No filler and nothing repeated.

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?

For a simple, non-destructive write with full schema coverage and no output schema, the description covers effect, visibility, and timeline appearance — enough to call it correctly. Only the missing explicit alternative to desk_update_lead keeps it from a 5.

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 coverage is 100%, so all three parameters are already documented, including the visibility wording on body. The description reinforces "words only" and team-only visibility but adds no syntax, format, or length guidance beyond the schema, so the baseline 3 applies.

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?

States a specific verb and resource ("Writes a team note on a SautiDesk lead") and immediately bounds the effect ("words only, nothing about the lead moves"), which cleanly separates it from desk_update_lead and desk_add_ticket_comment.

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?

The phrase "nothing about the lead moves" implies this is for recording information without mutating lead fields, which is useful implied guidance. However, it never names the alternative (e.g., desk_update_lead for changing fields) or states an explicit when-not condition, so the agent must infer the 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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