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Get lead workspace

crm.get_lead_workspace
Read-onlyIdempotent

Retrieve one private CRM lead with profile, notes, summary, and timeline context.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
lead_idYes
project_idYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. First observed

TDQS

C2.9/5.0
Behavior3/5

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

Annotations already declare read-only, idempotent, non-destructive behavior. The description adds that the result includes profile, notes, summary, and timeline context, which is useful, but it does not disclose additional behavioral aspects such as authorization requirements or error cases. It does not contradict 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 a single, front-loaded sentence with no filler or redundancy. It efficiently communicates the core purpose and included context.

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

Completeness2/5

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

The annotations and output schema cover safety and return structure, but significant gaps remain: project_id semantics are undocumented, and the distinction from crm.get_lead is unclear. For a tool with two required-looking parameters and zero schema descriptions, this is insufficient for reliable selection and invocation.

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

Parameters1/5

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

Schema description coverage is 0%, so the description needs to explain the parameters. It mentions neither lead_id nor project_id, leaving the meaning of the optional project_id entirely unspecified. The tool name makes lead_id inferable, but project_id remains ambiguous.

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 states a clear action ('Retrieve') and resource ('one private CRM lead'), and lists the included context areas (profile, notes, summary, timeline). It is understandable and distinguishable from generic lead lookup by its 'workspace' framing, though it does not explicitly contrast with sibling tools like crm.get_lead.

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

Usage Guidelines2/5

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

The description provides no guidance on when to use this tool versus crm.get_lead, crm.get_contact_workspace, or similar tools. It implies use for a full workspace view but does not state conditions, exclusions, or 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

B3.1/5.0
Disambiguation3/5

Domain prefixes (crm., cap_table., landing.) clearly separate broad modules, and most tools target a specific resource and action. However, within modules there are boundary overlaps—crm.add_contact_note vs crm.log_activity and cap_table.dilution_preview vs cap_table.simulate_raise—where descriptions must be read carefully to avoid a wrong pick.

Naming Consistency3/5

The dominant pattern is module.verb_noun (e.g., crm.create_lead, cap_table.update_stakeholder), which is clear and readable. But a subset of top-level tools uses object_verb with flat underscores (e.g., shortlink_create, qr_generate, campaign_archive) and one outlier (campaign_stats) breaks the verb pattern, so conventions are mixed.

Tool Count1/5

86 tools is an extreme surface for any single MCP server, well past the 50+ threshold that makes coherent selection impractical. Even though the features span several business domains, this would be far more usable split into focused servers per module.

Completeness4/5

The covered domains are broadly complete: cap table, CRM, incorporation, landing, projects, sparkroom, tasks, and validation all have read/write workflows with few dead ends. Minor gaps remain (no campaign listing/update, no branding palette delete/update, no contact deletion) but none of them blocks the main product workflows.

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