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Zoho_crm

by io.github.pipeworx-io

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Idempotent

Create a proactive monitoring subscription to a live-data event stream. Returns the new subscription id. Requires a Pipeworx OAuth account (anonymous + BYO cannot persist subscriptions). Supported types: "sec_8k" (8-K filings matching ticker + item codes — e.g. items:["5.02"] = officer change), "polymarket_edge" (Polymarket↔Kalshi cross-venue mispricings — params:{topic:"fed"}), "fred_series" (new FRED observations — params:{series_id:"UNRATE"}). Delivery channels: feed (always on — pull via recent_alerts or GET registry.pipeworx.io/alerts.json), and optionally email (set delivery:{email:"you@x.com"}) or sms (delivery:{sms:"+15551234567"} — phone must be verified at /account first; 10/day cap).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
typeYesSubscription type.
paramsYesType-specific filter. sec_8k: {ticker:"AAPL", items?:["5.02","1.01"]}. polymarket_edge: {topic:"fed", min_spread_bps?:500}. fred_series: {series_id:"UNRATE"}. patent_grant: {applicant:"Apple Inc."}. clinical_trial: {sponsor?:"Pfizer", condition?:"lung cancer", phase?:"PHASE3"} (sponsor or condition required).
deliveryNoOptional delivery channels in addition to the always-on persistent feed. {email:"you@x.com"} sends a templated alert per fired event. {sms:"+15551234567"} sends an SMS per event — must match the verified phone on the caller's account (verify at https://pipeworx.io/account first; 10/day cap). {webhook:"https://..."} POSTs each event JSON to your endpoint, HMAC-signed — the response includes delivery.webhook_secret (whsec_…) ONCE; verify X-Pipeworx-Signature = sha256 HMAC of "<X-Pipeworx-Timestamp>.<raw body>". Auto-disabled after 10 consecutive failing runs.

Schema Changelog

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

  1. Changed2 schema fields changed
    • changedInput schema / properties / delivery / description
      Previous value: -"Optional delivery channels in addition to the always-on persistent feed. {email:\"you@x.com\"} sends a templated alert per fired event. {sms:\"+15551234567\"} sends an SMS per event — must match the verified phone on the caller's account (verify at https://pipeworx.io/account first). Capped at 10 SMS/day per subscription."New value: +"Optional delivery channels in addition to the always-on persistent feed. {email:\"you@x.com\"} sends a templated alert per fired event. {sms:\"+15551234567\"} sends an SMS per event — must match the verified phone on the caller's account (verify at https://pipeworx.io/account first; 10/day cap). {webhook:\"https://...\"} POSTs each event JSON to your endpoint, HMAC-signed — the response includes delivery.webhook_secret (whsec_…) ONCE; verify X-Pipeworx-Signature = sha256 HMAC of \"<X-Pipeworx-Timestamp>.<raw body>\". Auto-disabled after 10 consecutive failing runs."
    • addedInput schema / properties / delivery / properties / webhook
      Added value: +{
+  "description": "HTTPS URL to POST fired events to. https only; localhost/private hosts rejected. Signing secret returned once at subscribe time.",
+  "type": "string"
+}
  2. Changed2 schema fields changed
    • changedInput schema / properties / params / description
      Previous value: -"Type-specific filter. sec_8k: {ticker:\"AAPL\", items?:[\"5.02\",\"1.01\"]}. polymarket_edge: {topic:\"fed\", min_spread_bps?:500}. fred_series: {series_id:\"UNRATE\"}. patent_grant: {applicant:\"Apple Inc.\"} (use exact corporate form — match is approximate so wrong suffix returns the whole pool; payload flags the case)."New value: +"Type-specific filter. sec_8k: {ticker:\"AAPL\", items?:[\"5.02\",\"1.01\"]}. polymarket_edge: {topic:\"fed\", min_spread_bps?:500}. fred_series: {series_id:\"UNRATE\"}. patent_grant: {applicant:\"Apple Inc.\"}. clinical_trial: {sponsor?:\"Pfizer\", condition?:\"lung cancer\", phase?:\"PHASE3\"} (sponsor or condition required)."
    • changedInput schema / properties / type / enum
      Previous value: -[
-  "sec_8k",
-  "polymarket_edge",
-  "fred_series",
-  "patent_grant"
-]New value: +[
+  "sec_8k",
+  "polymarket_edge",
+  "fred_series",
+  "patent_grant",
+  "clinical_trial"
+]
  3. Changed3 schema fields changed
    • changedInput schema / properties / params / description
      Previous value: -"Type-specific filter. For sec_8k: {ticker:\"AAPL\", items?:[\"5.02\",\"1.01\"]}. items defaults to all if omitted."New value: +"Type-specific filter. sec_8k: {ticker:\"AAPL\", items?:[\"5.02\",\"1.01\"]}. polymarket_edge: {topic:\"fed\", min_spread_bps?:500}. fred_series: {series_id:\"UNRATE\"}. patent_grant: {applicant:\"Apple Inc.\"} (use exact corporate form — match is approximate so wrong suffix returns the whole pool; payload flags the case)."
    • changedInput schema / properties / type / description
      Previous value: -"Subscription type. v1: \"sec_8k\"."New value: +"Subscription type."
    • changedInput schema / properties / type / enum
      Previous value: -[
-  "sec_8k"
-]New value: +[
+  "sec_8k",
+  "polymarket_edge",
+  "fred_series",
+  "patent_grant"
+]
  4. Changed1 schema field changed
    • addedInput schema / properties / delivery
      Added value: +{
+  "description": "Optional delivery channels in addition to the always-on persistent feed. {email:\"you@x.com\"} sends a templated alert per fired event. {sms:\"+15551234567\"} sends an SMS per event — must match the verified phone on the caller's account (verify at https://pipeworx.io/account first). Capped at 10 SMS/day per subscription.",
+  "properties": {
+    "email": {
+      "description": "Email address to deliver alerts to. Validated against a standard pattern.",
+      "type": "string"
+    },
+    "sms": {
+      "description": "E.164 phone number, e.g. \"+15551234567\". Must match the account's verified phone.",
+      "type": "string"
+    }
+  },
+  "type": "object"
+}
  5. Added

TDQS

A4.7/5.0
Behavior5/5

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

The description discloses numerous behavioral traits beyond annotations: OAuth account requirement, phone verification, SMS daily cap, webhook signing secret returned once, auto-disabling after 10 consecutive failures, and the always-on feed retrieval path. This far exceeds what the annotations communicate.

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 dense but well-structured: core purpose first, then account requirement, supported types with examples, then delivery channels with constraints. Every sentence carries operational weight, and the length is justified by the tool's complexity.

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?

For a subscription creation tool with 3 parameters and nested delivery objects, the description covers account prerequisites, type-specific parameter schemas, delivery channel mechanics, verification steps, rate limits, webhook security, and retrieval of fired events. It also states the return value, making it highly complete even without an output schema.

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?

With input schema coverage at 100%, the baseline is 3. The description adds semantic value by explaining specific examples like items:['5.02'] = officer change and clarifying delivery channel details (verified phone, 10/day cap, webhook HMAC signing), which go beyond the schema's syntax.

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 uses the specific verb 'Create' and identifies the resource as a 'proactive monitoring subscription to a live-data event stream', with a clear return value ('Returns the new subscription id'). It distinguishes itself from sibling tools like list_subscriptions and unsubscribe by focusing on the act of creation.

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 provides solid context: the account requirement, supported subscription types with examples, and delivery channel nuances (feed always on, optional email/SMS/webhook with constraints). However, it does not explicitly direct users to alternative tools for similar tasks, so it falls short of full when-to-use vs. when-not-to-use guidance.

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

The five Zoho CRM tools are well-differentiated, but the 31 Pipeworx/Polymarket tools create heavy overlap (e.g., ask_pipeworx, ask_pipeworx_beta, ask_pipeworx_grounded, deep_research all serve similar lookup purposes). Mixing two unrelated domains makes it easy for an agent to select a tool from the wrong group.

Naming Consistency2/5

The Zoho tools share a consistent zoho_ prefix, but the remaining 31 tools follow no clear convention—ask_pipeworx, bet_research, deep_research, entity_profile, forget, scan_dependency, etc. mix noun-first, verb-first, and bare verb patterns without a unifying scheme.

Tool Count2/5

36 tools is well beyond what a Zoho CRM server needs, and only 5 actually relate to Zoho CRM. The bulk are for unrelated data sources, prediction markets, memory management, and web generation, making the set feel bloated and unfocused.

Completeness2/5

The Zoho CRM surface includes create, get, list, and search, but omits essential operations like update, delete, and upsert. The other 31 tools cover a completely different domain, so the server fails to provide complete lifecycle coverage for its stated purpose.

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