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goteamup

Log a CRM interaction

goteamup_log_crm_interaction
Destructive

Record a call, email, meeting or contact with a customer or lead, with an optional note and call outcome. Requires a super_admin-level token. TeamUp: POST /crm/interactions.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
noteNoFree-text notes about the interaction.
customerYesThe customer's numeric id.
call_outcomeNoOutcome — only for interaction_type=Call.
interaction_typeYesKind of interaction.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.5/5.0
Behavior3/5

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

The annotations only declare destructiveHint=true, and the description adds genuine value beyond that by disclosing the super_admin token requirement. However, it says nothing about side effects (record visibility, whether an existing interaction is overwritten) or the response shape for what is a write operation.

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?

Two tight sentences, front-loaded with the action and resource, with optional fields and the auth prerequisite following. The trailing 'TeamUp: POST /crm/interactions' is marginally useful endpoint metadata but borders on filler.

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 four-parameter write tool with no output schema and only a destructiveHint annotation, the description covers the action, the optional fields, the interaction vocabulary, and the token requirement. It is nearly sufficient; only side-effect and response behavior are left unstated.

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 all four parameters (customer, interaction_type, note, call_outcome) are already fully documented in the schema, including the enum values and the 'only for interaction_type=Call' constraint. The description merely summarizes note and call outcome, adding no syntax or format detail beyond the schema.

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?

Specific verb ('Record') and resource ('call, email, meeting or contact with a customer or lead'), with the optional fields named. It is clearly distinguishable from the sibling goteamup_list_crm_interactions by verb contrast, though it never names that sibling explicitly.

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 description states a prerequisite ('Requires a super_admin-level token'), which is useful context, but it gives no explicit when-to-use/when-not guidance or comparison to alternatives such as the list or create_customer tools. Usage is only implied by the verb.

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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