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insightly

Update a lead

insightly_update_lead
Destructive

Update a lead. Only the fields you pass are changed. Insightly: PUT /Leads with LEAD_ID.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
emailNoEmail address.
phoneNo
titleNoJob title.
mobileNo
lead_idYesThe lead's numeric id.
websiteNo
industryNo
last_nameNoLast name.
first_nameNo
salutationNo
lead_ratingNoRating, e.g. 1-5.
address_cityNo
address_stateNo
custom_fieldsNoCustom field values to set.
owner_user_idNo
address_streetNo
employee_countNo
lead_source_idNoSource id — see insightly_list_lead_sources.
lead_status_idNoStatus id — see insightly_list_lead_statuses.
address_countryNo
email_opted_outNo
address_postcodeNo
lead_descriptionNoDescription / notes on the lead.
organisation_nameNoCompany name (free text — leads are not linked to organisations).
responsible_user_idNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

B3/5.0
Behavior3/5

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

Annotations only declare destructiveHint=true, leaving most behavioral burden to the description. The partial-update semantics ('only the fields you pass are changed') is a genuinely useful disclosure, but it omits permissions/scopes, whether omitted fields are preserved or nulled, and whether the operation is reversible. Not contradictory to the destructive hint, just incomplete.

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, front-loaded sentences with zero filler: purpose, mutation semantics, underlying endpoint. Nothing is padded or redundant.

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?

For a 25-parameter update tool with 40% schema coverage, no output schema, and only a destructiveHint annotation, the description is far too thin. An agent cannot tell which of the many fields are required beyond lead_id, how statuses/sources/owners are referenced, or what the response confirms.

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

Parameters2/5

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

Schema description coverage is only 40% across 25 parameters, so the description must compensate and largely does not. It never enumerates which fields are settable or clarifies the custom_fields null-clearing behavior, addressee IDs, or the difference between owner/responsible user id — all of which live only in the schema (or nowhere).

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?

States a specific verb+resource ('Update a lead') and adds the crucial partial-update rule ('Only the fields you pass are changed'). It does not explicitly contrast with siblings like insightly_create_lead or insightly_update_contact, so it stops short of 5.

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 implies mutation of an existing lead but gives no when-to-use guidance, no prerequisites, and no alternative routing (e.g., create_lead vs update_lead vs update_contact). Nothing tells an agent when this tool is the right choice.

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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