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Pipeline CRM MCP by usefulapi

List deals

pipelinecrm_list_deals
Read-only

List or search deals with stage, owner, company, primary contact, value, probability and expected close date. Filter by name, stage, pipeline, status, owner, company, contact, archived flag, value range and created, expected-close, closed or modified dates. Money values come back as decimal strings. GET /deals.

Input Schema

NameRequiredDescriptionDefault
nameNoDeals whose name contains this text.
pageNoPage number, from 1 (default 1). Pass the previous reply's next_page.
sortNoSort column key, with a leading - for descending; several keys separated by commas. Example: -deal_value,deal_name. Custom fields sort as custom_label_<id>.
archivedNotrue = archived deals only, false = not archived only.
owner_idNoOnly deals owned by this user id.
per_pageNoResults per page, 1-200 (default 25).
stage_idNoOnly deals in this deal stage id (see pipelinecrm_list_deal_stages).
max_valueNoOnly deals worth at most this much.
min_valueNoOnly deals worth at least this much.
status_idNoOnly deals with this deal status id (open, won, lost... see pipelinecrm_list_lookup with kind deal_statuses).
pipeline_idNoOnly deals in this deal pipeline id (see pipelinecrm_list_deal_pipelines).
closed_afterNoClosed (won or lost) on or after this date (yyyy-mm-dd).
company_nameNoOnly deals whose company name contains this text.
closed_beforeNoClosed (won or lost) on or before this date (yyyy-mm-dd).
created_afterNoCreated on or after this date (yyyy-mm-dd).
created_beforeNoCreated on or before this date (yyyy-mm-dd).
modified_afterNoModified on or after this date (yyyy-mm-dd).
primary_contact_idNoOnly deals whose primary contact is this person id.
expected_close_afterNoExpected to close on or after this date (yyyy-mm-dd).
expected_close_beforeNoExpected to close on or before this date (yyyy-mm-dd).

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?

Annotations already declare readOnlyHint=true, destructiveHint=false and openWorldHint=true, so the safety profile is covered. The description adds one genuinely useful behavioral fact not in the schema — that money values return as decimal strings — plus the underlying endpoint (GET /deals), but says nothing about pagination behavior or result shape, so it is a modest add over 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.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two sentences, front-loaded with the core purpose before the filter inventory. The field enumeration is somewhat dense but each sentence carries distinct information and there is no 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 20-parameter list tool with no output schema, the description covers scope, filtering surface and the one non-obvious return detail (decimal-string money). It omits anything about total counts or pagination semantics, but pagination parameters are self-documented in the schema, leaving only minor gaps.

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 20 parameters are already documented with formats, ranges and cross-references. The description restates the filterable dimensions at a high level ('value range', 'created, expected-close, closed or modified dates') without adding syntax or defaults beyond the schema, which is the baseline 3 case.

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 ('List or search deals') and enumerates the dimensions returned and filterable, so an agent can tell it apart from pipelinecrm_get_deal (single record). It never names a sibling alternative such as pipelinecrm_deal_totals_by_stage, so differentiation is implicit rather than explicit.

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?

Usage is implied by the filter list (search when you need a filtered set), but there is no explicit when-to-use guidance, no exclusions, and no routing to alternatives like the aggregate totals tool or the single-deal getter.

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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