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Link contact to account

add_account_contact
Destructive

Link a contact to an account with a role from the workspace's account_contacts.role values (seed defaults: champion / economic_buyer / decision_maker / user / blocker / influencer / csm_primary). Use is_primary_champion=true to mark the single primary champion (at most one per account; setting it auto-clears any previous primary). Distinct from opportunity_contacts — account_contacts persist across the customer relationship even when no opportunity is open. Resolve account_id + contact_id with search_* first — never invent ids.

When to use: When you learn someone's role at a customer. Set is_primary_champion=true for the single most important advocate.

Example: Add Sarah Chen as the primary champion at Acme.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
roleYesDefaults: champion | economic_buyer | decision_maker | user | blocker | influencer | csm_primary. A workspace admin may rename or add values — see the live set in propose_updates' workspace.enum_values, or an admin's describe_schema.
notesNoFree-text context for this link (e.g. how the person relates to the account), stored on the account_contacts row; re-linking without it clears any stored note.
account_idYesA uuid.
contact_idYesA uuid.
is_primary_championNoBoolean (true/false).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
createdNo
account_contactNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.6/5.0
Behavior4/5

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

Annotations declare destructiveHint=true and idempotentHint=false, so the safety profile is partly covered; the description adds genuinely new behavioral context by disclosing that setting is_primary_champion auto-clears any previous primary (at most one per account). That is exactly the kind of side effect an agent must know before calling. It does not discuss permission requirements or response shape, but those are lower value here.

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?

Three short blocks (core semantics, when-to-use, example) with the most decision-relevant facts front-loaded. Slight redundancy in restating the role default list that also appears in the schema, but no filler sentences.

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 5-parameter mutation tool with full schema coverage, an output schema, and annotations, the description supplies everything else an agent needs: when to invoke, id-resolution prereq, exclusivity side effect, and the sibling distinction. Nothing material is missing.

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?

Schema description coverage is 100%, so the baseline is 3; the description adds real meaning beyond the schema by enumerating the seed role values and explaining the exclusivity semantics of is_primary_champion. It stops short of describing notes handling in prose, which the schema already covers.

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?

States a specific verb and resource ('Link a contact to an account') and immediately differentiates from the sibling concept opportunity_contacts by explaining that account_contacts persist across the customer relationship. An agent can select it confidently without opening the schema.

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

Usage Guidelines5/5

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

Explicit 'When to use' section plus a worked example ('Add Sarah Chen as the primary champion at Acme'), and a prerequisite telling the agent to resolve ids via search_* first rather than inventing them. It also names the near-sibling remove_account_contact implicitly through the inverse framing, and contrasts with opportunity_contacts.

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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