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Review proposed updates

review_proposed_updates
Read-only

Present atomic proposed CRM updates for field-by-field approval. Pass the proposals you generated; each commit.tool must be an allowlisted write tool and commit.args must match that tool's input schema. Record creates/updates go through the GENERIC verbs — create_record takes { object_type, data: { …fields } }; update_record takes { object_type, id, patch: { …fields } } with id the resolved record UUID from your matches; the activity/domain verbs take flat args. It validates each proposal independently and, on hosts that render cards, shows the same field-by-field review as a card; invalid rows are flagged. It commits NOTHING itself: it returns server-generated proposal IDs plus a short-lived receipt, and after explicit selection you call commit_reviewed_updates once with that unchanged receipt. A proposal can link only to a record that already exists: when a batch creates a new parent (an account or contact), review and commit those creates first, then propose the rows that link to them in a second review using the ids commit_reviewed_updates returns. Retire a converted lead in that review only when it references nothing created there, such as a new opportunity; otherwise in a third review once those ids exist, since a retired lead can't be edited. Too large to seal? Split it into smaller reviews. The card DISPLAYS each row from commit.args (the fields that will actually be written), so args must carry everything the user should see; target, title and field_changes are legacy presentation hints only. When the changes come from a stored conversation, carry its source_touch_id into this review.

When to use: Right after propose_updates, or whenever you've assembled atomic updates from a prompt: pass the proposals (each with the write tool + args to commit it) to validate them and receive a short-lived review receipt. Commits nothing itself.

Example: Show me those changes as a card so I can approve the ones I want.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
proposalsYes1–50 atomic proposals, each {confidence 0–1, commit:{tool, args}} plus optional rationale and field_changes; kind, title and target are optional presentation hints derived from commit.tool/args when omitted. commit.args is exactly what gets written.
source_touch_idNoStored conversation used to derive this batch. Preserve the source_touch_id returned by propose_updates.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
noteNo
countNo
receiptNo
warningsNo
proposalsNo
review_idNo
expires_atNo
valid_countNo
invalid_countNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already cover readOnly/destructive/openWorld, and the description adds real value beyond them: validation is independent per row, invalid rows are flagged, a short-lived receipt is returned, and the allowlist constraint on commit.tool is stated. It does not address rate limits or the exact error surface, so it falls short of a 5.

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?

Front-loaded with the core action and a labeled "When to use" and "Example", but the middle paragraph is dense and packs workflow edge cases together; "It commits NOTHING itself" is effectively repeated in the when-to-use section, which is mild redundancy rather than waste.

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?

Given the tool's workflow complexity and an existing output schema (which covers the return/receipt), the description covers the tricky sequencing (create-before-link, lead retirement, batch splitting) and validation behavior thoroughly. Minor gaps remain around error handling, but nothing an agent needs to call it correctly 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 baseline is 3, but the description goes further by explaining commit.args semantics that the schema leaves as open objects: create_record/update_record generic verb arg shapes ({object_type, data}/{object_type, id, patch}), the resolved-UUID requirement for id, and carrying source_touch_id from propose_updates.

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 ("Present atomic proposed CRM updates for field-by-field approval") and immediately distinguishes itself from siblings, notably commit_reviewed_updates via "It commits NOTHING itself" and propose_updates via the when-to-use context. An agent can route to this tool 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: Right after propose_updates, or whenever you've assembled atomic updates from a prompt" plus a detailed ordering protocol (creates first, then link-rows in a second review, retirement in a third, split large batches). The alternative commit_reviewed_updates is named with the condition (after explicit selection, with the unchanged receipt).

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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