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chartmogul

ChartMogul MCP Server

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by chartmogul

create_opportunity

Create a sales opportunity in ChartMogul by specifying customer, pipeline stage, amount, and estimated close date to track potential revenue.

Instructions

[ChartMogul API] Create sales opportunity. REQUIRED: customer_uuid (string), owner (string: email), pipeline (string), pipeline_stage (string), estimated_close_date (string: YYYY-MM-DD), amount_in_cents (integer: amount in cents), currency (string: "USD", "EUR", "GBP"). OPTIONAL: type (string: "recurring" or "one-time"), forecast_category (string: "pipeline", "best_case", "committed", "lost", "won"), win_likelihood (integer: 0-100), custom (object: key-value pairs). All fields in data dict. Returns created opportunity object.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataYes
Behavior3/5

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

With no annotations provided, the description carries the full burden. It discloses that it creates a new opportunity and returns the created object, but lacks details on permissions, error handling, rate limits, or whether the operation is idempotent. It adds basic behavioral context but misses critical mutation-related information.

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?

The description is front-loaded with the purpose and efficiently lists parameters in a structured way. However, it could be more concise by avoiding repetition (e.g., 'All fields in data dict' is somewhat redundant) and better organizing the parameter details.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the complexity (a mutation tool with no annotations and no output schema), the description is partially complete. It explains parameters well but lacks behavioral details like error cases, authentication needs, or response structure. It's adequate but has clear gaps for a creation tool.

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

Parameters5/5

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

Schema description coverage is 0%, and the input schema only has one generic 'data' parameter. The description compensates fully by detailing all required and optional fields (e.g., customer_uuid, amount_in_cents, currency with enums), their types, formats, and constraints, adding significant meaning beyond the schema.

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?

The description clearly states the action ('Create sales opportunity') and specifies the resource ('opportunity'), distinguishing it from sibling tools like 'list_opportunities' or 'update_opportunity'. It provides a specific verb and target resource.

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?

No guidance is provided on when to use this tool versus alternatives like 'update_opportunity' or 'list_opportunities'. The description lacks context about prerequisites, such as needing an existing customer, or when not to use it.

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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