export const toolDescriptions = {
add_contact: {
description: `Create a new contact in the CRM system with personal and professional information`,
name: `Full name of the contact`,
organization: `Organization/company name`,
job_title: `Job title or position`,
email: `Email address`,
phone: `Phone number`,
telegram: `Telegram username or handle`,
x_account: `X (Twitter) username or handle`,
notes: `Additional notes about the contact`
},
list_contacts: {
description: `List all active contacts in the CRM system with optional archived contacts`,
include_archived: `Whether to include archived contacts (default: false)`
},
get_contact_details: {
description: `Retrieve complete information for a specific contact by ID`,
id: `Contact ID to retrieve details for`
},
search_contacts: {
description: `Search for contacts by name, organization, job title, email, or social handles`,
query: `Search query to match against name, organization, job title, email, telegram, or x_account`
},
list_contacts_by_organization: {
description: `Filter and list all contacts belonging to a specific organization`,
organization: `Organization name to filter contacts by`
},
archive_contact: {
description: `Archive (soft delete) a contact to remove it from active lists while preserving data`,
id: `Contact ID to archive`
},
update_contact: {
description: `Update existing contact information with new details`,
id: `Contact ID to update`,
name: `Updated full name`,
organization: `Updated organization/company name`,
job_title: `Updated job title or position`,
email: `Updated email address`,
phone: `Updated phone number`,
telegram: `Updated Telegram username or handle`,
x_account: `Updated X (Twitter) username or handle`,
notes: `Updated notes about the contact`
},
add_contact_entry: {
description: `Add a new interaction entry to a contact's history with proper historical dating`,
contact_id: `Contact ID to add entry for`,
entry_type: `Type of interaction`,
subject: `Brief subject/title of the entry`,
content: `Detailed content of the entry`,
interaction_date: `REQUIRED: The actual date when the interaction occurred
(ISO datetime string, e.g. '2025-05-27T10:30:00Z').
This field is required to ensure proper historical accuracy.
The system never uses automatic timestamps - you must always specify when the interaction actually happened.
Examples:
- "2025-05-30T14:30:00Z" for EthPrague conference meeting
- "2023-11-15T11:04:00Z" for initial Telegram contact
- "2025-06-04T12:32:00Z" for detailed strategy discussion
- "2025-06-05T09:24:00Z" for CRM administrative tasks
Always provide the exact historical date and time.`
},
update_contact_entry: {
description: `Update an existing contact history entry, including correcting historical dates`,
entry_id: `Contact entry ID to update`,
entry_type: `Updated type of interaction`,
subject: `Updated subject/title of the entry`,
content: `Updated detailed content of the entry`,
interaction_date: `OPTIONAL: Update the actual date when the interaction occurred
(ISO datetime string, e.g. '2025-05-27T10:30:00Z').
Use this to correct dates or move entries to their proper chronological position.
Only specify this if you want to change the date - otherwise the existing date is preserved.`
},
get_contact_history: {
description: `Retrieve all interaction history for a specific contact in chronological order`,
contact_id: `Contact ID to get history for`,
limit: `Maximum number of entries to return (default: all)`
},
get_recent_activities: {
description: `Get recent CRM activities across all contacts for overview and monitoring`,
limit: `Maximum number of recent activities to return (default: 10)`
},
export_contacts_csv: {
description: `Export all contacts to CSV format for backup or external analysis`,
include_archived: `Whether to include archived contacts (default: false)`
},
export_contact_history_csv: {
description: `Export contact interaction history to CSV format for reporting and analysis. When exporting for a specific contact, includes contact information at the top of the CSV file.`,
contact_id: `Specific contact ID to export history for (omit for all contacts)`
},
export_full_crm_csv: {
description: `Export complete CRM data with history concatenated into single cells per contact for streamlined analysis`,
random_string: `Dummy parameter for no-parameter tools`
},
export_todos_csv: {
description: `Export all todos (active and completed) to CSV format for task management and analysis`,
random_string: `Dummy parameter for no-parameter tools`
},
add_todo: {
description: `Add a todo item for a specific contact with optional target date`,
contact_id: `Contact ID to add todo for`,
todo_text: `Todo description or task details`,
target_date: `Target completion date (ISO datetime string, e.g. '2025-06-15T10:00:00Z')`
},
update_todo: {
description: `Update an existing todo item - modify text, target date, or completion status`,
todo_id: `Todo ID to update`,
todo_text: `Updated todo description`,
target_date: `Updated target completion date (ISO datetime string)`,
is_completed: `Mark todo as completed (true) or incomplete (false)`
},
get_todos: {
description: `Retrieve and list todos with filtering options for contact, date ranges, and completion status.
Use this tool when users ask questions like:
- "What are my todos?"
- "Get my todos"
- "Show me my todo list"
- "What tasks do I have?"
- "List my pending todos"
- "What do I need to do?"
- "Show todos for [contact name]"
- "What todos are due soon?"
This tool helps manage and track action items and tasks associated with contacts in the CRM system.
TIMELINE CHART SPECIFICATIONS:
When a user requests a timeline chart for todos, create a Gantt chart with these requirements:
- Show each active todo as a horizontal bar
- Start each bar from "now" (current date) and extend until the todo's target completion date
- Maximum duration: 2 weeks (14 days)
- If a todo's target date is more than 2 weeks away, cut off the bar at 2 weeks and add a label indicating the actual due date
- Each bar should span the full length from start to target date (or 2-week cutoff)
- Include clear labels on the left side showing contact names and brief task descriptions for easy reading
- Use color coding or visual indicators to show urgency (overdue, due soon, normal)
- Display dates in MM/DD format for readability
- DO NOT stack weeks on top of each other - create a running day-by-day chart that flows horizontally
- Each todo should have its own section/row to avoid visual clutter and overlap
- The timeline should show a continuous progression of days from left to right`,
contact_id: `Filter by specific contact ID to show todos for a particular contact`,
include_completed: `Include completed todos in results (default: false) - set to true to see finished tasks`,
days_ahead: `Show todos due within X days from now (e.g., days_ahead: 7 for todos due in the next week)`,
days_old: `Show todos created more than X days ago (useful for finding old/stale todos)`
}
};
