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AccountantInc

KikoBooks MCP Server

promote_deal_to_customer

Promotes a deal's customer to the Customer lifecycle stage and links it to the deal, enabling proposal or job creation from that deal.

Instructions

Promote a deal's customer to the 'Customer' lifecycle stage and link it to the deal. This is the required gate before creating a proposal or job from a deal. Requires the Sales module and the write scope. Confirm with the user before calling.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
deal_idYesThe CRM deal ID whose customer should be promoted

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.2.9

TDQS

A4.2/5.0
Behavior4/5

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

With no annotations, the description carries the full burden, and it discloses real behavioral facts: Sales module dependency, write scope requirement, the fact that it is a gate for downstream creation steps, and a human-confirmation requirement. It does not cover idempotency, what happens if the customer is already in that stage, or reversibility.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

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

Three short sentences, each earning its place: what it does, why/when it matters, and the operational prerequisites plus confirmation. The core action is front-loaded.

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 single-parameter mutation with no annotations and no output schema, the description supplies the key operational context an agent needs (prerequisites, confirmation, downstream relevance). Remaining gaps are edge-case behavior such as already-promoted customers and error outcomes.

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?

There is a single parameter whose schema description is already complete (100% coverage). The description only echoes 'a deal's customer' and adds no format, sourcing, or lookup guidance beyond the schema, so the baseline 3 applies.

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?

Names a specific verb (promote) and resource (a deal's customer), plus the concrete side effect of linking it to the deal. It is clearly distinguishable from sibling tools like update_customer, create_customer, or move_deal_stage.

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

Usage Guidelines4/5

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

States an explicit precondition ('required gate before creating a proposal or job from a deal') that tells the agent when this tool must be used, plus a user-confirmation requirement. It does not name alternatives or when-not-to-use cases, so it stops short of a 5.

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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