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CustifyOfficial

Custify MCP Server

Official

create_note

Add notes to Custify customer accounts to document interactions, track updates, and maintain account history for customer success teams.

Instructions

Create a note on a Custify account.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
account_idYesThe Custify company/account ID
bodyYesThe note content/body text
subjectNoOptional note subject
Behavior2/5

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

With no annotations provided, the description carries full burden for behavioral disclosure. While 'Create' implies a write/mutation operation, it doesn't specify permissions required, whether notes are editable/deletable, rate limits, or what happens on success/failure. The description is minimal and lacks important behavioral context.

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?

The description is a single, efficient sentence with zero wasted words. It's appropriately sized for a simple creation tool and gets straight to the point without unnecessary elaboration.

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

Completeness2/5

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

For a mutation tool with no annotations and no output schema, the description is insufficient. It doesn't explain what a 'note' represents in Custify's context, what happens after creation, or provide any error handling context. The agent would need to guess about important behavioral aspects.

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?

Schema description coverage is 100%, so the schema already documents all three parameters thoroughly. The description doesn't add any parameter-specific context beyond what's in the schema, such as format examples or constraints. Baseline 3 is appropriate when schema does the heavy lifting.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the action ('Create a note') and target resource ('on a Custify account'), which is specific and unambiguous. However, it doesn't differentiate from sibling tools like 'create_task' or explain what distinguishes notes from other entities in the system.

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?

The description provides no guidance on when to use this tool versus alternatives like 'create_task' or other sibling tools. It doesn't mention prerequisites, typical use cases, or any context about when note creation is appropriate versus other operations.

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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