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JoseAlmeida-Ploomes

Ploomes MCP Server

salvar_secao_formulario_pipeline

Creates or updates a section in the pipeline deal form. Use pipeline_id and nome; optionally set position or hidden flag.

Instructions

    Criar ou atualizar uma seção no formulário de negócios de um pipeline.

    Passe o ID para atualizar uma seção existente.

    Observacoes:
        1. Use buscar_pipeline para obter o pipeline_id.
        2. Use buscar_formulario_pipeline para ver as seções existentes e seus IDs.
        3. ordenacao define a posição da seção no formulário (menor = mais acima).
           Se não informado, a seção é adicionada ao final.
        4. formulario_rapido=True cria no QuickForm (criação rápida).
        5. Após criar a seção, use salvar_campo_formulario_pipeline para adicionar campos.
    

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idNo
nomeYes
ocultaNo
ordenacaoNo
pipeline_idYes
formulario_rapidoNo
Behavior3/5

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

No annotations provided, so description carries the burden. It explains key behaviors: create vs update based on ID, ordering meaning, quick form toggle, and post-creation field addition. However, it does not disclose what the function returns on success/error, side effects, authorization needs, or how 'oculta' behaves. Moderate coverage.

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?

Concise yet informative. The main purpose is stated first, followed by numbered notes that cover essential usage details. No unnecessary sentences, well-organized for quick scanning.

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 no output schema and no annotations, the description provides adequate context for a create/update tool: prerequisites, parameter explanations, and subsequent steps. Lacks return value description and error handling details, but the notes cover key usage flow.

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 0%, but description compensates by explaining 5 out of 6 parameters: pipeline_id (implied via step 1), nome (required), id (update logic), ordenacao (position explanation), formulario_rapido (quick form). Only 'oculta' is left unexplained. Effective use of notes to add meaning beyond raw schema.

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?

Description clearly states the tool creates or updates a section in a pipeline's business form. It explains the create/update distinction via ID presence. While it doesn't explicitly differentiate from sibling tools like 'excluir_secao_formulario_pipeline', the verb and resource are specific.

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?

Provides explicit step-by-step guidance: use buscar_pipeline to get pipeline_id, buscar_formulario_pipeline to check existing sections, explains ordenacao and formulario_rapido semantics, and recommends salvar_campo_formulario_pipeline after creation. It clearly indicates when to use this tool and what to do before and after.

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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