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Enrich Brief With Crm

enrich_brief_with_crm

Generate a meeting brief that adds HubSpot CRM deal context for each attendee, combining calendar lookup and web research for sales and customer calls.

Instructions

Generate a meeting brief enriched with HubSpot CRM data.

Combines Google Calendar lookup + parallel web research on attendees + HubSpot CRM deal context for each attendee. Best used for sales meetings, partner reviews, and customer calls where CRM context matters.

Set HUBSPOT_API_KEY in .env to unlock CRM enrichment.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
meeting_titleYesPartial or full meeting title to look up on Google Calendar.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.4.0

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 does disclose a real behavioral trait: the HUBSPOT_API_KEY environment prerequisite and the implication that CRM enrichment is unavailable without it. It also reveals the tool fans out into parallel web research, hinting at latency/cost, but says nothing about rate limits, partial-failure behavior, or the degraded output shape when the key is absent.

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?

Four short sentences, each earning its place: purpose, composition, usage, and prerequisite. The core purpose is front-loaded in the first sentence with zero preamble or filler.

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?

An output schema exists, so return values need not be explained, and the description covers composition, intended use, and the auth prerequisite. The remaining gap is behavioral: it never clarifies what the brief looks like without the CRM key or how slow the parallel research step is, which matters for a tool that chains three sources.

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% and there is a single parameter, so the schema already explains that meeting_title is a partial-or-full Calendar lookup string. The description adds no additional matching semantics (e.g., case sensitivity, ambiguity handling), 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?

States a specific verb and resource ('Generate a meeting brief enriched with HubSpot CRM data') and then enumerates the three data sources it composes (Calendar lookup, parallel web research, HubSpot deal context). That composition detail is what lets an agent separate this from siblings like brief_with_history or get_meeting_brief without opening a schema.

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?

Gives a clear when-to-use signal ('sales meetings, partner reviews, and customer calls where CRM context matters') and a prerequisite (HUBSPOT_API_KEY). It does not name an alternative tool or state when NOT to use this one, so it stops short of the explicit routing that a 5 requires.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.