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Mad-Man-Dan

Karbon MCP Server

by Mad-Man-Dan

Create custom field definition

create_custom_field

Define a new custom field across your Karbon tenant by specifying name, type, and visibility. Requires explicit user confirmation before execution.

Instructions

Create a new custom field definition for the whole Karbon tenant. This changes the firm's shared configuration, not just one record — state the field name, type, and visibility to the user and get their explicit confirmation before calling.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
NameYesThe field name shown in Karbon
TypeYes
ListOptionsNoOptions for list-type fields
IsVisibleToContactsNo
IsVisibleToOrganizationsNo
Behavior4/5

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

With no annotations, the description carries the full burden. It discloses that the tool changes firm-wide configuration (not just one record) and instructs to get user confirmation. Could mention idempotency or permissions, but adds valuable transparency.

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?

Two sentences, no wasted words. All information is front-loaded and earns its place.

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 5 params, 40% coverage, no output schema, and the tool's complexity, the description is fairly complete. It explains scope and required inputs. Missing details about return value or immediate effect.

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 coverage is 40%. The description adds meaning by mentioning name, type, and visibility, mapping to Name, Type, and visibility booleans. However, ListOptions is not covered, and the description only partially compensates for the low coverage.

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?

The description clearly states it creates a new custom field definition for the whole Karbon tenant, using specific verb and resource. It distinguishes from sibling tools like set_custom_field_values and delete_custom_field.

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?

Provides clear usage context, warning about changing shared configuration and requiring user confirmation. Does not explicitly list when not to use, but the guidance is strong.

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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