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Mad-Man-Dan

Karbon MCP Server

by Mad-Man-Dan

Create work item

create_work_item

Create a new work item in Karbon by providing title, client, assignee, and start date. Optionally set work type, status, budget, and description.

Instructions

Create a new work item in Karbon. WorkType and status values are tenant-specific — call get_tenant_settings first if unsure.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
TitleYes
DueDateNoISO 8601 date or date-time
WorkTypeNoTenant-specific work type label, e.g. 'Tax Return'
ClientKeyYesKey of the client this work is for (ContactKey, OrganizationKey, or ClientGroupKey)
StartDateYesISO 8601 date or date-time, e.g. 2026-08-01
ClientTypeYes
DescriptionNo
DeadlineDateNo
PrimaryStatusNo
EstimatedBudgetNo
SecondaryStatusNoTenant-specific status label from get_tenant_settings
WorkTemplateKeyNoCreate from a work template (see list_work_templates)
AssigneeEmailAddressYesEmail address of the Karbon user assigned to this work
Behavior2/5

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

No annotations are provided, so the description must disclose behavioral traits. It does not mention side effects, permissions, rate limits, or what the tool returns (e.g., if it returns the created work item ID). The creation action implies mutation but lacks sufficient 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 sentence that is concise and front-loaded with the primary action, making it easy to parse.

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?

Given the tool has 13 parameters and no output schema, the description is too brief. It does not explain the return value, behavior on creation, or cover other important aspects such as client type requirements. More context is needed for an AI agent to use it correctly.

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 54%, so the description should add meaning. It adds context that WorkType and status values are tenant-specific, but does not explain other parameters beyond what the schema provides. This is adequate but not thorough.

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 states 'Create a new work item in Karbon' with a specific verb and resource, and the name 'create_work_item' clearly distinguishes it from sibling tools like update_work_item.

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?

The description advises to call get_tenant_settings if unsure about WorkType or status values, providing clear guidance on a prerequisite. However, it doesn't explicitly mention when not to use this tool or contrast with other create tools.

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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