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Mgabr90

Zoho CRM + Books MCP Server

by Mgabr90

get_smart_queries

Retrieve pre-built smart queries for Zoho CRM, Books, People, and Desk, filterable by business category like sales, marketing, or finance.

Instructions

Get all available smart query builders across Zoho products. Smart queries are pre-built, business-focused workflows that combine multiple tools to solve common business scenarios.\n\nCategories Available: sales, marketing, finance, hr, support, analytics\n\nProducts Covered: CRM (sales intelligence), Books (financial analysis), People (HR insights), Desk (support optimization)\n\nExample: Get all sales-focused queries\n{"category": "sales"}

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
productNoFilter by specific Zoho product
categoryNoFilter by business category
Behavior3/5

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

No annotations are provided, so the description carries the full burden. It clearly implies a read-only list operation, and the example shows filtering behavior. However, it does not disclose potential response size, pagination, or any side effects. For a simple get/list tool, this is acceptable but not fully transparent.

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 well-structured with a front-loaded action statement, followed by relevant details in bullet points and an example. Each section adds value without redundancy. It is concise yet comprehensive, earning a top score.

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 the tool's simplicity (2 optional enum params, no output schema), the description is complete enough. It explains what smart queries are, available categories, covered products, and an example. The only minor gap is not describing the return format, but for a list tool this is not essential.

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 coverage is 100% with enum descriptions for both parameters. The description adds semantic value by explaining what each product covers (e.g., CRM for sales intelligence) and provides an example that maps params to usage. This goes beyond the schema's basic definitions.

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 'Get all available smart query builders across Zoho products' with a specific verb and resource. It explains what smart queries are and lists categories/products, making the purpose unambiguous. However, it does not explicitly contrast with sibling tools like get_smart_query_plan or list_business_scenarios, so it lacks sibling differentiation.

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 provides clear context on when to use the tool by listing covered categories and products, and includes an example with a filter. It implicitly guides usage but does not explicitly mention when to use an alternative tool or exclude cases. Thus, it meets 'clear context, no exclusions' but stops short of explicit alternatives.

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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