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NerdSnipe-Inc

Follow Up Boss MCP Server

createNote

Create and attach a note to a person's CRM record. Supply person ID and note body to document details or follow-ups.

Instructions

Create a note on a person

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
bodyYesNote body/content
userIdNoUser ID who created the note
personIdYesPerson ID
createdAtNoISO timestamp
Behavior2/5

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 only states that a note is created, without disclosing side effects, permission requirements, reversibility, or what happens to the note after creation.

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, front-loaded with the action and object. Every word is necessary, with no redundancy or filler.

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?

Despite having 4 parameters and no output schema or annotations, the description does not explain return values, param relationships, or required vs optional fields. It is too minimal to fully guide an agent in a complex creation context.

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 descriptions cover 100% of parameters (body, userId, personId, createdAt), so the baseline is 3. The description adds no extra meaning about parameter semantics, merely contextualizing the note as being 'on a person'.

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 'Create a note on a person' clearly states the specific action (create) and resource (note) with a target (person), which distinguishes it from sibling tools like updateNote and createPersonAttachment.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides no guidance on when to use this tool versus alternatives, nor does it mention prerequisites or exclusions. It lacks any contextual instructions for choosing createNote over similar create/list/update 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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