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NerdSnipe-Inc

Lofty MCP Server

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addTransaction

Add a transaction to a CRM lead by specifying lead ID and transaction name. Optionally include details like price, type, status, dates, and commissions.

Instructions

Add a new transaction to a lead.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
leadIdYesID of the lead (required)
transactionNameYesTransaction name
transactionTypeNoTransaction type (e.g. Buy, Sell)
homePriceNoHome price
transactionStatusNoTransaction status
expectedCloseDateNoExpected close date in ms epoch
closeDateNoActual close date in ms epoch
commissionRateNoCommission rate (percentage)
gciNoGross commission income
teamRevenueNoTeam revenue share
agentRevenueNoAgent revenue share
assignedAgentNoAssigned agent user ID
Behavior1/5

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

The description lacks any behavioral details such as idempotency, side effects, error handling, or permissions. With no annotations, the tool's behavioral traits remain completely opaque.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is extremely concise (one sentence) but lacks structure and front-loading of key information. It is not verbose but also not informative.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness1/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given 12 parameters, no output schema, and no annotations, the description is far from complete. It omits return values, error conditions, and any context about the transaction creation process.

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?

The input schema already describes all 12 parameters (100% coverage), so the description adds no additional semantic value. Baseline score of 3 is appropriate.

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 states a clear action ('Add a new transaction') and target ('to a lead'). It is specific enough to convey the core purpose, though it does not differentiate from sibling tools like updateTransaction.

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?

No usage guidelines are provided. The description does not indicate when to use this tool versus alternatives (e.g., updateTransaction, listLeadTransactions), nor does it mention prerequisites or typical use cases.

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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