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OfirOhan

Copper CRM MCP Server

by OfirOhan

Log note or activity

log_activity

Add a note, call, meeting, or other activity to a Copper CRM person, company, lead, opportunity, or project. Specify parent type and ID plus details, and set activity type or date as needed.

Instructions

Add a note (default) or another user activity type (call, meeting...) to a person, company, lead or opportunity. Use list_activities with types=true to see activity type IDs.

Input Schema

NameRequiredDescriptionDefault
detailsYesThe note text
parent_idYes
parent_typeYes
activity_dateNoISO 8601 datetime (default now)
activity_type_idNoUser activity type ID (default 0 = Note)

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

A4/5.0
Behavior3/5

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

Annotations already disclose this is a non-read-only, non-idempotent, non-destructive, open-world write, so the safety profile is covered. The description adds the default-type behavior but does not warn about duplicate creation (relevant given idempotentHint=false) or permission requirements.

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 tight sentences: the action and its default come first, then the companion-tool hint for IDs. Nothing is padded.

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?

For a five-parameter mutation tool with annotations and no output schema, the description covers the default behavior and the ID-discovery path. Missing only the meaning of parent_id and any return/confirmation detail, which keeps it short of fully complete.

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 60%, and the description's additions (note is the default, activity_type_id comes from list_activities) largely restate what the schema already says ("default 0 = Note"). It never explains what parent_id refers to or how parent_type interacts with it, so the coverage gap is only partly compensated.

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?

States a specific verb ("Add") and resource (note or user activity type) and enumerates the parent entities it attaches to (person, company, lead, opportunity). It is immediately distinguishable from read-side siblings like list_activities and from create_task.

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?

Gives concrete routing guidance for one key decision: call list_activities with types=true to obtain activity_type_id values. It does not, however, clarify when to log an activity versus using create_task, or any prerequisites/restrictions on logging.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.