Skip to main content
Glama

Add Customer

add_customer

Add a new customer to your CRM while avoiding duplicates. If a similar record exists, choose to use it or create a new one.

Instructions

Create a new customer record. Customers are organizations or individuals that your business works with or is pursuing. If similar customers already exist, a conflict response is returned with options to use an existing record or create a new one. Pass skip_duplicate_check=true to bypass this on retry.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
zipNoZIP code
cityNoCity
tagsNoTags for categorization, e.g. ['saas', 'enterprise']
notesNoGeneral notes about this customer
stateNo2-letter state code
websiteNoWebsite URL
address_line1NoStreet address
address_line2NoSuite, building, etc.
customer_typeNoType of customerother
customer_phaseNoLifecycle phase: prospect, lead, opportunity, customer, renewal, churned, or inactiveprospect
organization_nameYesName of the company, organization, or individual
skip_duplicate_checkNoSet true after conflict resolution to skip duplicate detection and create the customer.
Behavior4/5

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

With no annotations, the description carries the full burden. It discloses that a conflict response is returned if similar customers exist and that skip_duplicate_check bypasses this. This provides good transparency for a creation tool, though it does not specify the success response or error handling beyond conflicts.

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 two sentences long, front-loads the purpose, and contains no unnecessary words. Every sentence adds essential information.

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 has 12 parameters (1 required) and no output schema, the description covers the primary use case, conflict behavior, and retry mechanism. It does not describe return values or error handling beyond conflicts, but this is sufficient for a creation tool.

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 100%, so the baseline is 3. The description adds value by explaining the conflict resolution context for skip_duplicate_check but does not elaborate on other parameters beyond what the schema already provides. The conflict handling is the main added insight.

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 explicitly states 'Create a new customer record' and defines customers as organizations or individuals. It distinguishes from sibling tools by detailing the unique conflict detection and skip_duplicate_check behavior.

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 clearly states when to use this tool (to create a new customer) and provides guidance on handling conflicts, including how to bypass duplicate checks on retry. It does not explicitly compare with sibling tools but the context is clear.

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

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/OurThinkTank/founders-os'

If you have feedback or need assistance with the MCP directory API, please join our Discord server