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List Customers

list_customers

Filter and retrieve paginated customer lists by tags, type, lifecycle phase, or open tasks.

Instructions

List customers with optional filters. Returns paginated results with summary info. Response includes a render field with tiered rendering guidance - check it before composing your reply.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tagNoConvenience filter for a single tag. Use `tags` for multiple.
tagsNoFilter to items carrying these tags. Combined per `tag_match` (default 'all': the item must carry every listed tag).
limitNoMax results
stateNoFilter by 2-letter state code
offsetNoOffset for pagination
tag_matchNoHow to combine `tags`: 'all' (item has every tag, default) or 'any' (item has at least one of them).
customer_typeNoFilter by customer type
customer_phaseNoFilter by lifecycle phase
has_open_follow_upsNoIf true, only return customers with open tasks
Behavior4/5

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

No annotations provided, so description must cover behavior. It mentions paginated results, summary info, and a render field with tiered rendering guidance—helpful beyond a simple list. No contradictions.

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?

Three sentences: purpose, behavior (pagination/summary), and a notable rendering detail. No wasted words, front-loaded with the key action.

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?

No output schema, so description should explain returns. It conveys paginated results with summary info and a render field, sufficient for an agent. Could be more specific about summary fields but overall 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 description coverage is 100%, so baseline is 3. The description adds minimal parameter info beyond 'optional filters', relying on the schema to detail each parameter.

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?

Clearly states 'List customers with optional filters', specifying verb and resource. Among many sibling list tools, this is distinctively about customers, aided by the tool name itself.

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

Usage Guidelines3/5

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

No explicit guidance on when to use this tool versus alternatives (e.g., search_customers, get_customer). The description implies it's for listing with filters, but no exclusions or alternative references.

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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