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finance_collections_to_crm_tasks

Converts finance collections data into CRM tasks. Provide a free-text objective and optional structured inputs to automate the process.

Instructions

Run the finance domain agent action finance_collections_to_crm_tasks.

Routes through the platform's domain-agent dispatcher under your JWT, tenant, and company scope.

Args: message: Free-text objective for the action. inputs: Optional JSON string of structured inputs for the action.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
messageNo
inputsNo{}

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior2/5

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

With no annotations, the description should disclose behavioral traits. It only mentions routing through a dispatcher, omitting side effects, permissions, or whether the action is read-only or destructive. The actual behavior (creating tasks) is left implicit.

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 short (three sentences plus args) but lacks substance; it is concise but not optimally structured for quick understanding. Every sentence is used, but they are not informative enough.

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?

Given the tool's complexity (domain agent action wrapper) and lack of annotations, the description is incomplete. It does not explain the action's purpose, input semantics, or output (despite having an output schema). The routing detail is helpful but insufficient.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, so the description must compensate. It adds minimal semantics: 'message' is a free-text objective and 'inputs' is optional JSON, but lacks examples, format details, or clarification of what 'objective' means. The description barely adds value beyond the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose3/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states it runs a specific domain agent action, but does not explain the business function, making it only somewhat clear. It relies on the name 'finance_collections_to_crm_tasks' for inference, which is vague without context.

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 guidance is provided on when to use this tool versus alternatives. The description only mentions routing details (JWT, tenant, scope), which are not usage guidelines.

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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