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finance_credit_risk_to_crm_health

Evaluate credit risk data and automatically update CRM health scores to align financial risk insights with customer relationship records.

Instructions

Run the finance domain agent action finance_credit_risk_to_crm_health.

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?

No annotations are provided, so the burden is on the description. It mentions routing under JWT/tenant/company scope, which is useful, but does not disclose what the action actually does (e.g., updates CRM, creates records), potential side effects, or return values. The output schema exists but is not referenced.

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 with 3 sentences plus parameter lines. It is front-loaded and avoids fluff, but it is too terse and sacrifices information. Could be improved by adding behavioral details without being overly verbose.

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 likely performs a write operation (credit risk to CRM health), the description does not explain the output or side effects. The existence of an output schema is not leveraged. The tool is part of a large set of siblings, and without differentiation, the description is incomplete for an agent to use correctly.

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 'Free-text objective' for message and 'Optional JSON string of structured inputs' for inputs, which provides basic meaning but lacks detail on format, constraints, or examples. Insufficient compensation for undocumented schema.

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

Purpose2/5

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

The name suggests a mapping from credit risk to CRM health, but the description only says 'Run the finance domain agent action' and does not explain what the action does. It lacks a specific verb and resource, and does not distinguish from sibling finance tools.

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

Usage Guidelines1/5

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

No guidance on when to use this tool versus alternatives. Among siblings like finance_customer_health_risk, there is no comparison or context provided. The description does not state prerequisites or scenarios.

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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