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create_customer

Create a new customer record in Clover with duplicate protection, checking existing email or phone before adding. Optionally preview the payload with dry-run and confirm duplicates as needed.

Instructions

Modifies merchant data. Create a new customer record in Clover.

Idempotency guard: searches for an existing customer with the same email or phone before creating. If a match is found and confirm_duplicate is False, the call is refused and the existing match is returned.

dry_run=True returns the would-be POST payload without sending it. Requires CUSTOMERS_R (duplicate check) and CUSTOMERS_W (write).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
emailNo
phoneNo
dry_runNo
last_nameYes
first_nameYes
confirm_duplicateNo
marketing_allowedNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior5/5

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

Beyond annotations, the description discloses the idempotency guard, duplicate-check refusal behavior, dry_run functionality, and required permissions (CUSTOMERS_R and CUSTOMERS_W). This adds significant behavioral context beyond the basic readOnly/destructive hints.

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 concise and structured: a clear action statement, followed by idempotency behavior, dry_run, and permission requirements. Every sentence adds value without unnecessary repetition.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the 7 parameters and zero schema descriptions, the description covers the essential non-obvious behaviors (duplicate handling, dry_run, permissions) and relies on the output schema for return format. It is sufficiently complete for effective tool selection and invocation.

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

Parameters4/5

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

With 0% schema description coverage, the description compensates by explaining dry_run, confirm_duplicate, and the role of email/phone in the duplicate check. It does not explicitly describe marketing_allowed, but most parameter meanings are clear from their names and defaults.

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 clearly states 'Create a new customer record in Clover', using a specific verb and resource. It distinguishes itself from sibling tools like update_customer by focusing on creation rather than modification.

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 provides clear context that this tool is for creating new customer records, including idempotency guard behavior. However, it does not explicitly mention when to use an alternative like update_customer or list when not to use the tool.

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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