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create_opportunity

Add a new sales opportunity to the CRM pipeline, specifying details such as value, stage, lead info, and custom fields.

Instructions

Create a new sales opportunity in the pipeline

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesName/title of the opportunity
toDosNoTo-do items for this opportunity
valueNoEstimated value of the opportunity
leadInfoNoLead contact information and custom answers
stageNameNoPipeline stage name (use list_pipeline_stages to see available stages)
clientNameNoExact match of a client name in the CRM
descriptionNoDescription of the opportunity
customValuesNoMap of custom field values. Keys must match pipeline custom fields exactly
estCloseDateNoExpected close date (YYYY-MM-DD format)
Behavior2/5

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

With no annotations, the description must disclose behaviors. It only states creation but omits side effects (e.g., pipeline stage updates, required permissions, return value).

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Single sentence, no wasted words. Could benefit from slight expansion (e.g., 'returns the new opportunity ID'), but remains front-loaded and efficient.

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?

9 parameters, nested objects, no output schema. The one-line description fails to cover creation behavior, prerequisites, or post-creation state. Incomplete for a tool of this complexity.

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 the description adds no extra meaning beyond the schema. Baseline of 3 is appropriate; no additional semantics provided.

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 the verb 'Create' and the resource 'new sales opportunity in the pipeline', distinguishing it from sibling tools like create_client or create_project.

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 on when to use this tool versus alternatives (e.g., create_project). The description offers no context about prerequisites or exclusions.

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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