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update_project

Update an existing project's details such as name, due date, fee type, and client portal access in Moxie CRM.

Instructions

Update an existing project in Moxie CRM

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoNew project name
activeNoWhether the project is active
amountNoFee amount
dueDateNoNew due date (YYYY-MM-DD format)
feeTypeNoFee schedule type
hexColorNoNew project display color
projectIdNoID of the project to update
startDateNoNew start date (YYYY-MM-DD format)
clientNameNoClient name (required if using projectName)
descriptionNoNew project description
projectNameNoName of the project to update (alternative to projectId)
portalAccessNoNew client portal access level
Behavior2/5

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

No annotations are present, so the description carries full responsibility. It only states 'Update an existing project', implying mutation, but does not disclose partial vs full update behavior, required fields, side effects, or permissions. This is insufficient for a mutation tool with 12 parameters.

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 a single short sentence with no extraneous information, but it is too minimal for a tool with 12 parameters. It sacrifices completeness for brevity.

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 large number of parameters (12) and lack of output schema or annotations, the description is far too brief. It does not explain how the update works (e.g., partial vs full, required relationships between parameters) or what the response looks like.

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 coverage is 100%, with each parameter having a description in the JSON schema. The tool description adds no additional parameter-level meaning beyond what the schema already provides, warranting the baseline score of 3.

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

Purpose4/5

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

The description clearly states the verb 'Update' and the resource 'existing project in Moxie CRM', distinguishing it from sibling tools like create_project and search_projects. However, it is very brief and could be more specific about which fields are updatable.

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 vs alternatives such as create_project, search_projects, or other update tools. The description does not mention any prerequisites or context for using the update functionality.

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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