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SirojWongpitakroj

MHTL Warehouse MCP Server

Get insights for a customer

customer_insights

Retrieve a consolidated customer profile including identity, contracts, delinquency, balances, contact notes, and loan applications using name or ID.

Instructions

Given a customer name or id, return a consolidated insight profile: identity, all contracts, delinquency/NPL summary, outstanding & overdue balances, recent collection contact notes, and loan applications. This is the tool for requests like 'get the insights of the customer Max'.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
customerYesCustomer name (full or partial), customer id (e.g. 'C500004'), or numeric oid.
notes_limitNoHow many recent contact notes to include (default 10).
Behavior3/5

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

With no annotations, the description must fully disclose behavior. It enumerates the returned data but omits details like read-only nature, permissions, or performance implications. It adequately describes output components but lacks explicit behavioral traits.

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?

The description is two concise sentences, front-loading the core purpose and listing returned data. The example at the end adds clarity without unnecessary verbosity.

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

Completeness4/5

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

Given two parameters and no output schema, the description sufficiently explains what the tool returns. It covers the main components but could be more precise about edge cases or default behavior for the notes_limit parameter.

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 describes both parameters fully, achieving 100% coverage. The description adds no additional meaning beyond the schema, so it meets the baseline without extra value.

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 tool's purpose: returning a consolidated insight profile for a customer, listing specific components (identity, contracts, etc.) and providing an example query. It distinguishes from siblings like find_customer, which likely returns basic info.

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 includes a concrete example ('get the insights of the customer Max'), giving clear context for when to use this tool. However, it does not explicitly mention when not to use it or suggest alternatives among siblings.

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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