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Workforce-Cloud-Tech

Recruit CRM MCP Server

Create Note

create_note
Destructive

Adds a note to Recruit CRM for a candidate, company, contact, job, or deal, specifying type, description, and creator.

Instructions

Creates one Recruit CRM note. Requires note_type_id, description, related_to, related_to_type, and created_by user id. Resolve note type IDs with list_note_types and user IDs with list_users. Description supports basic HTML/rich text. Returns a compact note summary.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
created_byYesRecruit CRM user id creating the note.
related_toYesAssociated entity slug.
updated_byNoRecruit CRM user id updating the note.
descriptionYesNote description. Supports basic HTML/rich text and is sent to Recruit CRM as-is.
note_type_idYesRecruit CRM note type id.
associated_jobsNoAdditional associated job slugs. Max 25. Sent as a comma-separated API field.
related_to_typeYesAssociated entity type.
associated_dealsNoAdditional associated deal slugs. Max 25. Sent as a comma-separated API field.
associated_contactsNoAdditional associated contact slugs. Max 25. Sent as a comma-separated API field.
associated_companiesNoAdditional associated company slugs. Max 25. Sent as a comma-separated API field.
associated_candidatesNoAdditional associated candidate slugs. Max 25. Sent as a comma-separated API field.
collaborator_team_idsNoCollaborator team IDs. Max 25. Sent as a comma-separated API field.
collaborator_user_idsNoCollaborator user IDs. Max 25. Sent as a comma-separated API field.
enable_auto_populate_teamsNoWhen true, Recruit CRM auto-populates teams for the created_by user/account owner unless collaborator_team_ids is provided.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
note_idYes
note_typeYes
created_byYes
created_onYes
related_toYes
updated_byYes
updated_onYes
descriptionYes
associated_jobsYes
related_to_typeYes
associated_dealsYes
collaborator_teamsYes
collaborator_usersYes
associated_contactsYes
related_to_view_urlYes
associated_companiesYes
associated_candidatesYes
Behavior4/5

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

Annotations already establish the operation as non-read-only and destructive, so the description does not need to restate that. It adds value by noting that the description supports basic HTML/rich text and that the tool returns a compact note summary. These are behavioral details beyond the annotations, though the return summary may be redundant given the output schema exists.

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 three sentences long, with no wasted words. It front-loads the primary action and resource, then provides essential prerequisites and return behavior. Every sentence contributes unique information, making this an excellent example of conciseness.

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?

For a create tool with 14 parameters and an output schema, the description covers the core essentials: required fields, ID resolution, content format, and return summary. It doesn't explain the optional association parameters, but the schema handles those. Given the complexity, a small gap exists around behavior for edge cases (e.g., invalid related_to), so 4 is appropriate.

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 100% schema coverage, the baseline is 3. The description adds meaningful guidance by telling the agent to resolve IDs via list_note_types and list_users, which is not in the schema for those parameters. This extra context helps the agent select valid values, elevating the score to 4.

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 'Creates one Recruit CRM note' with a specific verb and resource. It distinguishes itself from sibling tools like update_note and search_notes by focusing on creation. The mention of required fields further anchors the purpose.

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 explicitly directs users to resolve note type IDs with list_note_types and user IDs with list_users, providing clear guidance for prerequisite lookups. It does not explicitly say when NOT to use this tool, but the context is clear. This earns a 4 rather than 5 because no exclusions or alternative tool mentions are given.

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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