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ZLeventer

salesforce-marketing-mcp

sf_create_task

Create a Salesforce task and link it to a lead, contact, campaign, or opportunity. Specify subject, due date, priority, and status to manage follow-ups and marketing activities.

Instructions

Create a new Salesforce task linked to a lead, contact, campaign, or opportunity

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
subjectYes
whoIdNoLead or Contact ID
whatIdNoCampaign, Opportunity, or Account ID
statusNoNot Started
priorityNoNormal
dueDateNoISO date string YYYY-MM-DD
descriptionNo
Behavior2/5

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

No annotations provided, so description carries full burden. Only states creation, omitting side effects, authentication needs, error handling, or behavior on invalid references.

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?

Single sentence, no fluff. Efficiently communicates core functionality.

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?

With 7 parameters, no output schema, and no annotations, the description is too brief. Lacks return value info, error handling, examples, or prerequisites for a creation tool.

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

Parameters2/5

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

Schema coverage is only 43%, and description adds no parameter details beyond what the schema already provides. Fields like 'subject' and 'description' remain unexplained.

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?

Clearly states the verb (Create), resource (Salesforce task), and linking objects (lead, contact, campaign, or opportunity). Distinct from sibling create tools for leads, contacts, campaigns, etc.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Implies usage for creating tasks linked to specific entities, but lacks explicit when-to-use vs alternatives. No guidance on when not to use or which sibling to choose.

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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