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dealdesk-mcp

dealdesk.create_card

Create a DealDesk card with title, stage, description, and optionally link a Customer Directory company or contact.

Instructions

Create a desk card (title, stage, optional description, Customer Directory company/contact).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
notesNoDeprecated alias for description — prefer description
stageNo
titleYes
companyIdNoCustomer Directory company id → accountRef on the card
contactIdNoCustomer Directory contact id → contactRef on the card
projectIdYesDealDesk project id (must match API key / OAuth project)
descriptionNoCard description (main body text shown on the card)
deskDescriptionNoLocal desk-only description (optional; distinct from CRM case description)

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
cardYesDesk card shown in the card-summary widget

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

C2.9/5.0
Behavior2/5

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

No annotations are provided, so the description carries the full behavioral burden, yet it only implies mutation via 'Create'. It says nothing about permission requirements, whether the projectId must match the API key/OAuth project (buried in the schema), idempotency, or failure modes.

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?

A single front-loaded sentence with no wasted words. It is efficient, though the terse parenthetical sacrifices some explanatory detail.

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

Completeness3/5

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

An output schema exists, so return values need not be described. However, for a mutation tool with zero annotation coverage, the description is thin on behavioral and usage context needed to invoke it correctly.

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 75%, so the schema already documents most parameters. The description highlights title, stage, description, and company/contact but omits notes (deprecated alias), deskDescription, and the critical projectId scoping constraint, adding only marginal value over the schema.

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?

States a specific verb ('Create') and resource ('desk card') and enumerates the salient fields in the parenthetical. It is clearly separable from siblings like get_card, patch_card, and list_cards, though it does not explicitly distinguish itself from create_case or create_quote.

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 when-to-use guidance, prerequisites, or named alternatives are given. The agent must infer usage context entirely from the verb and the sibling list.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.