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dealdesk-mcp

dealdesk.patch_case

Update a DealDesk case by caseId: title, stage, description, links, owner, and forecast estimates, including value period. For existing desk cards, patch the card instead to sync the linked case.

Instructions

Update a DealDesk case (title, stage, description, links, estimates including estimatedValuePeriod). For an existing desk card, prefer dealdesk.patch_card with the same estimate fields (it updates the linked case when one exists).

Input Schema

NameRequiredDescriptionDefault
stageNo
titleNo
caseIdYes
quoteIdNo
companyIdNo
contactIdNo
projectIdNoDealDesk project id. Omit when the OAuth token or API key authorizes exactly one project. Required when Connect authorized several projects.
descriptionNo
ownerUserIdNo
estimatedValueNoWorking forecast amount. Does not rewrite linked quote totals.
probabilityPercentNoWin chance percent (0–100).
estimatedValuePeriodNoLabels estimatedValue as one-time, monthly, or yearly. Does not convert the amount. Use year for ARR / per-year (e.g. 4000 EUR per year). Defaults to one_time when omitted on create.
estimatedValueCurrencyNoISO 4217 alpha-3 currency code (e.g. EUR).

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed9 schema fields changedv0.1.1
    • addedInput schema / properties / estimatedValue / description
      Added value: +"Working forecast amount. Does not rewrite linked quote totals."
    • addedInput schema / properties / estimatedValue / minimum
      Added value: +0
    • addedInput schema / properties / estimatedValueCurrency / description
      Added value: +"ISO 4217 alpha-3 currency code (e.g. EUR)."
    • addedInput schema / properties / estimatedValuePeriod
      Added value: +{
      +  "description": "Labels estimatedValue as one-time, monthly, or yearly. Does not convert the amount. Use year for ARR / per-year (e.g. 4000 EUR per year). Defaults to one_time when omitted on create.",
      +  "enum": [
      +    "one_time",
      +    "month",
      +    "year"
      +  ],
      +  "type": "string"
      +}
    • addedInput schema / properties / probabilityPercent / description
      Added value: +"Win chance percent (0–100)."
    • addedInput schema / properties / probabilityPercent / maximum
      Added value: +100
    • addedInput schema / properties / probabilityPercent / minimum
      Added value: +0
    • changedInput schema / properties / projectId / description
      Previous value: -"DealDesk project id (must match API key / OAuth project)"New value: +"DealDesk project id. Omit when the OAuth token or API key authorizes exactly one project. Required when Connect authorized several projects."
    • changedInput schema / required
      Previous value: -[
      -  "projectId",
      -  "caseId"
      -]New value: +[
      +  "caseId"
      +]
  2. First observedv0.1.0

TDQS

A3.8/5.0
Behavior3/5

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

No annotations are provided, so the description carries the full burden. It discloses useful cross-object behavior (patch_card updates the linked case when one exists), but never states permission/auth requirements, whether updates are partial or full replacement, reversibility, or what happens to omitted fields on a 13-param mutation. Some behavioral value beyond structured data, but with no annotation coverage the gap is notable.

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?

Two sentences, front-loaded with the verb+resource and field list, followed by the sibling routing rule. No filler. Could be marginally tighter but every clause earns its place.

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?

For a 13-parameter mutation with no annotations, no output schema, and 38% schema coverage, the description is thin. The routing guidance helps selection, but much of the parameter surface and all mutation/permission semantics are left to the schema or unstated.

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 description coverage is only 38% across 13 params, so the description should compensate. It mentions title, stage, description, links, and the estimate group including estimatedValuePeriod, but says nothing about the ID fields (quoteId, companyId, contactId, ownerUserId) or their nullability semantics. It adds marginal meaning over the schema without closing the coverage gap.

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?

States a specific verb (Update) and resource (DealDesk case), then enumerates the mutable field groups (title, stage, description, links, estimates including estimatedValuePeriod). It explicitly routes to the sibling dealdesk.patch_card for the desk-card path, so the agent can distinguish it from patch_card without opening either schema.

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?

Gives clear context: 'For an existing desk card, prefer dealdesk.patch_card with the same estimate fields (it updates the linked case when one exists).' This names the alternative and the selecting condition. It lacks an explicit 'do not use when...' clause, but the routing rule is actionable enough to guide tool selection.

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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