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create_lead

Add new leads to Kylas CRM with flexible field selection, allowing users to include only relevant contact information and custom data for targeted lead management.

Instructions

Create a lead in Kylas CRM with only the fields the user wants (no static field list).

You MUST call get_lead_field_instructions FIRST to get valid API names and Field IDs. Infer from user context which fields to send; include only those in field_values.

field_values: Map of field identifier to value.

  • Standard fields: use API name as key at top level (e.g. firstName, lastName, companyName, emails, phoneNumbers, leadSource, isNew).

  • Custom fields: MUST be under "customFieldValues" with internal name as key (e.g. "customFieldValues": {"cfLeadCheck": "Checked"}). Do not use field ID as key—Kylas expects internal names. If you pass a field ID (e.g. "1210985"), the server will resolve it to the internal name (e.g. cfLeadCheck) automatically.

  • For a single email use "email": "user@example.com"; for phones "phone": "5551234567" and optionally "phone_country_code": "+1".

  • For picklists use the Option ID (number) from the cheat sheet.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
field_valuesYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

With no annotations provided, the description carries full burden and adds substantial behavioral context: it explains the field mapping logic (standard vs. custom fields), data format requirements (e.g., picklists use Option ID), and server behavior (field ID resolution). However, it doesn't mention authentication needs, rate limits, or error handling.

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 appropriately sized and front-loaded with the core purpose, followed by structured guidelines. Every sentence adds necessary information, though the bullet-point formatting could be slightly more streamlined for readability.

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 the complexity (1 parameter with 0% schema coverage, nested objects, no annotations, but with output schema), the description is largely complete: it covers purpose, prerequisites, parameter details, and behavioral nuances. The output schema existence means return values needn't be explained, but authentication or error details are omitted.

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

Parameters5/5

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

Schema description coverage is 0%, so the description must fully compensate. It provides detailed semantics for the single parameter 'field_values', including key-value mapping rules, distinction between standard and custom fields, nested structure guidance, and examples for emails/phones/picklists—adding significant value beyond the minimal schema.

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 specific action ('Create a lead in Kylas CRM') and resource ('lead'), distinguishing it from sibling tools like search_leads or get_lead_field_instructions. It specifies the unique approach of using only user-requested fields rather than a static list.

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

Usage Guidelines5/5

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

Explicit guidance is provided: 'You MUST call get_lead_field_instructions FIRST to get valid API names and Field IDs.' This directly names the alternative tool and specifies when to use it as a prerequisite, with clear sequencing for proper usage.

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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