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amin-ale

HubSpot CRM MCP Server

by amin-ale

crm_search_deals

Read-onlyIdempotent

Search HubSpot deals by free-text query to find matching records based on name, amount, or stage text.

Instructions

Search HubSpot deals by free-text term and return one page of matches.

Use this to find deals by name, amount, or stage text. Use crm_get_deal when the record id is already known, and crm_list_pipelines to translate the returned pipeline and stage ids into readable labels.

Read-only. Needs the crm.objects.deals.read scope; a missing scope is denied locally and recorded in the audit log. Not cached. Pass the returned 'after' cursor back for the next page and stop when it is null. Archived deals are excluded.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
afterNoCursor copied from the previous response's 'after' field. Omit for the first page.
limitNoHow many records this page may contain, 1 to 100. HubSpot caps it at 100.
queryNoFree-text term matched against the record's indexed properties. Omit to match every record.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
afterNoCursor for the next page, or null when this is the last page.
resultsYesRecords in this page, each with 'id' and 'properties'.
Behavior5/5

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

The description adds significant behavioral context beyond the annotations: required OAuth scope ('crm.objects.deals.read'), failure behavior ('denied locally and recorded in the audit log'), caching behavior ('Not cached'), pagination mechanism ('Pass the returned after cursor back for the next page and stop when it is null'), and filtering ('Archived deals are excluded'). No contradiction with the readOnlyHint annotation.

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 four sentences, each serving a clear purpose: main capability, usage guidance, permission/pagination/filtering details. There is no fluff; it is front-loaded with the core purpose and tightly packed with actionable information.

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

Completeness5/5

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

Given the tool's moderate complexity, the description covers all necessary context: it explains pagination, permission requirements, exclusions, and the distinction from sibling tools. An output schema exists, so not detailing return values is acceptable. This is a complete description for an AI agent to select and invoke the tool correctly.

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?

Schema coverage is 100%, so the baseline is 3. The description goes beyond the schema by explaining what 'query' matches ('name, amount, or stage text') and how to use the 'after' cursor for pagination. This extra context justifies a 4, though the schema already documents the parameters well.

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 first sentence states a specific action: 'Search HubSpot deals by free-text term and return one page of matches,' clearly distinguishing this from siblings by specifying the resource (deals) and method (free-text search). It also explicitly contrasts with crm_get_deal and crm_list_pipelines, making the tool's unique role unambiguous.

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?

The description provides explicit guidance: 'Use this to find deals by name, amount, or stage text' and then names alternatives: 'Use crm_get_deal when the record id is already known, and crm_list_pipelines to translate the returned pipeline and stage ids into readable labels.' This clearly answers when to use this tool versus others.

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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