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Save prospects

sdr_save_prospects
Idempotent

Save or update prospects in a local named list by merging full person records or applying {prospect_id, patch} edits to persist drafted copy, status, notes, and signals.

Instructions

Save or update prospects in a local named list. Accepts full person objects (deduped by email, LinkedIn URL, Apollo id, or name + domain) or { prospect_id, patch } edits. Use this to persist drafted copy (patch custom_fields.first_line) and to set status/notes/signals. Local write, no credits, no network. Suppressed people are still saved but flagged. Next: sdr_list_prospects or sdr_export_csv.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
listYesList slug ([a-z0-9-_]).
mergeNoMerge strategy.
peopleYesPeople or { prospect_id, patch } edits.
statusNoDefault status for new prospects.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

A4.6/5.0
Behavior5/5

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

Annotations already declare idempotent, non-destructive, closed-world; the description adds genuinely new behavior: dedup keys (email, LinkedIn URL, Apollo id, name+domain), no credits/no network, and the non-obvious rule that suppressed people are still saved but flagged. This is exactly the kind of extra trait annotations cannot express.

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?

Front-loaded purpose sentence followed by progressively finer detail (inputs, use cases, sidEEffects, next steps). Dense but every sentence carries distinct information; no filler.

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?

For a nested, 4-param write tool with no output schema, it covers input shapes, side effects, suppression, and next steps well. It leaves the merge-strategy default and any return/summary unstated, a minor gap given the schema handles parameter typing.

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% (baseline 3), but the description adds semantics the schema lacks: the dedup identity keys and the two accepted people shapes, plus the patch custom_fields.first_line example. That exceeds the schema's bare type info, though it doesn't fully explain merge or default status behavior.

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 and resource (save or update prospects) plus scope (in a local named list) and distinguishes the two accepted input shapes. An agent can tell this apart from read/enrich siblings like sdr_list_prospects or sdr_waterfall_enrich_person without opening the 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 concrete when-to-use cases (persist drafted copy via patch custom_fields.first_line, set status/notes/signals) and routes to next tools (sdr_list_prospects, sdr_export_csv). It does not name a when-not or an alternative write path, but the usage context is clear.

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