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ashev87

Propstack MCP

create_contact

Create and upsert contacts in Propstack CRM by email. Use for leads, web form submissions, or property owners. Get valid source IDs from get_contact_sources.

Instructions

Create a new contact in Propstack CRM.

Use this tool to:

  • Register a new lead after a phone call

  • Create a contact from a web form submission

  • Add a new property owner

Auto-upserts: if a contact with the same email or old_crm_id already exists, it will be updated instead of creating a duplicate.

Use get_contact_sources first to find valid source IDs.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
emailNoEmail address (also used for dedup/upsert matching)
phoneNoPhone number
ratingNoContact rating: 0 (none) to 3 (top priority)
companyNoCompany name
languageNoLanguage code (e.g. 'de', 'en')
positionNoJob position/title
broker_idNoID of the assigned broker/agent
group_idsNoTag/group IDs to assign to this contact
home_cityNoHome address: city
last_nameNoLast name
first_nameNoFirst name
newsletterNoNewsletter opt-in
salutationNoSalutation: mr (Herr) or ms (Frau)
descriptionNoFree-text description or notes about the contact
home_streetNoHome address: street
office_cityNoOffice address: city
home_countryNoHome address: country code
home_zip_codeNoHome address: postal code
office_streetNoOffice address: street
academic_titleNoAcademic title (e.g. 'Dr.', 'Prof.')
accept_contactNoContact permission granted
office_countryNoOffice address: country code
office_zip_codeNoOffice address: postal code
client_source_idNoLead source ID (use get_contact_sources to look up)
client_status_idNoContact status ID
home_house_numberNoHome address: house number
office_house_numberNoOffice address: house number
partial_custom_fieldsNoCustom field values as key-value pairs (use list_custom_fields to discover available fields)
Behavior4/5

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

No annotations provided, so description fully carries the burden. It discloses the auto-upsert behavior (if email or old_crm_id exists, updates instead of creates). However, it does not mention required permissions, idempotency, 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.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Extremely concise: one sentence for purpose, a bullet list for use cases, and one sentence each for auto-upsert and prerequisite. Front-loaded and every sentence 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?

Given 28 parameters and no output schema, the description covers the key behavioral trait (upsert) and prerequisite. However, it omits what the tool returns (e.g., contact ID) and does not address error scenarios or rate limits. Adequate but not comprehensive.

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 100%, so baseline is 3. Description adds value by explaining the auto-upsert reliance on email and that client_source_id requires get_contact_sources lookup. No additional semantics for other parameters.

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 'Create a new contact in Propstack CRM' and provides specific use cases like registering a lead after a phone call, creating from a web form, and adding a property owner. It distinguishes from siblings (e.g., update_contact) by mentioning auto-upsert behavior.

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?

Explicitly lists when to use (after phone call, web form submission, add owner) and provides a prerequisite: 'Use get_contact_sources first to find valid source IDs.' It also explains auto-upsert behavior, guiding the agent on when the tool will update instead of create.

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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