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ashev87

Propstack MCP

smart_lead_intake

Search for existing contacts by phone or email, then create or update the contact. Log notes, create a deal for a specific property, and set a follow-up reminder. Handles entire intake in one tool call.

Instructions

Complete lead intake workflow — dedup check, create/update contact, log notes, create deal if specific property, and set follow-up reminder.

Perfect for post-call processing from a voice agent. Handles the entire intake in one tool call:

  1. If phone or email provided → search for existing contact (dedup)

  2. If found → update contact; if not → create new contact

  3. If notes provided → log as a note task

  4. If property_id provided → create deal at first pipeline stage

  5. Create follow-up reminder for broker (due tomorrow 9am)

Returns what was done: created vs updated, IDs of all created records.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
emailNoEmail address (also used for dedup search)
notesNoCall notes or free-text about the interaction
phoneNoPhone number (also used for dedup search)
broker_idNoAssigned broker ID
last_nameYesContact last name
source_idNoLead source ID (use get_contact_sources to look up)
first_nameYesContact first name
property_idNoSpecific property ID the lead is interested in (creates a deal)
property_interestNoFree text about what the lead is looking for (logged as note, not parsed into search profile)
Behavior4/5

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

With no annotations provided, the description fully discloses the tool's behavior: dedup logic (by phone/email), conditional deal creation, note logging, and follow-up reminder. It also states the return value (created vs. updated, IDs). However, it omits potential error scenarios or edge cases (e.g., multiple dedup matches).

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 well-structured with a summary sentence, a bulleted list of steps, and a final output note. Every sentence is informative and non-redundant. The structure is front-loaded and easy to parse.

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 (9 parameters, 2 required, no output schema), the description covers the workflow comprehensively, including return value. It explains conditional behavior for property_id and notes. A score of 4 reflects minor gaps (e.g., no mention of parameter interactions or constraints), but overall it is sufficient for agent use.

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% with each parameter described. The description adds significant value by explaining how parameters are used in the workflow (e.g., 'email and phone used for dedup search', 'property_id creates deal', 'notes logged as note task'). This goes beyond the schema definitions.

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 tool's purpose as a complete lead intake workflow, listing specific steps: dedup check, create/update contact, log notes, create deal if property_id, set follow-up reminder. It differentiates from simpler sibling tools like create_contact and create_deal by emphasizing its multi-step, automated nature.

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?

The description explicitly recommends use for 'post-call processing from a voice agent' and enumerates the workflow steps, providing clear context. While it does not explicitly state when not to use or list alternatives, the inference from sibling tools is straightforward. A score of 4 reflects good guidance with room for explicit exclusions.

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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