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boostuagency

boostu-teamleader-mcp

by boostuagency

teamleader_create_deal

Create a new deal or opportunity in Teamleader Focus by providing customer type, customer ID, phase ID, and optional fields like estimated value, closing date, and responsible user.

Instructions

Create a new deal/opportunity in Teamleader Focus

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleYesDeal title
phase_idYesDeal phase ID
source_idNoSource ID
customer_idYesCustomer ID (contact or company)
customer_typeYesCustomer type
department_idNoDepartment ID
responsible_user_idNoResponsible user ID
estimated_probabilityNoEstimated probability (0-1)
estimated_closing_dateNoEstimated closing date (YYYY-MM-DD)
estimated_value_amountNoEstimated value amount
estimated_value_currencyNoCurrency code (e.g. 'EUR', 'USD')
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It only states 'Create', which implies a write operation, but does not mention side effects, required collaborators, permission needs, or any constraints. This is a minimal statement with no added behavioral context.

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 a single, efficient sentence that is front-loaded with the action and resource. There is no waste, though it is short and could arguably include more context without harm.

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

Completeness2/5

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

For a create operation with 11 parameters and no output schema, the description is overly minimal. It does not explain what the tool returns, any inter-field relationships, or how to select required IDs. The schema helps, but the overall context is thin.

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 description coverage is 100%, so all 11 parameters have descriptions in the schema. The tool description adds no additional parameter meaning beyond what the schema already provides, so baseline 3 applies.

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 uses a specific verb 'Create' and names the resource 'deal/opportunity', which clearly distinguishes it from sibling tools like teamleader_get_deal, teamleader_update_deal, and teamleader_list_deals. It is unambiguous and action-oriented.

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

Usage Guidelines2/5

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

The description provides no guidance on when to use this tool versus alternatives, no prerequisites, and no exclusions. It merely states the function without context, so the agent receives no decision-making support.

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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