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createLeadMatch

Bypass automatic matching to manually create a lead-member match. Use for data migrations or override scenarios; verify pair uniqueness to avoid double billing.

Instructions

Create a lead match - Create a new leadmatch record. Writes live data.

Use when: manually creating a lead↔member match BYPASSING BD's auto-matching. Rarely needed - usually matchLead handles this automatically. Use for data migrations, manual override scenarios, or replaying matches from another system.

Required: lead_id, user_id, lead_status, match_price, lead_token, lead_matched_by.

Pre-check before create (PAIR uniqueness): BD does NOT enforce uniqueness on the (lead_id, user_id) pair. Matching the same lead to the same member twice creates two match rows - the member gets double-billed (if the match charges credits), both rows appear in the member's inbox, and reporting double-counts the match. Filter-find pattern (single-field server filter + client-side intersect): call listLeadMatches property=lead_id property_value=<proposed lead_id> property_operator== to narrow to all matches for that lead, then CLIENT-SIDE filter the returned rows to those where user_id=<proposed user_id>. Zero results after the client-side step = pair free; >=1 = already matched. If the pair already exists: reuse via updateLeadMatch (e.g. to bump lead_status), OR confirm with the user before creating the duplicate match. Never silently double-match.

Parameter interactions:

  • Usually created automatically by matchLead; manual creation bypasses BD's matching logic

  • lead_id and user_id must both exist (use getLead / getUser to verify)

  • lead_status - match lifecycle state (see Enums)

  • match_price, lead_points, lead_rating, lead_distance - scoring fields used in ranking and billing

See also: updateLeadMatch (modify existing).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
lead_idYes
user_idYes
lead_typeNo
lead_tokenYes
lead_chosenNo
lead_pointsNo
lead_ratingNo
lead_statusYesLead status (integer). NON-SEQUENTIAL enum - `3` does NOT exist; do not assume gaps are fillable: - `1` = Pending (received, awaiting action) - `2` = Matched (assigned to members) - `4` = Follow-Up (in progress) - `5` = Sold Out (no capacity) - `6` = Closed (resolved - converted or won't convert) - `7` = Bad Leads (spam/invalid) - `8` = Delete (soft-delete - hides from views) "Sold" / "won" -> `6` (Closed). Spam -> `7`. BD does NOT validate this enum - out-of-set integers are accepted and stored with undefined render behavior. Always use documented values.
lead_viewedNo
match_priceYes
lead_acceptedNo
lead_distanceNo
lead_responseNo
lead_matched_byYes
lead_match_notesNo
Behavior4/5

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

Description states 'Writes live data' (non-read-only) and warns about duplicate creation leading to double-billing and reporting issues. Annotations show readOnlyHint=false, openWorldHint=true, idempotentHint=false, destructiveHint=false; description adds context about non-enforced uniqueness and client-side pre-check pattern.

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?

Well-structured with bold headings, bullet points, and sections. Front-loads purpose and usage. Every sentence adds value, though the caution about double-billing could be slightly condensed.

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?

Covers key behavioral aspects: creation as manual bypass, uniqueness pre-check with client-side filtering, parameter interactions, and reference to update alternative. Does not describe return values or error conditions, but output schema is absent and annotations are present.

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?

With only 7% schema description coverage, the description compensates by listing required fields, explaining lead_status enum and non-validation, and describing scoring fields. However, not all 15 parameters are individually explained, leaving some gaps.

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 lead match - Create a new leadmatch record' with a specific verb and resource. It distinguishes from sibling 'matchLead' by noting it bypasses auto-matching for manual scenarios.

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?

Explicit 'Use when' section lists specific manual override scenarios (data migrations, manual overrides, replaying matches) and contrasts with automatic handling via 'matchLead'. Provides pre-check uniqueness pattern and alternative 'updateLeadMatch' for duplicates.

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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