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createLeadMatch

Manually record a match between a lead and a member, bypassing automatic matching. Ideal for data migrations or override scenarios. Requires lead, user, status, price, token, and matched_by fields.

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 - the server does not yet honor array-syntax multi-condition filters): 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_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.
match_priceYes
lead_tokenYes
lead_matched_byYes
lead_pointsNo
lead_match_notesNo
lead_viewedNo
lead_typeNo
lead_distanceNo
lead_ratingNo
lead_chosenNo
lead_responseNo
lead_acceptedNo
Behavior5/5

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

Annotations already indicate `readOnlyHint=false` (write operation). The description adds critical behavioral context: 'Writes live data', warns of double-billing if duplicate pair is created, explains that server does not enforce uniqueness on `(lead_id, user_id)`, and instructs on a client-side pre-check. No contradictions with annotations. This rich disclosure goes well beyond the structured fields.

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 well-structured with clear sections (purpose, use when, required, pre-check, parameter interactions, see also). It is front-loaded with the core purpose. However, it is dense and somewhat verbose, with the pre-check section being particularly lengthy. It could be trimmed slightly without losing value, but it maintains good organization.

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

Completeness5/5

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

For a tool with 15 parameters, 6 required, and significant side effects (double-billing, duplicate rows), the description covers all essential aspects: purpose, usage context, pre-duplication check, parameter interactions, and sibling references. No output schema exists, but the description sufficiently explains the behavior and necessary preconditions.

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 description coverage is only 7% (only `lead_status` has enum description). The description compensates by listing and explaining the 6 required parameters and mentioning scoring fields (`match_price`, `lead_points`, `lead_rating`, `lead_distance`). It also clarifies interactions like 'lead_id and user_id must both exist'. While not every optional parameter is described, the coverage of critical ones is strong, earning a 4.

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?

Clearly states it creates a new leadmatch record and distinguishes from the auto-matching sibling `matchLead`. The verb 'create' and resource 'lead match' are specific and unambiguous. Additionally, it references `updateLeadMatch` as a related tool, further differentiating its purpose.

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 states when to use ('manually creating a lead↔member match BYPASSING BD's auto-matching') and when not to ('usually `matchLead` handles this automatically'). Provides concrete scenarios (data migrations, manual overrides, replaying matches) and a detailed pre-check pattern to avoid duplication. This is exemplary usage guidance.

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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