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ckalima

Pipedrive MCP Server

pipedrive_add_deal_installment

Add an installment payment to a deal. Provide description, amount, and billing date; the deal must have a one-time product and no recurring products.

Instructions

Add an installment (payment schedule entry) to a deal. Growth+ plan required; the deal must have at least one one-time product and no recurring products.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesThe deal ID
descriptionYesInstallment description (required)
amountYesInstallment amount, must be positive (required)
billing_dateYesBilling date in YYYY-MM-DD format (required)
Behavior3/5

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

Annotations already indicate write operation. Description adds that it adds an installment, but doesn't describe side effects or error behavior when prerequisites are not met. No contradiction with annotations.

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?

Two sentences: first states action, second gives prerequisites. No extraneous words, front-loaded with key verb and resource.

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 prerequisites well. Missing return value info (e.g., returns the created installment). Given low complexity and no output schema, this is a minor gap.

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?

Input schema has 100% coverage with descriptions for all parameters. The description does not add further detail beyond the schema, so baseline score is appropriate.

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?

Description clearly states it adds an installment (payment schedule entry) to a deal. It distinguishes from siblings like pipedrive_add_deal_discount and pipedrive_add_deal_product by specifying 'installment' and providing prerequisites.

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?

Explicit prerequisites are given (Growth+ plan, deal must have one-time product and no recurring products). However, it doesn't explicitly state when not to use or name alternatives.

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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