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ckalima

Pipedrive MCP Server

pipedrive_create_lead

Create a lead in Pipedrive with a required title and optional associations to a person, organization, monetary value, owner, labels, close date, and visibility.

Instructions

Create a new lead in Pipedrive. Title is required; link to at least one of person_id or organization_id.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleYesLead title (required)
person_idNoLink to person ID
organization_idNoLink to organization ID
valueNoMonetary value of the lead
owner_idNoOwner user ID
label_idsNoLead label UUIDs
expected_close_dateNoExpected close date (YYYY-MM-DD)
visible_toNoVisibility: 1=Owner, 3=Group, 5=Subgroups, 7=Company
Behavior3/5

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

Annotations already indicate this is a write operation (readOnlyHint=false). The description adds the linking requirement but does not disclose additional behaviors like idempotency or error handling. 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?

The description is a single sentence that is front-loaded with the action and includes essential constraints with no extraneous words.

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

Completeness3/5

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

For an 8-parameter creation tool with no output schema, the description covers the most critical business rule but lacks explanation of other important parameters like value, owner_id, or visible_to. The sibling context includes many create tools, but the description only minimally differentiates.

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%, but the description adds a critical business rule: 'link to at least one of person_id or organization_id', which is not enforced by the schema alone. This extra guidance justifies above baseline.

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 new lead in Pipedrive' with a specific verb and resource, and adds a key constraint about linking to person/org, which distinguishes it from sibling tools that create other entities.

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

Usage Guidelines3/5

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

The description implies usage for creating leads and notes a requirement (link to person/org), but does not explicitly differentiate when to use this tool vs alternatives like pipedrive_create_deal or pipedrive_create_person.

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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