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ckalima

Pipedrive MCP Server

pipedrive_update_deal_installment

Idempotent

Update an existing installment on a deal by providing the deal and installment IDs. Modify optional fields like amount, description, or billing date.

Instructions

Update an installment on a deal. Growth+ plan required; all body fields optional.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesThe deal ID
installment_idYesThe installment ID
descriptionNoInstallment description
amountNoInstallment amount, must be positive
billing_dateNoBilling date in YYYY-MM-DD format
Behavior3/5

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

Annotations already declare idempotentHint=true, destructiveHint=false, and readOnlyHint=false. The description adds the plan requirement, which is useful beyond annotations, but it does not elaborate on behavioral details like what gets destroyed or rate limits. This is adequate but minimal.

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 includes essential information (action, plan requirement, field optionality). It is concise without being under-specified, and every part earns its place.

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?

Given the tool's simplicity (5 simple parameters, no nested objects), the description is moderately complete. No output schema exists, but the description does not clarify what the tool returns. Annotations provide safety hints. Overall, it is functional but missing return behavior.

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?

The input schema has 100% coverage, with each parameter described. The description's note that all body fields are optional adds marginal value since the schema already indicates required fields (id and installment_id). The description does not provide additional semantics beyond what the schema offers.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the action ('Update an installment on a deal') with a specific verb and resource, distinguishing it from sibling tools like add or list. The mention of 'Growth+ plan required' adds context.

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 mentions the required plan ('Growth+ plan required') and notes that all body fields are optional, giving some usage conditions. However, it does not explicitly state when to use this tool versus alternatives (e.g., adding or deleting installments), nor does it provide exclusions or best practices.

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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