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colecantu904

virtuous-mcp

by colecantu904

create_record

Need to add a new ContactNote, Task, or other record to Virtuous CRM? Specify the object type and body to get a preview, then confirm to create.

Instructions

MUTATING: create a new record via POST /api/{object_type}.

DO NOT call with confirm=true unless the user has explicitly approved creating this exact record. With confirm=false this performs no change and returns a preview to show the user. NOTE: to create Contacts/Gifts safely, prefer create_transaction (it runs through Virtuous matching/validation).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
bodyYesJSON body for the new record.
confirmNoMust be true to actually create. Set ONLY after explicit user approval.
object_typeYesObject to create, e.g. 'ContactNote', 'ContactTag', 'Task', 'Relationship'.
Behavior5/5

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

With no annotations, description fully discloses that confirm=false returns a preview with no change, and confirm=true performs actual creation. Also notes mutation and safe alternatives.

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?

Front-loaded with 'MUTATING', then concise action statement, followed by essential warnings. No wasted sentences; every sentence adds value.

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?

Explains preview vs actual creation modes, but does not describe return value or error handling. However, given tool's nature, this is sufficient for most use cases. Slight gap for completeness.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%; description adds critical behavior details for confirm parameter, examples for object_type, and clarifies body is JSON. Additional warning enhances clarity.

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 creates a new record via POST, with explicit mention of mutating action. Differentiates from sibling create_transaction by noting it is safer for Contacts/Gifts.

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 warns against calling with confirm=true without explicit user approval. Recommends create_transaction for Contacts/Gifts, providing clear when-not-to-use 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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