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flyingwebie

Moxie CRM MCP Server

by flyingwebie

create_contact

Create a new contact associated with a client, specifying optional details such as role, email, phone, and notification preferences.

Instructions

Create a new contact associated with a client

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
roleNoContact's role/title
emailNoEmail address
notesNoNotes about the contact
phoneNoPhone number
mobileNoMobile phone number
lastNameNoContact's last name
firstNameNoContact's first name
clientNameYesExact name of the client to associate this contact with
portalAccessNoGrant client portal access
defaultContactNoSet as default contact (receives all notifications)
invoiceContactNoSet as invoice contact (receives invoice notifications)
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It only states the action 'create' and the association, but fails to mention prerequisites (e.g., client must exist), side effects, permissions, or response format. This is insufficient for a mutation tool.

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, front-loaded sentence with no wasted words. Every word contributes to the core purpose, making it highly concise and well-structured.

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

Completeness2/5

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

For a tool with 11 parameters and no output schema, the description is too sparse. It does not mention that the client must already exist, nor does it explain the overall workflow or what happens on failure. The schema covers parameter details, but the description lacks the broader context needed for confident use.

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?

Schema description coverage is 100%, so the baseline is 3. The description adds minimal extra meaning by noting the client association, but does not elaborate on how parameters interact or any additional constraints beyond the schema.

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 uses a specific verb 'Create' and identifies the resource 'contact', clearly distinguishing it from sibling tools like create_client and search_contacts. It also notes the association with a client, which further clarifies 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 Guidelines3/5

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

The description implies usage by stating the contact is associated with a client, which suggests an existing client is required. However, it does not explicitly compare against alternatives or state when not to use the tool, leaving the guidance implicit.

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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