Skip to main content
Glama
flyingwebie

Moxie CRM MCP Server

by flyingwebie

create_form_submission

Create a new form submission with lead information and custom answers, optionally generating a pipeline opportunity by providing a pipeline stage name.

Instructions

Create a new form submission with lead information and custom answers. Can optionally create a pipeline opportunity by providing pipelineStageName.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cityNoCity
roleNoLead's role/title
emailNoLead's email address
notesNoGeneral notes about the submission
phoneNoLead's phone number
postalNoPostal/ZIP code
answersNoArray of structured question/answer objects for custom form fields
countryNoCountry
websiteNoLead's website URL
address1NoStreet address line 1
address2NoStreet address line 2
formNameNoAssociate the submission with an existing form template for reporting purposes
lastNameNoLead's last name
localityNoState/Province/Region
firstNameNoLead's first name
sourceUrlNoSource URL where the form was submitted
leadSourceNoLead source tracking
businessNameNoLead's business/company name
pipelineStageNameNoIf provided, automatically creates an Opportunity in your pipeline. Must match exactly one of your pipeline stage names
Behavior2/5

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

No annotations are provided, so the description carries the full burden of behavioral disclosure. It discloses the optional side effect of creating a pipeline opportunity, but omits other important behavior: whether it requires an existing form template (formName), any validation rules for pipelineStageName matching, or what the response looks like. The tool mutates data, but safety, permission requirements, and failure behaviors are not addressed.

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 two concise sentences with no redundancy. It front-loads the primary action ('Create a new form submission') and immediately communicates the optional behavior. Every word earns its place, making it appropriately sized for the tool's complexity.

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?

Despite having 19 parameters and no output schema, the description is minimal. It does not mention return values, error scenarios, or how the tool integrates with related entities like form templates or lead records. The description leaves significant gaps about expected behavior and outcomes, which is insufficient for a tool with this many inputs and side effects.

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 groups parameters as 'lead information and custom answers' and highlights pipelineStageName as the trigger for opportunity creation, but the schema already explicitly explains pipelineStageName's behavior. The description adds minimal semantic value beyond what the schema provides; it simply aggregates concepts rather than deepening parameter understanding.

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 the tool's action: 'Create a new form submission with lead information and custom answers.' This specifies a distinct verb+resource (creating a form submission) and differentiates it from sibling tools like create_opportunity or create_contact, which serve different purposes. The optional pipeline opportunity behavior adds clarity without confusing the primary 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: when you need to create a form submission with lead data and custom answers, use this tool. It also mentions the conditional use of creating a pipeline opportunity via pipelineStageName. However, it does not explicitly state when not to use this tool or compare it to alternatives such as create_opportunity for standalone pipeline creation. Guidance is implied rather than explicit.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/flyingwebie/withmoxie-mcp-server'

If you have feedback or need assistance with the MCP directory API, please join our Discord server