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flyingwebie

Moxie CRM MCP Server

by flyingwebie

create_project

Create a new project in Moxie CRM by providing the client name and project name, plus optional fee, dates, and portal settings.

Instructions

Create a new project in Moxie CRM

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesName of the project
amountNoFee amount
dueDateNoProject due date (YYYY-MM-DD format)
feeTypeNoFee schedule type
hexColorNoProject display color
startDateNoProject start date (YYYY-MM-DD format)
clientNameYesExact name of the client to associate this project with
descriptionNoProject description
portalAccessNoClient portal access level
Behavior2/5

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

No annotations are provided, so the description is the only source of behavioral information. It discloses neither side effects (e.g., client association, status), permissions, nor any post-create behavior. The description essentially restates the purpose without added transparency.

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 and contains no filler. It efficiently communicates the core purpose.

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 comprehensive schema descriptions, the overall context is incomplete: no usage guidelines, no behavioral disclosure, and no indication of return values or side effects. For a 9-parameter create tool, this is insufficient to fully guide an agent without additional context.

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 schema provides 100% description coverage for all 9 parameters, each with meaningful descriptions. The tool description itself adds no parameter-level detail, so the baseline of 3 is appropriate.

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 action ('Create') and the resource ('a new project') in the context of 'Moxie CRM'. This distinguishes it from sibling tools like create_client and create_task, which target different resources.

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

Usage Guidelines2/5

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

No guidance is provided on when to use this tool versus alternatives such as create_opportunity or update_project. No prerequisites or typical use-case context is mentioned.

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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