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flyingwebie

Moxie CRM MCP Server

by flyingwebie

update_project

Update project details in Moxie CRM, adjusting fields like name, dates, fees, and portal access for existing projects.

Instructions

Update an existing project in Moxie CRM

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoNew project name
activeNoWhether the project is active
amountNoFee amount
dueDateNoNew due date (YYYY-MM-DD format)
feeTypeNoFee schedule type
hexColorNoNew project display color
projectIdNoID of the project to update
startDateNoNew start date (YYYY-MM-DD format)
clientNameNoClient name (required if using projectName)
descriptionNoNew project description
projectNameNoName of the project to update (alternative to projectId)
portalAccessNoNew client portal access level
Behavior2/5

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

With no annotations, the description carries the full burden of disclosing behavioral traits. It only says 'update', implying mutation, but does not explain partial-update behavior, required existing record, or return values.

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 concise sentence that communicates the core purpose with no unnecessary words.

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

Completeness1/5

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

The tool has 12 parameters, no annotations, and no output schema, yet the description provides only the basic action. It fails to explain how to identify the project (e.g., projectId vs projectName) or what the update semantics are, making it inadequate for correct invocation.

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 schema already explains all 12 parameters. The description adds no parameter-specific information, making the baseline 3 appropriate.

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 tool updates an existing project, using a specific verb and resource. It does not explicitly differentiate from related tools like create_project or search_projects, but the action is unambiguous.

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. The description does not mention prerequisites, such as requiring an existing project ID, or contrast with create_project or search_projects.

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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