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gca-global

Qobrix CRM MCP Server

by gca-global

qobrix_list_viewings

List property viewings with pagination and associated property, contact, and agent details to track lead engagement after the first showing.

Instructions

List property viewings (RESO ShowingAppointment) — the Showing/Viewing Lifecycle tool. Viewings are the pivot between Follow-up and Active Sales: the first viewing marks a lead as actively engaged. Returns { data: [...], pagination: { count, current_page, has_next_page, ... } }. Each viewing links a property, a contact, and an agent/creator. Verified include: PropertyViewingViewing. Workflow patterns: This week's viewings: search with created >= THIS_WEEK. Property's showing history: qobrix_get_property with include=['PropertyViewings']. Meetings linked to viewings: qobrix_list_meetings with include=['ViewingPropertyViewings']. After a showing, the next pipeline step is Offer → Contract → Close.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1). Used on the fast path (no boost). Ignored when boost is set (ranking returns a single top-N page).
sortNoSort by field name (maps to Qobrix OpenAPI sort[]). Prefix with - for descending. Comma-separated for multi-key (e.g. '-list_selling_price_amount,-created'). Examples: '-created' (newest first), 'name' (alphabetical), '-list_selling_price_amount' (highest list price first).
limitNoHow many results to return (1-100, default 10). With boost: top-N after ranking. Without boost: page size. Raise when the user wants more options; keep low to avoid context overload.
searchNoHard-filter Qobrix search expression (server-side precision). Operators: == != <> < > <= >=, contains, starts with, ends with, in [...], not in, ranges in a..b, and/or/not. Functions: DISTANCE_FROM, IN_POLYGON, TRANSLATED, MIN/MAX, DAYS_AGO(n), MONTHS_AGO(n), DAYS_FROM_NOW(n). Shortcuts: NOW, TODAY, THIS_WEEK, LAST_MONTH, THIS_YEAR, CURRENT_USER. Strings double-quoted; booleans true/false; association paths e.g. SalespersonUsers.Contacts.country. Example: status == "available" and sale_rent == "for_sale" and list_selling_price_amount <= 500000. For the full grammar + field cheatsheets call qobrix_search_dsl_help. For enum values call qobrix_get_field_options; for all fields call qobrix_get_schema.
includeNoAssociations to expand. Verified options: PropertyViewingViewing
Behavior4/5

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

With no annotations, the description carries the full burden of behavioral disclosure. It discloses the return shape with pagination details, confirms only 'PropertyViewingViewing' include is verified, and describes the data linkage (property, contact, agent). However, it does not mention auth requirements or rate limits, which is a minor gap for a read-only listing tool.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is information-dense and well-structured, starting with purpose, then lifecycle context, return format, include verification, and workflow patterns. It is longer than minimal but every sentence earns its place. There is slight redundancy with the schema's include description, but it does not detract significantly.

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?

For a complex tool with 5 parameters and no output schema, the description provides return format, pagination, workflow patterns, and cross-tool references. It is complete enough for an agent to select and use correctly, though it could explicitly contrast with qobrix_search_viewings and qobrix_get_viewing for even better sibling differentiation.

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?

Input schema coverage is 100% and all 5 parameters have detailed descriptions. The description adds no parameter-specific meaning beyond what the schema already provides; its search example (created >= THIS_WEEK) is already covered by the schema's THIS_WEEK shortcut. Thus, 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 'List property viewings (RESO ShowingAppointment)' and positions it as the 'Showing/Viewing Lifecycle tool', giving a specific verb+resource and a clear role. This distinguishes it from siblings like qobrix_search_viewings and qobrix_get_viewing, as it emphasizes the listing and lifecycle aspect.

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?

The description provides explicit workflow patterns: 'This week's viewings: search with created >= THIS_WEEK', 'Property's showing history: qobrix_get_property...', 'Meetings linked to viewings: qobrix_list_meetings...'. These give concrete when-to-use guidance and name alternative tools, fulfilling the criteria for explicit usage guidelines.

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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