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Qobrix CRM MCP Server

by gca-global

qobrix_top_records

Fetch top-N rows from any resource sorted by a numeric or ISO-date field, with foreign keys resolved to readable names. Handles full-dataset rankings and nullable/computed fields.

Instructions

Top-N rows of any resource sorted by a numeric or ISO-date field. Paginates server-side (cap 20,000 rows), sorts in-process, and resolves common FK fields (property_id, agent, owner, assigned_to, commission_to, commission_to_2, contact_name, salesperson, seller, project, developer_id, campaign_id) into readable names so the agent doesn't have to chain lookups. Use this for full-dataset top-N, or when list/search sort returns no rows on a nullable/computed field (e.g. opportunities.budget). For a single page of highest list prices, prefer qobrix_list_properties / qobrix_search_properties with sort='-list_selling_price_amount'. Example uses: Top 2026 closed sales: resource='contracts', sort_by='final_selling_price_amount', search='contract_type == "cos" and contract_status == "agreed" and date_of_contract >= "2026-01-01" and date_of_contract < "2027-01-01"'. Largest active listings (full scan): resource='properties', sort_by='list_selling_price_amount', search='status == "available" and sale_rent == "for_sale"'. Most recently modified leads: resource='opportunities', sort_by='modified'.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
topNoNumber of top records to return (default 10, max 50).
descNoSort descending (default true).
fieldsNoOptional projection. Always-resolved FK keys (property_id, agent, owner, assigned_to, etc.) are fetched regardless; this just limits other fields on the raw row.
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.
includeNoOptional Qobrix associations to expand inline (passed through to the underlying list call).
resolveNoExtra FK field names to resolve to readable names, in addition to the always-resolve set (property_id, agent, owner, assigned_to, commission_to, commission_to_2, contact_name, salesperson, seller, project, developer_id, campaign_id).
sort_byYesField to sort by (numeric or ISO date). Pages through matching rows and sorts in-process. Prefer list/search `sort='-field'` for a single page. Use this for full-dataset top-N, or when server-side sort returns no rows on a nullable/computed field (e.g. opportunities.budget).
resourceYesResource name (case-sensitive, lowercase plural as used by Qobrix API). Values: properties, opportunities, contacts, agents, tasks, property-viewings, projects, offers, contracts, calls, meetings, email-messages.
Behavior5/5

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

With no annotations, the description carries the full burden and does so well: it discloses server-side pagination with a 20,000-row cap, in-process sorting, and automatic FK resolution into readable names. It also mentions that the search parameter is a hard server-side filter, providing a clear operational model.

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 well-structured with a lead definition, usage guidance, alternative, and examples. It is longer than minimal but every sentence earns its place; no filler or redundancy is present.

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

Completeness5/5

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

Given the tool's complexity (server-side pagination, in-process sort, FK resolution, search DSL), the description is complete: it covers capabilities, limitations, alternatives, and applied examples. The lack of an output schema is acceptable because the return format is secondary to the tool's selection and configuration.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so the baseline is 3. The description adds contextual meaning by explaining when sort_by is preferable (nullable/computed fields) and by providing full example search expressions, but this is complementary rather than essential beyond the schema's existing detail.

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 opens with a specific verb+resource definition: 'Top-N rows of any resource sorted by a numeric or ISO-date field.' It also explicitly contrasts with sibling list/search tools, stating when to use qobrix_top_records versus qobrix_list_properties/qobrix_search_properties, which fully distinguishes it.

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?

It gives explicit when-to-use guidance: 'Use this for full-dataset top-N, or when list/search sort returns no rows on a nullable/computed field' and names the alternative for single-page scenarios. Three concrete example use-cases with resource, sort_by, and search strings further clarify appropriate usage.

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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