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gwmage

Rootr MCP Server

Get a Rootr CRM node (pipelines, fields, counts)

rootr_crm_get
Read-only

Retrieve CRM node details: pipelines, stages, custom fields, config, entity counts, and access level. Optionally include pipeline value, forecast, and win-rate summary.

Instructions

Fetch a Rootr (루터) CRM node: its pipelines (with stages), custom field definitions, config, entity counts, and your access level. Call this before rootr_crm_update or before creating deals so you know the exact pipeline/stage ids. Set includeSummary to also merge in rootr_crm_get's stage-value/forecast/win-rate summary in one call. Part of a Rootr (루터) CRM node: a full sales CRM (companies, contacts with lifecycle stages + auto lead-scoring, multi-pipeline deals/kanban, activity timeline, follow-up tasks), auto-linked into the knowledge graph.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
crmIdYesCRM node id
includeSummaryNoIf true, also fetch and merge the CRM summary (pipeline value/forecast/win-rate/tasks) as `summary`
Behavior5/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false. The description adds that it returns 'your access level' and that includeSummary merges additional fields, which is consistent and informative.

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

Conciseness3/5

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

The main purpose is front-loaded, but a lengthy paragraph about Rootr CRM general feature adds unnecessary verbosity, reducing conciseness.

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 read-only fetch with no output schema, the description covers what is returned (pipelines, fields, config, etc.) and provides usage context. The extra paragraph is not essential but adds background.

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% (both parameters described). The description adds context that includeSummary merges 'stage-value/forecast/win-rate summary', providing more meaning than the schema alone.

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 'Fetch a Rootr CRM node' and lists its contents (pipelines, fields, config, counts, access level). It distinguishes from siblings like rootr_crm_get_deal by positioning it as a prerequisite for updates and deal creation.

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?

Explicitly says 'Call this before rootr_crm_update or before creating deals' and explains the optional includeSummary parameter for merging summary data, providing clear when-to-use and how-to-use guidance.

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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