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hasankhadra

Copper CRM MCP Server

by hasankhadra

Search Companies

search_companies

Search for companies by name to resolve a company before filtering opportunities or logging activities. Returns matching companies with id, name, domain, and phone.

Instructions

Find companies (accounts) in Copper by name. Use this to resolve a company before filtering opportunities or logging an activity against it. Returns a list of matches, each with id, name, domain, and primary phone. If no name is given it returns the most recent companies.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoFull or partial company name to search for, e.g. 'Dunder Mifflin'.
page_sizeNoMaximum number of companies to return (default 10).
Behavior4/5

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

No annotations provided, so description carries the burden. Discloses that omitting name returns most recent companies. Implies read-only nature. Could add details about pagination or ordering, but sufficient.

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?

Three sentences with no redundancy. Each sentence adds essential information: purpose, usage advice, return structure and default behavior. Highly efficient.

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 no output schema, description explains return fields (id, name, domain, primary phone) and handles the no-name edge case. Provides enough context for an agent to use the tool effectively.

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

Parameters5/5

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

Schema coverage is 100%, but description adds value: clarifies name as partial, states default page_size (10) not in schema, and explains return fields. Exceeds schema information.

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 'Find companies (accounts) in Copper by name' with a specific verb and resource. It distinguishes from sibling tools like search_people and search_opportunities by specifying the entity type.

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

Usage Guidelines4/5

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

Provides explicit usage context: 'Use this to resolve a company before filtering opportunities or logging an activity against it.' Lacks explicit when-not or alternatives, but the context is clear.

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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