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persons_list_deals

Retrieve all deals linked to a person by ID, including deal details, timeline, owner, and organization. Filter by status and sort results. Supports pagination.

Instructions

List all deals associated with a specific person.

Returns all deals where the person is linked, including:

  • Deal details (title, value, stage, status)

  • Timeline information

  • Owner information

  • Organization information

Filters:

  • status: Filter by deal status (open, won, lost, deleted, all_not_deleted)

  • sort: Sort by specific field

Supports pagination for large result sets.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesPerson ID
startNoPagination start (default: 0)
limitNoItems per page, max 500 (default: 100)
statusNoFilter by deal status
sortNoField to sort by (e.g., "title", "value")
Behavior4/5

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

With no annotations, the description carries full weight. It discloses that the tool returns deals with details like title, value, stage, status, timeline, owner, and organization. It also mentions pagination. It does not reveal potential side effects, but as a read-only list operation, this is 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?

The description is succinct, using bullet points to highlight return categories and filters. Every sentence adds value, and the structure is easy to scan.

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?

Given no output schema, the description adequately explains return values (deal details, timeline, owner, organization) and mentions pagination and filters. It could be improved by noting error conditions or required permissions, but it covers essential usage context.

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?

The input schema has 100% coverage with descriptions for each parameter. The description reiterates the 'status' filter and pagination support but does not add new semantic meaning beyond what the schema already provides.

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 all deals associated with a specific person.' It specifies the core action (list) and the resource (deals linked to a person), distinguishing it from sibling tools like deals_list (all deals) or persons_list (list persons).

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?

The description lists available filters (status, sort) and pagination support, providing clear context for when to use the tool. However, it does not explicitly state when not to use it or suggest alternatives, missing a small opportunity for further 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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