Skip to main content
Glama

persons_merge

Merge two person records, transferring deals, activities, notes, and files to the primary person, removing the duplicate.

Instructions

Merge two persons into one.

Combines two person records, moving all related data to the primary person:

  • All deals are transferred

  • All activities are transferred

  • All notes are transferred

  • All files are transferred

  • Email and phone numbers are combined

  • Custom field data is merged

  • The secondary person is deleted

WARNING: This action is irreversible. The person specified in merge_with_id will be deleted permanently.

Best practices:

  1. Review both persons thoroughly before merging

  2. Ensure you're merging duplicates, not different people

  3. The person with ID 'id' will be kept (primary)

  4. The person with 'merge_with_id' will be deleted (secondary)

  5. Use persons_get to verify both records first

Use cases:

  • Removing duplicate persons

  • Consolidating split records

  • Data cleanup and maintenance

  • CRM hygiene improvements

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesID of the person to keep (primary person)
merge_with_idYesID of the person to merge and delete (secondary person)
Behavior5/5

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

Despite no annotations, the description fully discloses irreversible deletion, data transfer details, and warnings. Covers what happens to the secondary person and all related data.

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?

Well-structured with bullet points, sections for warnings, best practices, and use cases. Front-loaded with main purpose. Every sentence adds value without redundancy.

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, the description thoroughly covers input, process, side effects, and context. Provides all necessary information for an agent to use the tool correctly.

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?

Adds meaning beyond the input schema by explaining primary (id) vs secondary (merge_with_id) roles, and that the secondary will be deleted. Schema coverage is 100% but description enriches understanding.

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 'Merge two persons into one' and lists specific actions (transfer deals, activities, etc.), distinguishing it from sibling tools like persons_delete or persons_update.

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?

Provides explicit best practices (review both persons, ensure duplicates) and use cases (removing duplicates, data cleanup). Gives guidance on when to use and alternative tool persons_get for verification.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/iamsamuelfraga/mcp-pipedrive'

If you have feedback or need assistance with the MCP directory API, please join our Discord server