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jonnyanarx

Freshsales MCP Server

by jonnyanarx

create_deal

Create a new deal in Freshworks CRM by supplying its name, amount, and any required custom or related fields.

Instructions

Create a new deal. NOTE: many Freshsales instances mark extra custom (cf_*) fields as required on deal creation, and the create is rejected without them. list_field_choices(module="deals", field=...) reports whether a field is required; pass any required custom fields via custom_field.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesDeal name
tagsNo
amountYesDeal value
owner_idNoSee list_owners
contact_idNoRelated contact id — see search_contacts/list_contacts
custom_fieldNoCustom (cf_*) field values — several are required on this instance, see tool description
deal_type_idNoSee list_field_choices(module="deals", field="deal_type_id")
deal_stage_idNoMust belong to the chosen pipeline — see list_field_choices(module="deals", field="deal_stage_id")
expected_closeNoISO date
lead_source_idNo
deal_pipeline_idNoSee list_field_choices(module="deals", field="deal_pipeline_id")
sales_account_idNoRelated account id — see search_accounts/list_accounts

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.0.0

TDQS

A3.9/5.0
Behavior4/5

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

With no annotations, the description carries the full behavioral burden and does disclose a genuinely non-obvious trait: many Freshsales instances reject creation unless cf_* custom fields are supplied, with a pointer to list_field_choices for verification. It omits permissions/auth requirements, error shapes, and what a successful response contains, so it is strong but not complete.

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?

Two sentences, the core action first and the failure-avoidance caveat second, with zero filler. The NOTE earns its length because it prevents a rejected call.

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 12-parameter mutation with no annotations and no output schema, the description covers the main hidden pitfall (required custom fields) and names the helper tool for discovery. Return values are not explained, but nothing in the environment provides them either, so the remaining gap is modest.

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 83%, so the baseline is 3, but the description adds real semantic value for the highest-risk parameter: custom_field is where required cf_* values must go, and the instance-dependency of those requirements is stated. It adds nothing for the other dozen parameters, but schema descriptions already cover most of them.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The first sentence is a precise verb+resource statement ('Create a new deal') that is unambiguous against siblings such as update_deal or create_lead, whose names already carry their own scope. It does not explicitly differentiate itself in prose from adjacent creators, but the operation itself is unmistakable.

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

Usage Guidelines3/5

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

Usage is only implied: the agent is told to probe list_field_choices before creating and to route required custom fields through custom_field, which is operational prerequisite guidance rather than when/when-not direction. There is no mention of alternatives (e.g. update_deal for existing deals) or conditions under which this call should be preferred.

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