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jonnyanarx

Freshsales MCP Server

by jonnyanarx

create_note

Attach a note to a Freshsales contact, account, deal, or lead by specifying the record type, record ID, and note text.

Instructions

Add a note to a contact, account, deal, or lead.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
descriptionYesNote text
targetable_idYesID of the record to attach the note to
targetable_typeYesRecord type to attach the note to

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.0.0

TDQS

C2.9/5.0
Behavior2/5

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

No annotations are provided, so the description carries the full behavioral burden, yet it says nothing about permissions, whether the note is appended to a timeline, editability, idempotency, or what a successful creation returns. For a mutation tool with zero annotation coverage this is a notable gap.

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

Conciseness4/5

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

A single short sentence with the verb and scope front-loaded and no filler. It is efficient, though its brevity contributes to the behavioral gaps noted elsewhere.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a simple three-parameter create tool with full schema coverage and no output schema, the description is minimally sufficient to invoke it correctly. However, the absence of any behavioral context for a write operation leaves it short of complete.

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?

Schema description coverage is 100% and all three parameters are documented in the schema, including the targetable_type enum. The description adds no syntax, format, or constraint detail beyond what the schema already provides, so baseline 3 applies.

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?

States a specific verb (add) and resource (note) plus the four record types it targets, which maps cleanly to the enum. It is not confused with any sibling such as create_task or create_appointment, though it does not explicitly differentiate itself from them.

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

Usage Guidelines2/5

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

There is no guidance on when to use this versus other create tools, no prerequisites, and no mention of constraints or alternatives. Usage is only implied by the verb and target list.

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