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Capture a lead

lead_capture

Capture and log a new lead into the sales funnel, automatically creating a customer record and enforcing a next action with a due date to move the lead through stages.

Instructions

Log a new lead into the sales funnel (New → Contacted → Site visit → Quoted → Won/Lost). Creates the customer record if needed. Company rule: every open lead carries a NEXT ACTION with a date — this tool enforces it.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesCustomer or company name
emailNo
phoneNo
sourceYesWhere the lead came from (referral, website, phone, ...)
addressNo
summaryYesWhat they want, in one line
nextActionYesThe concrete next step
nextActionDateNoYYYY-MM-DD, default tomorrow
Behavior3/5

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

No annotations provided, so description carries full burden. It mentions creating customer record and enforcing next action rule, but lacks details on error handling, idempotency, or duplicate handling.

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 front-load purpose and key rules; no unnecessary words.

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?

Adequately describes core function and rule for an 8-parameter tool with no output schema, but could benefit from mentioning return value or handling of duplicates.

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 63%. Description adds context for summary and nextAction but does not cover email, phone, or address parameters beyond their schema.

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?

Description clearly states 'Log a new lead into the sales funnel' with a specific stage progression and distinguishes from siblings like lead_update.

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?

Implies use for initial lead capture and enforces a company rule about next action; does not explicitly state when not to use or name alternatives, but lead_update is a sibling.

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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