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kylastech

Kylas CRM MCP Server

Official
by kylastech

create_lead

Create leads in Kylas CRM by specifying only desired fields; automatically infers required fields from user context. Requires prior field instructions lookup.

Instructions

Create a lead in Kylas CRM with only the fields the user wants (no static field list).

You MUST call get_lead_field_instructions FIRST to get valid API names and Field IDs. Infer from user context which fields to send; include only those in field_values.

field_values: Map of field identifier to value.

  • Standard fields: use API name as key at top level (e.g. firstName, lastName, companyName, emails, phoneNumbers, leadSource, isNew).

  • Custom fields: MUST be under "customFieldValues" with internal name as key (e.g. "customFieldValues": {"cfLeadCheck": "Checked"}). Do not use field ID as key—Kylas expects internal names. If you pass a field ID (e.g. "1210985"), the server will resolve it to the internal name (e.g. cfLeadCheck) automatically.

  • For a single email use "email": "user@example.com". For phones use "phone": "5551234567" (or "phoneNumbers" array) and you MUST include "phone_country_code": "IN" or "+91" at top level. If the user provided phone(s) but did not specify country or dial code, do NOT call create_lead—ask the user (e.g. which country/dial code for these numbers?) and only call after they respond. Do not infer from currency or other context. Email types: OFFICE, PERSONAL. Phone types: MOBILE, WORK, HOME, PERSONAL. Exactly one email and at most one phone should be primary; first entry is primary by default.

  • For picklists use the Option ID (number) from the cheat sheet.

  • For date/datetime fields: the user gives a time in their timezone (e.g. "11th Feb 2026 at 7:30 AM"). Call get_current_user, then parse_datetime_to_utc_iso_tool(local_datetime, timezone) and put the returned UTC ISO string in field_values.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
field_valuesYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

Without annotations, the description discloses important behavioral traits: the structure of field_values, handling of custom fields via internal names, phone country code requirement, and email/phone type conventions. Missing details on error handling or side effects but still strong.

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?

The description is long but well-structured: high-level purpose, then prerequisites, then detailed field instructions. Each sentence adds value, though some details (e.g., email/phone types) could be more compact. Mostly earns its length.

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 the complexity (mutation tool, no annotations, one parameter with 0% schema coverage, nested objects), the description is remarkably complete. It covers prerequisites, field structures, edge cases, and references to other tools. Output schema exists, so return value details are not needed.

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?

The only parameter field_values is a freeform object with 0% schema description coverage. The description adds extensive meaning: how to structure standard fields, custom fields, emails, phones, picklists, and dates. This far exceeds the schema's minimal definition.

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 'Create a lead in Kylas CRM' with a specific verb and resource. It also notes the flexible field approach, distinguishing it from sibling tools like 'update_lead' or 'search_leads'.

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?

The description provides explicit prerequisites: 'You MUST call get_lead_field_instructions FIRST'. It also gives conditions to avoid calling (e.g., if phone country code is missing, ask user) and context on when to infer fields.

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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