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lauramariel

Demo CRM MCP Server

by lauramariel

Get pipeline summary

get_pipeline_summary

Summarize CRM pipeline stages to see deal counts, total values, and open/won totals for sales performance.

Instructions

Get aggregate pipeline stats: deal count and total value per stage, plus open/won totals.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.0.0

TDQS

A3.7/5.0
Behavior3/5

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

No annotations are provided, so the description carries the full burden. It discloses the shape of the returned aggregates, which is genuinely useful, but says nothing about read-only nature, permissions, scope (whole org vs. per-user), or time-window behavior.

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?

One tightly-packed sentence with zero filler, front-loading the aggregate nature and then the specific metrics. Nothing to trim.

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?

There is no output schema, so the description must carry the return-value burden, and it does list the aggregate fields. It falls just short of complete by not stating who/what the aggregate is scoped over, but for a parameterless summary tool this is nearly sufficient.

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?

The tool takes zero parameters, so the baseline is 4. There is nothing for the description to clarify beyond confirming it is a no-argument rollup.

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+resource ('Get aggregate pipeline stats') and enumerates the returned aggregates (deal count, total value per stage, open/won totals). The aggregate scope implicitly distinguishes it from list_deals, though it does not name that sibling explicitly.

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 implied: an agent infers this is the reporting/rollup tool rather than the per-deal listing tool. However, there is no explicit when-to-use, when-not-to-use, or named alternative, so guidance remains inferential.

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