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mindwear-capitian

followupboss-mcp-server

createNote

Add notes to contact records in Follow Up Boss CRM to document interactions, track progress, and maintain organized communication history.

Instructions

Create a note on a person

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
personIdYesPerson ID
bodyYesNote body/content
userIdNoUser ID who created the note
createdAtNoISO timestamp
Behavior2/5

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

No annotations are provided, so the description carries full burden for behavioral disclosure. While 'Create' implies a write operation, it lacks details on permissions required, whether the operation is idempotent, what happens on failure, or any rate limits. The description doesn't add meaningful behavioral context beyond the basic action.

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?

The description is a single, efficient sentence with no wasted words. It's front-loaded with the core action and resource, making it immediately understandable without unnecessary elaboration.

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

Completeness2/5

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

For a creation tool with no annotations and no output schema, the description is insufficient. It doesn't explain what the tool returns (e.g., the created note object, success status), error conditions, or side effects. Given the complexity of creating a note with multiple parameters, more context is needed for effective use.

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%, so the schema already documents all parameters (personId, body, userId, createdAt) with basic descriptions. The description doesn't add any additional meaning about parameter usage, constraints, or relationships beyond what's in the schema, meeting the baseline for high coverage.

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 description clearly states the action ('Create') and target resource ('a note on a person'), which is specific and unambiguous. However, it doesn't differentiate this tool from sibling tools like 'createPerson' or 'createTask', which follow similar naming patterns but operate on different resources.

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?

The description provides no guidance on when to use this tool versus alternatives. There's no mention of prerequisites (e.g., needing an existing person), exclusions, or comparisons to related tools like 'updateNote' or 'deleteNote' from the sibling list.

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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