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mindwear-capitian

followupboss-mcp-server

createNote

Add a note to a person record in Follow Up Boss CRM by providing person ID and note body.

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 provided, and the description does not disclose side effects, idempotency, or required permissions. It only states the basic action, missing behavioral context beyond the obvious.

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?

Single sentence with no extraneous text. Efficiently communicates the core purpose.

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 create operation with no output schema, the description is minimally adequate. However, it could mention return value or confirmation, making it slightly incomplete.

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?

Input schema has 100% coverage with descriptions for each parameter, so the baseline is 3. The description adds no extra meaning beyond what the schema already provides.

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 the verb 'Create', the resource 'note', and the context 'on a person', making it specific and distinguishable from sibling tools like createPerson or createTask.

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?

No guidance on when to use this tool versus alternatives (e.g., createPersonAttachment), nor any prerequisites such as the person existing. The description is purely declarative.

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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