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mindwear-capitian

followupboss-mcp-server

updateDeal

Update a deal's parameters such as price, stage, assigned users, and associated people in Follow Up Boss CRM.

Instructions

Update a deal. Use price (not value) and peopleIds (not personId).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesDeal ID
nameNoName
priceNoPrice
stageIdNoStage ID
userIdsNoUser IDs
peopleIdsNoPeople on deal
descriptionNoDescription
possessionDateNoPossession date (YYYY-MM-DD)
teamCommissionNoTeam commission split
agentCommissionNoAgent commission split
commissionValueNoTotal commission value
dueDiligenceDateNoDue diligence date (YYYY-MM-DD)
projectedCloseDateNoProjected close date (YYYY-MM-DD)
earnestMoneyDueDateNoEarnest money due date (YYYY-MM-DD)
finalWalkThroughDateNoFinal walk-through date (YYYY-MM-DD)
mutualAcceptanceDateNoMutual acceptance date (YYYY-MM-DD)
Behavior2/5

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

No annotations are provided, so the description must disclose behavioral traits. It only says 'Update,' implying mutation, but does not mention permissions, side effects, or what happens to omitted fields.

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-loaded with the action, and each sentence adds value. No wasted 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?

With 16 parameters and no output schema, the description minimally covers the update action. It misses behavioral details and return value expectations, but the schema fills most gaps.

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?

Schema coverage is 100%, but the description adds critical context by clarifying which field names to prefer (price over value, peopleIds over personId), reducing ambiguity.

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 'Update a deal,' which is a specific verb+resource. This distinguishes it from sibling tools like createDeal, deleteDeal, and getDeal.

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?

Provides explicit guidance on parameter usage: 'Use price (not value) and peopleIds (not personId).' This helps avoid common mistakes but does not discuss when to use vs. alternatives like createDeal.

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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