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mindwear-capitian

followupboss-mcp-server

updatePerson

Modify contact details in Follow Up Boss CRM by updating fields like name, stage, contact info, tags, and assignments for existing person records.

Instructions

Update an existing person in FUB

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesPerson ID to update
mergeTagsNoMerge tags instead of replacing (query param)
firstNameNoFirst name
lastNameNoLast name
stageNoPipeline stage
contactedNoContacted status
priceNoPrice point
assignedToNoAssigned agent name
assignedUserIdNoAssigned user ID
assignedPondIdNoAssigned pond ID
assignedLenderNameNoAssigned lender name
assignedLenderIdNoAssigned lender ID
emailsNoEmail addresses: [{value, type}]
phonesNoPhone numbers: [{value, type}]
addressesNoAddresses: [{street, city, state, code, type}]
tagsNoTags
backgroundNoBackground info
timeframeIdNoTimeframe ID
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It states it's an update operation, implying mutation, but doesn't cover critical aspects like required permissions, whether changes are reversible, rate limits, or what the response looks like (e.g., success/failure indicators). This leaves significant gaps for a mutation tool.

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, direct sentence with no wasted words. It's front-loaded and efficiently conveys the core action, making it easy to parse quickly.

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 mutation tool with 18 parameters, no annotations, and no output schema, the description is insufficient. It doesn't explain behavioral traits, error handling, or return values, leaving the agent with incomplete information to use the tool effectively. More context is needed given the complexity.

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 input schema fully documents all 18 parameters. The description adds no additional meaning or context beyond the schema, such as explaining parameter interactions or default behaviors. This meets the baseline for high schema coverage.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose3/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description 'Update an existing person in FUB' clearly states the verb ('Update') and resource ('person'), but it's generic and doesn't differentiate from sibling tools like 'bulkUpdatePeople' or specify what aspects can be updated. It's adequate but lacks specificity about scope or fields.

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 is provided on when to use this tool versus alternatives like 'bulkUpdatePeople' for multiple updates or 'createPerson' for new entries. The description doesn't mention prerequisites, such as needing the person's ID, or contextual cues for its application.

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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