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montrellcruse

ServiceTitan MCP Server (Enterprise)

crm_customers_list

Retrieve and filter customer records from ServiceTitan CRM using various criteria like location, contact details, activity status, and modification dates.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idsNoComma-delimited customer IDs
excludeAccountingChangesFromModifiedDateRangeNoExclude accounting-only changes from modified date filters
nameNoFilter by name
streetNoFilter by street
unitNoFilter by unit
cityNoFilter by city
stateNoFilter by state
zipNoFilter by zip
countryNoFilter by country
latitudeNoFilter by latitude
longitudeNoFilter by longitude
phoneNoFilter by contact phone
activeNoFilter by active statusTrue
externalDataApplicationGuidNoExternal data application GUID
externalDataKeyNoExternal data key
externalDataValuesNoExternal data values
sortNoSort: Field (default), +Field (asc), or -Field (desc). Fields: Id, ModifiedOn, CreatedOn
pageNoPage number (starts at 1)
pageSizeNoRecords per page (default 50)
includeTotalNoInclude total count in response
createdBeforeNo
createdOnOrAfterNo
modifiedBeforeNo
modifiedOnOrAfterNo
Behavior1/5

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

Tool has no description.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness1/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Tool has no description.

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

Completeness1/5

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

Tool has no description.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters1/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Tool has no description.

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

Purpose1/5

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

Tool has no description.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines1/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Tool has no description.

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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