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deals_convert_to_lead

Convert a deal into a lead by initiating a two-step asynchronous process. Returns a conversion ID to monitor progress until completed.

Instructions

Convert a deal into a lead (asynchronous, two-step flow).

Step 1 (this tool): POST starts the conversion. Returns { id: conversion_id, status: 'queued' | 'running' }. Step 2 (separate tool): poll deals_convert_status with the deal id AND the conversion_id returned here, every few seconds, until status === 'completed'. The completed response includes the resulting lead_id.

Related entities (notes, files, emails, activities) are transferred to the new lead.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesDeal ID to convert
Behavior5/5

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

No annotations are provided, but the description fully discloses the asynchronous behavior, the two-step flow, the response structure, and the side effect of transferring related entities. This adds significant value beyond the structured 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?

The description is well-structured with clear steps, no redundant information, and each sentence adds value. It efficiently conveys the asynchronous flow and follow-up action.

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

Completeness5/5

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

Despite no output schema, the description explains the expected response format for both steps and the polling criteria. It also mentions the transfer of related entities, making it complete for the tool's 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 coverage is 100% with one parameter (id). The description adds minimal extra meaning beyond the schema's description ('Deal ID to convert'). It is adequate but not enhanced.

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 tool's purpose: convert a deal into a lead. It distinguishes this tool from sibling tools by naming the specific polling tool (deals_convert_status) and describing the two-step flow.

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?

The description provides explicit step-by-step usage instructions (Step 1 this tool, Step 2 polling tool) and details the polling process. However, it does not explicitly state when not to use this tool or mention alternatives.

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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