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LACRM MCP Server

Bulk: Generate CSV Template

bulk_generate_template

Generate a ready-to-fill CSV template for bulk CRM operations, plus a per-field report explaining how each column behaves when populated, blank, or omitted.

Instructions

Generate a ready-to-fill CSV template for a bulk operation, plus a per-field report describing exactly what happens when each column is populated, left blank, or omitted.

The template is generated from the SAME field configuration the validate/execute tools use, so it always reflects the rules that will actually be applied. Supply the field configuration as arguments; nothing about any specific CRM is built in.

Returns: { csv, columns, report } where report[].behavior explains each field's merge strategy. Columns are ordered LACRM built-in fields first (key, owner name, address block, then other standard fields), then custom fields.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fieldsYesField configuration (the columns "on the menu").
operationYesWhich operation the template is for.
key_columnNoIdentity column for update mode (placed first, required).
address_configNoUpdate-mode address mapping: an uploaded address is appended to the contact only if it is not already present (CRM copy wins on a duplicate; existing addresses untouched).
key_descriptionNoOptional description for the key column.
include_example_rowNoAppend one example row built from field examples.
Behavior4/5

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

With no annotations, the description carries the burden. It discloses what the tool returns (csv, columns, report), how columns are ordered, and that no CRM-specific behavior is built in. It doesn't explicitly state whether the operation is read-only, but 'Generate' suggests no mutation; still, an explicit safety note would make it 5.

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?

Three concise paragraphs front-load the primary purpose and returning shape, with efficient, non-redundant language. Every sentence provides value (same-config guarantee, ordering detail, output contract).

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?

For a tool with nested config and no output schema, the description hands out the return shape, report semantics, and ordering rule. The schema covers parameters in depth; the description fills the output/behavior gap. No significant missing context.

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?

The schema descriptions already cover 100% of parameters with detailed semantics (e.g., enum strategies, address_config rules). The description references field configuration but adds no per-parameter semantics beyond the schema. This meets the baseline but doesn't exceed it.

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 names a specific action (generate), a concrete artifact (CSV template), and a distinct output (per-field behavior report). It clearly separates this from sibling bulk_validate and bulk_execute tools by focusing on template generation.

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?

It explains the intended workflow by stating the template uses the same field configuration as validate/execute, implying this should run before those tools. It does not name alternatives or explicit when-not conditions, so not a 5.

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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