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LACRM MCP Server

Create Custom Field

create_custom_field

Add new custom fields to Less Annoying CRM for contacts, companies, pipelines, or public forms. Supports many field types like text, dropdown, currency, and more.

Instructions

Create a new custom field definition in Less Annoying CRM. Use this to add new fields for contacts, companies, or pipelines.

Field types: Currency, Date, Dropdown, RadioList, Checkbox, Number, Text, TextArea, ContactLink, FileLink, Signature, Section, SectionHeader, TextBlock.

For Dropdown/RadioList/Checkbox fields, provide options array. For Pipeline fields, pipeline_id is required.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesField name
typeYesField type
optionsNoOptions for Dropdown/RadioList/Checkbox fields
is_requiredNoWhether field is required
pipeline_idNoRequired for pipeline fields
record_typeNoContact, Company, Pipeline, or PublicForm
show_on_reportNoInclude in reports
show_on_active_badgeNoShow on active pipeline badges
show_on_closed_badgeNoShow on closed pipeline badges
Behavior3/5

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

With no annotations, the description bears the transparency burden. It provides useful behavioral details such as requiring an options array for Dropdown/RadioList/Checkbox fields and pipeline_id for pipeline fields. However, it does not describe side effects, permissions, return values, or error conditions, which are important for a create operation.

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

Conciseness4/5

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

The description is concise and front-loaded with the main purpose. The field types list is somewhat redundant with the schema enum but provides a quick reference. Each sentence serves a purpose, and there is minimal fluff.

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?

The tool has 9 parameters and no output schema or annotations. The description covers the core use case and conditional requirements but omits information about the response format, permissions, or potential errors. While it is adequate for a create operation, it lacks completeness in explaining the tool's full behavior.

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 parameters are well-documented. The description adds minimal extra semantics by clarifying the conditional requirements for options and pipeline_id, but this largely duplicates the schema descriptions. No additional insight is given for other parameters like is_required or show_on_report.

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 creates a new custom field definition and specifies the resources (contacts, companies, pipelines). It distinguishes itself from sibling tools like edit_custom_field and delete_custom_field by focusing on the 'new' creation aspect.

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 explicitly says 'Use this to add new fields for contacts, companies, or pipelines,' providing clear context for when to use it. However, it does not explicitly mention alternative tools for editing or deleting custom fields, so it lacks a direct when-not-to-use statement.

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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