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pghdma

CallRail MCP

create_tag

Create a new tag for a specific company in CallRail. Assign a name, company ID, optional color from supported palette, and optional account ID. Tags organize calls, form submissions, and other records per company.

Instructions

Create a new tag scoped to one company.

Args: name: Tag display name. company_id: Required — tags are per-company in CallRail. account_id: Auto-resolves if omitted. color: One of the 10 CallRail-supported colors: 'red1', 'red2', 'orange1', 'yellow1', 'green1', 'blue1', 'purple1', 'pink1', 'gray1', 'gray2'. If omitted, CallRail defaults to 'gray1'.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYes
company_idYes
account_idNo
colorNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior3/5

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

With no annotations provided, the description discloses important behaviors: scope, auto-resolution, and color defaults. However, it does not mention idempotency, uniqueness constraints, or potential errors if a tag name already exists.

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 concise with a clear purpose sentence followed by a structured Args list. Every sentence adds value, and there is no redundant or verbose language.

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

Completeness4/5

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

For a 4-parameter creation tool with an output schema, the description provides sufficient context for correct invocation. It covers all parameters and includes defaults. Minor gap: no mention of the return value or error conditions, but the output schema partially compensates.

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

Parameters5/5

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

The schema has 0% description coverage, but the description explains all four parameters: name as display name, company_id as required and per-company, account_id as auto-resolving, and color with explicit allowed values. This fully compensates for the missing schema descriptions.

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 action ('Create a new tag') and scope ('scoped to one company'). It distinguishes from sibling tags like `delete_tag` and `update_tag` by implying creation rather than mutation or deletion.

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 explains that tags are per-company, which guides usage. It mentions auto-resolution of account_id and default color, but does not explicitly contrast with `add_call_tags` or provide when-not-to-use scenarios.

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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