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pghdma

CallRail MCP

list_leads

Retrieve deduplicated person records from calls, forms, and texts. Each lead has name, phone, email, and company details.

Instructions

List leads (unique people) across calls, forms, and texts.

A lead is CallRail's deduplicated person record — one entry per customer regardless of how many times they called / submitted / texted. Use get_lead_timeline for a lead's full cross-channel history.

Args: account_id: Auto-resolves if omitted. company_id: Filter to one company. per_page: Page size (max 250). page: 1-indexed.

Returns: JSON string with page, per_page, total_pages, total_records, and leads[]. Each lead has id ('PER...'), name, phone, email, company_id, company_name, created_at.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNo
per_pageNo
account_idNo
company_idNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

Discloses that account_id auto-resolves, per_page max 250, page is 1-indexed, and returns details. No annotations exist, so description carries burden; lacks rate limits or auth notes, but acceptable for a list tool.

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?

Structured with clear first sentence, explanation, alternative, bullet-point args, and return format. No wasted words.

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?

Covers all parameters and output structure; lacks pagination iteration details but sufficient given output schema description.

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

Parameters4/5

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

Adds meaning beyond schema: account_id auto-resolves, company_id filters, per_page max, page indexing. Schema coverage 0%, so description compensates well.

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?

Clearly states 'List leads (unique people)', explains what a lead is (deduplicated person record), and distinguishes from sibling tools like get_lead_timeline and list_calls.

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?

Explicitly suggests using get_lead_timeline for full history, but could provide more guidance on when to filter by account_id vs company_id or pagination usage.

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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