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CallRail MCP

list_sms_threads

Retrieve SMS threads with lead-management fields including notes, value, tags, qualification, and state. Filter by account or company.

Instructions

List SMS threads. Unlike list_text_messages (conversation transcripts), threads carry the lead-management surface: notes, value, tags, lead_qualification, state — and are UPDATABLE via update_sms_thread.

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 sms_threads[]. Each thread has id, customer_name / customer_phone_number, current + initial tracker/tracking-number, notes, value, tags, lead_qualification, state.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNo
per_pageNo
account_idNo
company_idNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior3/5

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

With no annotations, the description carries the full burden. It explains the output format and notes that `account_id` auto-resolves, but does not mention other behaviors like rate limits, authentication, or safety profile. It is adequate but not exhaustive.

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, front-loads the core purpose, contrasts with a sibling, and lists parameters in a structured args block. Every sentence adds value; no redundancy.

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?

Given the tool has an output schema and four simple parameters, the description covers purpose, differences, all parameters, and return format. Minor omissions like sorting order or total count do not hinder usability.

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?

The input schema has 0% description coverage, but the description compensates by providing clear, human-readable explanations for all four parameters, including defaults and constraints like 'max 250' for per_page.

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 'List SMS threads' and distinguishes from sibling tool `list_text_messages` by noting that threads carry lead-management fields and are updatable, making the purpose specific and unambiguous.

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 contrasts with `list_text_messages` and explains what threads contain, providing clear context for when to use this tool. It does not include explicit when-not-to-use statements but the contrast suffices for decision-making.

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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