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retain-so

Retain MCP Server

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by retain-so

Add customer note

add_customer_note

Add notes to customer alerts to record outreach performed outside Retain.

Instructions

Add a note to a customer's active alert. Useful to document outreach done outside Retain. Requires a read+write agent key.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
contentYesNote text.
customer_idYesCustomer id (UUID).
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It mentions the auth requirement but does not disclose side effects, error conditions, or idempotency, which are important for a write operation.

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 very concise with two sentences, front-loading the primary action in the first sentence and adding context in the second. Every sentence serves a purpose with no wasted words.

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

Completeness2/5

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

Given the tool's simplicity (2 params, no output schema), the description lacks information about return values or error handling. It is not fully complete for an agent to reliably use without additional 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 input schema covers both parameters with descriptions, resulting in 100% coverage. The tool description does not add additional meaning beyond what is already in the schema, so baseline 3 is appropriate.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the action ('Add a note') and the target ('a customer's active alert'), with a specific use case ('document outreach done outside Retain'). It is specific and informative, though it does not explicitly differentiate from the sibling tool 'mark_alert_contacted'.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides some usage context ('Useful to document outreach done outside Retain') and a prerequisite ('Requires a read+write agent key'), but lacks explicit when-not-to-use guidance or comparison to alternative tools.

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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