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rhyeal

wealthbox-mcp

by rhyeal

wealthbox.notes.create

Create a note in Wealthbox CRM. Provide the note text and optionally link to a contact or project.

Instructions

Create note. Example: {"content": "Note text", "linked_to": [{"id": 12345, "type": "Contact"}]}

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
bodyNoRaw API body. If provided, overrides content/linked_to.
contentNoNote text (required if no body provided)
linked_toNo
Behavior3/5

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

No annotations are provided, so the description must disclose behavior. It clearly states the mutation intent ('Create note') and gives an example of the payload, but it does not mention permissions, reversibility, or return value.

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 extremely concise—a single sentence plus a JSON example—with no unnecessary words. It is well-structured and front-loaded.

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?

For a simple create tool with no output schema, the description is adequate but minimal. The example helps clarify the request structure, but the lack of usage guidelines and behavioral details makes it only partially complete for an agent.

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 schema covers most parameters with descriptions (67% coverage). The description adds a concrete example showing the structure for content and linked_to, which enhances clarity, but the body parameter is only briefly described and the example does not add much beyond the schema.

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 uses a specific verb 'Create' and resource 'note', clearly distinguishing it from sibling tools like notes.list, notes.get, and notes.update. The intent is unambiguous.

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 implies the use case (creating a note) through the tool name and verb, but provides no explicit guidance on when to choose this over alternatives, nor does it mention prerequisites or context.

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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