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rhyeal

wealthbox-mcp

by rhyeal

wealthbox.workflows.create

Create a new workflow in Wealthbox CRM to automate and track your business processes. Define workflow steps and manage progress directly from your MCP-enabled client.

Instructions

Create workflow

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
bodyYes
Behavior2/5

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

No annotations are present, so the description carries the full burden. It only states 'Create workflow,' which conveys no behavioral traits such as required permissions, idempotency, effects on existing workflows, or expected response format.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness2/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is extremely concise but at the cost of specificity. It provides no more information than the tool's name, so the forced brevity is under-specification rather than efficient communication.

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

Completeness1/5

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

Given a complex nested object parameter, no output schema, and no annotations, this description is critically incomplete. An agent cannot determine how to invoke this tool correctly or what a successful creation entails.

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

Parameters1/5

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

The schema has one parameter 'body' with no description and additionalProperties: true, resulting in 0% schema coverage. The description does not mention the body parameter at all or explain what fields it should contain, leaving the agent with no guidance for constructing a valid request.

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

Purpose2/5

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

The description 'Create workflow' merely restates the tool name wealthbox.workflows.create without adding any detail about what a workflow is or what creating one involves. This is a tautology rather than an informative purpose statement.

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

Usage Guidelines2/5

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

No guidance is provided about when to use this tool versus alternatives. There is no mention of prerequisites, scenarios, or relationships to sibling tools like workflows.list or workflowTemplates.list.

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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