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sanjibani

singleops-mcp

by sanjibani

create_lead_for_existing_client

Create a new lead for an existing client in SingleOps. Attach a lead to a client record using the client ID obtained from search, then move the job through the standard workflow stages.

Instructions

Create a lead (Job) for an existing client already in SingleOps.

Use after search_clients_by_email / search_clients_by_phone to attach a new lead to an existing client record. The lead moves through the SingleOps Job workflow (Lead -> Proposal -> Schedule -> Complete -> Invoice).

client_id is the SingleOps client.id (NOT email, NOT name). Look it up with one of the search tools first.

operation_id is the SingleOps operation.id for the division the work belongs to (look it up with list_operations).

visit_stage_id defaults to 8 (the standard "Lead" stage) but can be set to whatever stage IDs your account has configured.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNo
tagsNo
notesNo
client_idYes
operation_idYes
sales_rep_idNo
visit_stage_idNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

No annotations provided, so description carries the burden. Explains the lead workflow (Lead -> Proposal -> Schedule -> Complete -> Invoice), default stage, and that `client_id` is numeric. Does not mention output or side effects, but overall transparent for a creation tool.

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

Conciseness4/5

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

Well-structured with bullet-like points. Every sentence adds value; front-loaded with main purpose. Could be slightly shorter, but remains efficient.

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?

With 7 parameters, no schema description, and no annotations, the description adequately covers the core workflow and prerequisites. However, lacks explanation for several optional parameters and does not reference the output schema or `list_custom_inputs` for extra fields.

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?

Schema coverage is 0%, so description must compensate. Explains `client_id`, `operation_id`, and `visit_stage_id` with context. However, `name`, `tags`, `notes`, and `sales_rep_id` are left undocumented, leaving gaps.

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 'Create a lead (Job) for an existing client already in SingleOps' with specific verb and resource. Distinguishes from sibling tool `create_lead_with_new_client` by emphasizing the client must exist.

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

Usage Guidelines5/5

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

Explicitly instructs to use after `search_clients_by_email` or `search_clients_by_phone`, and to look up `operation_id` via `list_operations`. Provides workflow context and warns about `client_id` type, making when-to-use clear.

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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