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soil-dev

capsulemcp

by soil-dev

create_party

Create a person or organisation in Capsule CRM. Provide a lastName or firstName for a person, or a name for an organisation. Optionally assign contact details, custom fields, and ownership in one request.

Instructions

Create a new person or organisation in Capsule CRM. For type='person', firstName or lastName is required (one suffices); the name field is silently ignored. For type='organisation', name is required and firstName/lastName/title/jobTitle are silently ignored. Passing organisationId pointing at a non-organisation party (e.g. another person's id) returns 404 'organisation not found' — Capsule filters lookups by type. Accepts ownerId and teamId to set ownership at create time; both are optional and Capsule defaults owner to the API-token user when omitted (team has no default).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNo
typeYes
aboutNo
titleNo
fieldsNoSet custom field values on this record. PARTIAL UPDATE: only the definitions you list are touched; any field NOT in this array is left unchanged. Discover available definitions via list_custom_fields; read current values via get_party with embed='fields'. Verified empirically in v1.6.5 wire-trace: Capsule's POST /parties accepts the same `fields[]` shape as PUT, so callers can set custom field values on creation without a follow-up update.
teamIdNoAssign to team ID (discover via list_teams). Omit to leave team unset on create. To clear an existing team or create a team-owned party with no specific owner, use update_party after creation.
ownerIdNoAssign to user ID. Defaults to the API-token owner when omitted. To create a team-owned party with no specific user, first create the party, then call update_party with `ownerId: null` and `teamId`.
jobTitleNo
lastNameNo
websitesNoAPPEND-ONLY: items are merged into the existing list, never replaced. For atomic add/remove/replace use add_party_website and remove_party_website_by_id.
addressesNoAPPEND-ONLY: items are merged into the existing list, never replaced. For atomic add/remove/replace use add_party_address and remove_party_address_by_id. The `country` field is mapped through Capsule's country dictionary — see `add_party_address.country` for the dictionary edges (small canonical-English-name list; inputs not in the dictionary are REJECTED with 422, not silently dropped).
firstNameNo
phoneNumbersNoAPPEND-ONLY: items are merged into the existing list, never replaced. For atomic add/remove/replace use add_party_phone_number and remove_party_phone_number_by_id.
emailAddressesNoAPPEND-ONLY: items are merged into the existing list, never replaced. For atomic add/remove/replace use add_party_email_address and remove_party_email_address_by_id. Passing `[]` here is a silent no-op (does not clear the list and does not advance updatedAt).
organisationIdNoLink person to an existing organisation ID
trackDefinitionIdsNoTrack definition ids to apply at creation time (creation-only shortcut; use apply_track for existing records). Discover ids via list_track_definitions. Capsule validates each definition's entity scope and returns 422 on mismatch (e.g. "track definition must be for parties"). Wire-verified: the created record carries the track instances immediately.
Install Server

TDQS

A5/5.0
Behavior5/5

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

Annotations only state readOnlyHint=false and destructiveHint=false, so the description carries full behavioral disclosure. It reveals silently ignored fields per type, 404 on mismatched organisationId, owner defaulting to the API-token user, no default for teamId, and append-only semantics—far beyond what annotations could convey. No contradiction with annotations.

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 front-loaded with the core purpose and then delivers dense, decision-relevant specifics in five sentences. Every sentence earns its place: type rules, error behavior, ownership defaults, and alternatives are packed without fluff or repetition of schema content.

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

Completeness5/5

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

For a 16-parameter create operation with no output schema and minimal annotations, this description covers the highest-risk semantics: required-field rules, ignored fields, error responses, ownership defaults, and partial/list update behaviors. It is sufficiently complete for an agent to call the tool correctly without guessing.

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

Parameters5/5

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

With only 56% schema description coverage, the description adds critical meaning: firstName/lastName vs name requirements per type, silently ignored title/jobTitle, organisationId lookup-type filtering, and owner/team default behavior. It compensates for schema gaps and clarifies real API behavior rather than just restating types.

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?

Opens with a specific verb-resource statement: 'Create a new person or organisation in Capsule CRM.' This is differentiated from sibling create tools (create_opportunity, create_project, create_task) by clearly scoping to parties, and the type-specific handling is immediately anchored.

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?

Provides explicit conditional usage by party type, and names concrete alternatives for edge cases: use update_party to clear/team-own after creation, use apply_track for existing records, and use add/remove_party_* for atomic list mutations. An agent can decide when create_party is the right tool or when to route elsewhere.

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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