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soil-dev

capsulemcp

by soil-dev

list_party_entries

Read-only

List activity (notes, emails, task records) for a contact or organisation, newest first. Include linked persons for organisations to capture emails filed at contact level.

Instructions

List timeline entries (notes, captured emails, completed-task records) for a party. Returns entries newest-first. Each entry has a type ('note', 'email', 'task'), free-text content, and timestamps. Use this to read the conversation history with a contact or organisation — answers questions like 'what's the latest with X?' For opportunity or project timelines, use list_opportunity_entries or list_project_entries respectively. IMPORTANT for organisations: pass includeLinkedPersons: true to surface entries filed against the org's linked people (sales-conversation emails almost always land on a person row, not the org row — Capsule's API files each entry against exactly one party). Without this flag, an org with active customer-facing email will appear quiet here even though its lastContactedAt is current. For any 'what's new with $ORG?' query, set includeLinkedPersons: true.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNo
embedNoComma-separated embeds. Valid tokens: attachments, participants, party, project, opportunity, creator, activityType.
partyIdNo
perPageNo
includeLinkedPersonsNoWhen true AND `partyId` is an ORGANISATION, also include entries filed against the organisation's linked people (the persons whose `organisation` field references this org). The connector enumerates linked persons via `GET /parties/{orgId}/people`, fans out `GET /parties/{personId}/entries` in parallel (concurrency-capped, default 5 / configurable via `CAPSULE_MCP_BATCH_CONCURRENCY`), and merges into a single feed sorted by `entryAt` descending, deduped by entry id. Default is `false` — single GET, existing behaviour unchanged. WHY THIS FLAG EXISTS: Capsule's API files each entry against exactly one party, opportunity, or project row (verified v1.6.6 wire-trace probe 4 — POST /entries rejects multi-party bodies with 422). For an organisation with multiple contacts, captured emails almost always land on a person row, not the org. As a result, `list_party_entries(orgId)` with `includeLinkedPersons: false` will miss recent customer-facing email — even though the org's own `lastContactedAt` is updated by the activity. This flag is the correct call for any 'what's new with $ORG?' question. WHEN `partyId` IS A PERSON: silently no-op — persons have no linked-people relationship in Capsule's data model, so the flag is functionally inert (the connector still issues a cheap `/people` check; the response is empty). LATENCY: 1 + N round trips for an org with N linked people, concurrency-capped (typical: 2-3 waves for N=10). Linked-person enumeration reads the first 100 linked people; use list_employees for explicit pagination when an organisation has more contacts than that. Use `includeLinkedPersons: false` for fast pre-screen reads where you only need the org-row entries (e.g. invoice/contract notes that are typically filed at the org level). PAGINATION CAVEAT: `page` and `perPage` apply to the MERGED window, and the merge has a hard ceiling — it reliably orders only the most-recent ~100 entries across the org + its people (each party is fetched at Capsule's per-party cap of 100, and a top-100-per-party merge is correct only up to global position 100). Windows that cross the ceiling are truncated to the entries still inside that top-100 set; windows starting beyond it return no entries and end the feed. It does NOT continue into older history. To read a specific contact's full timeline beyond the merged ceiling, call `list_party_entries` on that person's id directly (the default single-GET path paginates natively with no ceiling). For the LLM-driven 'what's the latest with $ORG' query this is the typical use of, the first page is exact and the ceiling is never reached.
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TDQS

A4.3/5.0
Behavior4/5

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

While annotations only state readOnlyHint and destructiveHint, the description adds behavioral insight: entries are returned newest-first, each entry has a type and content, and crucially, it explains that Capsule's API files each entry against exactly one party, which is why includeLinkedPersons exists. It also notes that without the flag, an org may appear quiet despite a current lastContactedAt. This is valuable context beyond the annotations, though it does not cover pagination ceilings (which are detailed in the parameter description).

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?

The description is relatively concise given the complexity, with the core purpose front-loaded in the first sentence. It then covers usage, alternatives, and a critical caveat without excessive verbosity. The structure is logical: statement, usage, alternatives, important note. It could be slightly tighter but is well-organized and each sentence earns its place.

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

Completeness4/5

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

The tool has 5 parameters, no output schema, and minimal annotations. The main description covers the key behavior, return format (type, content, timestamps), and the critical includeLinkedPersons nuance. The parameter description for includeLinkedPersons adds extensive detail on pagination ceilings and latency, which the main description omits. Given that the full definition includes these details, the tool is fairly complete, though the main description alone lacks pagination caveats. This is a minor gap since the schema provides the information.

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 description coverage is low (40%), so the description should compensate. It does add meaning for includeLinkedPersons, providing usage context and rationale beyond the schema's technical explanation. However, it does not address other parameters like page, perPage, or embed, which lack schema descriptions. The description partially compensates for the coverage gap by focusing on the most critical parameter, but it leaves the rest to be inferred from the schema's default values and 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?

The description clearly states the tool's purpose: 'List timeline entries (notes, captured emails, completed-task records) for a party.' It specifies the verb, resource, and content. It also differentiates from sibling tools by explicitly naming list_opportunity_entries and list_project_entries for other timeline types, leaving no ambiguity about which tool to use.

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?

The description provides explicit guidance on when to use this tool: 'Use this to read the conversation history with a contact or organisation.' It also gives clear exclusions for alternatives ('For opportunity or project timelines, use list_opportunity_entries or list_project_entries respectively'). Furthermore, it offers detailed conditional guidance on the includeLinkedPersons flag, distinguishing between 'what's new with $ORG' queries and fast pre-screen reads, which is beyond typical usage instructions.

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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