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soil-dev

capsulemcp

by soil-dev

upload_attachment

Uploads a file as a new note attachment linked to a party, opportunity, or project; use when you need to store a document in Capsule CRM.

Instructions

Upload a file as a new note attachment, linked to a party, opportunity, or project. Provide the file as base64-encoded dataBase64 along with filename and contentType (MIME). Also provide exactly one of partyId / opportunityId / projectId to anchor the note. Optionally pass content to set the note body (defaults to '[attachment]'). Two-step orchestration server-side: bytes upload → token → note creation. Adding to an existing entry is not supported.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
contentNoBody text for the note that will hold the attachment. Defaults to '[attachment]' if omitted.
entryIdNoATTACH TO AN EXISTING ENTRY instead of creating a new note: the id of the note/email entry to attach the file to (wire: PUT /entries/{id} with an upload token; verified live). Mutually exclusive with partyId/opportunityId/projectId and content — when entryId is set, no new entry is created.
partyIdNoLink the new note to a party (mutually exclusive with opportunityId / projectId).
filenameYesFilename Capsule should record (e.g. 'contract.pdf'). Capsule does NOT validate consistency between filename, contentType, and the actual bytes — a typo in either is accepted and the file is stored as labelled.
projectIdNo
dataBase64YesFile contents, base64-encoded. Decoded server-side and uploaded as the request body. PRACTICAL LIMIT: the base64 must be produced inline as tool-call output, so uploads driven by an LLM are only viable for small files (a few tens of KB) — a 500 KB file is ~660K characters, far beyond a chat model's output budget. Do not attempt to inline large files; tell the user the file is too large to route through the model. The 25 MB maximum (Capsule's documented limit) applies to programmatic MCP clients that construct the call directly; the connector rejects oversized base64 before uploading.
contentTypeYesMIME type of the file (e.g. 'application/pdf', 'image/png', 'text/plain'). Trusted by Capsule verbatim; not cross-checked against `filename` or the actual bytes.
opportunityIdNo
Install Server

TDQS

C2.9/5.0
Behavior3/5

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

The description adds valuable behavior beyond annotations, including the server-side two-step orchestration (bytes upload → token → note creation) and the default note body. But it also makes a false behavioral claim about existing-entry attachment being unsupported, and the sparse annotations leave the description with the burden of accurately describing mutation behavior. This undermines trust despite the useful detail.

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 short, front-loaded, and generally efficient, with no redundant background or fluff. It does contain one misleading sentence about existing-entry attachment, which does not earn its place, but the overall structure is clear and scannable.

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

Completeness2/5

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

For an 8-parameter tool with no output schema, the description covers the new-note mode in reasonable detail but omits the entire existing-entry attachment mode documented in the schema. It also does not describe what the tool returns after the two-step orchestration. The contradiction with entryId is a significant completeness gap for agent invocation.

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

Parameters2/5

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

Schema description coverage is 75%, so the schema already explains most parameters, and the description repeats dataBase64, filename, contentType, and content without adding much new meaning. Worse, it asserts a mutually exclusive constraint ('exactly one of partyId / opportunityId / projectId') that ignores the schema's entryId option, and it omits entryId entirely. This is a negative contribution rather than a compensating one.

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

Purpose3/5

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

The opening sentence clearly states a specific action: uploading a file as a new note attachment linked to a party, opportunity, or project, which helps distinguish it from add_note and get_attachment. However, the description then claims 'Adding to an existing entry is not supported,' directly contradicting the schema's entryId parameter, which explicitly supports attaching to an existing entry. This makes the stated purpose incomplete and partly misleading.

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 provides explicit invocation steps: pass dataBase64, filename, contentType, exactly one of partyId/opportunityId/projectId, and optionally content. It does not discuss when to prefer upload_attachment over sibling tools like add_note or update_entry, and the 'exactly one' and 'not supported' statements conflict with the schema's entryId path. The guidance is useful for the main mode but incorrect for a supported alternative.

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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