Skip to main content
Glama

Convert lead to client

convert_lead_to_client

Turn a lead into a full client record to manage billing, invoices, and tickets. Use this after a sale to activate client services.

Instructions

Convert a lead into a real client record.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
lead_idYesLead UUID
Behavior2/5

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

Annotations mark this as a non-read-only, non-destructive operation, and the description does not contradict these hints. However, it adds minimal behavioral context: it does not disclose side effects on the lead (e.g., status change), what 'real client record' implies, or whether the operation is reversible, which is insufficient for a mutation tool.

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 a single, concise sentence that front-loads the action and object. Every word contributes to meaning, with no fluff or redundancy, making it appropriately sized for a simple operation.

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?

With no output schema, the description should clarify return values or post-conditions, but it only states the conversion. It does not explain what the tool returns (e.g., client ID) or how the lead is affected, leaving the agent with incomplete context for a significant business operation.

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?

The input schema already provides 100% coverage for the lead_id parameter with a description of 'Lead UUID'. The tool description adds no additional meaning beyond the schema, so the baseline of 3 is appropriate.

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

Purpose4/5

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

The description clearly states the action (convert) and the objects (lead to client record), distinguishing it from simple create/update operations. However, it does not explicitly contrast with sibling tools like create_client, so it lacks explicit differentiation.

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?

The description provides no guidance on when to use this tool versus alternatives, such as creating a client manually or updating a lead. There is no mention of prerequisites, qualification criteria, or preferred scenarios, leaving the agent without decision support.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/spidyhost-crm/upmind-mcp-server'

If you have feedback or need assistance with the MCP directory API, please join our Discord server