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ssaffhauser-web

kpi-dealflow-mcp

add_lead

Add a prospect to the pipeline when they call, text, email, or are identified. Enter contact details and lead type to track through the deal flow.

Instructions

Add a new lead to the KPI DealFlow pipeline. Use this when someone calls in, texts, emails, or is otherwise identified as a prospect.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
emailNoEmail address
notesNoAny additional context or notes about the lead
phoneNoPhone number
sourceNoHow the lead was generated — e.g. "Cold Call", "Zillow", "Door Knock", "Referral"
inboundNoTrue if the lead reached out first (inbound), false if you initiated (outbound)
last_nameNoLast name
lead_typeNoType of leadBuyer
first_nameYesFirst name of the lead (required)
lead_statusNoTemperature/urgency of the leadWarm
funnel_statusNoWhere in the funnel the lead sitsContact
Behavior3/5

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

No annotations are provided, so the description carries full burden. It describes the basic action ('Add a new lead') but does not disclose behavioral details such as side effects, authentication requirements, or what happens after creation.

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 very concise—two sentences with no fluff—and front-loads the core purpose immediately.

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?

Despite having 10 parameters and no output schema or annotations, the description is minimal. It does not explain the return value, success indicators, or potential pitfalls, leaving room for necessary detail.

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 100%, so the schema already documents all parameters. The description adds no additional parameter-level context beyond the overall purpose, meeting the baseline but not exceeding it.

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 states a specific verb ('Add') and resource ('lead to the KPI DealFlow pipeline'), and it clearly distinguishes from sibling tools like list_leads, get_lead, and update_lead.

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

Usage Guidelines4/5

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

The description gives explicit scenarios for use ('when someone calls in, texts, emails, or is otherwise identified as a prospect'), providing context for when to use this tool, though it does not explicitly state when not to use it.

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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