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ssaffhauser-web

kpi-dealflow-mcp

update_lead

Update a lead's pipeline stage, status, or notes to manage deal flow progress.

Instructions

Update a lead — move them through the pipeline, change their status, or add notes.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesThe lead ID to update
notesNoAdd or replace notes on the lead
sourceNoUpdate the lead source
lead_statusNoUpdate lead temperature
funnel_statusNoMove the lead to this pipeline stage
Behavior2/5

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

With no annotations provided, the description carries full burden. It states 'Update' (mutation) but lacks details on side effects (e.g., whether notes are appended or replaced), required permissions, or error states like non-existent id.

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 a single concise sentence that front-loads the purpose. It is efficient but could be slightly expanded for clarity without being verbose.

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?

With 5 parameters and no output schema, the description covers main use cases but lacks details on return value or behavior (e.g., whether notes are replaced or appended). Adequate but has gaps.

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 100%, so baseline is 3. The description aligns with parameters (e.g., 'move through pipeline' maps to funnel_status) but does not add new meaning beyond the schema.

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: 'Update a lead' and lists specific actions (move through pipeline, change status, add notes). It distinguishes itself from siblings like add_lead (create) and list_leads (read).

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 implies when to use (to modify an existing lead) but does not explicitly guide when not to use or compare to alternatives like add_lead or get_lead. No exclusion criteria or prerequisites are mentioned.

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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