Skip to main content
Glama
theYahia

retailcrm-mcp

by theYahia

customer_notes_create

Add a note to a customer record using internal ID or external ID. Requires note text; optionally specify site, manager, or author.

Instructions

Add a note to a customer (by id or externalId). Returns {success, id}.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
siteNoSite (store) symbolic code. Required on create/edit when the API key is scoped to multiple sites (see list_sites).
textYesNote text
manager_idNoAuthor manager ID
customer_idNoCustomer RetailCRM ID the note attaches to
customer_external_idNoCustomer externalId (alternative to customer_id)
Behavior4/5

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

Annotations indicate a write operation (readOnlyHint=false) and non-destructive (destructiveHint=false). The description adds behavioral context: it returns a {success, id} object and supports two identification methods, which are not covered by annotations.

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 concise, one sentence with clear information on action, identification methods, and return value. It is efficient, although it could mention the optionality of parameters for better structure.

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?

The description covers the core operation and return format, but lacks details on error scenarios, authentication requirements, or the need for 'site' in multi-site contexts (though schema covers that). For a simple create tool, it is adequate but not fully comprehensive.

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?

Input schema has 100% coverage with descriptions for all parameters. The description mentions 'by id or externalId' but does not add significant semantics beyond the schema. The schema already explains parameter roles, so the description adds limited value.

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 adds a note to a customer and specifies identification by id or externalId. It also mentions the return value, and the action is distinct from sibling tools like customer_notes_list and customer_notes_delete.

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 does not provide explicit guidance on when to use this tool versus alternatives (e.g., customer_notes_list for reading, customer_notes_delete for deletion). No prerequisites or exclusions are mentioned, leaving the agent to infer usage from context.

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/theYahia/retailcrm-mcp'

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