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Add a CRM inbox message

add_crm_message

Log inbound emails or leads into the CRM inbox for pending review and triage. Captures support, sales, or contact submissions needing approval.

Instructions

Add an incoming message to the CRM inbox (starts pending review). Useful for logging inbound emails/leads that need triage and approval.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
bodyNo
fromNo
nameNoRequester name.
typeNoSubmission category.
emailNoRequester email.
companyNoRelated company id, if known.
projectYes
subjectNo
Behavior3/5

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

Annotations show readOnlyHint=false, confirming a write operation. The description adds that the message starts pending review, but no details on side effects or authorization beyond what is implied.

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?

Two concise sentences with front-loaded purpose and no unnecessary words.

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?

Covers basic purpose and use case but omits lifecycle details like what happens after pending review or any prerequisites beyond the required project parameter.

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?

The description does not explain any parameters; with 50% schema coverage, the description should compensate but does not, leaving undocumented parameters like body, from, subject without context.

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 'add an incoming message to the CRM inbox' and specifies that it starts pending review, distinguishing it from sibling tools like review_crm_message.

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 indicates the tool is for logging inbound emails/leads needing triage and approval, providing clear context but not explicitly excluding other tools like submit_crm_intake.

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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