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victorbenazzi

Ploomes MCP Server

List Deals

ploomes_deals_list
Read-onlyIdempotent

Search and list CRM deals with OData filters, sorting, and pagination. Supports field selection and expanding related entities like contacts and stages.

Instructions

Search and list deals (opportunities) in Ploomes CRM. Supports OData filtering, sorting, field selection, and pagination. Common filters: ContactId eq 123, StageId eq 456, StatusId eq 1, OwnerId eq 789, Amount gt 1000. StatusId values: typically 1=Open, 2=Won, 3=Lost — use ploomes_deals_status_list to confirm the exact mapping for your account. Use ploomes_stages_list to find valid StageId values. Use ploomes_users_list to find valid OwnerId values. Available $expand options: Contact, Person, Stage, Status, Tags, Tasks, Products, Quotes, Origin, InteractionRecords, Orders, OtherProperties, Documents.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
filterNoOData $filter expression. Examples: "ContactId eq 123", "StatusId eq 1" (open deals), "StageId eq 456 and OwnerId eq 789", "Amount gt 5000", "contains(Title,'Acme')", "CreateDate gt 2025-01-01T00:00:00Z". Filter by custom field: "OtherProperties/any(o: o/FieldId eq 12345 and o/StringValue eq 'value')".
selectNoComma-separated fields to return. E.g.: "Id,Title,Amount,ContactId,StageId,StatusId,OwnerId,DealNumber"
expandNoRelated entities to include. Available: Contact, Person, Stage, Status, Tags, Tasks, Products, Quotes, Origin, InteractionRecords, Orders, OtherProperties, Documents. E.g.: "Contact,Stage,OtherProperties" or "Contact,Stage,Status,Tags,OtherProperties".
orderbyNoSort expression. E.g.: "Amount desc", "CreateDate desc", "Title asc"
topNoMax items to return (default 50, max 300)
skipNoItems to skip for pagination
Behavior5/5

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

Annotations already mark readOnlyHint=true, destructiveHint=false, idempotentHint=true. The description adds OData capabilities, pagination (top/skip up to 300), expand options, and note that StatusId mapping may vary (suggesting confirmation). No contradiction.

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?

Compact yet information-dense. Front-loaded with purpose, uses clear sentence structure and bullet-like listing of expand options. Every sentence contributes actionable guidance.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

No output schema, but the description explains filtering, sorting, field selection, pagination, and expand. References to other tools for valid IDs fill missing context. Adequately complete for a list operation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with descriptions, but the description adds value: provides common filter examples, lists available $expand options, and explains pagination parameters. This goes beyond schema definitions.

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 searches and lists deals (opportunities) in Ploomes CRM, using specific verbs and resource. It distinguishes from siblings like ploomes_deals_get (single) and other list tools.

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?

Provides explicit usage context: OData filtering, pagination, and common filters. References sibling tools for valid ID values (ploomes_deals_status_list, ploomes_stages_list, ploomes_users_list). Lacks explicit when-not-to-use (e.g., for single deal use get), but implied by tool name and sibling set.

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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