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victorbenazzi

Ploomes MCP Server

List Deal Loss Reasons

ploomes_deals_loss_reasons_list
Read-onlyIdempotent

List loss reasons for deals, providing the required LossReasonId for deal loss. Supports filtering by pipeline.

Instructions

List available loss reasons for deals in Ploomes CRM. Returns Id and Name. You MUST provide a valid LossReasonId when calling ploomes_deals_lose. Loss reasons may be filtered by PipelineId.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
filterNoOData $filter. E.g.: "PipelineId eq 1"
topNoMax items
skipNoItems to skip
Behavior4/5

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

Annotations already indicate read-only and non-destructive behavior. The description adds that it returns Id and Name and supports filtering, which is useful but not extensive.

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 sentences, no fluff. First sentence states purpose and output, second provides usage guidance and filtering hint. Very concise.

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

Completeness4/5

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

For a simple list tool with complete schema and annotations, the description covers purpose, usage context, and output. No output schema but that's acceptable.

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 covers all parameters with descriptions (100% coverage). The description adds a minor detail about filtering by PipelineId but doesn't elaborate on top/skip. Baseline 3 is appropriate.

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 it lists loss reasons for deals, specifying it returns Id and Name. This is distinct from sibling tools like ploomes_deals_lose or other list tools, as it focuses on loss reasons.

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 explicitly says to use this to obtain a valid LossReasonId for ploomes_deals_lose, and mentions filtering by PipelineId. It does not explicitly state when not to use it, but the context is clear.

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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