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victorbenazzi

Ploomes MCP Server

Win Deal

ploomes_deals_win
Idempotent

Mark an open deal as won in Ploomes CRM. Requires the deal's pipeline to allow winning deals.

Instructions

Mark a deal as won in Ploomes CRM. Sets the deal StatusId to 2 (Won). The deal's pipeline must have MayWinDeals=true for this action to succeed — use ploomes_pipelines_list to check. Only open deals (StatusId=1) can be won. Sends an empty body to POST /Deals({Id})/Win.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesDeal ID to mark as won
Behavior4/5

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

Annotations indicate idempotent, non-destructive mutation. Description adds that it sends an empty body to POST endpoint, sets StatusId to 2, and lists prerequisites. No contradiction with annotations.

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?

Three sentences, front-loaded with action. Each sentence adds value: what it does, status mapping, prerequisites, endpoint info. No wasted words.

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?

For a simple mutation with one param and no output schema, description covers all needed details: action, prerequisites, endpoint, and checks. References sibling tool for pipeline verification.

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 covers id with description, coverage 100%. Description adds no extra param info beyond endpoint usage. Baseline 3 is appropriate as schema does the heavy lifting.

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?

Description clearly states the tool marks a deal as won, sets StatusId to 2, and includes prerequisites. It distinguishes from siblings like ploomes_deals_lose and ploomes_deals_reopen.

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?

Explicitly says when to use (win a deal) and specifies prerequisites (pipeline MayWinDeals=true, deal StatusId=1). References sibling tool ploomes_pipelines_list for checking. Could be more explicit about when not to use, but conditions imply alternatives.

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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