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victorbenazzi

Ploomes MCP Server

Create Interaction Record

ploomes_interactions_create

Create a new interaction record—note, email, or activity—in Ploomes CRM. Attach it to a deal and/or contact; ContactId is auto-filled from the deal if omitted.

Instructions

Create a new interaction record (note, email, activity) in Ploomes CRM. Attach to a deal and/or contact. If DealId is provided, ContactId is auto-filled from the deal when omitted.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
ContentYesInteraction content / note text (required)
TitleNoShort title for the interaction
DateNoDate in ISO 8601. Defaults to now if omitted.
DealIdNoAssociated deal ID. When provided, ContactId is auto-filled from the deal if not explicitly set.
ContactIdNoAssociated contact ID. Auto-filled from the deal if DealId is provided and ContactId is omitted.
OwnerIdNoOwner user ID
TypeIdNoInteraction type ID — shares the same types as tasks. Use ploomes_tasks_types_list to discover. Default is 1.
EmailRecipientsNoComma-separated email recipients if this interaction is an email
EmailSubjectNoEmail subject line
Behavior4/5

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

Annotations indicate non-readonly, non-destructive, idempotent, open world. Description adds the auto-fill behavior and mentions that TypeId defaults to 1 and shares types with tasks, which are valuable behavioral details beyond 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?

Two sentences: first covers purpose, second covers key behavior. No extraneous content; every word earns its place.

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?

Given 9 parameters and no output schema, the description covers the most critical behavioral nuance (auto-fill). It does not explain return values or error conditions, but the core context is sufficiently complete for an experienced agent.

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

Parameters4/5

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

Schema coverage is 100%, but the description adds meaning to DealId and ContactId by explaining the auto-fill logic, and to TypeId by noting its relation to tasks and default value. This enriches understanding beyond the schema.

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 'Create a new interaction record' with specific types (note, email, activity) and the ability to attach to deal/contact. It directly differentiates from sibling tools like ploomes_interactions_update by focusing on creation.

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 a useful guideline: auto-fill of ContactId from DealId when omitted. However, it does not explicitly state when to use this tool versus alternatives (e.g., ploomes_tasks_create) or when not to use it.

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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