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victorbenazzi

Ploomes MCP Server

List Interaction Records

ploomes_interactions_list
Read-onlyIdempotent

Search and list CRM interactions like notes, emails, and activities with filtering, sorting, field selection, and pagination. Includes expandable relations: Contact, Deal, Tags, Comments, NotifiedUsers, OtherProperties.

Instructions

Search and list interaction records (notes, emails, activities) in Ploomes CRM. Supports OData filtering, sorting, field selection, and pagination. Full $expand options: Contact, Deal, Tags, Comments, NotifiedUsers, OtherProperties.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
filterNoOData $filter expression. E.g.: "DealId eq 789", "ContactId eq 123", "Date ge 2025-01-01T00:00:00Z", "TypeId eq 1"
selectNoComma-separated fields to return. E.g.: "Id,Content,Date,DealId,ContactId"
expandNoRelated entities to include. Available: Contact, Deal, Tags, Comments, NotifiedUsers, OtherProperties. E.g.: "Contact,Deal,OtherProperties"
orderbyNoSort expression. E.g.: "Date desc"
topNoMax items to return (default 50, max 300)
skipNoItems to skip for pagination
Behavior4/5

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

Annotations already declare read-only, non-destructive, idempotent behavior. Description adds specifics about expandable entities (Contact, Deal, Tags, etc.), providing additional context 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 states purpose, second lists capabilities. No wasted words, appropriate length.

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?

With no output schema, the description adequately covers functionality for an agent to use the tool. Mentions pagination and expand options, though could specify default top value (available in schema).

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 has 100% coverage, so baseline is 3. Description adds a concise summary of available OData operations and lists expand options, reinforcing schema information without redundancy.

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?

Clearly states 'Search and list interaction records' with specific types (notes, emails, activities) and capabilities like OData filtering, sorting, field selection, and pagination. Distinguishes from sibling create/delete/get/update tools by focusing on listing.

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 clear context that this tool is for listing interactions with filtering and pagination. Does not explicitly exclude use cases or name alternatives, but the purpose is unambiguous.

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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