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victorbenazzi

Ploomes MCP Server

Update Interaction Record

ploomes_interactions_update
Idempotent

Update an existing interaction record in Ploomes CRM by providing only the fields you wish to change.

Instructions

Update an existing interaction record in Ploomes CRM. Only provided fields are changed.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesInteraction record ID
ContentNoUpdated content / note text
TitleNoShort title for the interaction
DateNoUpdated date in ISO 8601
DealIdNoAssociated deal ID
ContactIdNoAssociated contact ID
OwnerIdNoOwner user ID
TypeIdNoInteraction type ID — shares the same types as tasks. Use ploomes_tasks_types_list to discover.
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-destructive, non-read-only, and idempotent operations. The description adds value by clarifying the partial update behavior, which is not evident from annotations alone.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is concise with one sentence that captures the essential behavior. It is front-loaded and efficient, though could be slightly more informative.

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

Completeness3/5

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

The description lacks context about prerequisites, permissions, or typical use cases. For an agent with many sibling tools, more explicit differentiation would be beneficial.

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 coverage is 100% with detailed descriptions for each parameter. The tool description does not add additional semantic value beyond what the schema provides.

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 updates an interaction record and specifies that only provided fields are changed, distinguishing it from create, delete, and list siblings.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies usage for updating existing interactions but provides no explicit guidance on when to use versus alternatives or when not to use.

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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