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victorbenazzi

Ploomes MCP Server

List Pipelines

ploomes_pipelines_list
Read-onlyIdempotent

Retrieve all sales pipelines from Ploomes CRM, including configuration flags like stage requirements, win/lose settings, and quote/order creation permissions. Filter and paginate results.

Instructions

List all sales pipelines (funnels) in Ploomes CRM. Pipelines contain stages that deals move through. Each pipeline has configuration flags that control deal behavior: MustPassAllStages (deals must go through every stage in order), ForbiddenStageReturn (deals cannot move back to a previous stage), MayWinDeals (deals in this pipeline can be won), MayLoseDeals (deals in this pipeline can be lost), WinDealOnLastStage (deals are automatically won when moved to the last stage), MayCreateQuotes (quotes can be created for deals in this pipeline), MayCreateOrders (orders can be created for deals in this pipeline). Use $select to get specific fields. Key fields: Id, Name, Ordination, Archived, MustPassAllStages, ForbiddenStageReturn, MayCreateQuotes, MayCreateOrders, MayWinDeals, MayLoseDeals, WinDealOnLastStage.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
filterNoOData $filter expression. E.g.: "Archived eq false", "Name eq 'Sales'"
selectNoFields to return. E.g.: "Id,Name,Ordination,Archived,MayWinDeals,MayLoseDeals"
orderbyNoSort expression. E.g.: "Ordination asc", "Name asc"
topNoMax items to return (default 50, max 300)
skipNoItems to skip for pagination
Behavior3/5

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

Annotations already indicate read-only, non-destructive, and idempotent behavior, so the bar is lower. The description adds useful context about configuration flags (e.g., MustPassAllStages) but does not disclose additional behavioral traits like side effects or authorization needs.

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?

The description is concise with only a few sentences, front-loading the purpose and adding relevant data context. Every sentence adds value without redundancy.

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 no output schema, the description explains the return structure well by listing key configuration flags. It covers purpose, filtering, and field selection. Minor gaps exist in not describing pagination behavior, but the schema handles that.

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 all parameters described in the input schema. The description mentions using $select for specific fields and lists key fields, but this adds limited value beyond the schema. 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 'List all sales pipelines (funnels) in Ploomes CRM.' It uses a specific verb ('List') and resource ('pipelines'), and distinguishes itself from sibling tools like ploomes_stages_list by focusing on pipelines specifically.

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

Usage Guidelines2/5

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

No explicit guidance is provided on when to use this tool versus alternatives like ploomes_stages_list or when it should be avoided. The description only states functionality without context for selection.

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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