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Refresh contact summary

crm.refresh_contact_summary
Destructive

Regenerate and overwrite the stored AI summary and next-step guidance for a private CRM contact.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
person_idYes
project_idYes
idempotency_keyNo
confirmation_tokenNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. First observed

TDQS

B3.1/5.0
Behavior4/5

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

Annotations already flag destructiveHint=true, and the description adds the key behavioral detail: it overwrites the stored AI summary and next-step guidance. This clearly discloses what gets mutated without contradicting the 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?

The description is a single focused sentence that starts with the action and includes the key target. There is no fluff or redundant restatement of the tool name.

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

Completeness2/5

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

Despite an output schema being present, the operation is destructive and involves multiple non-obvious parameters such as confirmation_token and idempotency_key. The description omits enough contextual information for an agent to call it correctly without guessing about parameter roles or side effects.

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

Parameters1/5

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

Schema description coverage is 0% and the description provides no explanation for person_id, project_id, idempotency_key, or confirmation_token. For a tool with four parameters, including a confirmation token and idempotency key, the description must compensate but does not.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description names a specific verb (regenerate and overwrite) and a distinct resource (stored AI summary and next-step guidance), which clearly distinguishes it from generic contact-update siblings. It does not explicitly name an alternative or scope condition, so it is clear but not fully differentiated.

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?

There is no guidance on when to use this tool vs alternatives such as crm.update_contact or crm.add_contact_note. The intent to refresh a summary is implied by the name but no explicit conditions, prerequisites, or exclusions are provided.

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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TDQS

B3.1/5.0
Disambiguation3/5

Domain prefixes (crm., cap_table., landing.) clearly separate broad modules, and most tools target a specific resource and action. However, within modules there are boundary overlaps—crm.add_contact_note vs crm.log_activity and cap_table.dilution_preview vs cap_table.simulate_raise—where descriptions must be read carefully to avoid a wrong pick.

Naming Consistency3/5

The dominant pattern is module.verb_noun (e.g., crm.create_lead, cap_table.update_stakeholder), which is clear and readable. But a subset of top-level tools uses object_verb with flat underscores (e.g., shortlink_create, qr_generate, campaign_archive) and one outlier (campaign_stats) breaks the verb pattern, so conventions are mixed.

Tool Count1/5

86 tools is an extreme surface for any single MCP server, well past the 50+ threshold that makes coherent selection impractical. Even though the features span several business domains, this would be far more usable split into focused servers per module.

Completeness4/5

The covered domains are broadly complete: cap table, CRM, incorporation, landing, projects, sparkroom, tasks, and validation all have read/write workflows with few dead ends. Minor gaps remain (no campaign listing/update, no branding palette delete/update, no contact deletion) but none of them blocks the main product workflows.

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