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Create a data connection

codat_create_connection
Destructive

MUTATES Codat data — create a new data connection on a company for a given source platform. Provide the platformKey (from codat_list_integrations, e.g. "gbol" for QuickBooks Online sandbox). The connection is created in a PendingAuth state; the customer completes authorization via the returned linkUrl. Codat API: POST /companies/{companyId}/connections. Returns the created connection.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fieldsNoAdditional raw Codat fields merged into the request body (escape hatch for any field not typed above).
companyIdYesThe Codat companyId (UUID).
platformKeyYesThe integration platformKey to connect (from codat_list_integrations).

Schema Changelog

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

  1. First observed

TDQS

A4.7/5.0
Behavior5/5

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

The description discloses the key behavioral trait beyond the destructiveHint annotation: the connection starts in PendingAuth state and must be completed by the customer via the returned linkUrl. This is critical for the agent to understand the asynchronous flow. No contradiction with 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 three sentences long, starting with the core action and mutation hint, then parameters, then behavior (PendingAuth, linkUrl, API endpoint, return value). Every sentence adds necessary information without redundancy.

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

Completeness5/5

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

Given the tool has 3 parameters, no output schema, and moderate complexity, the description covers: purpose, required parameters with source, state transition, expected follow-up (customer authorization), return value, and endpoint. No gaps remain.

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?

The schema already describes all three parameters (100% coverage). The description adds value by specifying that platformKey comes from codat_list_integrations and giving a concrete example ('gbol'), which aids correct invocation. For the 'fields' parameter, the description notes it's an 'escape hatch', which matches the schema's intent.

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 creates a new data connection for a given platform on a company. The verb 'create' and resource 'data connection' are specific, and the scope 'on a company' differentiates it from sibling tools like codat_list_connections (list) or codat_get_connection (read).

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?

The description explains how to get the platformKey (from codat_list_integrations) and provides an example ('gbol' for QuickBooks Online sandbox). It also notes that the connection is in PendingAuth state and requires customer authorization via linkUrl. It does not explicitly list when not to use it, but the context is clear enough 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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TDQS

A4/5.0
Disambiguation5/5

Each tool targets a distinct resource or action (e.g., companies, connections, invoices, financial statements). Even similar-looking tools like the three financial statements are clearly differentiated by their names and descriptions. No overlapping purposes.

Naming Consistency5/5

All tools follow the consistent pattern 'codat_verb_noun' (e.g., codat_create_company, codat_list_invoices, codat_get_balance_sheet). No mixing of styles or irregular naming.

Tool Count5/5

28 tools cover the main read and refresh operations across Codat's domain (companies, connections, accounting data, integrations). The count feels well-scoped for a data aggregation platform, not excessive.

Completeness3/5

The tool set focuses heavily on reading and listing data, with only create for companies/connections and refresh triggers. Missing update/delete for many entities (e.g., invoices, bills). An escape hatch exists but is GET-only. Notable gaps for write workflows.