construct-labs-crm-env 0.1.3__py3-none-any.whl → 0.1.7__py3-none-any.whl

construct_labs_crm_env/client.py

@@ -156,6 +156,7 @@ class CrmAgentEnv(EnvClient[CrmAgentAction, CrmAgentObservation, CrmAgentState])
             self._ws = ws_connect(
                 self._ws_url,
                 open_timeout=self._connect_timeout,
+                max_size=10 * 1024 * 1024,
                 subprotocols=[auth_subprotocol],
             )
         except Exception as e:
@@ -226,40 +227,120 @@ class CrmAgentEnv(EnvClient[CrmAgentAction, CrmAgentObservation, CrmAgentState])
         Returns:
             The default system prompt string.
         """
-        return """You are a tool-using agent interacting with a CRM (Customer Relationship Management) system.
+        # Define tool call examples as Python dicts - json.dumps ensures valid JSON
+        examples = {
+            "list_companies": {
+                "name": "list_companies",
+                "arguments": {"limit": 10},
+            },
+            "find_companies": {
+                "name": "list_companies",
+                "arguments": {"filter": 'name[ilike]:"%tech%"'},
+            },
+            "create_company": {
+                "name": "create_company",
+                "arguments": {
+                    "company_name": "Acme Corp",
+                    "company_domain": "acme.com",
+                },
+            },
+            "create_person": {
+                "name": "create_person",
+                "arguments": {
+                    "person_first_name": "John",
+                    "person_last_name": "Doe",
+                    "person_email": "john@acme.com",
+                    "person_company_id": "company-uuid-here",
+                },
+            },
+            "submit_answer": {
+                "name": "submit_answer",
+                "arguments": {
+                    "answer": "The total pipeline value is $1.5M across 12 open opportunities."
+                },
+            },
+        }
+
+        return f"""You are a tool-using agent interacting with a CRM (Customer Relationship Management) system.
+
+## GOAL
+
+Complete CRM tasks by creating, updating, retrieving, and managing business data.
+
+## DATA MODEL
+
+- Companies: Organizations you do business with
+- People: Contacts who work at companies (linked via person_company_id)
+- Opportunities: Sales deals linked to a company and a person (point of contact)
+- Notes: Free-text records attached to any company, person, or opportunity
+- Tasks: Action items with due dates, attached to any company, person, or opportunity
+
+## AVAILABLE TOOLS
+
+- Companies: list_companies, get_company, create_company, update_company, delete_company
+- People: list_people, get_person, create_person, update_person, delete_person
+- Opportunities: list_opportunities, get_opportunity, create_opportunity, update_opportunity, delete_opportunity
+- Notes: list_notes, create_note
+- Tasks: list_tasks, create_task, update_task, complete_task
+- Answer: submit_answer
+
+## FILTERING AND PAGINATION
+
+Use the filter parameter to search records. Format: field[comparator]:value
 
-GOAL: Complete CRM tasks by creating, updating, and managing business data.
+Comparators: eq, neq, gt, gte, lt, lte, ilike (case-insensitive like), in, is, startsWith, containsAny
 
-AVAILABLE OPERATIONS:
-- Companies: list, get, create, update, delete
-- People/Contacts: list, get, create, update, delete
-- Opportunities: list, get, create, update, delete
-- Notes: list, create (attach to companies, people, or opportunities)
-- Tasks: list, create, update, complete
+Examples:
+- name[ilike]:"%acme%" - names containing "acme"
+- stage[eq]:"WON" - opportunities with stage WON
+- amount[gte]:10000 - deals worth $10,000 or more
+- createdAt[gte]:"2026-01-01" - records created this year
+- deletedAt[is]:NULL - non-deleted records
 
-EXAMPLES:
+Rules: Quote strings and dates. Do not quote numbers. Combine with comma for AND: field1[eq]:"a",field2[gt]:5
 
-1. List companies:
+Pagination: Results return max 60 records. Use starting_after with the endCursor from pageInfo to get more.
+
+## WORKFLOW
+
+For complex tasks, make multiple tool calls:
+1. First, list or search to find relevant records
+2. Then, get details or create/update as needed
+3. Finally, call submit_answer with your findings
+
+## OUTPUT FORMAT
+
+Think briefly about which tool to use, then output exactly one tool call:
 <tool_call>
-{"name": "list_companies", "arguments": {"limit": 10}}
+{{"name": "tool_name", "arguments": {{...}}}}
 </tool_call>
 
-2. Create a company:
+## EXAMPLES
+
+List companies:
 <tool_call>
-{"name": "create_company", "arguments": {"company_name": "Acme Corp", "company_domain": "acme.com"}}
+{json.dumps(examples["list_companies"])}
 </tool_call>
 
-3. Create a contact:
+Find companies by name:
 <tool_call>
-{"name": "create_person", "arguments": {"person_first_name": "John", "person_last_name": "Doe", "person_email": "john@acme.com"}}
+{json.dumps(examples["find_companies"])}
 </tool_call>
 
-4. Submit final answer:
+Create a company:
 <tool_call>
-{"name": "submit_answer", "arguments": {"answer": "The total pipeline value is $1.5M"}}
+{json.dumps(examples["create_company"])}
 </tool_call>
 
-IMPORTANT: Output ONLY a tool_call, no other text."""
+Create a contact linked to a company:
+<tool_call>
+{json.dumps(examples["create_person"])}
+</tool_call>
+
+Submit final answer:
+<tool_call>
+{json.dumps(examples["submit_answer"])}
+</tool_call>"""
 
     @property
     def tools(self) -> list[JsonDict]:

construct_labs_crm_env/tools.py

@@ -17,35 +17,35 @@ LIST_COMPANIES: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "list_companies",
-        "description": "List all companies in the CRM",
+        "description": "List all companies in the CRM. Use filters to search by name, domain, or employee count. Response includes pageInfo with hasNextPage, startCursor, and endCursor for pagination.",
         "parameters": {
             "type": "object",
             "properties": {
                 "limit": {
                     "type": "integer",
                     "default": 60,
-                    "description": "Maximum number of companies to return (max 200)",
+                    "description": "Maximum number of companies to return (1-60). Default and max is 60.",
                 },
                 "starting_after": {
                     "type": "string",
-                    "description": "Cursor for pagination - returns objects after this ID",
+                    "description": "Cursor for forward pagination - returns companies after this cursor. Use endCursor from previous response's pageInfo.",
                 },
                 "ending_before": {
                     "type": "string",
-                    "description": "Cursor for pagination - returns objects before this ID",
+                    "description": "Cursor for backward pagination - returns companies before this cursor. Use startCursor from previous response's pageInfo.",
                 },
                 "order_by": {
                     "type": "string",
-                    "description": "Order by: field_name[ASC|DESC]",
+                    "description": "Sort order in format 'field[ASC|DESC]'. Examples: 'name[ASC]', 'createdAt[DESC]', 'employees[DESC]'.",
                 },
                 "filter": {
                     "type": "string",
-                    "description": "Filter: field[eq|gt|lt|contains]:value",
+                    "description": "Filter in format 'field[comparator]:value'. Comparators: eq, neq, gt, gte, lt, lte, in, is, like, ilike, startsWith, containsAny. Quote strings/dates, not numbers. Multiple conditions with comma (AND). Examples: 'name[ilike]:\"%acme%\"', 'employees[gte]:100', 'deletedAt[is]:NULL'. Advanced: 'or(status[eq]:\"active\",employees[gt]:50)'.",
                 },
                 "depth": {
                     "type": "integer",
                     "default": 1,
-                    "description": "Relation depth: 0=primary only, 1=include relations",
+                    "description": "Relation depth: 0 returns only company fields, 1 includes related people and opportunities. Default is 1.",
                 },
             },
             "required": [],
@@ -57,18 +57,18 @@ GET_COMPANY: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "get_company",
-        "description": "Get details of a specific company",
+        "description": "Get full details of a specific company by its ID, including related contacts and opportunities.",
         "parameters": {
             "type": "object",
             "properties": {
                 "record_id": {
                     "type": "string",
-                    "description": "ID of the company to retrieve",
+                    "description": "The unique identifier (UUID) of the company to retrieve. Get this from list_companies.",
                 },
                 "depth": {
                     "type": "integer",
                     "default": 1,
-                    "description": "Relation depth: 0=primary only, 1=include relations",
+                    "description": "Relation depth: 0 returns only company fields, 1 includes related people and opportunities. Default is 1.",
                 },
             },
             "required": ["record_id"],
@@ -80,25 +80,25 @@ CREATE_COMPANY: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "create_company",
-        "description": "Create a new company in the CRM",
+        "description": "Create a new company in the CRM. Name is required; add domain, address, and employee count for a complete record.",
         "parameters": {
             "type": "object",
             "properties": {
                 "company_name": {
                     "type": "string",
-                    "description": "Name of the company",
+                    "description": "The official name of the company (required). Example: 'Acme Corporation'.",
                 },
                 "company_domain": {
                     "type": "string",
-                    "description": "Domain/website of the company",
+                    "description": "The company's website domain without protocol. Example: 'acme.com' (not 'https://acme.com').",
                 },
                 "company_address": {
                     "type": "string",
-                    "description": "Address of the company",
+                    "description": "The company's physical address. Example: '123 Main St, San Francisco, CA 94102'.",
                 },
                 "company_employees": {
                     "type": "integer",
-                    "description": "Number of employees",
+                    "description": "Approximate number of employees at the company. Example: 250.",
                 },
             },
             "required": ["company_name"],
@@ -110,18 +110,30 @@ UPDATE_COMPANY: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "update_company",
-        "description": "Update an existing company",
+        "description": "Update an existing company. Only include fields you want to change.",
         "parameters": {
             "type": "object",
             "properties": {
                 "record_id": {
                     "type": "string",
-                    "description": "ID of the company to update",
+                    "description": "The unique identifier (UUID) of the company to update. Get this from list_companies or get_company.",
+                },
+                "company_name": {
+                    "type": "string",
+                    "description": "New name for the company. Leave out to keep unchanged.",
+                },
+                "company_domain": {
+                    "type": "string",
+                    "description": "New website domain (e.g., 'acme.com'). Leave out to keep unchanged.",
+                },
+                "company_address": {
+                    "type": "string",
+                    "description": "New physical address. Leave out to keep unchanged.",
+                },
+                "company_employees": {
+                    "type": "integer",
+                    "description": "Updated employee count. Leave out to keep unchanged.",
                 },
-                "company_name": {"type": "string"},
-                "company_domain": {"type": "string"},
-                "company_address": {"type": "string"},
-                "company_employees": {"type": "integer"},
             },
             "required": ["record_id"],
         },
@@ -132,13 +144,13 @@ DELETE_COMPANY: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "delete_company",
-        "description": "Delete a company from the CRM",
+        "description": "Permanently delete a company from the CRM. This may also affect related contacts and opportunities.",
         "parameters": {
             "type": "object",
             "properties": {
                 "record_id": {
                     "type": "string",
-                    "description": "ID of the company to delete",
+                    "description": "The unique identifier (UUID) of the company to delete. Get this from list_companies or get_company. This action cannot be undone.",
                 },
             },
             "required": ["record_id"],
@@ -154,20 +166,36 @@ LIST_PEOPLE: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "list_people",
-        "description": "List all contacts/people in the CRM",
+        "description": "List all contacts/people in the CRM. Use filters to search by name, email, company, or job title. Response includes pageInfo with hasNextPage, startCursor, and endCursor for pagination.",
         "parameters": {
             "type": "object",
             "properties": {
                 "limit": {
                     "type": "integer",
                     "default": 60,
-                    "description": "Maximum number of contacts to return (max 200)",
+                    "description": "Maximum number of contacts to return (1-60). Default and max is 60.",
+                },
+                "starting_after": {
+                    "type": "string",
+                    "description": "Cursor for forward pagination - returns contacts after this cursor. Use endCursor from previous response's pageInfo.",
+                },
+                "ending_before": {
+                    "type": "string",
+                    "description": "Cursor for backward pagination - returns contacts before this cursor. Use startCursor from previous response's pageInfo.",
+                },
+                "order_by": {
+                    "type": "string",
+                    "description": "Sort order in format 'field[ASC|DESC]'. Examples: 'name.firstName[ASC]', 'createdAt[DESC]', 'email[ASC]'.",
+                },
+                "filter": {
+                    "type": "string",
+                    "description": "Filter in format 'field[comparator]:value'. Comparators: eq, neq, gt, gte, lt, lte, in, is, like, ilike, startsWith, containsAny. Quote strings/dates, not numbers. Use dot notation for nested fields. Examples: 'email[ilike]:\"%@acme.com\"', 'name.firstName[eq]:\"John\"', 'company.name[ilike]:\"%tech%\"'. Advanced: 'or(jobTitle[ilike]:\"%CEO%\",jobTitle[ilike]:\"%CTO%\")'.",
+                },
+                "depth": {
+                    "type": "integer",
+                    "default": 1,
+                    "description": "Relation depth: 0 returns only person fields, 1 includes related company data. Default is 1.",
                 },
-                "starting_after": {"type": "string"},
-                "ending_before": {"type": "string"},
-                "order_by": {"type": "string"},
-                "filter": {"type": "string"},
-                "depth": {"type": "integer", "default": 1},
             },
             "required": [],
         },
@@ -178,15 +206,19 @@ GET_PERSON: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "get_person",
-        "description": "Get details of a specific contact",
+        "description": "Get full details of a specific contact/person by their ID.",
         "parameters": {
             "type": "object",
             "properties": {
                 "record_id": {
                     "type": "string",
-                    "description": "ID of the contact to retrieve",
+                    "description": "The unique identifier (UUID) of the contact to retrieve. Get this from list_people.",
+                },
+                "depth": {
+                    "type": "integer",
+                    "default": 1,
+                    "description": "Relation depth: 0 returns only person fields, 1 includes related company and opportunity data. Default is 1.",
                 },
-                "depth": {"type": "integer", "default": 1},
             },
             "required": ["record_id"],
         },
@@ -197,33 +229,33 @@ CREATE_PERSON: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "create_person",
-        "description": "Create a new contact/person in the CRM",
+        "description": "Create a new contact/person in the CRM. First and last name are required; other fields are optional.",
         "parameters": {
             "type": "object",
             "properties": {
                 "person_first_name": {
                     "type": "string",
-                    "description": "First name",
+                    "description": "The contact's first name (required).",
                 },
                 "person_last_name": {
                     "type": "string",
-                    "description": "Last name",
+                    "description": "The contact's last name (required).",
                 },
                 "person_email": {
                     "type": "string",
-                    "description": "Email address",
+                    "description": "The contact's email address. Format: 'user@domain.com'.",
                 },
                 "person_phone": {
                     "type": "string",
-                    "description": "Phone number",
+                    "description": "The contact's phone number. Any format accepted (e.g., '+1-555-123-4567').",
                 },
                 "person_company_id": {
                     "type": "string",
-                    "description": "ID of associated company",
+                    "description": "UUID of the company this person works for. Get this from list_companies or create_company.",
                 },
                 "person_job_title": {
                     "type": "string",
-                    "description": "Job title",
+                    "description": "The contact's job title or role (e.g., 'CEO', 'Sales Manager', 'Software Engineer').",
                 },
             },
             "required": ["person_first_name", "person_last_name"],
@@ -235,19 +267,34 @@ UPDATE_PERSON: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "update_person",
-        "description": "Update an existing contact",
+        "description": "Update an existing contact. Only include fields you want to change.",
         "parameters": {
             "type": "object",
             "properties": {
                 "record_id": {
                     "type": "string",
-                    "description": "ID of the contact to update",
+                    "description": "The unique identifier (UUID) of the contact to update. Get this from list_people or get_person.",
+                },
+                "person_first_name": {
+                    "type": "string",
+                    "description": "New first name. Leave out to keep unchanged.",
+                },
+                "person_last_name": {
+                    "type": "string",
+                    "description": "New last name. Leave out to keep unchanged.",
+                },
+                "person_email": {
+                    "type": "string",
+                    "description": "New email address. Leave out to keep unchanged.",
+                },
+                "person_phone": {
+                    "type": "string",
+                    "description": "New phone number. Leave out to keep unchanged.",
+                },
+                "person_job_title": {
+                    "type": "string",
+                    "description": "New job title. Leave out to keep unchanged.",
                 },
-                "person_first_name": {"type": "string"},
-                "person_last_name": {"type": "string"},
-                "person_email": {"type": "string"},
-                "person_phone": {"type": "string"},
-                "person_job_title": {"type": "string"},
             },
             "required": ["record_id"],
         },
@@ -258,13 +305,13 @@ DELETE_PERSON: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "delete_person",
-        "description": "Delete a contact from the CRM",
+        "description": "Permanently delete a contact/person from the CRM. This may also affect related opportunities and notes.",
         "parameters": {
             "type": "object",
             "properties": {
                 "record_id": {
                     "type": "string",
-                    "description": "ID of the contact to delete",
+                    "description": "The unique identifier (UUID) of the contact to delete. Get this from list_people or get_person. This action cannot be undone.",
                 },
             },
             "required": ["record_id"],
@@ -280,20 +327,36 @@ LIST_OPPORTUNITIES: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "list_opportunities",
-        "description": "List all opportunities/deals in the CRM",
+        "description": "List all opportunities/deals in the CRM. Use filters to search by stage, amount, company, or close date. Response includes pageInfo with hasNextPage, startCursor, and endCursor for pagination.",
         "parameters": {
             "type": "object",
             "properties": {
                 "limit": {
                     "type": "integer",
                     "default": 60,
-                    "description": "Maximum number to return (max 200)",
+                    "description": "Maximum number of opportunities to return (1-60). Default and max is 60.",
+                },
+                "starting_after": {
+                    "type": "string",
+                    "description": "Cursor for forward pagination - returns opportunities after this cursor. Use endCursor from previous response's pageInfo.",
+                },
+                "ending_before": {
+                    "type": "string",
+                    "description": "Cursor for backward pagination - returns opportunities before this cursor. Use startCursor from previous response's pageInfo.",
+                },
+                "order_by": {
+                    "type": "string",
+                    "description": "Sort order in format 'field[ASC|DESC]'. Examples: 'amount[DESC]', 'closeDate[ASC]', 'stage[ASC]'.",
+                },
+                "filter": {
+                    "type": "string",
+                    "description": "Filter in format 'field[comparator]:value'. Comparators: eq, neq, gt, gte, lt, lte, in, is, like, ilike, startsWith, containsAny. Quote strings/dates, not numbers. Examples: 'stage[eq]:\"WON\"', 'amount[gte]:10000', 'closeDate[gte]:\"2026-01-01\"', 'company.name[ilike]:\"%acme%\"'. Advanced: 'or(stage[eq]:\"WON\",stage[eq]:\"PROPOSAL\")'.",
+                },
+                "depth": {
+                    "type": "integer",
+                    "default": 1,
+                    "description": "Relation depth: 0 returns only opportunity fields, 1 includes related company and person data. Default is 1.",
                 },
-                "starting_after": {"type": "string"},
-                "ending_before": {"type": "string"},
-                "order_by": {"type": "string"},
-                "filter": {"type": "string"},
-                "depth": {"type": "integer", "default": 1},
             },
             "required": [],
         },
@@ -304,15 +367,19 @@ GET_OPPORTUNITY: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "get_opportunity",
-        "description": "Get details of a specific opportunity",
+        "description": "Get full details of a specific opportunity/deal by its ID.",
         "parameters": {
             "type": "object",
             "properties": {
                 "record_id": {
                     "type": "string",
-                    "description": "ID of the opportunity",
+                    "description": "The unique identifier (UUID) of the opportunity to retrieve. Get this from list_opportunities.",
+                },
+                "depth": {
+                    "type": "integer",
+                    "default": 1,
+                    "description": "Relation depth: 0 returns only opportunity fields, 1 includes related company and person data. Default is 1.",
                 },
-                "depth": {"type": "integer", "default": 1},
             },
             "required": ["record_id"],
         },
@@ -323,34 +390,34 @@ CREATE_OPPORTUNITY: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "create_opportunity",
-        "description": "Create a new opportunity/deal",
+        "description": "Create a new sales opportunity/deal in the CRM. Name is required; link to company and contact for full tracking.",
         "parameters": {
             "type": "object",
             "properties": {
                 "opportunity_name": {
                     "type": "string",
-                    "description": "Name of the opportunity",
+                    "description": "A descriptive name for the deal (required). Example: 'Acme Corp - Enterprise License Q1'.",
                 },
                 "opportunity_amount": {
                     "type": "number",
-                    "description": "Deal value",
+                    "description": "The monetary value of the deal in dollars. Example: 50000 for a $50,000 deal.",
                 },
                 "opportunity_stage": {
                     "type": "string",
                     "enum": ["NEW", "MEETING", "PROPOSAL", "WON", "LOST"],
-                    "description": "Sales stage",
+                    "description": "Current stage in the sales pipeline. NEW: initial lead, MEETING: scheduled/had meeting, PROPOSAL: sent proposal, WON: closed won, LOST: closed lost.",
                 },
                 "opportunity_close_date": {
                     "type": "string",
-                    "description": "Expected close date (ISO format)",
+                    "description": "Expected or actual close date in ISO 8601 format. Example: '2026-03-15' or '2026-03-15T00:00:00Z'.",
                 },
                 "opportunity_company_id": {
                     "type": "string",
-                    "description": "Associated company ID",
+                    "description": "UUID of the company this opportunity is with. Get this from list_companies or create_company.",
                 },
                 "opportunity_person_id": {
                     "type": "string",
-                    "description": "Point of contact ID",
+                    "description": "UUID of the primary contact/person for this deal. Get this from list_people or create_person.",
                 },
             },
             "required": ["opportunity_name"],
@@ -362,21 +429,31 @@ UPDATE_OPPORTUNITY: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "update_opportunity",
-        "description": "Update an existing opportunity",
+        "description": "Update an existing opportunity. Only include fields you want to change. Use this to advance deals through the pipeline.",
         "parameters": {
             "type": "object",
             "properties": {
                 "record_id": {
                     "type": "string",
-                    "description": "ID of the opportunity to update",
+                    "description": "The unique identifier (UUID) of the opportunity to update. Get this from list_opportunities or get_opportunity.",
+                },
+                "opportunity_name": {
+                    "type": "string",
+                    "description": "New name for the opportunity. Leave out to keep unchanged.",
+                },
+                "opportunity_amount": {
+                    "type": "number",
+                    "description": "Updated deal value in dollars. Leave out to keep unchanged.",
                 },
-                "opportunity_name": {"type": "string"},
-                "opportunity_amount": {"type": "number"},
                 "opportunity_stage": {
                     "type": "string",
                     "enum": ["NEW", "MEETING", "PROPOSAL", "WON", "LOST"],
+                    "description": "New pipeline stage. NEW: initial lead, MEETING: scheduled/had meeting, PROPOSAL: sent proposal, WON: closed won, LOST: closed lost.",
+                },
+                "opportunity_close_date": {
+                    "type": "string",
+                    "description": "Updated close date in ISO 8601 format (e.g., '2026-03-15'). Leave out to keep unchanged.",
                 },
-                "opportunity_close_date": {"type": "string"},
             },
             "required": ["record_id"],
         },
@@ -387,13 +464,13 @@ DELETE_OPPORTUNITY: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "delete_opportunity",
-        "description": "Delete an opportunity",
+        "description": "Permanently delete an opportunity/deal from the CRM. Consider marking as LOST instead to preserve history.",
         "parameters": {
             "type": "object",
             "properties": {
                 "record_id": {
                     "type": "string",
-                    "description": "ID of the opportunity to delete",
+                    "description": "The unique identifier (UUID) of the opportunity to delete. Get this from list_opportunities or get_opportunity. This action cannot be undone.",
                 },
             },
             "required": ["record_id"],
@@ -409,14 +486,14 @@ LIST_NOTES: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "list_notes",
-        "description": "List all notes in the CRM",
+        "description": "List all notes in the CRM. Notes are attached to companies, people, or opportunities and contain meeting summaries, call logs, and updates.",
         "parameters": {
             "type": "object",
             "properties": {
                 "limit": {
                     "type": "integer",
                     "default": 10,
-                    "description": "Maximum number of notes to return",
+                    "description": "Maximum number of notes to return. Default is 10. Use higher values to see more history.",
                 },
             },
             "required": [],
@@ -428,22 +505,22 @@ CREATE_NOTE: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "create_note",
-        "description": "Create a note attached to a record",
+        "description": "Create a note attached to a company, person, or opportunity. Use for meeting notes, call logs, important updates.",
         "parameters": {
             "type": "object",
             "properties": {
                 "note_body": {
                     "type": "string",
-                    "description": "Content of the note",
+                    "description": "The text content of the note (required). Can include meeting summaries, call notes, action items, etc.",
                 },
                 "note_target_id": {
                     "type": "string",
-                    "description": "ID of record to attach note to",
+                    "description": "UUID of the record to attach this note to. Get from list_companies, list_people, or list_opportunities.",
                 },
                 "note_target_type": {
                     "type": "string",
                     "enum": ["company", "person", "opportunity"],
-                    "description": "Type of record",
+                    "description": "The type of record to attach to: 'company', 'person', or 'opportunity'. Must match the type of note_target_id.",
                 },
             },
             "required": ["note_body"],
@@ -459,14 +536,14 @@ LIST_TASKS: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "list_tasks",
-        "description": "List all tasks in the CRM",
+        "description": "List all tasks in the CRM. Tasks represent follow-ups, reminders, and action items that may be linked to companies, people, or opportunities.",
         "parameters": {
             "type": "object",
             "properties": {
                 "limit": {
                     "type": "integer",
                     "default": 10,
-                    "description": "Maximum number of tasks to return",
+                    "description": "Maximum number of tasks to return. Default is 10. Use higher values to see more tasks.",
                 },
             },
             "required": [],
@@ -478,35 +555,35 @@ CREATE_TASK: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "create_task",
-        "description": "Create a task, optionally linked to a record",
+        "description": "Create a follow-up task, optionally linked to a company, person, or opportunity. Use for reminders, action items, and scheduled activities.",
         "parameters": {
             "type": "object",
             "properties": {
                 "task_title": {
                     "type": "string",
-                    "description": "Title of the task",
+                    "description": "Short title describing the task (required). Example: 'Follow up on proposal', 'Schedule demo call'.",
                 },
                 "task_body": {
                     "type": "string",
-                    "description": "Description",
+                    "description": "Detailed description of what needs to be done. Include context, steps, or relevant information.",
                 },
                 "task_due_date": {
                     "type": "string",
-                    "description": "Due date (ISO format)",
+                    "description": "When the task should be completed, in ISO 8601 format. Example: '2026-02-15' or '2026-02-15T14:00:00Z'.",
                 },
                 "task_status": {
                     "type": "string",
                     "enum": ["TODO", "IN_PROGRESS", "DONE"],
-                    "description": "Status",
+                    "description": "Current status: TODO (not started), IN_PROGRESS (being worked on), DONE (completed). Defaults to TODO if not specified.",
                 },
                 "task_target_id": {
                     "type": "string",
-                    "description": "ID of record to link task to",
+                    "description": "UUID of the record to link this task to. Get from list_companies, list_people, or list_opportunities.",
                 },
                 "task_target_type": {
                     "type": "string",
                     "enum": ["company", "person", "opportunity"],
-                    "description": "Type of record",
+                    "description": "The type of record to link to: 'company', 'person', or 'opportunity'. Must match the type of task_target_id.",
                 },
             },
             "required": ["task_title"],
@@ -518,17 +595,26 @@ UPDATE_TASK: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "update_task",
-        "description": "Update an existing task",
+        "description": "Update an existing task. Only include fields you want to change. Use complete_task to mark as done.",
         "parameters": {
             "type": "object",
             "properties": {
                 "record_id": {
                     "type": "string",
-                    "description": "ID of the task to update",
+                    "description": "The unique identifier (UUID) of the task to update. Get this from list_tasks.",
+                },
+                "task_title": {
+                    "type": "string",
+                    "description": "New title for the task. Leave out to keep unchanged.",
+                },
+                "task_body": {
+                    "type": "string",
+                    "description": "New description for the task. Leave out to keep unchanged.",
+                },
+                "task_due_date": {
+                    "type": "string",
+                    "description": "New due date in ISO 8601 format (e.g., '2026-02-15'). Leave out to keep unchanged.",
                 },
-                "task_title": {"type": "string"},
-                "task_body": {"type": "string"},
-                "task_due_date": {"type": "string"},
             },
             "required": ["record_id"],
         },
@@ -539,13 +625,13 @@ COMPLETE_TASK: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "complete_task",
-        "description": "Mark a task as complete",
+        "description": "Mark a task as complete (sets status to DONE). Use this when a task has been finished.",
         "parameters": {
             "type": "object",
             "properties": {
                 "record_id": {
                     "type": "string",
-                    "description": "ID of the task to complete",
+                    "description": "The unique identifier (UUID) of the task to mark as complete. Get this from list_tasks.",
                 },
             },
             "required": ["record_id"],
@@ -561,13 +647,13 @@ SUBMIT_ANSWER: ToolDefinition = {
     "type": "function",
     "function": {
         "name": "submit_answer",
-        "description": "Submit final answer and end the session",
+        "description": "Submit your final answer to complete the task. Call this when you have gathered all necessary information and are ready to respond. This ends the session.",
         "parameters": {
             "type": "object",
             "properties": {
                 "answer": {
                     "type": "string",
-                    "description": "The final answer based on CRM data",
+                    "description": "Your complete answer to the user's question, based on the CRM data you retrieved. Be specific and include relevant details like names, amounts, dates, or counts.",
                 },
             },
             "required": ["answer"],

{construct_labs_crm_env-0.1.3.dist-info → construct_labs_crm_env-0.1.7.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: construct-labs-crm-env
-Version: 0.1.3
+Version: 0.1.7
 Summary: CRM Agent Environment SDK by Construct Labs - Train RL agents to interact with CRM systems
 Project-URL: Homepage, https://construct-labs.com
 Author-email: Construct Labs GmbH <hello@construct-labs.com>

construct_labs_crm_env-0.1.7.dist-info/RECORD

@@ -0,0 +1,10 @@
+construct_labs_crm_env/__init__.py,sha256=XRei6wERXV6MMV168AkgeAMlsZLRSdXA2pPg8icfWQ4,917
+construct_labs_crm_env/client.py,sha256=aqixV5860Xkh4pSLVOGoXTDVJ6jxENOthtlrxQc3DFo,21673
+construct_labs_crm_env/models.py,sha256=bs-n9FcWcR8DqKvurmm0wUebWBWp9hG6Zaj6s7jEptg,9200
+construct_labs_crm_env/protocol.py,sha256=h_7-0XaV9gBNHiSXoW4aITSD9K21R1Swc5yZR6LF50A,671
+construct_labs_crm_env/py.typed,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
+construct_labs_crm_env/tools.py,sha256=dvW8O8fp2gCXGm3hMv-7Nd9mu4d6eUV7Q9ropuDKu_o,29237
+construct_labs_crm_env-0.1.7.dist-info/METADATA,sha256=b3fzLHEnIr31iJznIrZISG0iX5SokOqyNDcmjywyt5w,11923
+construct_labs_crm_env-0.1.7.dist-info/WHEEL,sha256=WLgqFyCfm_KASv4WHyYy0P3pM_m7J5L9k2skdKLirC8,87
+construct_labs_crm_env-0.1.7.dist-info/licenses/LICENSE,sha256=zPT_KqeG9QTE0zTfKGheMHluFJB1fn_bNgNehnnpXGM,2210
+construct_labs_crm_env-0.1.7.dist-info/RECORD,,

construct_labs_crm_env-0.1.3.dist-info/RECORD

@@ -1,10 +0,0 @@
-construct_labs_crm_env/__init__.py,sha256=XRei6wERXV6MMV168AkgeAMlsZLRSdXA2pPg8icfWQ4,917
-construct_labs_crm_env/client.py,sha256=OPXcNT1QTNST_-OdI1jQtcVVrdIQKmmpH5JmJCNVS14,18980
-construct_labs_crm_env/models.py,sha256=bs-n9FcWcR8DqKvurmm0wUebWBWp9hG6Zaj6s7jEptg,9200
-construct_labs_crm_env/protocol.py,sha256=h_7-0XaV9gBNHiSXoW4aITSD9K21R1Swc5yZR6LF50A,671
-construct_labs_crm_env/py.typed,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-construct_labs_crm_env/tools.py,sha256=zdYlJfTr5d3El9awlg-VeTommJ6nCNAd13E09drxv8E,18854
-construct_labs_crm_env-0.1.3.dist-info/METADATA,sha256=oPrpeZNalu8QgHjAF34NgyO6vIvrrfp_1Le5TfVraAU,11923
-construct_labs_crm_env-0.1.3.dist-info/WHEEL,sha256=WLgqFyCfm_KASv4WHyYy0P3pM_m7J5L9k2skdKLirC8,87
-construct_labs_crm_env-0.1.3.dist-info/licenses/LICENSE,sha256=zPT_KqeG9QTE0zTfKGheMHluFJB1fn_bNgNehnnpXGM,2210
-construct_labs_crm_env-0.1.3.dist-info/RECORD,,