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Data Parrot AI Revenue Analyst for HubSpot

Review Pipeline History

get_pipeline_history
Read-onlyIdempotent

Explain what grew or shrank the pipeline, which deals caused the change, and how deals moved between stages. Return pipeline history for one requested date range, including the supported waterfall, stage-transition, and deal-change views. Calendar grouping can include earlier dates; use day for exact date ranges and check scope.date_basis.range for evidence dates. For comparisons, call once per range with identical non-date arguments; align by explicit ranges and returned order, and treat unavailable history as missing, not zero.

Input Schema

NameRequiredDescriptionDefault
pageNo
columnsNoOptional fields; omission uses view defaults. For deal_changes, movement_type identifies the fact. assigned_to_owner means unassigned-to-assigned or entering owner/team scope; assigned_from_owner means assigned-to-unassigned or leaving scope; owner_changed is in-scope reassignment. amount is the ending deal_value_property value. Concurrent value and owner changes produce two fact rows.
group_byYesHistorical grouping. Limits: 120 day, 208 week, 60 month, or 40 quarter periods.
team_idsNoExclusive selector: non-empty exact team IDs, expanded to active owners. Use instead of owner_scope or owner_ids.
owner_idsNoExclusive selector: non-empty exact IDs from the owners catalog. Use instead of owner_scope or team_ids.
page_sizeNo
date_rangeYesRequired requested date range. Week/month/quarter grouping starts at the calendar-period boundary; use day for exact dates. Evidence dates are returned in scope.date_basis.range. Bounded to 120 day, 208 week, 60 month, or 40 quarter periods for the selected grouping.
end_stagesNo
segment_byNoOptional current/latest deal-health segmentation for history_view=deal_changes.
owner_scopeNoExclusive selector: all owners or current authenticated user. Omitting all three owner selectors defaults to all workspace owners.
amount_rangeNoInclusive configured Deal-value range.
history_viewNoFor what changed or why pipeline grew or shrank, start with waterfall. Use stage_transitions for stage-flow causes and deal_changes for supporting deals. snapshot shows state, not change drivers.snapshot
start_stagesNo
segment_valueNo
group_page_sizeNo
pipeline_stagesNo
movement_directionNoMovement direction filter for stage_transitions or deal_changes. Use pipeline_changed for moves between pipelines and won or lost for historical outcomes.

Output Schema

NameRequiredDescriptionDefault
dataYes
kindYes
toolYes
summaryYes
result_idNo
limitationsNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed3 schema fields changed
    • changedInput schema / properties / owner_ids / description
      Previous value: -"Exclusive selector: exact IDs from the owners catalog."New value: +"Exclusive selector: non-empty exact IDs from the owners catalog. Use instead of owner_scope or team_ids."
    • changedInput schema / properties / owner_scope / description
      Previous value: -"Exclusive selector: all owners or current authenticated user."New value: +"Exclusive selector: all owners or current authenticated user. Omitting all three owner selectors defaults to all workspace owners."
    • changedInput schema / properties / team_ids / description
      Previous value: -"Exclusive selector: exact team IDs, expanded to active owners."New value: +"Exclusive selector: non-empty exact team IDs, expanded to active owners. Use instead of owner_scope or owner_ids."
  2. Changed1 schema field changed
    • changedInput schema / properties / date_range / description
      Previous value: -"Required explicit inclusive pipeline-history date range, bounded to 120 day, 208 week, 60 month, or 40 quarter periods for the selected grouping."New value: +"Required requested date range. Week/month/quarter grouping starts at the calendar-period boundary; use day for exact dates. Evidence dates are returned in scope.date_basis.range. Bounded to 120 day, 208 week, 60 month, or 40 quarter periods for the selected grouping."
  3. First observed

TDQS

A4.2/5.0
Behavior4/5

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

Annotations already declare readOnly, idempotent, non-destructive, closed-world, so the safety profile is covered. The description adds non-obvious behavior: calendar grouping can pull in earlier dates, evidence dates live in scope.date_basis.range, and unavailable history must be treated as missing rather than zero. It stops short of covering pagination or result-size behavior across the two page-size params.

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 most important information (what it answers, which view to pick) is front-loaded, and the dense sentences each carry guidance. The final comparison sentence is somewhat compressed into a multi-clause run, but no sentence is filler.

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?

An output schema exists, so return shapes need not be explained, and the primary analytical workflow is well covered. But for a 17-parameter tool, roughly eight parameters remain undocumented anywhere, leaving an agent to guess at stage filters, segmentation values, and paging behavior.

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?

At 59% schema coverage the description usefully clarifies group_by (day vs calendar-boundary grouping), date_range bounds, and comparison alignment. However several parameters — start_stages, end_stages, segment_value, pipeline_stages, page, page_size, group_page_size — carry no explanation in either the schema or the description, so the coverage gap is not compensated.

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 opening states a specific verb and resource — return pipeline history for a date range — and immediately enumerates the three supported analytical views (waterfall, stage-transition, deal-change). It also implicitly separates itself from state-only siblings by noting that snapshot 'shows state, not change drivers.'

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

Usage Guidelines5/5

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

Explicit routing is given: start with waterfall for what changed, stage_transitions for stage-flow causes, deal_changes for supporting deals, and day grouping for exact date ranges. It also prescribes the comparison workflow (call once per range with identical non-date arguments, align by explicit ranges and returned order).

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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