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Data Parrot AI Revenue Analyst for HubSpot

Analyze Wins and Losses

get_win_loss
Read-onlyIdempotent

Explain why deals were won or lost and identify possible improvements to sales execution. Return Data Parrot's prepared closed-deal analysis grouped into win/loss reasons, sales performance factors, and buyer decision factors, with attribution, ranking, and supporting-deal evidence. Use it to identify reasons associated with the most deals or revenue. Preserve unknown reasons and distinguish attributed explanations from proven causes.

Input Schema

NameRequiredDescriptionDefault
pageNo
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_rangeNoOptional inclusive close-date range; omit for all available history.
owner_scopeNoExclusive selector: all owners or current authenticated user. Omitting all three owner selectors defaults to all workspace owners.
pipeline_idsNo
deal_statusesYes
signal_rank_byNoWin/Loss rank metric.primary_count
group_page_sizeNo
custom_propertiesNo
signal_attribution_modeNoprimary counts the principal attributed reason; influenced counts each associated signal.primary
include_supporting_dealsNoExpose supporting-deal continuations.

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. First observed

TDQS

A3.6/5.0
Behavior4/5

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

Annotations already declare readOnly/idempotent/non-destructive, so the description's job is interpretive context — and it delivers: it warns to preserve unknown reasons and to distinguish attributed explanations from proven causes, which materially affects how an agent reports results. It stops short of describing pagination behavior for the capped group_page_size or how partial/empty analyses behave.

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?

Four sentences, front-loaded with purpose then output shape then usage then a caveat; each sentence carries content. The final caveat sentence is slightly disjointed but earns its place as interpretation guidance.

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 and full annotations mean the description needn't explain return values or safety, and the conceptual framing of the three analysis groupings is useful. But for a 13-parameter tool, the unexplained required deal_statuses and the silent pagination/grouping limits leave an agent guessing about the most load-bearing inputs.

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?

With 54% schema description coverage the description should compensate, and it does only conceptually via 'attribution, ranking, and supporting-deal evidence,' mapping loosely to signal_attribution_mode, signal_rank_by, and include_supporting_deals — all of which already have schema descriptions. The required deal_statuses, plus page, page_size, group_page_size, pipeline_ids, and custom_properties, get no explanation anywhere.

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 states a specific verb and resource — explain why deals were won or lost and return a prepared closed-deal analysis — and enumerates the output groupings (win/loss reasons, sales performance factors, buyer decision factors). It is clearly distinguishable from raw-data siblings like get_deal and get_deals, though it never names an alternative explicitly.

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

Usage Guidelines3/5

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

'Use it to identify reasons associated with the most deals or revenue' gives a usage context, but it largely restates the tool's own purpose rather than discriminating between this and get_deals/get_deal_timeline/get_forecast. No when-not-to-use conditions or prerequisites (e.g. workspace binding, data availability) are given.

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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