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Pipeline report

crm_pipeline_report
Read-onlyIdempotent

How a pipeline is doing: open deals by stage with their value and weighted value (value x probability), deals won and lost in a period (this month by default) with the win rate, average deal won, average days to close and lost reasons, a forecast of open deals by expected close month, and how many open deals have not moved for stale_days. Values are per currency. Free.

Input Schema

NameRequiredDescriptionDefault
sinceNoFirst day of the period: YYYY-MM-DD or today-30. Default: the 1st of this month.
untilNoLast day of the period (included). Default: today.
pipelineNoName or id; default: the first pipeline.
stale_daysNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.1/5.0
Behavior4/5

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

Annotations already declare readOnlyHint, idempotentHint and non-destructive, so the safety profile is covered. The description still adds real value by disclosing defaults (this month, today), stating values are reported per currency without conversion, and implying a single aggregated response rather than a paginated record list.

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 core framing 'How a pipeline is doing' is front-loaded and every clause maps to a report section, so little is wasted. It is a long run-on sentence with a stray trailing 'Free.', which slightly hurts scanability but not comprehension.

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

Completeness4/5

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

With no output schema, the description carries the burden of describing results, and enumerating the report sections effectively does that. What remains unsaid is the shape of the returned data (grouping keys, currency field placement) for a tool with four optional parameters and no return contract.

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?

Schema coverage is 75%; the one undocumented parameter (stale_days) is the one the description explains, defining it as 'open deals that have not moved for stale_days'. since/until/pipeline are covered by the schema, so the description adds meaning only where the schema is silent, which is the right allocation.

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 names the exact report and enumerates its sections: open deals by stage with weighted value, won/lost in a period with win rate, forecast by expected close month, and stale-deal counts. No sibling CRM tool produces this aggregate view (crm_find_deals/crm_get_deal return records, not analytics), so an agent can distinguish it immediately.

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?

Usage is only implied: an agent infers it should call this when it wants pipeline analytics rather than raw deals. There is no explicit statement about when to prefer this over crm_find_deals or crm_search, and no prerequisites or exclusions 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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