Find members for a business term
find_membersFinds the members of a dimension that match a business term such as revenue, COGS, expenses or headcount, using built-in synonyms (revenue also matches sales and income) and the tenant's own synonyms from the policy. Returns the matching totals (parents) with their first children, then single members, and a ready question that lists them for the user. Use it before export_data_slice whenever the user names a concept rather than an exact member, and ask the user to choose unless exactly one member matches the term.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"term": "<term>"
},
"name": "find_members"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| term | Yes | The business term as the user said it, e.g. revenue, COGS, operating expenses, headcount | |
| limit | No | Totals to return (default 6); single members are capped at 10 | |
| dimension | No | Dimension to search (default Account) | |
| connection | No | Connection id or label from list_connections. Defaults to the user's default connection. | |
| application | No | Application name. Defaults to the connection's application. |