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Create client with report

create_client_with_report

Create a new client and its first report or dashboard in one step. The first report is resolved from the inputs: template_id clones that template; blank:true creates an empty report; with neither, a matching Starter template of the given type is cloned (never a blank report). For a specific style (e.g. a Google Ads dashboard), pass a template_id found via list_templates (filter by datasources + type).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesClient name
typeYesReport type: REPORT (point-in-time) or DASHBOARD (live)
blankNoSet true for an empty report. If false/omitted and no template_id is given, a matching Starter template is cloned.
websiteNoClient website, e.g. acme.com
timezoneNoIANA timezone for the client (default UTC)
report_nameYesName for the first report
template_idNoClone this template into the first report (from list_templates — filter by datasources + type)

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataNoWhat was created — the new client and the new report, each with its id and name, and the template the report came from. Link a datasource to the client next, or the widgets show demo data.
successYesTrue when the call succeeded.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed3 schema fields changed
    • removedInput schema / $schema
      Removed value: -"http://json-schema.org/draft-07/schema#"
    • removedOutput schema / $schema
      Removed value: -"http://json-schema.org/draft-07/schema#"
    • changedOutput schema / properties / success / description
      Previous value: -"True when the call succeeded. A failure comes back as an error result instead."New value: +"True when the call succeeded."
  2. First observed

TDQS

A4.4/5.0
Behavior4/5

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

Annotations already show this is a write operation (readOnlyHint false) and non-destructive (destructiveHint false). The description adds valuable behavioral detail beyond annotations, such as the resolution order and the guarantee that 'with neither, a matching Starter template... is cloned (never a blank report).' No contradiction with annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is three sentences with no filler. It front-loads the primary purpose, then explains the branch logic and how to select a template. Every sentence contributes to correct use.

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?

For a tool with output schema and annotations, the description covers the main steps and resolution logic adequately. A minor gap is that it does not specify behavior when both template_id and blank:true are provided simultaneously, which could cause ambiguity. Otherwise it is complete.

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 100%, so the baseline is 3. The description adds critical meaning beyond the schema by explaining how template_id, blank, and type interact: cloning, empty creation, and fallback behavior. This helps an agent understand the combined semantics rather than just individual field meanings.

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 starts with a specific verb and resource: 'Create a new client and its first report or dashboard in one step.' This clearly distinguishes it from sibling tools like create_client, create_report, and create_report_from_template by emphasizing the combined action.

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

Usage Guidelines4/5

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

The description gives concrete guidance on how the first report is resolved: 'template_id clones that template; blank:true creates an empty report; with neither, a matching Starter template of the given type is cloned.' It also directs users to list_templates for a specific style. However, it doesn't explicitly state when to use create_client or create_report instead, only implies the one-stop purpose.

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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