manage_business_context
Save or delete the durable business context a team applies consistently and shares with all members: reporting conventions, analysis rules, brand and tone, data governance, naming, plans, or account-specific preferences. Context is stored at team, data source, or account scope, chosen by ds_id/account_id.
save— Create/update at a scope; needscontext_textandtags. Tags identify the entry within a scope, so a scope can hold several entries (one per tag set):mode: "replace"(default) overwrites the entry with those tags,mode: "append"concatenates to it, and a different tag set is saved as a separate entry rather than overwriting.delete— Remove the single entry identified by scope (ds_id/account_id) andtags— it targets that one tag set, never the others at the scope. Omittagsto remove the untagged entry. Irreversible, so confirm first.
When to save: when the user shares a plan, guidelines, or an SOP; states a durable preference ("for this client, always…"); or corrects your approach — offer to save it so it applies in future sessions. Distill the key, reusable rules (do not store documents verbatim) and tag them by category (e.g. "data-analysis", "targeting", "naming-conventions", "brand-visuals", "brand-language"). Tags are how the entry is retrieved later, so avoid tags that merely restate the scope. Read the current context with get_business_context before changing it.
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": {
"action": "<action>"
},
"name": "manage_business_context"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| mode | No | 'replace' (default) overwrites the entry with these tags; 'append' concatenates to it. A different tag set is saved as a separate entry | |
| tags | No | Categories, comma-separated or JSON array. Tags identify the entry within a scope: required for 'save'. 'delete' targets the single entry with these tags | |
| ds_id | No | Data source code (e.g. AW, FA); scopes to data-source level | |
| action | Yes | save: create or update the entry; delete: remove it | |
| account_id | No | Account ID; requires ds_id; scopes to account level | |
| context_text | No | The context — guidelines, policies, or preferences, as plain text or JSON text. Required for 'save'. Up to 10,000 characters per entry; split larger material into separate tagged entries |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | No | ||
| error | No | ||
| notes | No | ||
| success | Yes | ||
| business_context | No |