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Create Initiative

create_initiative

Create a strategic initiative that groups features and rolls up to a goal, defining its name, status, timeframe, and product scope.

Instructions

Create an initiative — a strategic effort that groups features and rolls up to a goal — and return it. Link it to a goal with objective_id (from list_objectives) to build line-of-sight. status ∈ planned|active|paused|done|abandoned (default planned); timeframe is free text ('H2 2026'). product_id defaults to the primary product. Only name is required. Then align features to it via create_feature / update_feature (initiative_id).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesInitiative name (the only required field), e.g. 'Win enterprise'.
statusNoLifecycle status (optional; default 'planned').
timeframeNoFree-text timeframe, e.g. 'Q3 2026' or 'H2 2026' (optional).
product_idNoProduct to scope it to, from whoami (optional; the primary product when omitted).
descriptionNoWhat the initiative is / why it matters (optional).
objective_idNoGoal this rolls up to, from list_objectives (optional; builds line-of-sight).
Behavior4/5

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

Annotations show non-readonly, non-destructive, creation behavior. Description adds defaults (status='planned', product_id from primary product), fact that it returns the initiative, and how to build line-of-sight. No contradictions.

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?

Single paragraph with no fluff; first sentence captures purpose. Every sentence adds value: resource definition, linking, defaults, required field, post-creation steps.

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?

Covers all key aspects for a creation tool: purpose, parameters, defaults, downstream actions. Lacks return value format (no output schema) and error handling, but sufficient for agent selection.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage 100%, and description adds extra context: explains purpose of objective_id, defaults for product_id and status, enum values, and that only name is required. Provides example usage.

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?

Description clearly states 'Create an initiative' with specifics on what an initiative is (strategic effort grouping features, rolling up to goal). Distinguishes from siblings by mentioning linking to goals and aligning features via other tools.

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?

Explicitly advises when to use: creating initiatives, linking to goals via objective_id. Provides prerequisite (use list_objectives) and follow-up actions (create_feature/update_feature). Lacks explicit when-not-to-use but context is clear.

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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