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insights_analyze

Analyze CRM data to uncover trends and answer specific business questions. Choose from contacts, opportunities, campaigns, or all data, and set a timeframe for tailored insights.

Instructions

Get AI-powered insights from your CRM data.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataTypeYesData to analyze: contacts, opportunities, campaigns, all
questionNoSpecific question to answer
timeframeNoTimeframe: 7d, 30d, 90d, ytd
Behavior2/5

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

With no annotations, the description carries the full burden of behavioral disclosure. It only mentions 'AI-powered insights' but does not state whether this is a read-only operation, whether it consumes credits, whether results are deterministic, or what the output format is. This is a significant gap for an AI tool.

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 description is a single concise sentence with no wasted words. It is front-loaded with the main action and resource. However, it is somewhat under-specified, but that is more a completeness issue than a conciseness issue.

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

Completeness2/5

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

The tool has no output schema or annotations, and the description is too thin to cover the AI-powered analysis behavior. It does not explain what types of insights can be generated, how to use the 'question' parameter, or what the response will look like. This is inadequate for a tool of this complexity.

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

Parameters3/5

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

Schema description coverage is 100% for all three parameters (dataType, question, timeframe), so the baseline is 3. The description itself adds no parameter-specific meaning beyond what the schema already provides, but it does not need to compensate.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose3/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description 'Get AI-powered insights from your CRM data' clearly identifies the domain and general action, but it lacks specificity about what kind of insights (e.g., trends, summaries, answers) and does not differentiate from sibling analysis tools like seo_analyze. It is not a tautology, but it is vague on the exact capabilities.

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

Usage Guidelines2/5

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

The description provides no guidance on when to use this tool versus alternatives. There is no mention of scenarios like analyzing trends, answering questions, or what to do if direct data retrieval is needed. Sibling tools are not referenced.

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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