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Dweeb1578

Marketing Analytics MCP Server

by Dweeb1578

hubspot_search_pipeline_summary

Summarize HubSpot deals aggregated by property (e.g., deal stage) with count and amount sum, filtered by pipeline and date range.

Instructions

Aggregate deals by a property over a date range (count + amount sum).

Args: start_date: ISO date >= createdate (default: 30 days ago) end_date: ISO date <= createdate (default: today) group_by: Deal property to group by (default: "dealstage") pipeline: Pipeline ID filter (optional) limit: Max deals to scan (default: 200)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNo
end_dateNo
group_byNodealstage
pipelineNo
start_dateNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

With no annotations, the description carries the full burden. It discloses that the tool scans up to a limit of deals, groups by a property, and filters by date range and pipeline. While it doesn't explicitly state read-only/isn't destructive, the aggregation nature strongly implies it.

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?

Description is concise with a clear purpose statement followed by a bullet-like list of parameter explanations. Every sentence provides value, and the structure is easy to parse.

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?

Given that an output schema exists and there are 5 parameters with no schema descriptions, the description covers the core behavior and all parameters. Minor gaps exist (e.g., not mentioning valid group_by property values), but overall it is complete enough for an agent to use the tool correctly.

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 0%, so the description must compensate. It provides defaults and brief but useful descriptions for each of the 5 parameters (e.g., 'ISO date >= createdate' for start_date, 'Max deals to scan' for limit), adding meaning beyond the schema.

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 the tool aggregates deals by a property over a date range, providing count and amount sum. This distinguishes it from sibling tools like hubspot_search_deals or hubspot_get_deal.

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

Usage Guidelines3/5

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

The description implies usage when aggregation and grouping is needed, but it does not explicitly state when to use this tool versus alternatives or provide exclusion criteria.

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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