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ZLeventer

salesforce-marketing-mcp

sf_get_report_metadata

Retrieve column definitions and groupings for any Salesforce Analytics report using the report ID. Ideal for understanding report structure and fields.

Instructions

Retrieve column definitions and groupings for a Salesforce Analytics report

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
reportIdYesSalesforce Report ID
Behavior3/5

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

With no annotations, the description carries the full burden. It states the tool retrieves metadata, implying a read operation, but does not disclose authorization needs, rate limits, or potential side effects. The description is factually accurate but minimal.

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 a single 10-word sentence with no fluff. It is front-loaded and efficiently conveys the core purpose.

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

Completeness3/5

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

Given the tool has no output schema, the description does not detail the return structure (e.g., format of column definitions and groupings). For a simple one-parameter retrieval, it is adequate but leaves the agent uncertain about the exact output.

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 the single parameter reportId, which has a clear description in the schema. The tool description adds no additional meaning beyond the schema, so baseline 3 is appropriate.

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 clearly states it retrieves 'column definitions and groupings' for a Salesforce Analytics report, using the verb 'retrieve' and a specific resource. This distinguishes it from siblings like sf_run_report (which returns data) and sf_list_reports (which lists reports).

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 for metadata retrieval but provides no explicit guidance on when to use this tool vs alternatives like sf_run_report or sf_list_reports. The purpose is clear, but there are no exclusions or comparisons.

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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