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ZLeventer

salesforce-marketing-mcp

sf_pipeline_by_lead_source

Summarize sales pipeline grouped by lead source, using weighted values to provide accurate revenue projection. Filter by open stages or date range for focused analysis.

Instructions

Summarize pipeline grouped by lead source with weighted values

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
openOnlyNo
dateFromNo
dateToNo
Behavior2/5

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

No annotations provided. The description does not disclose behavioral traits such as read-only nature, side effects, or required permissions. It only states what it does, not how it behaves.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single sentence, which is concise, but it lacks important information. It is not wasteful yet under-informative.

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

Completeness1/5

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

With no output schema and 0% parameter coverage, the description fails to explain output structure or parameter meaning. It is insufficient for an agent to use correctly.

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

Parameters1/5

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

Schema description coverage is 0%, and the description provides no explanation of parameters. The terms openOnly, dateFrom, dateTo are left entirely undefined, adding no value beyond parameter names.

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 the tool summarizes pipeline data grouped by lead source with weighted values. It distinguishes from siblings like sf_pipeline_summary and sf_pipeline_by_campaign which group differently.

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?

No guidance on when to use this tool vs alternatives. The description does not mention use cases, prerequisites, or exclusions.

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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