Skip to main content
Glama
aaron-pienza

Salesforce MCP Server

by aaron-pienza

salesforce_list_analytics

List Salesforce reports or dashboards by type and optional name search. Get IDs, names, and metadata for use with describe or run analytics tools.

Instructions

List available Salesforce reports or dashboards. Returns IDs, names, and metadata. Use this to find IDs before describing or running them with salesforce_describe_analytics or salesforce_run_analytics.

Examples:

  1. List recently viewed reports:

    • type: "report"

  2. Search reports by name:

    • type: "report"

    • searchTerm: "Pipeline"

  3. List recently viewed dashboards:

    • type: "dashboard"

  4. Search dashboards by name:

    • type: "dashboard"

    • searchTerm: "Executive"

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
typeYesType of analytics resource to list: "report" or "dashboard"
searchTermNoSearch term to filter by name. If omitted, returns recently viewed items.
Behavior4/5

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

Without annotations, the description carries the full burden. It clearly explains the read-like behavior (listing items, filtering, returning metadata) and implies no destructive actions. However, it does not mention authentication or permission requirements.

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 and well-structured: a clear opening line, usage guideline, and bulleted examples. Every sentence is informative and earns its place.

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?

For a simple list operation with two parameters and no output schema, the description is largely complete. It explains the purpose, usage, and sample scenarios. Minor omission: no mention of pagination or result limits, but this is acceptable for the tool's simplicity.

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?

Input schema has 100% description coverage. The description reiterates the parameter meanings but does not add new information beyond the schema. 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 the tool lists Salesforce reports or dashboards and returns IDs, names, and metadata. It distinguishes itself from siblings by explicitly mentioning it is used to find IDs before describing or running them with related tools.

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

Usage Guidelines5/5

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

The description explicitly tells when to use this tool ('to find IDs') and provides alternative tools ('salesforce_describe_analytics', 'salesforce_run_analytics'). It also gives concrete examples covering typical use cases.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/aaron-pienza/mcp-server-salesforce'

If you have feedback or need assistance with the MCP directory API, please join our Discord server